• As the saying goes, nothing in life is certain except for death and taxes. Although many of us dread the tax season, it is something that we must face each year. To ensure that you are paying the minimum amount of taxes necessary and to avoid potentially costly errors, the use of a checklist can prevent you from overlooking anything when filing your return.
  
  

Do You Have All Applicable Forms?

• Gather all applicable tax forms and schedules. If you are employed, you will need W-2 forms. If you're an independent contractor, you should have received a Form 1099-MISC from companies for which you performed services. Other common documents you might receive include Form 1098 for mortgage interest and 1099-R for distributions from annuities or retirement plans.
  
  

Do You Have All Your Records?

• Gather your own records you've kept during the year for any expenses or other possible deductions. If you have receipts, such as for business expenses, organize them so that you don't miss anything. One method is to organize them by month and expense type, such as office supplies. Other possible records include a mileage log when using your vehicle for business to see if you qualify for a mileage or vehicle deduction, and information concerning energy-saving improvements you made to your home to determine if you qualify for an energy credit.
  
  

Have You Reviewed IRS Publication 17?

• IRS Publication 17 can be downloaded for free at IRS.gov and contains information about any changes in the tax code that have occurred. It also offers tips for filing your taxes and for planning for the next tax year.
  
  

Did You Choose the Right Form?

• Determine if you're using the right base form for filing your taxes. If you are single or married and filing jointly and have no dependents, the 1040EZ may be right for you. Form 1040A can be used if your taxable income is under $100,000 and you have no itemized deductions, or if you and your spouse are considering filing separate returns. Form 1040 applies if you are itemizing deductions or have a taxable income in excess of $100,000.
  
  

Do You Need Help?

• If you're not sure how to proceed or are confused about your taxes, it may be a good idea to get help. Websites such as Turbotax.com can do a lot of the work for you, or you can visit tax professionals such as Jackson Hewitt or H&R Block. A Certified Public Accountant who specializes in income taxes is another resource.