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Last-minute Tax Filers' Check List

Last Updated: April 07, 2009

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Review the basic items needed for your tax return.

Released April 3, 2009

LITTLE ROCK, Ark. - The countdown to April 15 is on. Here are basic items needed for your tax return:

  • Proof of identification
  • Social Security cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
  • Birth dates for you, your spouse and dependents on the tax return
  • Current year's tax package if you received one
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • See Taxable Income for Students to determine if you have any other income that needs to be included.
  • A copy of last year's federal and state returns if available
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)
  • Additional items may be needed if special tax credits are taken.

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http://www.uaex.edu/news/april2009/0403tax_checklist.htm

Contact: Lamar James, (501) 671-2187, ljames@uaex.edu

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