** Checklist & Worksheets may not load properly if your browser has issues with its .pdf plugin. Contact us if you run into any snags, as we can always email you PDF versions.
- Checklist (guides you through paperwork gathering)
- Child & Dependent Care Expenses
- Property Donations (Goodwill, etc.)
- Fair Market Value Calculator (used to transfer data to above worksheet)
- Investment/Rental Properties #1 (solely rental, separate from personal)
- Investment/Rental Properties #2 (part rental/part personal - Airbnb, renting room in home, renting 2nd unit of home etc.)
- Home Sale (investment properties & primary residences)
- Self-Employed Deductions (Business Owner / Independent Contractors)
- Employee Deductions (W2 Wage Earners)
Paycheck Withholdings Forms
- Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.