Tax Deduction Checklist

Use the following Tax Deduction Checklist when filing your annual return:

Tax Deduction checklist Tips

Your statements should be filed with the IRS on an annual basis. We recommend saving this tax deduction checklist to your account and customizing it the first time you use it. Then, in subsequent years, simply re-use it as a checklist template. It is typical that the first time around you will need to make most changes as you learn how to file your taxes. The second time is always easier. Happy filing!