A tax return is only as complete as the information behind it. W-2s and 1099s are important, but investments, business records, Marketplace insurance, childcare, property transactions, estimated payments, retirement accounts, deductions, and prior-year information can be equally important. This comprehensive checklist explains what to gather before filing and why each category matters.
An IRS notice does not automatically mean a taxpayer is under audit or has done something wrong. Many notices begin with relatively ordinary discrepancies: a missing W-2, an unreported Form 1099, an estimated payment applied to the wrong year, a Marketplace insurance form that was not reconciled, or a dependent whose information does not match government records. This comprehensive guide explains the filing mistakes that commonly lead to IRS correspondence, how the IRS identifies discrepancies, and how taxpayers can reduce preventable problems before a return is submitted.
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