Tax Preparation Checklists To Help You Get Your Tax Documentation In Order

Tax Form Schedules Checklist

Tax season offers plenty of challenges especially when it comes to gathering up all that documentation that needs to be handy while working on your tax return.

Fortunately, a tax preparation checklist can make light of the situation and help you discover what's needed to proceed when ready.

Being prepared for tax season is easy with the right tax forms and schedules

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Printable Tax Form Schedules Checklist

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General Tax Form Schedules and Descriptions
Schedule Description
Form 940 (PR) (Schedule A) Multi-State Employer and Credit Reduction Information (Puerto Rican Version)
Form 940 (Schedule A) Multi-State Employer and Credit Reduction Information
Form 940 (Schedule R) Allocation Schedule for Aggregate Form 940 Filers
Form 941 (PR) (Schedule B) Registro de la Obligacion Contributiva para los Depositantes de Itinerario Bisemanal
Inst 941 (PR) (Schedule B) Instrucciones para el Anexo B (Forma 941-PR), Registro de la Obligacion Contributiva para los Depositantes de Itinerario Bisemanal
Form 941 (Schedule B) Report of Tax Liability for Semiweekly Schedule Depositors
Inst 941 (Schedule B) Instructions for Schedule B (Form 941), Report of Tax Liability for Semiweekly Schedule Depositors
Form 941 (Schedule D) Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
Inst 941 (Schedule D) Instructions for Schedule D (Form 941), Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
Form 941 (Schedule R) Allocation Schedule for Aggregate Form 941 Filers
Form 990 (Schedule D) Supplemental Financial Statements
Inst 990 (Schedule D) Instructions for Schedule D (Form 990), Supplemental Financial Statements
Form 990 (Schedule F) Statement of Activities Outside the United States
Inst 990 (Schedule F) Instructions for Schedule F (Form 990), Statement of Activities Outside the U.S.
Form 990 (Schedule H) Hospitals
Inst 990 (Schedule H) Instructions for Schedule H (Form 990), Hospitals
Form 990 (Schedule I) Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
Form 990 (Schedule I-1) Continuation Sheet for Schedule I (Form 990)
Form 990 (Schedule J) Compensation Information
Inst 990 (Schedule J) Instructions for Schedule J (Form 990), Compensation Information
Form 990 (Schedule J-1) Continuation Sheet for Schedule J (Form 990)
Form 990 (Schedule J-2) Continuation Sheet for Form 990
Form 990 (Schedule K) Supplemental Information on Tax-Exempt Bonds
Inst 990 (Schedule K) Instructions for Schedule K (Form 990), Supplemental Information on Tax-Exempt Bonds
Form 990 (Schedule M) Noncash Contributions
Form 990 (Schedule O) Supplemental Information to Form 990 or 990-EZ
Form 990 (Schedule R) Related Organizations and Unrelated Partnerships
Inst 990 (Schedule R) Instructions for Schedule R (Form 990), Related Organizations and Unrelated Partnerships
Form 990 (Schedule R-1) Continuation Sheet for Schedule R (Form 990)
Form 1040 (Schedule 8812) Child Tax Credit
Inst 1040 (Schedule 8812) Instructions for Schedule 8812 (Form 1040A or 1040), Child Tax Credit
Form 1040 (Schedule A) Itemized Deductions
Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040), Itemized Deductions
Form 1040 (Schedule B) Interest and Ordinary Dividends
Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship)
Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship)
Form 1040 (Schedule C-EZ) Net Profit from Business (Sole Proprietorship)
Form 1040 (Schedule D) Capital Gains and Losses
Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040), Capital Gains and Losses
Form 1040 (Schedule E) Supplemental Income and Loss
Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040), Supplemental Income and Loss
Form 1040 (Schedule EIC) Earned Income Credit
Form 1040 (Schedule F) Profit or Loss From Farming
Inst 1040 (Schedule F) Instructions for Schedule F (Form 1040), Profit or Loss From Farming
Form 1040 (Schedule H) Household Employment Taxes
Inst 1040 (Schedule H) Instructions for Schedule H (Form 1040), Household Employment Taxes
Form 1040 (Schedule J) Income Averaging for Farmers and Fishermen
Inst 1040 (Schedule J) Instructions for Schedule J (Form 1040), Income Averaging for Farmers and Fishermen
Form 1040 (Schedule R) Credit for the Elderly or the Disabled
Inst 1040 (Schedule R) Instructions for Schedule R (Form 1040A or 1040), Credit for the Elderly or the Disabled
Form 1040 (Schedule SE) Self-Employment Tax
Inst 1040 (Schedule SE) Instructions for Schedule SE (Form 1040), Self-Employment Tax
Form 1041 (Schedule D) Capital Gains and Losses
Inst 1041 (Schedule D) Instructions for Schedule D (Form 1041), Capital Gains and Losses
Form 1041 (Schedule I) Alternative Minimum Tax - Estates and Trusts
Inst 1041 (Schedule I) Instructions for Schedule I (Form 1041), Alternative Minimum Tax (AMT)
Form 1041 (Schedule J) Accumulation Distribution for Certain Complex Trusts
Form 1041 (Schedule K-1) Beneficiary's Share of Income, Deductions, Credits, etc.
Inst 1041 (Schedule K-1) Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040
Form 1065 (Schedule B-1) Information on Partners Owning 50% or More of the Partnership
Form 1065 (Schedule C) Additional Information for Schedule M-3 Filers
Inst 1065 (Schedule C) Instructions for Schedule C (Form 1065), Additional Information for Schedule M-3 Filers
Form 1065 (Schedule D) Capital Gains and Losses
Inst 1065 (Schedule D) Instructions for Schedule D (Form 1065), Capital Gains and Losses
Form 1065 (Schedule K-1) Partner's Share of Income, Deductions, Credits, etc.
Inst 1065 (Schedule K-1) Instructions for Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc.
Form 1065 (Schedule M-3) Net Income (Loss) Reconciliation for Certain Partnerships
Inst 1065 (Schedule M-3) Instructions for Form 1065 Schedule M-3, Net Income (Loss) Reconciliation for Certain Partnerships
Form 1065-B (Schedule K-1) Partner's Share of Income (Loss) From an Electing Large Partnership
Inst 1065-B (Schedule K-1) Instructions for Schedule K-1 (Form 1065-B), Partner's Share of Income (Loss) From an Electing Large Partnership
Form 1066 (Schedule Q) Quarterly Notice to Residual Interest Holder of REMIC Taxable Income or Net Loss Allocation
Form 1118 (Schedule I) Reduction of Foreign Oil and Gas Taxes
Form 1118 (Schedule J) Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End Recharacterization Balances, and Overall Foreign Loss Account Balances
Inst 1118 (Schedule J) Instructions for Schedule J (Form 1118), Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions
Form 1118 (Schedule K) Foreign Tax Carryover Reconciliation Schedule
Inst 1118 (Schedule K) Instructions for Schedule K (Form 1118), Foreign Tax Carryover Reconciliation Schedule
Form 1120 (Schedule B) Additional Information for Schedule M-3 Filers
Form 1120 (Schedule D) Capital Gains and Losses
Inst 1120 (Schedule D) Instructions for Schedule D (Form 1120), Capital Gains and Losses
Form 1120 (Schedule G) Information on Certain Persons Owning the Corporation's Voting Stock
Form 1120 (Schedule H) Section 280H Limitations for a Personal Service Corporation (PSC)
Form 1120 (Schedule M-3) Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More
Inst 1120 (Schedule M-3) Instructions for Schedule M-3 (Form 1120), Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More
Form 1120 (Schedule N) Foreign Operations of U.S. Corporations
Form 1120 (Schedule O) Consent Plan and Apportionment Schedule for a Controlled Group
Inst 1120 (Schedule O) Instructions for Schedule O (Form 1120), Consent Plan and Apportionment Schedule for a Controlled Group
Form 1120 (Schedule PH) U.S. Personal Holding Company (PHC) Tax
Inst 1120 (Schedule PH) Instructions for Schedule PH (Form 1120), U.S. Personal Holding Company (PHC) Tax
Form 1120 (Schedule UTP) Uncertain Tax Position Statement
Inst 1120 (Schedule UTP) Instructions for Schedule UTP (Form 1120), Uncertain Tax Position Statement
Form 1120-F (Schedule H) Deductions Allocated To Effectively Connected Income Under Regulations Section 1.861-8
Inst 1120-F (Schedule H) Instructions for Schedule H (Form 1120-F), Deductions Allocated To Effectively Connected Income Under Regulations Section 1.861-8
Form 1120-F (Schedule I) Interest Expense Allocation Under Regulations Section 1.882-5
Inst 1120-F (Schedule I) Instructions for Schedule I (Form 1120-F), Interest Expense Allocation Under Regulations Section 1.882-5
Form 1120-F (Schedule M-3) Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More
Inst 1120-F (Schedule M-3) Instructions for Schedule M-3 (Form 1120-F), Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More
Form 1120-F (Schedule P) List of Foreign Partner Interests in Partnerships
Inst 1120-F (Schedule P) Instructions for Schedule P (Form 1120-F), List of Foreign Partner Interests in Partnerships
Form 1120-F (Schedule S) Exclusion of Income from the International Operation of Ships or Aircraft Under Section 883
Inst 1120-F (Schedule S) Instructions for Schedule S (Form 1120-F), Exclusion of Income from the International Operation of Ships or Aircraft Under Section 883
Form 1120-F (Schedule V) List of Vessels or Aircraft, Operators, and Owners
Inst 1120-F (Schedule V) Instructions for Schedule V (Form 1120-F), List of Vessels or Aircraft, Operators, and Owners
Form 1120-F Schedules M-1, M-2 Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books
Form 1120-FSC (Schedule P) Transfer Price or Commission
Form 1120-IC-DISC (Schedule K) Shareholder's Statement of IC-DISC Distributions
Form 1120-IC-DISC (Schedule P) Intercompany Transfer Price or Commission
Form 1120-IC-DISC (Schedule Q) Borrower's Certificate of Compliance With the Rules for Producer's Loan
Form 1120-L (Schedule M-3) Net Income (Loss) Reconciliation for U.S. Life Insurance Companies With Total Assets of $10 Million or More
Inst 1120-L (Schedule M-3) Instructions for Form 1120-L Schedule M-3), Net Income (Loss) Reconciliation for US Life Insurance Companies With Total Assets of $10 Million or More
Form 1120-PC (Schedule M-3) Net Income (Loss) Reconciliation for U.S. Property and Casualty Insurance Companies with Total Assets of $10 Million or More
Inst 1120-PC (Schedule M-3) Instructions for Schedule M-3 (Form 1120-PC), Net Income (Loss) Reconciliation for U.S. Property and Casualty Insurance Companies With Total Assets of $10 Million or More
Form 1120-S (Schedule B-1) Information on Certain Shareholders of an S Corporation
Form 1120-S (Schedule D) Capital Gains and Losses and Built-in Gains
Inst 1120-S (Schedule D) Instructions for Schedule D (Form 1120S), Capital Gains and Losses and Built-In Gains
Form 1120-S (Schedule K-1) Shareholder's Share of Income, Deductions, Credits, etc.
Inst 1120-S (Schedule K-1) Instructions for Schedule K-1 (Form 1120-S), Shareholder's Share of Income, Deductions, Credits, etc.
Form 1120-S (Schedule M-3) Net Income (Loss) Reconciliation for S Corporations With Total Assets of $10 Million or More
Inst 1120-S (Schedule M-3) Instructions for Schedule M-3 (Form 1120-S), Net Income (Loss) Reconciliation for S Corporations With Total Assets of $10 Million or More
Form 5300 (Schedule Q) Elective Determination Requests
Inst 5300 (Schedule Q) Instructions for Schedule Q (Form 5300), Elective Determination Requests
Form 5471 (Schedule J) Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation
Form 5471 (Schedule M) Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons
Form 5471 (Schedule O) Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of Its Stock
Form 5713 (Schedule A) International Boycott Factor (Section 999(c)(1))
Form 5713 (Schedule B) Specifically Attributable Taxes and Income (Section 999(c)(2))
Form 5713 (Schedule C) Tax Effect of the International Boycott Provisions
Form 8610 (Schedule A) Carryover Allocation of Low-Income Housing Credit
Form 8804 (Schedule A) Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships
Inst 8804 (Schedule A) Instructions for Schedule A (Form 8804), Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships
Form 8849 (Schedule 1) Nontaxable Use of Fuels
Form 8849 (Schedule 2) Sales by Registered Ultimate Vendors
Form 8849 (Schedule 3) Certain Fuel Mixtures and the Alternative Fuel Credit
Form 8849 (Schedule 5) Section 4081(e) Claims
Form 8849 (Schedule 6) Other Claims
Inst 8849 (Schedule 6) Instructions for Schedule 6 (Form 8849), Other Claims
Form 8849 (Schedule 8) Registered Credit Card Issuers
Form 8858 (Schedule M) Transactions Between Foreign Disregarded Entity of a Foreign Tax Owner and the Filer or Other Related Entities
Form 8865 (Schedule K-1) Partner's Share of Income, Deductions, Credits, etc.
Form 8865 (Schedule O) Transfer of Property to a Foreign Partnership (under section 6038B)
Form 8865 (Schedule P) Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership

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