Tax return: checklist

Determine your tax status, gather your documents, complete and submit the correct form, and track your refund.

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1. Determine your tax status

Determine whether you are a resident, nonresident, or dual-status taxpayer.

1. Determine your tax statusDetermine whether you are a resident, nonresident, or dual-status taxpayer.
2. Gather your income documentsPrepare your W-2, 1099, and, if necessary, 1042-S forms.
3. Prepare your tax identification numberHave your SSN or ITIN ready.
4. Choose the correct formBased on your status, choose Form 1040, Form 1040-NR, and, if necessary, Form 8843.
5. Prepare your returnUse tax software, IRS Free File, VITA volunteers, or a tax professional.irs.gov(Official site)
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6. Sign your returnFor an electronic return, use your prior-year AGI or your 5-digit personal PIN.
7. Submit your returnE-file is the fastest method; mail paper returns to the correct address.
8. Pay what you owePay your tax liability using one of the payment methods accepted by the IRS.
9. Track your refundHave your refund deposited directly into your bank account and check its status using the Where’s My Refund? tool.

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