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Tax Return Checklist

Holistiplan's Tax Return Review Checklist walks through the Federal 1040 and popular supporting schedules and forms line-by-line

This checklist offers some general comments for the tax return as a whole and dives deeper into the line-by-line details of the Form 1040, Schedules 1, 2, and 3, Schedules A, B, and D, and various Forms that might be included as part of a taxpayer's Federal return. 

If you see an error or have a suggested addition for the return checklist, please feel free to send your comments over to us at info@holistiplan.com or by using the Help tab >> Request Feature option when logged into your account.