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Tax Preparation

These checklists will help you prepare for the tax season and understand the tax issues that relate to your situation.

FASFA Pell Grant, Scholarships, and Student Loan Advice

This is great advice about how to get the most college grant money possible when completing the FASFA. This checklist also includes helpful tax information related to grants, scholarships, and student college loans.

Homeowner Documents -- Keep for Tax Purposes

This is a list of homeowner documents and receipts that need to be kept for tax purposes and why they may be needed.

How to Calculate Gain on Sale of Personal Home

Determine how much gain you need to report to the IRS after selling a personal home. This step-by-step checklist will show if your home sale has generated a gain or loss and whether that will affect your tax liability.

IRS Tax Deductions

How many tax deductions do you qualify for? Here is a list of several tax deductions available to the average taxpayer.

Tax Deductions for Rental Property Owners

Use this checklist if you have rental property. These are rental expenses needed for tax preparation.

Tax Documents Needed for Families With Children

If you support a child in your home, this is the information you will need and documents you will want to have available in order to complete your tax return.

Tax Documents Needed for Homeowners

If you are a homeowner, this is a list of the tax documents and expenses you will need for preparing your tax return.

Tax Information for Low-Income Individuals and Families

This is helpful 2010 tax information for individuals and families who are at lower to mid-income levels.

Tax Information for Retired Person

These are the tax records typically needed for a person who is elderly or retired.

Tax Information for Students

This tax information relating to those obtaining higher education.

Tax Deductions for Contractors and Self-employed Business Owners

These expenses can reduce taxable income and self-employment tax for contractors and those who own a business.