How to Review Individual Tax Return

Sep 4, 2024

DO NOT SIGN UNTIL YOU HAVE REVIEWED THE RETURN
THERE WILL BE A $100 CHARGE FOR ANY CHANGES AFTER THIS FORM IS SIGNED
I have uploaded your personal tax return to the Sharefile. It will be located within the 2023 folder in another folder called 2023 Filings.
The PDF of the tax return is indexed with bookmarks so you can easily navigate to any one form. You are ultimately responsible for every single number on every tax return you sign. You are also the only person who can truly verify whether your address and dependents are correct.

  1. Check the 1040 first. Is your address correct? Are your dependents listed correctly with correct names and tax identification numbers?
  2. If you made any estimated or extension payments, verify they are listed correctly on the 1040 on line 26 of page 2.
  3. Check Schedule A. If you have a mortgage, is the interest listed on line 8? Are your charitable contributions correct on line 11?
  4. Check Schedule B. Are all of your interest bearing accounts listed? Are all of your dividends listed?
  5. Check Schedule D and the 8949. Are all of your stock sales listed? If you sold a home, is it listed there? If you sold crypto, is it listed there?
  6. If you have a business not in a corporation or partnership, check Schedule C. Is the income correct? Do the expenses seem reasonable?
  7. If you have rental properties not in a partnership, check Schedule E. Are all of your properties listed correctly? Is the rent correct? Are the expenses reasonable?
  8. If you own interests in partnerships or S Corporations, make sure they are included on Schedule E Page 2. These might be on an overflow statement if you have a lot of them but it will be bookmarked.
  9. If you have W2s or 1099Rs, there are forms called W-2 Listing and 1099R Listing. Ensure all of your W2s and 1099Rs are listed here.
  10. If you are getting a refund, check the Transaction Summary to verify the amount of refund and if the account is correct for direct deposit.
  11. Finally, look at the state tax returns. Are all the states you lived and worked in included?

If any information is missing, upload the missing documents and please let me know that you have done so.

If the return looks good, please sign below.