{"id":19599,"date":"2019-08-16T20:43:34","date_gmt":"2019-08-16T20:43:34","guid":{"rendered":"https:\/\/www.process.st\/templates\/individual-tax-preparation-checklist-2\/"},"modified":"2024-02-29T00:01:47","modified_gmt":"2024-02-29T00:01:47","slug":"individual-tax-preparation-checklist-2","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/individual-tax-preparation-checklist-2\/","title":{"rendered":"Individual Tax Preparation Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qSybPj2mmgRjsruW47lCsA.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qSybPj2mmgRjsruW47lCsA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Manually filing your tax returns in the US can seem like a <strong>daunting task<\/strong>, so we\u2019ve created a <strong>simple checklist<\/strong> to make the process <strong>a whole lot easier<\/strong>.<\/p>\n<p>If you feel unsure about <strong>how the individual tax preparation<\/strong>&nbsp;<strong>process works <\/strong>or<strong> why it's a must-do<\/strong>,<span> <a href=\"https:\/\/www.thebalance.com\/how-to-file-a-tax-return-4147226\" rel=\"nofollow noopener\" target=\"_blank\">find out more before getting started.&nbsp;<\/a><\/span><\/p>\n<p><span>Some additional resources you may find helpful are last year's <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1040a.pdf\" rel=\"nofollow noopener\" target=\"_blank\">1040A form<\/a> and a comprehensive <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/i1040gi.pdf\" rel=\"nofollow noopener\" target=\"_blank\">instruction guide<\/a> provided by the IRS.&nbsp;<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"personal-information\">\n<h2>Personal Information:<\/h2>\n<div class=\"text-content\">\n<p>The <strong>first step<\/strong> to completing your tax return form is filling in a few personal details so we can<strong>&nbsp;customise the checklist to suit your&nbsp;individual needs<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-names-address-and-other-important-details\">\n<h2>Enter names, address and other important details<\/h2>\n<div class=\"text-content\">\n<p>Surprise surprise! To get the ball rolling you must enter&nbsp;<strong>your name and address<\/strong>. If you are married, you must <strong>also enter the name of your spouse<\/strong>.<\/p>\n<p><strong>Answer the other simple questions<\/strong> below so we can present you with tasks that are relevant to you and forego those that are not.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Spouse name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are you a homeowner? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Home address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you own high-value personal property like a car or boat? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you own any real estate abroad? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are you a student or recent graduate? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you have a family with a partner or spouse? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you made any charitable donations this past year? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are you a qualified teacher\/educator? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you suffered any losses due to casualty or theft? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-dates-of-birth\">\n<h2>Enter dates of birth<\/h2>\n<div class=\"text-content\">\n<p>Enter your date of birth. If applicable, also enter the birth date of<strong>&nbsp;your spouse<\/strong> and any <strong>dependents<\/strong> you may have.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your Date of Birth <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Spouse's Date of Birth (if applicable) <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> (1) Dependents Date of Birth (if applicable) <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> (2) Dependents Date of Birth (if applicable) <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-social-security-numbers\">\n<h2>Enter social security numbers<\/h2>\n<div class=\"text-content\">\n<p>Submit the social security number of your <strong>spouse and dependents in addition to your own<\/strong>.&nbsp;<\/p>\n<p>Gather your SSN numbers and have them ready to disclose.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"attach-copies-of-last-years-tax-returns\">\n<h2>Attach copies of last year's tax returns<\/h2>\n<div class=\"text-content\">\n<p>Disclose copies of the <strong>past year's tax return for you and your spouse<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your Tax Return from Previous Year <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Spouse's Tax Return from Previous Year <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-your-bank-account-and-routing-number\">\n<h2>Enter your bank account and routing number<\/h2>\n<div class=\"text-content\">\n<p>Enter your bank account and routing number if you would like your <strong>refund to be transferred&nbsp;via direct deposit<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"income\">\n<h2>Income:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uE9l94YvzB3Jj5VZZXhACw.jpg\" alt=\"Income:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uE9l94YvzB3Jj5VZZXhACw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The next step in filing your tax return is <strong>selecting your sources of income and<\/strong>&nbsp;<strong>disclosing them in full.&nbsp;<\/strong><\/p>\n<p>This represents a&nbsp;big chunk of your form so be sure to take your time and get it right.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"select-all-relevant-sources-income\">\n<h2>Select all relevant sources income<\/h2>\n<div class=\"text-content\">\n<p>This is where you must enter your <strong>personal sources of income&nbsp;<\/strong>such as salary, rental income, investments, business income and any other miscellaneous sources.<\/p>\n<p>It is important that you answer the questions below so <strong>we can provide you with only the tasks that you need to complete<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Annual salary <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Did you receive unemployment compensation and\/or a state or local tax refund last year? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any income from investments? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any income from a pension or annuity? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any rental income? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any income as a business, freelancer or contractor? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any income from a farming business? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any financial benefits from health savings accounts? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any income from gambling winnings? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you received any alimony income from your spouse or a former spouse? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/YmbSv6q8hSE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Here's a simple walkthrough of how to calculate your adjusted gross income (AGI)\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"attach-your-w2-form\">\n<h2>Attach your W-2 form<\/h2>\n<div class=\"text-content\">\n<p>Along with disclosing your personal income, you <strong>must attach a copy of your W-2 form <\/strong>when filing for your individual tax return.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> W-2 Form <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>In the case that tax was withheld, <\/strong>you must also attach form(s) 1099-R.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Form 1099-R (if applicable) <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"report-your-refund-with-form-1099g\">\n<h2>Report your refund with form 1099-G<\/h2>\n<div class=\"text-content\">\n<p>Because you received <strong>unemployment compensation<\/strong>&nbsp;and\/or a <strong>state or local tax refund last year<\/strong>, you will have been issued a<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099g\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;Form 1099-G<\/a> from your local government agency.<\/p>\n<p>You <strong>need to report the refund<\/strong> <strong>if you deducted your state taxes last year<\/strong>.<\/p>\n<p>If you are not sure whether this applies to you, find out more on the <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099g\" rel=\"nofollow noopener\" target=\"_blank\">IRS website<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Form 1099-G <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-income-from-investments\">\n<h2>Disclose income from investments<\/h2>\n<div class=\"text-content\">\n<p>In addition to your personal income, you must disclose any income you have earned through investments. Investment income consists of:<\/p>\n<ol>\n<li><strong>Interest payments<\/strong>&nbsp;(<a href=\"https:\/\/www.irs.gov\/forms-pubs\/form-1099-int-interest-income\" rel=\"nofollow noopener\" target=\"_blank\">Form 1099-INT<\/a>)<strong>.&nbsp;<\/strong>This includes savings account, money market account and mutual funds.\n<\/li>\n<li><strong>Dividends<\/strong> (<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099-div-dividends-and-distributions\" rel=\"nofollow noopener\" target=\"_blank\">Form 1099-DIV<\/a>)<strong>.&nbsp;<\/strong>This includes dividend income and interest income from shareholdings or mutual funds respectively.\n<\/li>\n<li><strong>Capital Gains (Loss)&nbsp;<\/strong>(<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099b\" rel=\"nofollow noopener\" target=\"_blank\">Form 1099-B<\/a>)<strong>.&nbsp;<\/strong>This includes the sale of stocks, bonds, mutual funds, real estate and collectibles.\n<\/li>\n<li><strong>Undistributed Capital Gains - <\/strong>(<a href=\"https:\/\/www.irs.gov\/forms-pubs\/form-2439-notice-to-shareholder-of-undistributed-long-term-capital-gains\" rel=\"nofollow noopener\" target=\"_blank\">Form 2439<\/a>)<strong>.&nbsp;<\/strong>This is a&nbsp;tax form provided for by the Internal Revenue Service (IRS) that informs a shareholder of any undistributed long-term capital gains<\/li>\n<\/ol>\n<p><strong>If any of these apply to you<\/strong>, be sure to download the relevant form(s), <strong>attach them below<\/strong> and to your final 1040 form.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Form 1099-INT <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Form 1099-DIV <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Form 1099-B <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Form 2439 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-rental-income\">\n<h2>Disclose rental income<\/h2>\n<div class=\"text-content\">\n<p>The money you receive for allowing other people to use your real estate or personal property is regarded as <strong>taxable rental income<\/strong>.<\/p>\n<p>You are allowed to offset your rental expenses from your rental income.&nbsp;<\/p>\n<p>Use <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-schedule-e-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">Schedule E Form 1040<\/a>&nbsp;to disclose rental income.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Rental income <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Schedule E Form 1040 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-business-income\">\n<h2>Disclose business income<\/h2>\n<div class=\"text-content\">\n<p>Taxpayers with earnings from a business, freelance or contractor work are considered self-employed.<\/p>\n<p>Report your business income and expenses using <a href=\"https:\/\/www.irs.gov\/forms-pubs\/schedule-c-form-1040-profit-or-loss-from-business\" rel=\"nofollow noopener\" target=\"_blank\">Schedule C Form 1040<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Business income (freelancer or contractor) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Schedule C Form 1040 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-farm-income\">\n<h2>Disclose farm income<\/h2>\n<div class=\"text-content\">\n<p>Farmers, who are considered as self-employed, should report income and expenses from their farming business on <a href=\"https:\/\/www.irs.gov\/forms-pubs\/schedule-f-form-1040-profit-or-loss-from-farming\" rel=\"nofollow noopener\" target=\"_blank\">Schedule F Form 1040<\/a>.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Farm income <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Schedule F Form 1040 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-financial-benefits-from-health-savings-accounts\">\n<h2>Disclose financial benefits from health savings accounts<\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099-sa\" rel=\"nofollow noopener\" target=\"_blank\">Form 1099-SA<\/a>, titled \"Distributions From an HSA, Archer MSA, or Medicare Advantage MSA\", is given to those taxpayers who received financial benefits from health savings accounts (HSAs) or medical savings accounts (MSAs).<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Financial benefits from health savings accounts <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Form 1099-SA <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-gambling-winnings\">\n<h2>Disclose gambling winnings<\/h2>\n<div class=\"text-content\">\n<p>Gambling winnings&nbsp;are fully taxable and must be reported on your tax returns in <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w2g\" rel=\"nofollow noopener\" target=\"_blank\">Form W-2G<\/a>.<\/p>\n<p>Gambling income comprises winnings from <strong>lotteries, raffles, horse races, and casinos.<\/strong> It also includes <strong>cash winnings<\/strong> and all prizes such as cars and trips priced at their fair market value.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Gambling winnings <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Form W-2G <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-alimony-income\">\n<h2>Disclose alimony income<\/h2>\n<div class=\"text-content\">\n<p><strong>Alimony Income:&nbsp;<\/strong>Payments received from a spouse or&nbsp;former&nbsp;spouse under a divorce or separation instrument are considered alimony payments and are generally taxable income.&nbsp;<strong>Only cash payments, including checks or money orders, qualify as alimony.<\/strong><em><\/em><\/p>\n<p><em>A divorce or separation instrument is any of the following:<\/em><\/p>\n<ul>\n<li>A decree of divorce or separate maintenance or a written instrument incident to that decree<\/li>\n<li>A written separation agreement<\/li>\n<li>A decree or court order requiring a spouse to make payments for the support or maintenance of the other spouse<\/li>\n<\/ul>\n<p class=\"style-warning\">Report alimony income directly on your <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">1040 form&nbsp;<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Alimony income <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"disclose-pensions--annuities\">\n<h2>Disclose pensions &amp; annuities<\/h2>\n<div class=\"text-content\">\n<p>This is broken down into <strong>two parts (a &amp; b)<\/strong>. the 'a' part&nbsp;<span>reports the <strong>gross amount of distributions<\/strong> you received from pensions and annuities, while the 'b' part reports&nbsp;the&nbsp;<strong><em>taxable<\/em>&nbsp;portion<\/strong> of these distributions.<\/span><\/p>\n<p><span>For example, you may have received a distribution of $12,000 from your 401(k) plan, but only $10,000 of that amount was taxable. The $12,000 gross amount would, therefore, go in line 'a', and the $10,000 taxable amount would go in line 'b'. <strong>Line 'b' is the amount that contributes to your overall taxable income.<\/strong><\/span><\/p>\n<p>Distributions from the following accounts are entered on this line of your tax return:<\/p>\n<ul>\n<li>401(k) plans<\/li>\n<li>403(b) plans<\/li>\n<li>Civil Service Retirement System (CSRS)<\/li>\n<li>Federal Employees Retirement System (FERS)<\/li>\n<li>Foreign pension plans<\/li>\n<li>Governmental 457 (b) plans<\/li>\n<li>Thrift Savings Plan<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.thebalance.com\/pensions-and-annuities-3193176\" rel=\"nofollow noopener\" target=\"_blank\">Discover more<\/a> about this section of the 1040 form if you feel unsure about what you need to do.<\/p>\n<p class=\"style-warning\">Report pensions &amp; annuities directly on your <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">1040 form<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Gross amount of distributions received from pensions and annuities (part a) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Taxable portion of distributions (part b) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"for-homeowners\">\n<h2>For Homeowners:<\/h2>\n<div class=\"text-content\">\n<p>As a homeowner, there are certain requirements that you must meet when filing your tax return. These include:<\/p>\n<ol>\n<li>Completing Your Mortgage Interest Statement - Form 1098<\/li>\n<li>Filing Your Property Taxes<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"complete-your-mortgage-interest-statement\">\n<h2>Complete your mortgage interest statement<\/h2>\n<div class=\"text-content\">\n<p>If you have received <strong>$600 or more<\/strong> <strong>from mortgage interest<\/strong> during the year you should <strong>file <a href=\"https:\/\/www.irs.gov\/forms-pubs\/form-1098-mortgage-interest-statement\" rel=\"nofollow noopener\" target=\"_blank\">Form 1098<\/a>.<\/strong><\/p>\n<p>Form 1098 also includes a section for you to declare <strong>mortgage insurance premiums.&nbsp;<\/strong>If you are paying a mortgage, chances are you are also paying mortgage insurance. Federally-backed loans, such as FHA loans, require that borrowers pay mortgage insurance, just as like private lenders and banks. Fortunately, mortgage insurance is a tax-deductible expense for most homeowners.<\/p>\n<p>If you are unsure about what you need to do, <a href=\"https:\/\/www.irs.gov\/forms-pubs\/form-1098-mortgage-interest-statement\" rel=\"nofollow noopener\" target=\"_blank\">read more<\/a> about it on the IRS website.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Form-1098 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-your-property-taxes\">\n<h2>Deduct your property taxes<\/h2>\n<div class=\"text-content\">\n<p>If you pay taxes on your personal property and owned real estate, they <strong>may be deductible<\/strong> from your income tax bill.<\/p>\n<p>You may be surprised at how much property tax you pay because a large percentage of homeowners pay it via their mortgage loan. If you fall into this category, it means you are still eligible to get a property tax deduction as the mortgage company has been paying the tax with your money.<\/p>\n<p><strong>Check the <\/strong><a href=\"https:\/\/www.irs.gov\/forms-pubs\/form-1099-int-interest-income\" rel=\"nofollow noopener\" target=\"_blank\">1099-INT tax form<\/a> the mortgage company is required to send you each year. Both the amount of <strong>mortgage interest paid<\/strong> for the year and the amount of <strong>property taxes paid<\/strong> annually should be listed. Enter the amount of interest you can deduct on Line 6 of&nbsp;<a href=\"http:\/\/www.irs.gov\/pub\/irs-pdf\/f1040sa.pdf\" rel=\"nofollow\"><span>Form 1040, Schedule A from the IRS<\/span><\/a>.<\/p>\n<p><em>Attach the form below once completed.&nbsp;<\/em><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Schedule A Form 1040 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"education\">\n<h2>Education:<\/h2>\n<div class=\"text-content\">\n<p>For students and recent graduates, there a few ways to <strong>get some of your college expenses back in your pocket<\/strong> when filing for tax returns.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-interest-paid-on-a-student-loan\">\n<h2>Deduct interest paid on a student loan<\/h2>\n<div class=\"text-content\">\n<p>If you have paid any interest on your student loan, you can receive a <strong>maximum deduction of $2,500.<\/strong><\/p>\n<p>This max is&nbsp;<strong>per return<\/strong>, not per taxpayer, even if both spouses on a joint return qualify for the deduction.<\/p>\n<p>The student loan interest amount goes in<strong>&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">Form 1040<\/a> - Adjustments Section.<\/strong><\/p>\n<p>Find out which <a href=\"https:\/\/www.1040.com\/tax-guide\/for-students-and-new-grads\/student-loan-interest\/\" rel=\"nofollow noopener\" target=\"_blank\">requirements you must meet<\/a> before filing.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Interest paid on student loan <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-college-expenses\">\n<h2>Deduct college expenses<\/h2>\n<div class=\"text-content\">\n<p>There are <strong>two options<\/strong> for getting back some of the college expenses you have paid during the year. The first is the <a href=\"https:\/\/www.irs.gov\/credits-deductions\/individuals\/qualified-ed-expenses\" rel=\"nofollow noopener\" target=\"_blank\">claim education credits<\/a>, and the second is <a href=\"https:\/\/www.irs.gov\/taxtopics\/tc457\" rel=\"nofollow noopener\" target=\"_blank\">tuition and fees deduction.<\/a><\/p>\n<p><a href=\"https:\/\/www.1040.com\/tax-guide\/for-students-and-new-grads\/tuition-deduction-vs-education-credit\/\" rel=\"nofollow noopener\" target=\"_blank\">Find out more<\/a> to evaluate which is most suitable for you.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"family-costs\">\n<h2>Family Costs:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hsPzBTPG6UOhGtxy3a1JeQ.jpg\" alt=\"Family Costs:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hsPzBTPG6UOhGtxy3a1JeQ.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Making sure you get your money's worth for taking care of you and your loved ones \ud83d\ude42&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"claim-child-and-dependent-care-credit\">\n<h2>Claim child and dependent care credit<\/h2>\n<div class=\"text-content\">\n<p><strong>If you paid a daycare center, babysitter, summer camp, or other care providers<\/strong> to care for a qualifying child under age 13 or a disabled dependent of any age, you may qualify for a tax credit of up to 35 percent of qualifying expenses of $3,000 for one child or dependent, or up to $6,000 for two or more children or dependents.<\/p>\n<p><a href=\"https:\/\/turbotax.intuit.com\/tax-tips\/family\/deducting-summer-camps-and-daycare-with-the-child-and-dependent-care-credit\/L8aAzvmjB\" rel=\"nofollow noopener\" target=\"_blank\">Find out more<\/a> to see if you meet the qualification requirements<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Amount spent on childcare <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"claim-credit-for-adoption-expenses\">\n<h2>Claim credit for adoption expenses<\/h2>\n<div class=\"text-content\">\n<p>To claim the adoption credit or exclusion, you must complete <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f8839.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Form 8839<\/a> and attach it to your Form 1040.&nbsp;&nbsp;<\/p>\n<p>In 2017, the <strong>maximum amount<\/strong> of tax credit for qualified adoption expenses was <strong>$13,570 per child.&nbsp;<\/strong><\/p>\n<p><a href=\"https:\/\/www.irs.gov\/taxtopics\/tc607\" rel=\"nofollow noopener\" target=\"_blank\">Find out more<\/a> about Form 8839 to see if you meet the requirements and how you can go about completing it.&nbsp;<\/p>\n<p><em>Attach the form below once completed.&nbsp;<\/em><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Adoption expenses <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Form 8839 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-medical-and-dental-expenses\">\n<h2>Deduct medical and dental expenses<\/h2>\n<div class=\"text-content\">\n<p>As is the case with Charitable Contributions, if you <strong>itemize your deductions<\/strong> for a taxable year in&nbsp;<a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1040sa.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Schedule A Form 1040<\/a>&nbsp;<span>you may be able to deduct expenses you paid for&nbsp;<strong>medical and dental care<\/strong> for yourself, your spouse, and your dependents.&nbsp;<\/span><\/p>\n<p><strong>You may deduct only the amount of your total medical expenses that exceed 7.5% of your adjusted gross income.&nbsp;<\/strong><\/p>\n<p><a href=\"https:\/\/www.irs.gov\/taxtopics\/tc502\" rel=\"nofollow noopener\" target=\"_blank\">Find out more<\/a> from the IRS website if you feel unsure about how to deduct your medical expenses.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Medical and dental expenses <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Completed Schedule A Form 1040 <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"donations\">\n<h2>Donations:<\/h2>\n<div class=\"text-content\">\n<p><strong>Certain donations you've made during the year could be eligible <\/strong>for deduction from your tax bill.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-charitable-contributions\">\n<h2>Deduct charitable contributions<\/h2>\n<div class=\"text-content\">\n<p>If you have made any charitable donations during the year to <strong>qualified organizations<\/strong>, they may be deductible. They should be disclosed in the <em>\"Itemized Deductions\"<\/em>&nbsp;section of <strong>Section A Form 1040.<\/strong><\/p>\n<p><a href=\"https:\/\/www.irs.gov\/taxtopics\/tc506\" rel=\"nofollow noopener\" target=\"_blank\">Read more<\/a> to find out how you can get this done.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Amount of charitable contributions <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"tax-deductions\">\n<h2>Tax Deductions:<\/h2>\n<div class=\"text-content\">\n<p>There are <strong>4&nbsp;types of deductible nonbusiness taxes<\/strong>:<\/p>\n<ol>\n<li>State and local personal property taxes<\/li>\n<li>State and local general sales taxes<\/li>\n<li>State, local and foreign income taxes<\/li>\n<li>State, local and foreign real estate taxes<\/li>\n<\/ol>\n<p class=\"style-blockquote\">\"To be deductible, the tax must be imposed on you, and you must have paid it during your tax year. Taxes may be claimed only as an itemized deduction on&nbsp;<a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1040sa.pdf\" rel=\"nofollow\"><span>Form 1040, Schedule A.pdf<\/span><\/a>,&nbsp;<em>Itemized Deductions<\/em>.\" - IRS<\/p>\n<p class=\"style-danger\"><span style=\"color: #333333;\"><strong>NOTE:<\/strong> You&nbsp;can elect to deduct state and local general sales taxes instead of state and local income taxes, but you <strong>cannot deduct both<\/strong>.<\/span><\/p>\n<p>You can read more about deductible taxes on <a href=\"https:\/\/www.irs.gov\/taxtopics\/tc503\" rel=\"nofollow noopener\" target=\"_blank\">this IRS webpage<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-personal-property-taxes\">\n<h2>Deduct personal property taxes<\/h2>\n<div class=\"text-content\">\n<p>You can deduct personal property taxes paid during the year as an <strong>Itemized Deduction<\/strong> in <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1040sa.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Schedule A Form 1040<\/a>.<\/p>\n<p><span><strong>An example<\/strong> of personal property tax is the <strong>tax imposed on the value of a car<\/strong> and assessed as part of an annual vehicle registration fee.<\/span><\/p>\n<p><a href=\"https:\/\/www.thebalance.com\/personal-property-tax-deduction-3192846\" rel=\"nofollow noopener\" target=\"_blank\">Read more<\/a> about filing your personal property tax if you feel unsure about what is eligible and how you go about disclosing them.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-sales-taxes\">\n<h2>Deduct sales taxes<\/h2>\n<div class=\"text-content\">\n<p>When using<span>&nbsp;<\/span><a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1040sa.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Schedule A Form 1040,<span>&nbsp;<\/span><em>Itemized Deductions<\/em><\/a>, you can elect to deduct state and local general sales tax<span>&nbsp;<\/span><strong>instead&nbsp;<\/strong>of state and local income tax.<\/p>\n<p>Deducting sales tax instead of income tax <strong>might be useful<\/strong> if you live in a state without income tax or if you make a <strong>big-ticket purchase<\/strong>, such as a motor vehicle, before the end of the tax year.<\/p>\n<p><a href=\"https:\/\/www.irs.gov\/credits-deductions\/individuals\/deducting-sales-tax-at-a-glance\" rel=\"nofollow noopener\" target=\"_blank\">More info<\/a> is available on the IRS website.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"deduct-foreign-real-estate-taxes\">\n<h2>Deduct foreign real estate taxes<\/h2>\n<div class=\"text-content\">\n<p>This is often a complex area of tax filing for which it is recommended you seek professional advice.&nbsp;<\/p>\n<p>As is the case with other tax deductions, you report foreign real estate taxes in <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-schedule-a-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">Schedule A Form 1040.<\/a><\/p>\n<p>You can <a href=\"https:\/\/www.irs.gov\/taxtopics\/tc503\" rel=\"nofollow noopener\" target=\"_blank\">read about it<\/a> in your own time to better understand how you might be eligible.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"other-deductible-expenses\">\n<h2>Other Deductible Expenses:<\/h2>\n<div class=\"text-content\">\n<p>Other expenses you can claim include:<\/p>\n<ol>\n<li>Work-related expenses<\/li>\n<li>Teacher\/educator expenses<\/li>\n<li>Casualty and theft losses<\/li>\n<li>Lega fees<\/li>\n<\/ol>\n<\/p><\/div>\n<\/section>\n<section id=\"claim-workrelated-expenses\">\n<h2>Claim work-related expenses<\/h2>\n<div class=\"text-content\">\n<p>To claim work-related expenses like travel, uniforms, union dues, job hunting expenses and education, you must declare them as&nbsp;<strong>itemized deductions<\/strong> in <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-schedule-a-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">Form 1040, Schedule A<\/a>.<\/p>\n<p><span>You can&nbsp;<strong>only<\/strong> deduct&nbsp;the portion of your work-related expenses that <strong>exceeds the IRS floor: 2% of adjusted gross income.<\/strong><\/span><span><strong><\/strong><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"claim-teachereducator-expenses\">\n<h2>Claim teacher\/educator expenses<\/h2>\n<div class=\"text-content\">\n<p>If you are an eligible educator, you can deduct <strong>up to $250<\/strong> of unreimbursed trade or business expenses.&nbsp;<\/p>\n<p>For details on how to submit this deduction on your 1040, <a href=\"https:\/\/www.irs.gov\/taxtopics\/tc458\" rel=\"nofollow noopener\" target=\"_blank\">review the guidelines<\/a> provided by the IRS.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"claim-casualty-and-theft-losses\">\n<h2>Claim casualty and theft losses<\/h2>\n<div class=\"text-content\">\n<p><strong>What qualifies as a casualty?<\/strong><\/p>\n<p>A casualty is damage, destruction, or property loss resulting from one of these identifiable events:<\/p>\n<ul>\n<li>Sudden event \u2014 swift, rather than gradual or progressive<\/li>\n<li>An unexpected event \u2014 ordinarily unanticipated and unintended<\/li>\n<li>Unusual event \u2014 not a day-to-day occurrence<\/li>\n<\/ul>\n<p><span>You can claim casualty and theft losses on personal property as itemized deductions. Use Form 4684 to figure your losses and report them on Form 1040, Schedule A.<\/span><\/p>\n<p><a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/forms\/form-4684\/\" rel=\"nofollow noopener\" target=\"_blank\">Find out more details<\/a> regarding what qualifies as a casualty or theft and how you claim losses from them.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"claim-legal-fees\">\n<h2>Claim legal fees<\/h2>\n<div class=\"text-content\">\n<p>According to <a href=\"https:\/\/www.lawyers.com\/legal-info\/taxation\/tax-audits\/are-attorneys-fees-tax-deductible.html\" rel=\"nofollow noopener\" target=\"_blank\">lawyers.com<\/a>:&nbsp;<\/p>\n<p>The <strong>basic rule<\/strong> is that you can deduct attorney's fees you pay to:<\/p>\n<ul>\n<li>produce or collect taxable income, or<\/li>\n<li>help determine, collect, or obtain a refund of any tax.<\/li>\n<\/ul>\n<p>You deduct personal attorney fees as an&nbsp;<strong>itemized&nbsp;miscellaneous deduction<\/strong> on&nbsp;<a href=\"http:\/\/www.irs.gov\/pub\/irs-pdf\/f1040sa.pdf\" rel=\"nofollow\"><span>Schedule A<\/span><\/a>&nbsp;of your&nbsp;<a href=\"http:\/\/www.irs.gov\/pub\/irs-pdf\/f1040.pdf\" rel=\"nofollow\"><span>Form 1040<\/span><\/a>&nbsp;tax return.<\/p>\n<p><strong>As is the case with work-related expenses<\/strong>,&nbsp;legal fees deductibles are <strong>limited by the 2% rule<\/strong>: They are deductible only if they exceed 2% of your adjusted gross income (AGI).<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"final-forms\">\n<h2>Final Forms:<\/h2>\n<\/section>\n<section id=\"review--finalize-supplementary-forms\">\n<h2>Review &amp; finalize supplementary forms<\/h2>\n<div class=\"text-content\">\n<p>Check off the forms <strong>that apply to you<\/strong> once you have <strong>completed <em>and<\/em> reviewed<\/strong> them.<\/p>\n<p>This is important to ensure that you&nbsp;have sufficiently met the requirements of your individual tax preparation.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      W-2\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule A (Itemized Deductions)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule C (Profit or Loss from Business)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule E (Real Estate Income)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule F (Profit or Loss from Farming)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      1099-G\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      1099-INT\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      1099-DIV\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      1099-B\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      1099-SA\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Form 2439 (attached to 1120-RIC or 1120-REIT)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       12\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Form 1098\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       13\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Form 8839\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       14\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Form 4684\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"attach-final-1040-form\">\n<h2>Attach final 1040 form<\/h2>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> 1040 Form_FINAL <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-your-completed-1040-with-a-professional\">\n<h2>Review your completed 1040 with a professional<\/h2>\n<div class=\"text-content\">\n<p><span style=\"color: #333333;\"><strong>You're almost there!&nbsp;<\/strong><\/span><\/p>\n<p>Once you feel confident that you have completed your 1040 Form along with all supplementary forms, <strong>review all the documentation with a professional accountant<\/strong>&nbsp;to ensure that you have<strong> met all requirements.<\/strong><\/p>\n<p>Completing a 1040&nbsp;form is a challenging process and seeking expert guidance is important to setting yourself up for success!<\/p>\n<p>Check out these <a href=\"https:\/\/www.process.st\/accounting-processes\/\" rel=\"nofollow noopener\" target=\"_blank\">11 checklists to optimize your accounting processes<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-final-adjustments\">\n<h2>Make final adjustments<\/h2>\n<div class=\"text-content\">\n<p>After reviewing your documentation with a professional accountant, there may well be some missing information or areas that need editing. This is completely normal and part of the process.&nbsp;<\/p>\n<p>Make those final adjustments so you send off the form with total confidence that you've nailed every section!&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"submit-to-the-irs\">\n<h2>Submit to the IRS<\/h2>\n<div class=\"text-content\">\n<p><span style=\"color: #333333;\"><strong>Congratulations! <\/strong><\/span><\/p>\n<p><span style=\"color: #333333;\">Give yourself a well-deserved pat on the back.<\/span><\/p>\n<p><span style=\"color: #333333;\">It's now time to sit back, relax, and await the reward for all your hard work.&nbsp;<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.thebalance.com\/how-to-file-a-tax-return-4147226\" rel=\"nofollow noopener\" target=\"_blank\">The Balance Staff - The Ultimate Guide to Doing Your Taxes<\/a><\/li>\n<li><a href=\"https:\/\/www.sapling.com\/5279869\/tax-form-1099-g\" rel=\"nofollow noopener\" target=\"_blank\">Madison Garcia - What is Tax Form 1099-G<\/a><\/li>\n<li><a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1040\" rel=\"nofollow noopener\" target=\"_blank\">IRS - About Form 1040, U.S. Individual Income Tax Return<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalance.com\/pensions-and-annuities-3193176\" rel=\"nofollow noopener\" target=\"_blank\">William Perez - Line 16 on Form 1040: Pensions and Annuities<\/a><\/li>\n<li><a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099g\" rel=\"nofollow noopener\" target=\"_blank\">IRS - Form 1099-G, Certain Government Payments<\/a><\/li>\n<li><a href=\"https:\/\/www.irs.gov\/forms-pubs\/schedule-c-form-1040-profit-or-loss-from-business\" rel=\"nofollow noopener\" target=\"_blank\">IRS - Schedule C (Form 1040), Profit or Loss from Business<\/a><\/li>\n<li><a href=\"https:\/\/www.irs.gov\/forms-pubs\/schedule-f-form-1040-profit-or-loss-from-farming\" rel=\"nofollow noopener\" target=\"_blank\">IRS - About Schedule F (Form 1040), Profit or Loss From Farming<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalance.com\/other-income-form-1040-line-21-3193089\" rel=\"nofollow noopener\" target=\"_blank\">William Perez - Other Income: Form 1040 Line 21<\/a><\/li>\n<li><a href=\"https:\/\/turbotax.intuit.com\/tax-tips\/small-business-taxes\/what-is-a-schedule-k-1-tax-form\/L95lj0sJq\" rel=\"nofollow noopener\" target=\"_blank\">Turbotax - What is a Schedule K-1 Tax Form?<\/a><\/li>\n<li><a href=\"https:\/\/turbotax.intuit.com\/tax-tips\/home-ownership\/claiming-property-taxes-on-your-tax-return\/L6cSL1QoB\" rel=\"nofollow noopener\" target=\"_blank\">Turbotax - Claiming Property Taxes on Your Tax Return<\/a><\/li>\n<li><a href=\"https:\/\/financegourmet.com\/blog\/taxes\/how-to-deduct-property-taxes\/\" rel=\"nofollow noopener\" target=\"_blank\">Finance Gourmet - How To Deduct Property Taxes<\/a><\/li>\n<li><a href=\"https:\/\/www.1040.com\/tax-guide\/for-students-and-new-grads\/student-loan-interest\/\" rel=\"nofollow noopener\" target=\"_blank\">1040.com - How to Deduct Student Loan Interest<\/a><\/li>\n<li><a href=\"https:\/\/turbotax.intuit.com\/tax-tips\/family\/deducting-summer-camps-and-daycare-with-the-child-and-dependent-care-credit\/L8aAzvmjB\" rel=\"nofollow noopener\" target=\"_blank\">Turbotax - Deducting Summer Camps and Daycare with the Child and Dependent Care Credit<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalance.com\/personal-property-tax-deduction-3192846\" rel=\"nofollow noopener\" target=\"_blank\">William Perez - Learn About Personal Property Tax Deduction<\/a><\/li>\n<li><a href=\"https:\/\/www.irs.gov\/taxtopics\/tc503\" rel=\"nofollow noopener\" target=\"_blank\">IRS - Topic Number 503 - Deductible Taxes<\/a><\/li>\n<li><a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/forms\/form-4684\/\" rel=\"nofollow noopener\" target=\"_blank\">H&amp;R Block - Form 4684 \u2013 Theft and Casualty Losses<\/a><\/li>\n<li><a href=\"https:\/\/www.lawyers.com\/legal-info\/taxation\/tax-audits\/are-attorneys-fees-tax-deductible.html\" rel=\"nofollow noopener\" target=\"_blank\">Lawyers.com - Are Attorney's Fees Tax Deductible?<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/business-tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Tax Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Expense Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accounting-onboarding-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">Accounting Onboarding Procedures<\/a><\/li>\n<\/ul>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Manually filing your tax returns in the US can seem like a daunting task, so we\u2019ve created a simple checklist to make the process a whole lot easier. If you feel unsure about how the individual tax preparation&nbsp;process works or why it's a must-do, find out more before getting started.&nbsp; Some additional resources you [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":18497,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"48","template_description":"Use this template when filing your individual tax return (Form 1040)","template_id":"p6ACvhrF5T9SsW1go11Nxg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Personal Information:","task_slug_1":"personal-information","task_2":"Enter names, address and other important details","task_slug_2":"enter-names-address-and-other-important-details","task_3":"Enter dates of birth","task_slug_3":"enter-dates-of-birth","task_4":"Enter social security numbers","task_slug_4":"enter-social-security-numbers","task_5":"Attach copies of last year's tax returns","task_slug_5":"attach-copies-of-last-years-tax-returns","task_6":"Enter your bank account and routing number","task_slug_6":"enter-your-bank-account-and-routing-number","task_7":"Income:","task_slug_7":"income","task_8":"Select all relevant sources income","task_slug_8":"select-all-relevant-sources-income","task_9":"Attach your W-2 form","task_slug_9":"attach-your-w2-form","task_10":"Report your refund with form 1099-G","task_slug_10":"report-your-refund-with-form-1099g","task_11":"Disclose income from investments","task_slug_11":"disclose-income-from-investments","task_12":"Disclose rental income","task_slug_12":"disclose-rental-income","task_13":"Disclose business income","task_slug_13":"disclose-business-income","task_14":"Disclose farm income","task_slug_14":"disclose-farm-income","task_15":"Disclose financial benefits from health savings accounts","task_slug_15":"disclose-financial-benefits-from-health-savings-accounts","task_16":"Disclose gambling winnings","task_slug_16":"disclose-gambling-winnings","task_17":"Disclose alimony income","task_slug_17":"disclose-alimony-income","task_18":"Disclose pensions &amp; annuities","task_slug_18":"disclose-pensions--annuities","task_19":"For Homeowners:","task_slug_19":"for-homeowners","task_20":"Complete your mortgage interest statement","task_slug_20":"complete-your-mortgage-interest-statement","task_21":"Deduct your property taxes","task_slug_21":"deduct-your-property-taxes","task_22":"Education:","task_slug_22":"education","task_23":"Deduct interest paid on a student loan","task_slug_23":"deduct-interest-paid-on-a-student-loan","task_24":"Deduct college expenses","task_slug_24":"deduct-college-expenses","task_25":"Family Costs:","task_slug_25":"family-costs","task_26":"Claim child and dependent care credit","task_slug_26":"claim-child-and-dependent-care-credit","task_27":"Claim credit for adoption expenses","task_slug_27":"claim-credit-for-adoption-expenses","task_28":"Deduct medical and dental expenses","task_slug_28":"deduct-medical-and-dental-expenses","task_29":"Donations:","task_slug_29":"donations","task_30":"Deduct charitable contributions","task_slug_30":"deduct-charitable-contributions","task_31":"Tax Deductions:","task_slug_31":"tax-deductions","task_32":"Deduct personal property taxes","task_slug_32":"deduct-personal-property-taxes","task_33":"Deduct sales taxes","task_slug_33":"deduct-sales-taxes","task_34":"Deduct foreign real estate taxes","task_slug_34":"deduct-foreign-real-estate-taxes","task_35":"Other Deductible Expenses:","task_slug_35":"other-deductible-expenses","task_36":"Claim work-related expenses","task_slug_36":"claim-workrelated-expenses","task_37":"Claim teacher\/educator expenses","task_slug_37":"claim-teachereducator-expenses","task_38":"Claim casualty and theft losses","task_slug_38":"claim-casualty-and-theft-losses","task_39":"Claim legal fees","task_slug_39":"claim-legal-fees","task_40":"Final Forms:","task_slug_40":"final-forms","task_41":"Review &amp; finalize supplementary forms","task_slug_41":"review--finalize-supplementary-forms","task_42":"Attach final 1040 form","task_slug_42":"attach-final-1040-form","task_43":"Review your completed 1040 with a professional","task_slug_43":"review-your-completed-1040-with-a-professional","task_44":"Make final adjustments","task_slug_44":"make-final-adjustments","task_45":"Submit to the IRS","task_slug_45":"submit-to-the-irs","task_46":"Sources:","task_slug_46":"sources","task_47":"Related Checklists:","task_slug_47":"related-checklists","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7],"tags":[],"class_list":["post-19599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/19599","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=19599"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/19599\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/18497"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=19599"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=19599"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=19599"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}