Step 3 of 3 · Simple Tax Return Checklist for W-2 Workers
Pass criteria: filed or booked
Pass criteria: filed or booked — step 3 of 3 in Simple Tax Return Checklist for W-2 Workers. You pass when documents are complete, method chosen, and return is e-filed — or a preparer appointment is booked with documents uploaded.
Free personal finance tip: Pass criteria: filed or booked (step 3 of 3 from "Simple Tax Return Checklist for W-2 Workers").
You pass when documents are complete, method chosen, and return is e-filed — or a preparer appointment is booked with documents uploaded.
Put next year's folder reminder on Jan 1.
You'll need
- Method chosen
- Filed or appointment set
- PDF saved
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