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2023 Tax Preparation Checklist – Chime


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1 Information from IRS’s Publication 501 (2022), Dependents, Standard Deduction, and Filing Information as of August 3, 2023: https://www.irs.gov/publications/p501#en_US_2022_publink1000196863

2 Information from Intuit Turbotax’s What Is an IRS 1099 Form? as of August 3, 2023: https://turbotax.intuit.com/tax-tips/irs-tax-forms/what-is-an-irs-1099-form/L3NxSPMUe

3 Information from IRS’s Charitable Contribution Deductions as of August 3, 2023: https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contribution-deductions

4 Information from IRS’s Publication 503 (2022), Child and Dependent Care Expenses as of August 21, 2023: https://www.irs.gov/publications/p503

5 Information from IRS’s Publication 936 (2022), Home Mortgage Interest Deduction as of August 3, 2023: https://www.irs.gov/publications/p936

6 Information from IRS’s Frequently Asked Questions, Real Estate (Taxes, Mortgage Interest, Points, Other Property Expenses) as of August 3, 2023: https://www.irs.gov/faqs/itemized-deductions-standard-deduction/real-estate-taxes-mortgage-interest-points-other-property-expenses/real-estate-taxes-mortgage-interest-points-other-property-expenses-2

7 Information from IRS’s Qualified Education Expenses as of August 3, 2023: https://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses

8 Information from IRS’s Topic No. 456, Student Loan Interest Deduction as of August 3, 2023: https://www.irs.gov/taxtopics/tc456

9 Information from Intuit Turbotax’s What Are Deductible Investment Interest Expenses? as of August 3, 2023: https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-are-deductible-investment-interest-expenses/L9TeFQAf9

10 Information from IRS’s Publication 502 (2022), Medical and Dental Expenses as of August 3, 2023: https://www.irs.gov/publications/p502

11 Information from IRS’s Topic No. 515, Casualty, Disaster, and Theft Losses as of August 3, 2023: https://www.irs.gov/taxtopics/tc515

12 Information from IRS’s Publication 529 (12/2020), Miscellaneous Deductions as of August 3, 2023: https://www.irs.gov/publications/p529

13 Information from IRS’s Publication 535 (2022), Business Expenses as of August 3, 2023: https://www.irs.gov/publications/p535

14 Information from IRS’s Estimated Taxes as of August 3, 2023: https://www.irs.gov/businesses/small-businesses-self-employed/estimated-taxes

15 Information from IRS’s Pay As You Go, So You Won’t Owe: A Guide to Withholding, Estimated Taxes, and Ways to Avoid the Estimated Tax Penalty as of August 3, 2023: https://www.irs.gov/payments/pay-as-you-go-so-you-wont-owe-a-guide-to-withholding-estimated-taxes-and-ways-to-avoid-the-estimated-tax-penalty

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