From Schedule C business income, Schedule E rental income, investments, deductions, carryovers, carrybacks, alternative minimum tax (AMT) and a plethora of other complex individual tax matters, this checklist is a comprehensive tool to use when preparing a complex Form 1040, U.S. Individual Income Tax Return. It’s also useful when working with a new client while you are in the discovery phase of your engagement.
The template is available as a fillable PDF and in Word (for Word versions, see