Individual Tax Return Review Instructions

Once this return is approved, there will be charges for changes so make sure you have thoroughly gone through this. This is especially important for addresses and bank account numbers.

If anything is missing, please upload at app.matchtax.com and let me know.

I am happy to go through your personal return with your. You can book a Zoom appointment at matchtax.com/contact.

How to review the return. When you approve the return, you are confirming all of the following are correct.

1. The first document is a comparison between the current year and prior years for your federal taxes. 
2. If you have rentals or businesses reported on your personal tax return, the following pages are comparisons of your rentals and businesses.
   1. All Sole Proprietorships are reasonable and correct or I do not have any.
   2. All Rentals are reasonable and correct or I do not have any. 
3. The next pages are summaries of your federal and state refunds or federal balance due. I understand what I owe or am getting as a refund. 
4. If I am getting a refund, my bank account is listed correctly on the Transaction Summary. 
5. The next pages are listings of your W2s, 1099Rs, Interest, Dividends, Social Security and Withholdings.
   1. All W2s are listed or there are none.
   2. All 1099Rs are listed or there are none. 
   3. All Interest and Dividends are listed or there are none. 
   4. All Social Security Forms are listed or there are none. 
6. The next pages are the form 1040.
   1. My and/or My Spouse’s names are correct. 
   2. My address is correct.
   3. My dependents are correct.
7. Check Schedule D and the 8949.
   1. All stock transactions are listed. 
   2. My home sale is listed or I did not sell a primary residence. 
   3. My crypto sales are listed correctly or I did not have any crypto. 
   4. My business equipment and/or rental property sales are listed correctly on form 4797 or I did not sell any.
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. All S Corp and Partnership Interests are listed and correct. 
9. For health insurance, please verify the following
   1. If I received marketplace insurance/Covered California/Obamacare, there is a form 8962 and it is correct. 
   2. If I have Health Savings Accounts, all contributions and distributions are listed correctly on Form 8889. 
10. Finally, look at the state tax returns.
    1. All states I lived and/or worked in are included. 
    2. The comparisons are reasonable. 
    3. I understand what I am receiving as a refund or owe in taxes to each state.