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Official form guide
Form 13690-ES: 13690 (EN-SP)
IRS Form 13690 (EN-SP) is a Checklist of Income and Deductions used to prepare tax returns for various filers. This form requires bringing documentation such as W-2s and 1099s, with no specific dollar threshold stated on the cover page.
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IRS Form 13690-ES - 13690 (EN-SP)
IRS Form 13690 (EN-SP) is a Checklist of Income and Deductions used to prepare tax returns for various filers. This form requires bringing documentation such as W-2s and 1099s, with no specific dollar threshold stated on the cover page.
Risk Radar
Scan points- 1Failing to bring documentation for all listed items means incomplete data for your tax return.
- 2Failing to bring Form W-2 or Form 1099 Interest/dividends.
- 3Omitting receipts for charitable contributions.
- 4Not providing the Social Security or ITIN number for all dependents.
- 5Forgetting mortgage interest and tax statements.
Plain English
This form acts as a checklist to help gather all necessary paperwork before filing your taxes. By completing Form 13690 (EN-SP), you organize proof of income and deductions so that tax preparers can accurately complete your return. It ensures no important financial document is forgotten.
Submission Date
- Filing date: 2012-07-17 00:00:00
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when gathering documents needed to prepare your tax return.
- Do not use it when all income and deduction documentation is already compiled and organized.
- Check Form W-2 or Form 1099 instead when you only have one specific type of document.
Form selector
Use this form or another form?
You are claiming charitable contributions
This form requires bringing receipts for these donations.
✓ Check before you continue
You received interest from a bank
You must bring the statement showing this income.
✓ Check before you continue
Your spouse has dependents
The form requires listing SSN/ITIN for all dependents.
✓ Check before you continue
Deadline or filing window
The Form 13690 (EN-SP) does not state a specific filing deadline. It is required when preparing the tax return, which dictates when it must be submitted. The source does not mention any extension options for this checklist itself.
Checklist
What you need before filling it out
Income sources
Form W-2 or Form 1099 Interés, dividend · Various Tax Forms
Deductions (Mortgage/Property)
Mortgage interest and tax statements · Lender/County Records
Personal Identifiers
Social Security or ITIN number for yourself, spouse and dependents · Personal ID/W-2
Medical Expenses
Medical expense receipts · Doctor/Hospital Billing
Childcare Costs
Receipt childcare expense identifying number of care provider · Care Provider Invoice
Before you submit
- 1Verify that you have brought documentation for all income and deductions.
- 2Confirm you have gathered your Form W-2, Form 1099 Interés, and dividend statements.
- 3Ensure you possess copies of your prior year’s tax return.
- 4Check that the Social Security or ITIN numbers are ready for yourself, spouse, and dependents.
- 5Verify you have mortgage interest and property tax statements available.
- 6Confirm you have receipts for any charitable contributions being claimed.
- 7Double-check that medical expense receipts and childcare provider identification numbers are included.
How to file this form
- 1Gather all necessary income and deduction documents listed on IRS Form 13690 (EN-SP).
- 2Collect specific records, such as W-2s, 1099 Interest/dividend statements, and mortgage interest statements.
- 3Ensure you have the Social Security or ITIN numbers ready for yourself, spouse, and dependents.
- 4Bring receipts for all charitable contributions, medical expenses, and childcare costs; keep provider ID handy.
- 5Review the checklist to confirm no required item is missing before leaving home.
- 6Present the complete set of documents to the tax preparer, confirming the Form 13690 (ENG/SP) was used.
Known limitations
- 1The form does not state a specific dollar threshold that must be met to use it, though it implies documents related to income and deductions are needed for tax return preparation.
- 2The form itself is titled 13690 (EN-SP), indicating it is available in both English and Spanish versions.
- 3The checklist does not specify which types of dependents must be included, only that Social Security or ITIN numbers for yourself, spouse, and dependents are required.
- 4It lists various documents to bring but does not explicitly state if a specific document (like the prior year's return) is mandatory versus optional.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition of IRS Form 13690 (EN-SP) is dated 04/06, and the source does not point to a separate page for the latest information; this version includes the English/Spanish designation.
What changed or needs a fresh check
- Edition date — confirm 04/06
- Form designation — confirm Form 13690 (ENG/SP)
- Catalog number — confirm 40139U
- Required documents listed — confirm W-2, 1099 Interest, and dividend are mentioned
Quick Facts
Downloads
After you file
- 1Keep copies of the documents listed on IRS Form 13690 (EN-SP) after preparation.
- 2Retain records of all income and deduction documents brought to the preparer for reference.
- 3The form itself does not state a required retention period, but it serves as proof of documentation gathering.
- 4If an error is found on the checklist, corrections must be made directly on IRS Form 13690 (EN-SP) and dated.
Sources
- SRCForm p.1 — The official title of the form is IRS Form 13690 (ENG/SP).
- SRCForm p.1 — The purpose is a Checklist of Income and Deductions ('Lista de Control de Ingreso y Deducciones').
- SRCForm p.1 — Required documentation includes Form W-2, Form 1099 Interés, and Form 1099 Dividend.
- SRCForm p.1 — Specific required information includes the Social Security or ITIN number for yourself, spouse, and dependents.
- SRCForm p.1 — The form requires bringing statements for Mortgage interest and tax ('Interés hipotecario e impuestos de propiedad').
- SRCForm p.1 — Other specific documents to bring are Charitable contributions receipts and Medical expense receipts.
- SRCForm p.1 — The identifying number of the care provider must be available if childcare expenses were incurred.
- SRCForm p.1 — The IRS Catalog Number for this form is 40139U.
Common confusion points
What documents do I need to bring?
The form lists specific items like W-2s and mortgage interest statements, so a filer might wonder if they need everything listed.
→ Check the list on IRS Form 13690 (EN-SP) against your financial records.
Does this mean my income must be over a certain amount?
The form is a checklist and does not specify a minimum income threshold for its use.
→ Look at the cover page or introductory text of IRS Form 13690 (EN-SP).
What if I have dependents but no spouse?
The form requires listing SSN/ITINs for yourself, your spouse, and dependents, so a filer must account for all three categories.
→ Ensure you have documentation ready for every person listed on IRS Form 13690 (EN-SP).
Is this the final tax return?
No, it is a checklist used *to prepare* the tax return; the actual filing will be another form.
→ Confirm that your primary tax document matches the purpose described in IRS Form 13690 (EN-SP).
What if I have medical expenses but no childcare costs?
The filer only needs to bring documentation for what applies, such as 'Recibos de gastos médicos' (Medical expense receipts).
→ Verify that you are not required to list zero amounts for every line item.
Where do I get the official form?
The IRS Catalog Number is 40139U.
→ Confirm this number on your physical copy of IRS Form 13690 (EN-SP).
Workflow map
Related forms and next steps
Current
After
Often used with
⚠ If something goes wrong
- If errors are found during preparation, IRS Form 13690 (EN-SP) is used to track and correct those issues.
Questions about IRS Form 13690-ES
What is IRS Form 13690-ES used for?
This form acts as a checklist to help gather all necessary paperwork before filing your taxes. By completing Form 13690 (EN-SP), you organize proof of income and deductions so that tax preparers can accurately complete your return. It ensures no important financial document is forgotten.
Who must file IRS Form 13690-ES?
Filers who need this checklist include those preparing a tax return for themselves, their spouse, or dependents. The form serves as the required documentation list for anyone gathering information to prepare a tax filing.
What information does IRS Form 13690-ES require?
The Form 13690 (EN-SP) collects details on various income and deductions through its listed items. These include specific documents like W-2s, 1099 Interest/dividends, and receipts for mortgage interest and charitable contributions.
Where do I file IRS Form 13690-ES?
The form does not specify a single service center address or e-file requirement on this page. It serves as documentation accompanying the tax return being prepared.
How do I complete IRS Form 13690-ES?
The filer must gather all necessary income and deduction documents referenced by Form 13690 (EN-SP). These items are then presented to the preparer for inclusion in the tax return. The form itself requires bringing these documents, implying it is used alongside a signature on the final filing.
What happens if IRS Form 13690-ES is filed incorrectly?
While no penalty amount is listed on this cover page, failing to bring all required documents may result in an incomplete or incorrect tax filing.
What documents do I need to bring?
The form lists specific items like W-2s and mortgage interest statements, so a filer might wonder if they need everything listed. Check the list on IRS Form 13690 (EN-SP) against your financial records.
Does this mean my income must be over a certain amount?
The form is a checklist and does not specify a minimum income threshold for its use. Look at the cover page or introductory text of IRS Form 13690 (EN-SP).
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