Tax Season Preparation Checklist
Get organized for tax season with this comprehensive checklist to ensure you have everything ready.
Free — save your own editable copy, customize it, set reminders, and share it with others.
- W-2 forms from employers
- 1099 forms for freelance or contract work
- Receipts for deductible expenses
- Bank statements for interest and dividends
- Mortgage interest statement (Form 1098)
- Investment income documentation
- Records of any cryptocurrency transactions
- Health insurance forms (Form 1095-A, 1095-B, or 1095-C)
- Previous year's tax return for reference
- Documentation for any educational expenses (Form 1098-T)
- Childcare expenses and provider information
- Proof of charitable contributions
- Retirement account contributions (IRA, 401(k), etc.)
- Any notices from the IRS
- Estimated tax payment receipts
- Personal identification information (SSN, ITIN)
- Address change information if applicable
- Power of attorney forms if using a tax professional
- List of all dependent information
- Any additional income sources not previously mentioned
- Checklist of deductions and credits to consider
Free — save your own editable copy, customize it, set reminders, and share it with others.