Tool
Tax Document Checklist
Tell us what applied to your year and we'll assemble the document list — so nothing shows up missing in April.
Did you have W-2 wage income?
Did you have self-employment or freelance income?
Do you operate a business entity (LLC, S-Corp, partnership)?
Do you have dependents?
Did you pay childcare or dependent care expenses?
Do you own a home with a mortgage?
Did you or a dependent have college expenses?
Did you have investment, interest, or dividend activity?
Did you buy, sell, or receive digital assets?
Did you receive retirement, pension, or Social Security income?
Did you have health coverage through a marketplace exchange?
Did you have foreign income or foreign accounts?
Did you make charitable contributions?
Did you make estimated tax payments?
Do you own rental property?
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