Income forms
- W-2s from each employer
- 1099-INT, 1099-DIV, and brokerage year-end summaries
- 1099-SA (HSA) and 5498 (IRA contribution confirmations)
Downloads
W-2 tax document checklist
Organize every form and receipt you need for your 2026 return, then grab a downloadable copy to share or annotate.
Household benefits
- Form 1095 health coverage letters
- Childcare statements with provider EIN and address
- Education Form 1098-T plus receipts for qualified expenses
Itemized deduction support
- Mortgage statements (Form 1098) and property tax bills
- Charitable donation acknowledgements over $250
- Energy-efficient home upgrade receipts and certificates
Payments and adjustments
- IRA or HSA contribution confirmations made before April 15
- IRS Direct Pay or state estimated payment confirmations
- Prior-year refund statements to reconcile carryovers
| Countdown | What to tackle |
|---|---|
| 30 days before filing |
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| 21 days before filing |
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| 14 days before filing |
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| 7 days before filing |
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| Filing day |
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