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Personal Tax Checklist
Preparation is calmer when the year’s papers are gathered as you go. Print this page, keep it somewhere visible, and check things off.
Gather as you go
- Keep income records together in one folder (pay stubs, 1099s, business income)
- Track deductible expenses when they happen, not in April
- Note charitable contributions and receipts as you make them
- Keep records of estimated tax payments you make
- Save records of major purchases, sales, or refinances
Note life changes during the year
- Marriage, divorce, or a change in filing status
- A new child or a dependent who aged out
- A move. New city, new state, remote work in another state
- A job change, a business started or closed
- Retirement accounts opened, contributed to, or withdrawn
Before preparation time
- Collect income forms: W-2s, 1099s, interest and dividend statements
- List self-employment income and related expenses, if any
- Summarize estimated payments made during the year
- Gather deduction paperwork you noted during the year
- Write down your questions while they’re fresh
General guidance, not tax advice. Please never send tax documents, Social Security numbers, or account numbers through this website. Sensitive information is exchanged through secure channels once we’re working together.
Ready when you are
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