π Tax Filing Checklist 2026
Stay organized and don't miss any important documents
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Personal Information Documents
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Social Security Cards
For yourself, spouse, and all dependents
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Last Year's Tax Return
Useful for reference and calculating safe harbor payments
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Bank Account Information
Routing and account numbers for direct deposit refund
Income Documents
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W-2 Forms
From all employers (usually received by January 31)
Deadline: Jan 31
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1099 Forms (All Types)
1099-NEC (self-employment), 1099-INT (interest), 1099-DIV (dividends), 1099-G (unemployment), 1099-R (retirement distributions)
Deadline: Jan 31 - Feb 15
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Cryptocurrency Transaction Records
All crypto sales, exchanges, and income from mining/staking
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Rental Income Records
Rent received and all property-related expenses
Deduction Documents
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Mortgage Interest Statement (Form 1098)
If you own a home and have a mortgage
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Property Tax Records
Can deduct up to $10,000 in SALT (state and local taxes)
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Student Loan Interest Statement (1098-E)
Deduct up to $2,500 of interest paid
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Medical & Dental Expense Receipts
Only if they exceed 7.5% of your AGI
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Charitable Donation Receipts
Written acknowledgment for donations over $250
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Business Expense Records
Mileage log, home office, equipment, supplies (if self-employed)
Credits & Special Situations
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Education Expenses (Form 1098-T)
For American Opportunity or Lifetime Learning Credit
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Childcare Provider Information
Name, address, and Tax ID for Child and Dependent Care Credit
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Energy-Efficient Home Improvements
Receipts for solar panels, windows, insulation (Residential Energy Credit)
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Health Insurance Marketplace Statement (1095-A)
If you purchased insurance through Healthcare.gov
π‘ Pro Tip: Don't Wait Until the Last Minute!
Start gathering these documents in January. Some forms (like K-1s from partnerships) may not arrive until March. Filing early means you'll get your refund faster and avoid the April rush.
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