✅ Tax Season Checklist: Never Miss a Document Again

50+ Essential Tax Documents Organized by Category - Free Downloadable Checklist

What's Inside

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Complete Document List

50+ tax documents organized across 6 major categories for easy reference

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Tax Season Timeline

Month-by-month roadmap from November through April 15

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Organization Tips

Best practices for digital document management and filing systems

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Common Mistakes

Documents clients frequently forget and how to request them

Checklist Categories

Personal Income

  • W-2 Forms
  • 1099-NEC
  • 1099-MISC
  • 1099-INT
  • 1099-DIV
  • + 5 more

Business Documents

  • Gross receipts
  • Business expenses
  • Mileage logs
  • Home office records
  • Asset purchases
  • + 2 more

Deductions & Credits

  • 1098 Mortgage interest
  • Property tax statements
  • Charitable donations
  • Medical expenses
  • Education expenses
  • + 3 more

Investment & Retirement

  • 1099-B Stock sales
  • IRA contributions
  • 401(k) statements
  • HSA records
  • Crypto transactions
  • + 2 more

Real Estate

  • Rental income
  • Rental expenses
  • Home sale documents
  • Home improvements
  • Property taxes

Life Events

  • Marriage/Divorce
  • New dependents
  • Health insurance
  • Alimony records
  • First-time homebuyer
  • + 1 more

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