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Tax Season Documents Checklist
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20 itemsGather everything before you file. This free tax season documents checklist gives you a 20-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
What's on the list
- W-2 forms
- 1099s (interest, dividends, gig)
- 1098 (mortgage interest)
- Property tax records
- Charity donation receipts
- Medical expense totals
- HSA contributions
- Dependent care expenses
- Tuition (1098-T)
- Student loan interest (1098-E)
- Brokerage gain/loss reports
- Rental income and expenses
- Business income and expenses
- Mileage log
- Estimated tax payments made
- Last year's return for reference
- IP PIN if you have one
- Direct deposit info ready
- Save copies for 7 years
- File or extension by deadline
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