Free tool
Your personal tax document checklist
Quick answer: tick what describes your year and get the exact document list for your situation. It saves as you go, and when the pile is ready, upload it in one shot.
My year included...
Your list
What documents does everyone need?
Photo ID, Social Security numbers or ITINs for everyone on the return, last year's return if you are new to us, and every W-2 and 1099 that arrives. The checklist above adds the rest based on your life.
What if a form has not arrived yet?
Start anyway. Upload what you have and our office tracks what is missing and chases it with you. Most missing forms are retrievable from payroll or broker portals in minutes.
Do you really not need paper?
Phone photos are fine for nearly everything. Clear, flat, all four corners visible. The secure portal accepts photos, PDFs, and screenshots.