Bring exactly what we need.
Generic checklists list forty forms that mostly do not apply to you. This one asks about your actual year — the house, the tuition bill, the 401(k) withdrawal, the rideshare income — and returns only the documents your situation produces.
Nothing you enter leaves your browser.
Tell us about your year.
Answer yes or no. Every yes adds the exact forms that situation produces.
Did you work a job with a paycheck last year?
Any employer that withheld taxes from your pay.
Did you collect unemployment?
Do you receive Social Security or disability benefits?
Did you take money out of a 401(k) or IRA, or do you receive a pension or annuity?
This includes a hardship withdrawal, a cash-out after leaving a job, or a rollover.
Did you have a brokerage, savings, dividend, or crypto account?
Did you have gambling, lottery, or sports betting winnings?
Did you pay or receive alimony under a pre-2019 divorce decree?
Do you own a home?
Did you sell a home or other real estate?
Do you rent out a property?
Did you install solar, a heat pump, windows, insulation, or an EV charger?
Are you claiming any dependents?
Did you pay for daycare or after-school care so you could work?
Was anyone in your household enrolled in college or a trade school?
The school issues a form even if scholarships covered most of the cost.
Did you buy health insurance through the Marketplace (Healthcare.gov)?
Do you have an HSA or MSA?
Did you have large medical bills, charitable giving, or state taxes paid?
Did you receive a letter from the IRS or your state?
This is your first year with us, or something changed (marriage, move, new bank).
Were you paid as a contractor, freelancer, or consultant?
Did you drive rideshare, deliver, or sell through an app or online platform?
Uber, Lyft, DoorDash, Instacart, Amazon Flex, Etsy, eBay, Poshmark, OnlyFans, Shopify.
Did you receive cash, Zelle, Cash App, or Venmo for your work?
Did you have business expenses?
Did you use a vehicle for the business?
Do you work from a dedicated space in your home?
Did you buy equipment, a vehicle, or other assets for the business?
Do you have employees or run payroll?
Is the business an LLC, S corporation, partnership, or corporation?
Did you make estimated tax payments during the year?
0 of 29 answered. Nothing is stored or sent anywhere.
What to bring.
Answer the questions on the left, then build your checklist. Your documents appear here, grouped and explained.