Income documents
✓
W-2s
✓
1099s
✓
investment income forms
✓
retirement income forms
✓
freelance or side-income records
Tax Resource
Individual Tax Organizer
A plain-English list of records individuals and families should gather before filing season.
Deduction and credit records
✓
mortgage interest
✓
charitable giving
✓
student loan interest
✓
childcare records
✓
education expenses
✓
medical records where relevant
Life-event documents
✓
marriage or divorce records
✓
new dependent information
✓
home purchase or sale documents
✓
moving records
✓
tax notices
Important: This guide is general educational information. Tax rules depend on your facts, location, entity type, records, and timing. Confirm your specific situation with a qualified tax professional.