Free Tax Preparation Checklist
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What to gather
Organized by how you earn
Pick the categories that match your tax situation.
W-2 workers
- W-2 forms from each employer
- Government-issued identification
- Prior-year return (when available)
- Other income statements
- Dependent and credit documentation
1099 contractors
- 1099 forms
- Income records
- Business expense records
- Mileage logs (where applicable)
- Other business documentation
Self-employed & home-based businesses
- Gross receipts and income records
- Business purchases and expense categories
- Equipment records
- Business-use-of-home documentation (where applicable)
- Vehicle records and supporting receipts
Families
- Dependent information
- Childcare statements
- School or residency records (when relevant)
- Documents supporting claimed credits
Required documents vary by situation. This checklist is informational, not a guarantee of deductions or credits.