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Estimate your taxesFree checklist · 2026 tax returns
Tax Preparation Checklist
Everything to gather before you file. Tick off what you have; your ticks stay on this device so you can come back any time. You only need the items that apply to you.
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0 of 50 gathered
Personal information
Income from work
Self-employment and gig work
Retirement and benefits
Investments
Rental property and real estate
Other income
Deductions
Credits
Taxes you already paid
If they apply to you
You may need other documents depending on your situation. Your tax pro tells you anything else your return needs. Already a client? Your portal builds a personal checklist from your answers.
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Tax law changes, explained
We keep up with the new tax rules that affect your return, so you do not have to.
See what changed for 2026