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What Tax Documents Do I Need?

Select everything that describes you. Your checklist updates instantly.

Step 1 — Select your taxpayer profile

Step 2 — Your personalized checklist

Select at least one profile above to generate your checklist.

This checklist provides general information only. Individual tax situations may require additional documents.

Free download

2026 Tax Document Checklist

Get a printable checklist of the documents most taxpayers need, organized by profile. We'll send it to your email.

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