Tax Preparation Checklist
The checklist I use to gather 36 tax documents for me and my spouse, from W2s and 1099s to 529 plans, K1s and donations.
What’s inside
- Home and property tax records
- W2s and 1099s
- 401(k), IRA and SEP IRA forms
- 529 college savings plans
- K1s, donations and business expenses
