Tax Document Tracker

Mark the forms and information you expect this year, enter how many you expect when useful, and check each item off as it arrives. Your checks stay on this device unless you print or save the page.

Don't race to file. If you know another form is coming, waiting for it is usually much easier than amending a return later.
Ready to file? Before deciding you're done, think through every job, bank, brokerage, retirement account, school, lender, Marketplace policy, side gig, property, and dependent that affected your year.