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Every document to round up before you file — income forms, deduction records, credit paperwork, and the life-event items people forget. Progress saves automatically.
The basics that stall a return when they're missing.
Most arrive by late January — employers and institutions must send W-2s and most 1099s by January 31.
Only worth itemizing if the total beats your standard deduction — but gather them so you can check.
Credits cut your tax bill dollar-for-dollar — the paperwork is worth the hunt.
Big changes usually mean tax changes — flag any that happened this year.
Worth connects your real accounts and runs the numbers for you — budgets, net worth, goals, and an AI assistant.
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