Tick each form off as it lands — no April scavenger hunt through the mail pile.
| Document | Comes from | Received | In folder | Notes |
|---|---|---|---|---|
| W-2 (one per employer) | Each employer, by Jan 31 | Note each employer's name | ||
| 1099-INT — bank interest | Banks and credit unions | Even small accounts issue one | ||
| 1099-DIV — dividends | Brokerages and mutual funds | Check every holding | ||
| 1099-B — investment sales | Brokerage | Match against cost basis | ||
| 1099-NEC / 1099-K — side gig income | Clients and payment platforms | Freelance, babysitting, marketplace sales | ||
| 1098 — mortgage interest | Lender | Also shows property taxes paid | ||
| 1098-E — student loan interest | Loan servicer | May be deductible | ||
| 1098-T — tuition | College or trade school | Also gather 529 statements | ||
| Childcare provider statement | Provider (need their EIN/TIN) | Required for the childcare credit | ||
| HSA / FSA Form 1099-SA and year summary | Account administrator | Include receipts if needed | ||
| Charitable donation receipts | Charities and your donation log | Under $250 still needs a record | ||
| Last year's full return + filing notes | Your files or accountant | Start here — most numbers repeat |
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