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📂 Tax Prep Checklist

👥 Filing Status: [enter your own]

📅 Tax Year: [current year]

📌 Income Documents

• [ ] W-2 Forms (Both parents' employers)
• [ ] 1099-NEC (Side business income)
• [ ] 1099-K (Payments from Stripe, PayPal, etc.)
• [ ] 1099-MISC (Other miscellaneous income)
• [ ] 1099-INT (Interest income)
• [ ] 1099-DIV (Dividend income)
• [ ] 1099-R (Retirement account distributions, if any)

💼 Self-Employed / LLC

• [ ] Profit & Loss Statement
• [ ] Business Expense Receipts (Software, supplies, advertising, etc.)
• [ ] Mileage Log (If applicable)
• [ ] Home Office Deduction Info
• [ ] Quarterly Tax Payments (Form 1040-ES)