Your 2026 tax document checklist

Tick everything that applied to you in 2026. Your list updates as you go — print it, check items off, and you’re ready to file.

In 2026, I…

Have us file it →

Missing a form? Most W-2s and 1099s arrive by January 31; brokerage statements often come mid-February. You can usually download them from the payer’s website, and the IRS shows wage and income data in your IRS online account. See when every form is due on our tax deadlines page, and check that we file in your state on states we file. Self-employed? Use the independent contractor tax checklist too.

Have savings interest, an HSA, a 529 or a bank bonus? Our savings tax guides explain how each one is taxed and which form it comes on.