Printable Tax Checklists
Check items off as you gather paperwork — your progress is saved in this browser — or print a clean copy. Each checklist explains why an item matters and where to find it.
General information only — not tax, legal or financial advice. Verify current figures at IRS.gov. Full disclaimer.
Tax Document Checklist: What to Gather Before You File
A printable tax document checklist: IDs, income forms, deduction and credit records, bank details. Check items off before you file your federal return.
Open checklistItemized Deductions Checklist: What You Can Include on Schedule A
Printable itemized deductions checklist for Schedule A: state and local taxes, mortgage interest, charitable gifts, medical expenses, and records to keep.
Open checklistSelf-Employed Deductions Checklist for Freelancers and Gig Workers
Printable checklist of common deductions and records for freelancers, independent contractors and gig workers filing Schedule C.
Open checklistHomeowner Tax Checklist: Deductions, Records and Sale Rules
Printable homeowner tax checklist: mortgage interest, property taxes, points, home sale exclusion, home office, energy credits and records to keep.
Open checklistFamily and Dependents Tax Checklist: Credits, Care Costs and Records
Printable checklist for families: dependents, child tax credit, EITC, child care, education, health coverage and records, with links to the IRS rules.
Open checklistYear-End Tax Planning Checklist: What to Do Before December 31
Printable year-end tax planning checklist: withholding check, retirement and HSA contributions, charitable giving, estimated payments, records and new-year setup.
Open checklistGeneral information only — not tax, legal or financial advice. Tax figures change every year; verify the current numbers at IRS.gov or with a qualified professional. Read the full disclaimer.