What to Bring for Your 2026 Tax Return: Printable Checklists

Pick the list that fits you, tick off each document as you find it, then print or save it as a PDF. Nothing you check is sent anywhere. It all stays in your browser.

W-2 employee checklist

For people whose income is mostly from a job, plus any savings, investments or side income.

0 of 18 gathered

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Tip: in the print window, choose "Save as PDF" to keep a copy. Your ticks are saved only on this device.

Tips for a faster, cheaper tax prep

  • Wait for the last form. Most W-2s and 1099-NECs are due to you by Feb. 1, 2027, but brokerage 1099s often come later. See the tax deadline calendar.
  • Check more than one list. A homeowner with a side gig should use both the homeowner list and the self-employed list.
  • Send documents securely. Use the upload page. Please don’t email Social Security numbers or tax forms.
  • Not sure which service you need? Take the 1-minute "What do I need?" quiz.

Checklists are a general guide, not tax advice. Your return may need other documents.

Frequently asked questions

What documents do I need to file my taxes?

Everyone needs ID, Social Security numbers for everyone on the return, last year’s return and every income form (W-2s, 1099s). Then add the documents for deductions and credits that apply to you, like mortgage interest, childcare costs or business expenses. Pick the checklist above that fits your situation.

Is my checklist saved or sent anywhere?

No. Your ticks are stored only in this browser on this device so you can come back to them. Nothing is sent to Enhance Finance or anyone else.

When will I get my W-2 and 1099 forms?

Employers must give you your 2026 W-2 by Feb. 1, 2027, and payers must send 1099-NECs by the same date. Some 1099s, like brokerage statements, can come later in February.

I’m self-employed. Do I need receipts for everything?

You need records that prove your income and expenses. Bank and card statements help, but receipts, invoices and a mileage log are the best support if the IRS ever asks.

How do I send my documents to Enhance Finance?

Use our secure upload page. Please don’t email Social Security numbers, IDs or tax forms.

Sources and assumptions (updated Oct 2026)

  • IRS Publication 509 (2027 draft), W-2 and 1099-NEC due dates: irs.gov
  • IRS, 1099-NEC threshold for payments after Dec. 31, 2025: irs.gov
  • IRS, S corporation medical insurance for more-than-2% shareholders: irs.gov
  • CT Secretary of the State, LLC annual report ($80, Jan. 1 to March 31): business.ct.gov
  • CT DRS, pass-through entity tax election on Form CT-1065/CT-1120SI: portal.ct.gov/drs

Questions? Talk them through with a Danbury tax preparer, free for 15 minutes.

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