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Tax Organizer

Gather all necessary documents for your 2026 tax filing

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W-2 Forms

Wage and salary information from employers

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1099 Forms

Income from freelance work, interest, dividends

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Business Receipts

Invoices, receipts, and expense documentation

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Deduction Records

Medical, charitable, mortgage interest, property taxes

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Property Information

Real estate, vehicle, and asset details

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Prior Year Returns

Last 2-3 years of tax returns

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Estimated Tax Payments

Quarterly tax payment records

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Life Changes

Marriage, divorce, new child, home purchase

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