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Tax Prep Checklist

Personal Tax Return Checklist

Use this list to jog your memory about income and deductions for your tax return. Any items reported on an IRS form have the form name at the end of the entry.

When you're finished, click Submit and you'll receive your customized list by email.

Your Name
Your Name

Section #1 - Income (Check all that apply)

Special note about cryptocurrencyIf you received (not bought, but received) crypto, or sold crypto at either a loss or a gain, then you must submit IRS Form 8949. Most cryptocurrency exchange(s) will not provide this form to you. Instead, you must download your transactions, then upload them to a service like Koinly to generate IRS Form 8949.