Getting help
See which tax papers you still need to gather
No credit amount appears here.
This is not tax advice and does not say you qualify for a credit. Credit amounts are not checked here.
Who it is for
Someone getting papers together before they talk with a preparer or open tax software.
Do this next
- Mark every paper you already have.
- Copy the ones still missing.
- Get dollar amounts from those forms, not from this page.
- Ask a tax preparer if you do not know which form you need.
Who this will not work for
- A refund estimate.
- A person who needs a preparer to decide what to file.
- Anyone looking for a credit table. There is not one here.
Open the tool
See which tax papers you still need to gather
What you type stays on that page until you refresh. It is not saved and not sent.
Two examples
These entries are made up, except the calendar dates, which are copied from pages already on this site.
Example one
Tax papers still to gather: 4 1. Health coverage form, if you have one (the form your notice names) 2. Child care provider's name and what you paid, from your own records 3. Tuition form, if a school sent you one 4. Last year's return, if you want it beside you This list does not name a credit amount and does not say you qualify. Those figures are not checked here.
Example two
Tax papers still to gather: 1 1. Tuition form, if a school sent you one This list does not name a credit amount and does not say you qualify. Those figures are not checked here.