2026 return

Documents

Your checklist is made from your organizer answers. Send each document when it arrives: no need to wait for all of them.

Checklist

9 of 12 in

Drop files anywhere on this pagePDF, photos, Excel or CSV, up to 25 MB each. Checked here before sending.

Income

W-2
Wages, JordanFrom Cascadia Health Network
Jordan's salary and the tax already withheld.
- Ellison_W2_Cascadia_2026.pdfJan 29 · stored with the firm
Accepted
W-2
Wages, Avery (January to June)From Fernhill Studio
Avery's salary until the switch to freelance work.
- W2_Fernhill_AEllison.pdfFeb 1 · stored with the firm
Accepted
1099-NEC
Freelance incomeFrom Larkspur Outdoor Co.
What a client paid Avery; it goes on Schedule C.
- 1099NEC_Larkspur.pdfFeb 3 · stored with the firm
Accepted
1099-NEC
Freelance incomeFrom Tidewater Analytics
Avery's second client. Their 1099 went out late; it should be in your mailbox or their vendor portal.
Needed
Summary
Business expenses and home officeFrom Avery
Software, equipment, the office's square footage: the expenses that lower Schedule C.
- Avery_business_expenses_2026.xlsxFeb 9 · stored with the firm
Accepted

1099 composite
Dividends, interest and sales (corrected)From Northfield Investments
Northfield sent a corrected 1099 on Feb 22. The one we have is out of date; the new one says CORRECTED at the top.
Northfield issued a corrected 1099 on Feb 22. Please send the corrected copy.
- Northfield_1099_2026.pdfFeb 16 · stored with the firm
Sent back
1099-INT
Savings interestFrom Harbor Bank
Interest earned on savings.
- HarborBank_1099INT.pdfFeb 1 · stored with the firm
Accepted

1098
Mortgage interestFrom Riverbend Credit Union
Interest paid on the mortgage, for itemized deductions.
- Riverbend_1098_2026.pdfJan 30 · stored with the firm
Accepted
Statement
Property tax paidFrom County tax office
Property tax paid in 2026.
- property_tax_receipt_2026.jpgFeb 9 · stored with the firm
Accepted

1099-SA / 5498-SA
HSA withdrawals and contributionsFrom Evergreen HSA
Shows the HSA money was spent on medical costs, and what was put in.
- EvergreenHSA_forms.pdfFeb 12 · stored with the firm
Accepted

Statement
Childcare provider statementFrom Little Fir Preschool
The provider's name, address, tax ID and what you paid: needed for the child and dependent care credit.
Needed

Receipts
Charitable donationsFrom Charities
Receipts for gifts of $250 or more.
- donations_2026.pdfFeb 18 · stored with the firm
Accepted

Filed returns and letters, kept as long as you’re a client