Organizer

Did either of you have self-employment or freelance income?

Freelance, consulting, gig work or a small business, paid on a 1099-NEC or not.

Did you use part of your home only for that business?

We'll ask for the square footage of the office and of the home.

Did you take money out of a retirement account?

An IRA, 401(k) or pension, including a rollover.

Did you sell, trade or spend any cryptocurrency?

Including swapping one coin for another.

Did you have accounts outside the U.S. worth more than $10,000 together at any time?

Bank, brokerage or pension accounts abroad, added up.

Did you have a health savings account (HSA)?

Contributions or withdrawals during 2026.

Did anyone have health insurance from the Marketplace?

HealthCare.gov or your state's exchange.

Did you pay for childcare so you could work?

Daycare, preschool, after-school care or a summer day camp.

Did your household gain a dependent in 2026?

A birth, an adoption, or a relative who moved in.

Did anyone pay college tuition?

For either of you or a dependent.

Did you buy or sell a home?

Including a second home or rental.

Did you install solar, a heat pump or other energy upgrades?

Keep the receipts and the manufacturer's certificate.

Did you move to another state?

We'll need the date you moved.

Did you give to charity?

Cash, goods or stock. Receipts for any single gift of $250 or more.