Money
Look back · Tax papers
Download it (.md) Download the pack for your tax preparer (.zip)
The pack holds this checklist, the year-end summary, the home-office figures and copies of the year's filed tax papers. Records only, not tax advice.
Tax prep 2026
Generated 2026-10-25. Source: documents + transactions in family.db. Country profile: United States (IRS; tax year from 01-01).
1099s/W-2s normally arrive by Jan 31 (1099-B/consolidated by mid-Feb); federal filing is due mid-April.
Expected documents
| Document | On file? | Note |
|---|---|---|
| W-2 (each employer) | not yet issued | One per employer, for each working adult |
| 1099-INT/DIV/B bank, brokerage or Treasury interest | not yet issued | Brokerage consolidated 1099 usually mid-Feb. Add your institutions in config/tax_prep.json |
| 1098 mortgage interest | not yet issued | Only if there is a mortgage |
| 1098-T tuition (education credit) | not yet issued | Only if someone is in college |
| Property tax bill/receipt | not yet issued | |
| School tax receipt | not yet issued | Only where school tax is billed separately |
| Charitable donation receipts | not yet issued | |
| Health insurance 1095 / HSA 1099-SA | not yet issued | |
| Home-office records (self-employed only) | not yet issued | See reports/<year>_home_office.md; skip if you are a W-2 employee |
| Estimated tax payment records (IRS / state) | not yet issued | Bank rows typed 'tax' cover payments made |
Filed tax documents
none
Totals from bank/card data (calendar year to date)
- Tax payments (federal/state/property/school, txn_type 'tax', money out): $0.00
- Tax refunds received: $0.00
- Bank interest credited (txn_type 'interest'): $74.40
Notes
- This is a records checklist, not tax advice. Confirm treatment with your preparer.
- Drop each form in the Inbox when it arrives; it is filed with that year's tax papers.
Looking up only here: open a row to see it in full. To change one of these, tell Chat.