Get started

Personalized document checklist

Seven short questions. At the end, a document list you can print and hand across the desk. No account required. Nothing is submitted from this page.

Step 1 of 7

What are you filing this year?

Pick the closest fit. You can add both if the business is a separate entity from your personal return.

Personal returnA federal 1040 and any state returns that apply to your household.Business returnAn entity return for a business you own, separate from your personal return.BothPersonal return and a business return in the same season.