Make a checklist of documents I need to file my taxes
A personalized tax-season checklist of forms, records, and deadlines based on your life situation this year.
The prompt
Help me get organized to file my personal taxes this year.
Country and state or region: [LOCATION]
Tax year: [YEAR]
My situation this year: [e.g. "one W-2 job", "job plus side gig", "student", "retired with pension", "moved states", "got married", "had a baby", "bought a home", "sold investments"]
How I plan to file: [myself with software / a tax preparer / not sure]
Last year's return available? [yes / no]
Give me:
1. A checklist grouped by: identity and household, income records, deductions and credits I might qualify for, accounts and payments, and last year's information. Explain each item in one plain line and why it's needed.
2. Items specific to the life changes I listed that people often forget.
3. A short list of credits or deductions worth asking about for my situation - framed as questions to check, not promises that I qualify.
4. Key dates to confirm, marked [CONFIRM DATE] instead of stated as fact.
5. A simple folder system (paper or digital) to keep everything together next year.
6. Signs that I should get help from a qualified tax professional.
Keep it practical and calm. Tax rules change and differ by location, so tell me to verify specifics with official tax authority guidance or a qualified preparer.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Personal Life & Wellbeing prompts
What to fill in
- LOCATION
- YEAR
- myself with software / a tax preparer / not sure
- yes / no
- CONFIRM DATE
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
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