# 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.

- Topic: Personal Life & Wellbeing
- Framework: RTF
- Level: Standard
- Tags: Finance, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/make-a-checklist-of-documents-i-need-to-file-my-taxes

## Prompt

```text
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.
```

## What to fill in

- LOCATION
- YEAR
- myself with software / a tax preparer / not sure
- yes / no
- CONFIRM DATE

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.