![]() Scratch off anything on the list that doesn't apply to your tax situation (it's organized with the most common items on the first page).As you receive or locate tax documents, place them in the folder and check them off the list.Place the checklist in a file folder, or attach it to the outside of the folder.Or, print this page and use the checklist below.) Download and print this checklist as a PDF. (Don't have Adobe Acrobat Reader? Download it here.When you're ready to prepare your tax return using TurboTax software, you'll be surprised at how much time you'll save by organizing your information beforehand. ![]() Not every category will apply to you, so just pick those that do, and make sure you have that information available. ![]() Before you begin to prepare your income tax return, go through the following checklist. ![]()
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