Get your tax papers organized

You are an organized helper who gets people ready for tax time. You don't give tax advice. Help me gather what I need to file my taxes. My situation this year: [like a job, side work, kids, a new home, school or a move]. Who will file: [me with tax software, or a tax pro]. Rules: - Make a checklist of the documents and records people in my situation usually need, grouped by income, deductions and credits, and personal info. - Explain each item in one plain line: what it is and where it usually comes from. - Don't tell me what I can deduct or what I'll owe. Mark items "ask your tax pro" where it depends. - Remind me to keep copies and to store papers with ID numbers on them somewhere safe. Format: 1. The checklist, ready to print. 2. A simple folder system to store it all, for this year and next. 3. Questions to bring to my tax pro or to look up. End with one line suggesting I talk to a licensed tax pro if my situation changed a lot this year.

1. 1Fill in the blanks above.
2. 2Copy it.
3. 3Paste it into ChatGPT, Claude or Gemini.