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Tax Prep Helper

Get organized for tax season

🏠 Dashboard 🏦 Accounts 🎯 Goals 📊 Budget 💸 Transactions 📊 Insights 🏷️ Categories 🔄 Recurring 💰 Cash Flow 💰 Tax Prep

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Documents Ready

$0

Estimated Tax

0

Days Until Deadline

📋 Document Checklist

W-2 Forms

Wage and tax statement from employer(s)

1099 Forms

Income from freelance work, interest, dividends

Mortgage Interest (1098)

Interest paid on home mortgage

Property Tax Statements

Real estate taxes paid

Charitable Donations

Receipts for donations $250+

Medical Expenses

Unreimbursed medical costs, insurance premiums

Student Loan Interest (1098-E)

Interest paid on student loans

Retirement Contributions

IRA, 401(k) contribution records

State Tax Documents

Previous year refund/payment info

ID & Social Security Cards

For all household members

🧮 Tax Estimator

Filing Status

Annual Income

Gross Income: $0

Standard Deduction: $0

Taxable Income: $0

Estimated Tax: $0

Effective Rate: 0%

📅 Important Dates

January 31, 2026

W-2 & 1099 Deadline

Employers must send tax forms

April 15, 2026

Tax Filing Deadline

File federal & state returns, pay balance due

April 15, 2026

Q1 Estimated Payment (2026)

For self-employed & freelancers

June 16, 2026

Q2 Estimated Payment (2026)

Second quarterly payment

September 15, 2026

Q3 Estimated Payment (2026)

Third quarterly payment

October 15, 2026

Extension Deadline

Final deadline if you filed extension

🔗 IRS Forms & Resources

📄 Form 1040 (Individual Tax Return)
📋 Schedule A (Itemized Deductions)
💼 Schedule C (Self-Employment)
🔐 IRS Online Account
💰 Check Refund Status
❓ Tax Law Help

📊 Deduction Tracker

Choose Your Strategy

📋 Standard Deduction $0

Simple, no receipts needed — most people use this

🧾 Itemized Deductions $0

Track expenses — better if total exceeds standard

Medical Expenses (over 7.5% AGI)

State & Local Taxes (max $10k)

Mortgage Interest

Charitable Donations

Total Itemized: $0

vs Standard:

📥 Export Tax-Relevant Transactions

Year

Categories