Preparing for Your 2026 Taxes

What to Gather Before You File

Use this as a starting point. Your CPA may request additional items based on your situation.

• W‑2s and/or 1099 income statements (employment, contract, retirement, Social Security)
• Year‑end investment statements and 1099‑DIV/INT/B forms (taxable accounts)
• IRA contributions, Roth conversions, and retirement plan activity (as applicable)
• Mortgage interest (Form 1098) and property tax documentation
• Charitable gifts (cash and non‑cash), including donor‑advised fund receipts
• Medical expense summaries (when applicable) and HSA documentation
• Business income/expense records and mileage logs (if self‑employed)
• Rental property income/expense records (if applicable)
• Estimated tax payments and prior‑year carryforwards (if applicable)

Tips to Reduce Stress at Tax Time

These small steps can make filing smoother and help avoid last‑minute surprises.

• Create one folder (digital or paper) and add items as they arrive.
• Note major changes (home purchase/sale, job change, inheritance, large gifts).
• Track withholding if you had uneven income during the year.
• Confirm beneficiary and titling updates after major life events.
• Ask early if a transaction may create a tax bill (e.g., large sale, conversion).

Tip: If you’d like, Fairvoy can help organize planning-related information for your CPA (for example, retirement distributions or charitable giving plans).