Sort Tax Documents by Planning Use
Sort common tax records by how they support filing, planning, or neither.
Sort each document by its tax-planning use. File now Advisor review Not tax support W-2 wage statement from employer Brokerage 1099-B with proceeds and basis details IRS Direct Pay confirmation for estimated tax payment Charity acknowledgment for a $300 cash contribution Spreadsheet reconciling stock lots sold before the 1099 arrived Kitchen renovation invoice for a home that may be sold next year Travel receipt with both client workshop and personal weekend days Appliance warranty email with no business or credit connection Personal budget screenshot without source documents or tax categories
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