Free tax tools

What documents do I need?

Check what applied to you in 2026 and get a personal list of what to gather before your appointment.

Nothing you enter is saved or sent. Everything stays on this page.

Check everything that applied to you in 2026:

Missing a form?

Most forms arrive by early February. W-2s and 1099-NECs for 2026 are expected by February 1, 2027 (draft 2027 IRS Publication 509). If one is missing, ask the employer or payer first. If it still doesn't come, we can talk about what to do on a free call.

General information only. Alph Coleman, owner, is a PTIN holder and Authorized IRS e-file Provider, not a CPA, attorney or Enrolled Agent. Your situation is confirmed when we prepare your return.

Questions about your situation?

Book a free 15-minute call. Year-round help from the same team, and you can call us when an IRS letter shows up in July.

Free 15-minute callNot ready yet? Get a reminder in January

Official sources: Publication 509 draft, 2027 tax calendar ↗

Figures checked on irs.gov in October 2026. General information only, not tax advice for your situation. Your situation is confirmed when we prepare your return.

More free tools:

Which filing status am I?Do I need to file?On Social Security: do I need to file?Standard deduction and filing thresholds2027 tax deadlinesRough federal refund estimateTest your tax knowledge