get_tax_document_checklist
Generate a personalized checklist of required tax documents based on your specific income sources, deductions, and life events to prepare for filing.
Instructions
Generate a personalized checklist of tax documents you need to gather for filing. Based on your income sources, deductions, and life events.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| hasW2 | No | Have W-2 employment | |
| hasSelfEmployment | No | Have self-employment/freelance income | |
| hasInvestments | No | Have investment accounts (stocks, bonds, crypto) | |
| hasRentalProperty | No | Own rental property | |
| hasMortgage | No | Have a mortgage | |
| hasStudentLoans | No | Paying student loans | |
| hasChildren | No | Have dependent children | |
| hasChildcare | No | Pay for childcare | |
| hasEducationExpenses | No | Paying tuition or student expenses | |
| hasHealthInsurance | No | Have health insurance (marketplace or employer) | |
| hasHSA | No | Have HSA account | |
| hasRetirementContributions | No | Contributed to IRA/401k | |
| hasCharitableDonations | No | Made charitable donations | |
| hasForeignAccounts | No | Have foreign bank accounts or income | |
| soldHome | No | Sold a home this year | |
| gotMarried | No | Got married this year | |
| gotDivorced | No | Got divorced this year | |
| hadBaby | No | Had a baby this year | |
| boughtEV | No | Bought an electric vehicle | |
| installedSolar | No | Installed solar panels |