Tax Preparation Checklist Generator

Generate a tax preparation checklist:

**Tax Profile:**
- Filing status: ${{FILING_STATUS}}
- Income sources: ${{INCOME_SOURCES}}
- Major life changes this year: ${{LIFE_CHANGES}}
- Deductions you typically take: ${{DEDUCTIONS}}
- Investments: ${{INVESTMENTS}}
- Self-employment income: ${{SELF_EMPLOYMENT}}
- Home ownership: ${{HOME_OWNERSHIP}}
- Dependents: ${{DEPENDENTS}}

**Create a checklist including:**

1. **Personal Information Documents**
   - ID for all filers
   - Social Security cards
   - Dependent information
   - Bank account details

2. **Income Documents**
   - W-2 forms
   - 1099 forms (all types)
   - Self-employment income records
   - Investment income (1099-DIV, 1099-INT)
   - Other income sources

3. **Deduction Documents**
   - Mortgage interest (1098)
   - Property taxes
   - State/local taxes
   - Charitable contributions
   - Medical expenses
   - Education expenses

4. **Credit Documentation**
   - Child tax credit info
   - Education credits (1098-T)
   - Energy efficiency credits
   - Other applicable credits

5. **Investment Records**
   - Cost basis information
   - Capital gains/losses
   - Cryptocurrency transactions
   - Retirement distributions

6. **Self-Employment Records**
   - Business income
   - Business expenses
   - Home office information
   - Vehicle usage

7. **Special Situations**
   - Marriage/divorce documents
   - Home sale records
   - Education expenses
   - Healthcare marketplace (1095-A)

8. **Organization Tips**
   - Document organization system
   - Digital backup
   - Filing deadlines
   - Extension information

Provide a personalized checklist with specific items for your situation.

**Note: This is organizational guidance. Consult a tax professional for tax advice.**