TaxAct Progress Tracker – Tax Year 2025
Have fun tracking your filing progress with friends as you go! This checklist includes common documents you may want to gather while filing, but it is not a complete list, and what you need may vary depending on your tax situation.
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GATHER DOCUMENTS
Name 1 | Name 2 | Name 3 | Name 4 | |
|---|---|---|---|---|
| W-2s collected (from your job) | ||||
| 1099s collected (freelance/side hustle/gig work, typically 1099-NEC) | ||||
| Deduction forms (1098-E, 1098-T, etc.) | ||||
| SSNs + bank info ready |
FILE STEP BY STEP
Name 1 | Name 2 | Name 3 | Name 4 | |
|---|---|---|---|---|
| TaxAct account set up | ||||
| Personal info entered | ||||
| Dependents added | ||||
| Income entered (W-2 / 1099) | ||||
| Deductions & credits reviewed | ||||
| Return reviewed for accuracy | ||||
| E-filed! |
AFTER FILING
Name 1 | Name 2 | Name 3 | Name 4 | |
|---|---|---|---|---|
| Direct deposit selected | ||||
| Return PDF saved | ||||
| Records stored (3+ years) |
