# 2025 Tax Document Download Checklist

Instructions: Each site opened in a separate tab. Log in, download docs, check the box.
Save to: `C:\Users\hshum\Downloads\2025-Tax-Bundle\`
1

### Keeper Tax - Prior Returns

Log in > Tax Filing > Download 2023 + 2024 returns as PDF. Accountant needs prior year.
2

### Chase - Statements + Tax Docs

Log in > Hamburger menu > Statements & Documents > Tax Documents tab > Download 1099-INT. Then Statements tab > December 2025 for each card. Also find "Year in Review".
3

### Schwab - Consolidated 1099

Log in > Accounts > Tax Center > Download Consolidated 1099 for 2025 (includes 1099-B, 1099-R, 1099-DIV, 1099-INT).
4

### E*TRADE - Consolidated 1099

Log in > Accounts > Tax Center > Download Consolidated 1099 for 2025.
5

### Webull - 1099

Log in > Account > Tax Documents > Download 1099 for 2025.
6

### TurboTax - W-2

Log in > Documents > Download W-2 for 2025. If not here, check Ideaflow/employer HR portal.
7

### Nelnet - 1098-E Student Loan Interest

Log in > Tax Documents > Download 1098-E for 2025. Worth up to ,500 deduction!

### After downloading everything:

Move 1099s into `01-Income\1099s\`

Move W-2 into `01-Income\W2s\`

Move Keeper returns into `05-General-Tax\`

Move 1098-E into `02-Deductions\Education\`

Move Chase statements into `13-Banking\`

Zip the whole folder and send to accountant!