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\
Log in > Tax Filing > Download 2023 + 2024 returns as PDF. Accountant needs prior year.
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".
Log in > Accounts > Tax Center > Download Consolidated 1099 for 2025 (includes 1099-B, 1099-R, 1099-DIV, 1099-INT).
Log in > Accounts > Tax Center > Download Consolidated 1099 for 2025.
Log in > Account > Tax Documents > Download 1099 for 2025.
Log in > Documents > Download W-2 for 2025. If not here, check Ideaflow/employer HR portal.
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!