Stay organized and get ahead of tax season with one simple tool.

Make Filing Easier This Year—Grab Your MA Tax Prep Checklist

A step-by-step list of the documents you need to file your federal and Massachusetts return, avoid delays, and get the fastest refund possible.

What’s Inside Your MA Tax Prep Checklist

✔ Everything you need for both federal and Massachusetts tax filing

✔ All key income forms to watch for (W-2s, 1099s, gig work, retirement, Social Security, unemployment, rental, etc.)

✔ MA-specific documents most people forget (M-1099-HC, rent deduction, commuter/MBTA costs, PFML, MA lottery, and more)

✔ A dedicated section for self-employed and gig workers so your side hustle income and expenses are organized

✔ A quick overview of credits and deductions that may apply to you (federal + MA)

✔ A clean, track-as-you-go checklist so nothing gets missed and you’re fully ready to file

Why Massachusetts Taxpayers Love This Checklist

✔ Tailored specifically for MA residents
✔ Updated for the 2026 filing season
✔ Created by a Boston tax professional with 20+ years of experience

Meet Your Preparer
Kristine Ware
Founder & Tax Professional, Taxit Financial Services

I’m a Boston-based tax professional with over 20 years of experience helping individuals, families, and small business owners stay organized, compliant, and confident with their taxes.

I created this checklist to give you clear, practical steps you can follow with confidence — so you know exactly what to do, what to gather, and what to handle next.

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