2026 US Federal Tax Filing Checklist

Complete list of documents and official IRS links for the 2026 filing season.

Final Update: 2/15/2026

Standard Deduction (Single)

$16,100

Standard Deduction (Joint)

$32,200

Mileage Rate 2026

Expected $0.68/mi (Check IRS final)

SSA Max Taxable Earnings

$184,500

Document Checklist

W-2 Forms from all employers

1099-INT / 1099-DIV for interest and dividends

1099-NEC for freelance/side hustle income

Records of HSA or IRA contributions

Mortgage interest statements (Form 1098)

Student loan interest records

Official Links

SBA Loan Application

Official site for US Small Business Administration loans.

IRS Tax Refunds

Track your tax refund status directly from the IRS.

Student Aid Application (FAFSA)

Universal application for federal student grants and loans.

Disclaimer

While we triple-check all 2026 data, these resources are for informational purposes only. Always consult with a licensed professional for legal or tax advice.