2026 Tax Organizer Spreadsheet | Tax Prep Checklist, 1040 Document List, NJ and NY Tax Pages | Excel & Google Sheets + Printable PDF

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2026 tax organizer for your Form 1040: income, deductions, a 41-document checklist, NJ and NY pages and a preparer summary. Excel, Google Sheets + PDF.

WHAT YOU GET (instant digital download)
- Household: filing status, birth dates (with the age 65+ check), up to 8 dependents with age at Dec. 31, 2026, 14 life events and last year’s AGI
- Income: W-2 boxes (including state and local), 1099-INT, 1099-DIV, 1099-B, 1099-DA, 1099-S, 1099-R, SSA-1099, other income, rentals, and the new Schedule 1-A items (qualified tips, qualified overtime, car loan interest)
- Deductions & credits: Schedule A candidates, medical (2026 medical mileage 20.5 / 23.5 cents), charitable gifts (14 cent volunteer miles; the new 2026 deduction for non-itemizers), IRA / HSA, student loan interest, 1098-T, childcare, 1095-A and 2026 estimated payments with federal, NJ and NY due dates
- Self-employment summary: side income by Schedule C line (2025 numbering), business miles at 72.5 cents (Jan.-Jun.) and 76 cents (Jul.-Dec.), simplified home office, Part IV vehicle questions, a 1099 list and an SE tax estimate (15.3% on 92.35%, Social Security part capped at the 2026 wage base)
- New Jersey pages: residency, NJ wages and withholding, property tax deduction (up to $15,000) or $50 credit with the 18%-of-rent rule for tenants, ANCHOR / PAS-1 (Senior Freeze, Stay NJ), health coverage, NJ 529 and Schedule NJ-COJ inputs
- New York pages: IT-201 or IT-203, NYC and Yonkers, the 184-day statutory residency check, NY wages and withholding, share of workdays in NY (IT-203-B), 529, college tuition (IT-272), STAR
- Documents checklist (41 documents) with the form number and where each feeds, Questions for my preparer (16 starters), a one-page Summary, and a 2026 Figures tab with official sources
- Printable PDF of the organizer pages for anyone who prefers paper, plus a short PDF guide

HOW IT WORKS
1. Download the files from your Etsy purchase page right after checkout.
2. Open the .xlsx in Excel, or upload it to Google Drive and open with Google Sheets. No macros, nothing to install.
3. Start on the "Start here" tab, then type in the yellow cells. Grey cells are formulas and recalculate for you. The workbook comes in two copies: an Example with sample entries marked "Sample — delete" so you can see how it works, and a blank copy for you.
4. Prefer paper? Print the PDF pages and fill them in by hand.

WHO IT IS FOR
Individuals and families getting ready for the 2026 tax return, especially in New Jersey and New York (including NJ residents who work in NY), people with a side gig, and anyone who hands their paperwork to a tax preparer. Not tax software: it does not calculate or file your return.

DETAILS
Tax year 2026 (the return you file in 2027). Line references follow the 2025 Form 1040 and schedules, the latest released. Two copies of the workbook: Example (a sample NJ household where one spouse commutes to New York and the other has a side business, entries marked "Sample — delete") and blank.

Important: this is an organizer, not tax software: it totals your information but does not calculate your tax, apply the state and local tax limit, phase-outs or credits. Keep full SSNs and bank account numbers out of the file. The 2026 forms may renumber some lines.

Last reviewed Oct. 23, 2026. Uses 2026 IRS figures with sources listed in the workbook.

General information, not tax, legal or accounting advice. MFA is not affiliated with the IRS, the NJ Division of Taxation or the NY State Department of Taxation and Finance.

Rather hand it all to a professional? MFA prepares individual returns, including New Jersey and New York. Visit mfa-advisory.com or call (347) 205-4468.

This is a digital product: no physical item will be shipped. Because files are delivered instantly, all sales are final. If a file won't open, message us and we'll fix it.