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This page is a hub for everything needed to prepare, file, and reference family taxes.

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Quick links

[Critical process](<https://hub.odlehq.com/Critical-process-b5e74a65eb494e26a248300308f90daf>)

[Contact info](<https://hub.odlehq.com/Contact-info-ae4f89f817774eb2b1f4d4c531256aae>)

[Tax years](<https://hub.odlehq.com/Tax-years-4115398abbd74021b5925255ea8e4b19>)

What to keep here

• Filing status and high-level plan for the year
• Links to W-2/1099 sources, brokerage portals, payroll systems, etc.
• Copies of filed returns and confirmation numbers
• Notes on unusual events (moves, new jobs, sales, large medical expenses, etc.)

Inbox (to sort)

• [ ] Add documents/notes here, then move to the right tax year