Develop and insert a tax planning calendar that you will utilize throughout the year. Develop a checklist of items needed to file your tax return. You can redact confidential information for the purpose of this submission $-$ but please keep your checklist for the future $($lock it with a password after you insert it with redactions into your PFP$).$ You may find this Fidelity Checklist helpful or request one from Ramsey Solutions. Go to the IRS tax estimator and calculate estimated taxes either on your current information or what you might have in the future.