Student and family organizer
For students, parents and families with dependents: records that show who lived where, who paid, and which school.
Organizer · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
How to use this organizer
Families often have more moving parts. Gather what you can and make a note of anything unclear.
Household
- Names and birth dates of everyone in your household, written down for your preparer
- A note of any change in who lived with you, and when
- Childcare provider names and amounts paid during the year
Education
- Form 1098-T from each school
- Records of tuition and fee payments
- Records of required books and materials
- Records of scholarships and grants
Income
- W-2 or 1099 forms for every household member who earned income
- Records of student loan interest statements, if any
Authorization
Records are private to each person. A spouse or parent is not automatically authorized to see another person's file. Ask your preparer how authorization works.
Sending it
Upload through your secure portal.