Post by Ruben Hassid

How to file your 2026 taxes with Claude: File 1: tax-profile .md (Your tax identity) 1. Create a Google doc called "TAX-PROFILE" 2. Add your filing status, state, and dependents. 3. List income sources (W-2, freelance, dividends) 4. List deductions you've claimed in past years. 5. Add last year's refund or amount owed. 6. Save it as a .md file format. File 2: The Tax Checklist 7. Go to Claude → Projects → Create "2026 Taxes" 8. Upload your tax-profile .md. 9. Prompt: "I'm [filing status] in [state] with [income types]. Build me a checklist." 10. Add every document from that checklist. 11. Every new chat in that Project remembers it all. File 3: Connectors (Claude inside your tools) 12. Settings → Connectors → Connect Drive + Gmail 13. Stop downloading and re-uploading. 14. Open Cowork. Point it at your tax folder. 14. Prompt: "Create a TurboTax-ready import table with all my income, deductions, and credits. Include the IRS form and line number for each item." 15. It exports a real .xlsx and .pdf into your folder. 16. Paste it into TurboTax. Done. I made over 100+ infographics like this. If you want to download all of them, just: 1. Go to how-to-ai.guide. 2. Then enter your work email. 3. It will ask you to pay or not. Don't pay. 4. Wait 2 min. Then open the welcoming email. 5. Click on my Notion library with everything in it. Disclaimer: you will be subscribed to my newsletter. It's free, and always will be. Some people pay only to join my community & get answers faster. 500,000+ readers enjoy it twice a week. To always stay ahead of the AI curve. To master AI, before it masters you. ♻️ Repost to help one person file smarter this year.