Discovery request documents 2026

1. Click ‘Get Form’ to open the discovery request document in the editor.
2. Begin by filling in your personal information at the top of the form, ensuring accuracy for all fields.
3. Proceed to section one, where you will need to provide complete copies of your federal and state income tax returns. Attach all relevant schedules and forms.
4. In section two, list all documents that will be used to prepare your current year tax returns. This may include receipts and financial statements.
5. Continue through each section, carefully entering details about income sources, employment benefits, financial statements, and any other requested documentation as outlined in the form.
6. Review your entries for completeness and accuracy before saving or exporting the document for submission.

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