While I'm on some lessons learned-

Setup your investment institutions to send you PAPER 1040s and W-2s.

They usually also have online access so you can fetch them earlier but.... in the event you are incapacitated or dead, anyone who might be trying to help your spouse, will run into enormous difficulty getting the info to file taxes online if the institution knows it's not you.

Paper, in the mail, for me, and my assisted-living parents.

Some institutions are paper or online only while others give you a choice of online for routine with paper for tax docs.

KISS it for you spouse or your kids.