The Ultimate Tax Prep Organization Hub
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The Ultimate Tax Prep Organization Hub
Tax Forms
A single place to store all your tax forms (W-2, 1099, etc).
As tax forms (W-2, 1099, etc.) show up in your mailbox, store them here so they’re easy to find when it’s time to file your taxes.
Common tax forms you might get in your mailbox:
Form W-2
. This form is filled out by your employer and calculates your earnings for the calendar year.
Form 1098
. You’ll get this form if you paid interest on a mortgage or student loan, paid college tuition, or donated a vehicle to charity.
Form 1099.
This form reports income you earned that isn’t salary, wages, or tips. There are several different variations of this form:
1099-DIV
. Reports dividends, distributions, capital gains and federal income tax withheld from investment accounts, including mutual fund accounts.
1099-INT.
Shows interest income you earn on investments.
1099-OID
(Original Issue Discount). Sent to you if you received more than the stated redemption price on maturing bonds.
1099-MISC.
Reports self-employment earnings, as well as miscellaneous income such as royalties, commissions or rents. It covers all non-employee income that is not derived from investments.
Add tax form
Filter by year:
All
Name
Year
File
1
W-2 from ABC Co.
2021
Sample W2.png
2
1099 from freelancing
2021
Sample 1099.jpeg
3
W-2 from ABC Co.
2020
Sample W2.png
4
W-4 from ABC Co.
2020
Sample W4.png
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