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.

Tax Forms

Tax Forms

Name

Year

File

Name

Year

File

W-2 from ABC Co.

Sample W2.png

1099 from freelancing

Sample 1099.jpeg

W-2 from ABC Co.

Sample W2.png

W-4 from ABC Co.

Sample W4.png

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