EASY PATH Tax Guide

  W-2 Sample

EMPLOYEE

Possible forms you received

1099-MISC Sample

1099-NEC Sample

Possible forms you received

Contractor

owner

Possible income source records

  Cash

  Credit card transactions

  Electronic payment (i.e. Paypal)

  1099-MISC

  1099-NEC

retirement

      1099-R

Possible forms you received

financial

institutions

     1099-INT (bank interest)

     1099-B (stocks, bonds, etc)

  

Possible forms you received

INCOME FORMS

Where did your money come from?

Earned income as....

Received passive income from....