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W-2 Employee

Empleado con W-2

Simple wage earners with common credits, deductions, and dependent details.

Self-Employed / 1099 Contractor

Trabajador por cuenta propia / Contratista 1099

Independent workers who need income, expense, and estimated-tax support.

Rental Property Owner

Propietario de renta

Landlords tracking income, repairs, taxes, insurance, and depreciation.

Small Business Owner (S-Corp/LLC)

Dueño de pequeño negocio (S-Corp/LLC)

Owners with payroll, bank accounts, assets, and business formation records.

Freelancer / Gig Worker

Freelancer / Trabajador de apps

Flexible earners with platform payouts, mileage, software, and home office costs.

Retiree (Social Security, IRA, pension)

Jubilado (Seguro Social, IRA, pensión)

Retirement income, investments, medical deductions, and estimated payments.

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W-2 Employee

Empleado con W-2

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Recent pay stubs (2-3 months)

Talones de pago recientes (2-3 meses)

W-2 forms (from all employers)

Formularios W-2 (de todos los empleadores)

1098 forms (mortgage, student loan, property tax)

Formularios 1098 (hipoteca, préstamo estudiantil, impuestos de propiedad)

Charitable donations (receipts or bank statements)

Donaciones caritativas (recibos o estados bancarios)

Medical/dental expenses (if itemizing)

Gastos médicos/dentales (si detallará deducciones)

Childcare expenses (provider info, SSN)

Gastos de cuidado infantil (datos del proveedor, SSN)

Dependent information (SSN, birthdate)

Información de dependientes (SSN, fecha de nacimiento)

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