W-2
Wages
Mo-Better Tax
Build a document list before the meeting.
Each yes adds a card to the clipboard. It is a starting list — the team still sends a tailored request after you book.
Do you have W-2 wages?
Did you receive 1099-NEC or 1099-K income?
Do you have a side business or Schedule C?
Did you pay mortgage interest or property tax?
Did you pay tuition or student loan interest?
Did you live or work in more than one state?
Your documents
- Answer the questions to build a starter list.
This is a starting list, not a complete organizer. After you book, the team sends a tailored document request.