Who this service is for
For freelancers, independent contractors, gig workers, and sole proprietors reporting income from self-employment or contract work.
Questions this can help you review
- Keeping track of income from several clients or platforms
- Matching 1099 forms with your own income records
- Understanding whether estimated tax payments may apply
Records you may want to gather
The documents that apply depend on your situation; this list is only a starting point.
- Forms 1099-NEC, 1099-K, or other income statements you received
- Invoices, platform summaries, and other income records
- Receipts and records for potentially relevant business expenses
- Business-use mileage records, if applicable
- Records of estimated payments and prior-year return, if available
Please do not send Social Security numbers, tax returns, bank account information, or sensitive financial details through the general website form.
How it works
We will discuss your work and the records you have, identify questions for your return, and review appropriate document-sharing steps. IRS guidance says self-employed people may need estimated payments depending on expected tax; individual circumstances matter.
Frequently asked questions
Do I report income if I did not receive a 1099?
The IRS says most income is taxable even when an information form is not issued. Keep your own complete income records and discuss them with a tax professional.
Might I need estimated tax payments?
People in business for themselves generally may need estimated payments. The IRS explains the rules and exceptions; whether they apply depends on your expected tax and circumstances.
What records should a contractor keep?
Keep records of business receipts and costs, invoices, payment statements, and documentation supporting expenses. IRS recordkeeping guidance offers more detail.
Helpful reading
A practical small-business deductions and recordkeeping checklistEducational information only. Tax rules vary by year and individual circumstances; use current official guidance.