Tax guides

Tax terms, explained in plain English.

No jargon, no fluff — just clear answers to the questions the self-employed actually ask.

What Is a 1099-NEC?

A 1099-NEC is a tax form that reports money a business paid you for work you did as an independent contractor rather than as an employee.

Read guide

What Is a 1099-K?

A 1099-K is a tax form that reports the total payments you received through payment cards or third-party apps like PayPal, Venmo, or a marketplace.

Read guide

1099-NEC vs 1099-MISC

The 1099-NEC reports money paid to independent contractors, while the 1099-MISC reports other kinds of payments like rent, royalties, and prizes.

Read guide

1099 vs W-2

A W-2 means you are treated as an employee with taxes withheld from your paychecks, while a 1099 means you are an independent contractor responsible for paying your own taxes.

Read guide

What Is Schedule C?

Schedule C is the tax form where sole proprietors and freelancers report their business income and expenses to figure out their profit or loss.

Read guide

What Is Self-Employment Tax?

Self-employment tax is the 15.3 percent you pay to fund Social Security and Medicare when you work for yourself instead of for an employer.

Read guide

What Is a W-2?

A W-2 is the form your employer sends you each year showing how much you were paid and how much tax was withheld from your paychecks.

Read guide

What Is Form 1040?

Form 1040 is the main U.S. individual income tax return, where you report your income, claim deductions and credits, and figure out your refund or balance due.

Read guide

Quarterly Estimated Taxes, Explained

Quarterly estimated taxes are payments you send to the IRS throughout the year when no one is withholding tax from your income for you.

Read guide

Standard vs Itemized Deduction

You can lower your taxable income with either the standard deduction or by itemizing specific expenses, but you must choose one, not both.

Read guide

What Is the QBI Deduction?

The QBI deduction lets many self-employed people and small business owners deduct up to 20 percent of their qualified business income.

Read guide

The Home Office Deduction

The home office deduction lets self-employed people deduct expenses for a part of their home that is used regularly and exclusively for business.

Read guide

Standard Mileage vs Actual Expenses

When you use a vehicle for business, you can deduct the cost using either the standard mileage rate or your actual expenses.

Read guide

What Is an EIN?

An EIN is a federal tax identification number for a business, working much like a Social Security number does for an individual.

Read guide

What Is Schedule SE?

Schedule SE is the tax form used to calculate the self-employment tax you owe on your net business profit.

Read guide

What Is a 1098?

A 1098 is a tax form that reports the mortgage interest you paid during the year, which may be deductible if you itemize your deductions.

Read guide

What Is Estimated Tax?

Estimated tax is how you pay tax throughout the year on income that does not have tax withheld from it, such as self-employment or investment income.

Read guide

What Is a Tax Write-Off?

A tax write-off is a deductible expense that reduces the income you are taxed on, which lowers your tax bill but does not make the purchase free.

Read guide

Ready to hand it over?

Tell us what you've got and we'll come back within one business day with the plan and the price · from a preparer who knows your line of work.

Tell us what you’ve got