Worksheets & Other Information

  • Self Employed

    You work for clients who pay you directly or are paid as a contractor and receive a 1099.

    Worksheet

  • Real Estate

    You’re a real estate broker or agent.

    Worksheet

  • Landlord

    You rent property to others for short or long-term stays.

    Worksheet

  • Vehicle, Travel, Meals & Entertainment

    For self-employed people, and certain employees [1].

    Worksheet

  • Mileage Log

    For business mileage other than commuting, for certain self-employed people and certain employees. [1]

    Worksheet

  • Home Office Expenses

    For self-employed people and certain employees. [1]

    Worksheet

  • Education Expenses

    Learn more if you paid college tuition, made student loan payments, or own a 529 college savings account.

    Read More

  • Virtual Currency

    If you are using cryptocurrency in any form, or buying and selling digital assets such as NFTs, we may need to know.

    Read More

[1] For 2018 through 2025, no federal tax deductions are allowed for expenses you incur as an employee (paid on a W-2). Some states do not follow the federal treatment (including New York), but check with your preparer before investing time in totaling your expenses.