Documents
W-2 employee
Typical for anyone flying on a US payroll or holding W-2 work beside other income. The list below is educational.
What to send (through the Drake Tax Portal)
- W-2 from each employer, when it arrives (usually January).
- 1098 mortgage interest, if any.
- 1099-INT, 1099-DIV, or broker statements, if you have investments.
- Per diem summary and work-expense receipts the professional asks for.
- Prior-year return, if this is your first year with the firm.
What to keep (your folder, by month)
- Pay stubs in a folder per month.
- Per diem and travel-day records.
- Work-expense receipts (uniforms, exams, employer-required gear).
- A copy of what you already sent through the secure portal.