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Screenshots are great — and keep the confirmation number. The guide suggests saving proof of filing for at least three years.
Great question, Priya. For gig work: 1099-NEC (or 1099-MISC), 1099-K if you got payments through platforms, bank statements, expense receipts (mileage, supplies), and any 1098 if you paid interest. Also note estimated tax payments, if applicable.
Thanks, Emily — good feedback. We’ll consider adding expanded examples and common scenarios to Step 4 in the next update.
Good point. Typically, the IRS sends notices within a few weeks to a few months depending on the issue. If it’s about a math error or missing form, you’ll usually get a notice in 6-8 weeks; for audits it can take longer. Respond promptly and keep copies of your documents.