We've made it easier than ever to access your tax forms. Before you start, make sure you have the latest version of the app installed.
Here's how to find and download your tax documents:
Open the navigation menu by tapping the hamburger menu (☰) in the top left corner of the app.
Tap "My Documents" from the menu options.
Locate the Tax Documents section. The app defaults to showing the current year's documents.
Download your form. You'll see your Form 1099-NEC (2025) or W-2 (2025) listed. Tap "Download" to save the PDF to your device.
That's it! Your tax document is now ready for filing.