Money made simple.
Free educational guideTaxes made simple 2 min read

What a W-2 and 1099 are

A W-2 and a 1099 are the two most common tax forms. Here is what each one means and what to do with it.

Explained in plain English

Key takeaways

  • W-2 is for employees; taxes were already taken out for you
  • 1099 is for gig or freelance work; you owe those taxes yourself
  • Check your name and Social Security number on every form
  • Free filing help is available at irs.gov if you qualify

Every year around tax time, two forms show up a lot: the W-2 and the 1099. If you have ever felt confused about these, you are not alone. Let's break them down simply.

The W-2: For employees

If you worked a regular job where taxes were taken out of your paycheck, your employer sends you a W-2. This form shows how much money you earned and how much was already withheld for federal taxes, state taxes, and Social Security.

Think of it this way: your employer handled some of your tax bill throughout the year. The W-2 is the receipt that proves it.

You should get your W-2 by January 31st each year. It comes in the mail or through your employer's online portal. Keep it safe. You will need it to file your taxes.

The 1099: For self-employed and gig workers

If you did freelance work, drove for a rideshare app, sold items online, or got paid as an independent contractor, you may get a 1099 instead. A 1099 shows money you were paid, but no taxes were taken out ahead of time.

This means you are responsible for paying those taxes yourself. It can feel like a surprise if you are not expecting it. But knowing this early helps you plan.

There are several types of 1099 forms. The most common one for work income is the 1099-NEC. You might also see a 1099-MISC or a 1099-K if you got paid through apps like PayPal or Venmo.

What to do when you get these forms

First, do not throw them away. These forms are important.

Second, check that your name and Social Security number look correct. If something is wrong, contact the sender right away.

Third, gather all your forms before you file. If you had more than one job or income source, you may have multiple W-2s or 1099s.

Fourth, use a free filing option if your income qualifies. The IRS Free File program is available at irs.gov and can guide you through the process at no cost.

You do not have to be an expert to handle these forms. Millions of people file with a W-2, a 1099, or both every year. Take it one step at a time, and you will get through it.

What this means for you
Whether you get a W-2, a 1099, or both, you have what you need to file your taxes. The most important thing is to hold onto every form and double-check your personal details. A good first step is to gather all your forms in one place before you do anything else.
#taxes#w-2#1099#filing basics#gig workers#self-employed

Related FAQs

Common questions about this topic, answered simply.

missing forms

What if I never received my W-2 or 1099?

First, check your email and your employer's online portal. If you still cannot find it, contact your employer or the company that paid you. If you get no response, you can call the IRS at 1-800-829-1040 for help. Do not wait too long, since the tax deadline does not pause while you wait.

multiple income sources

Can I have both a W-2 and a 1099 in the same year?

Yes, and it is very common. Many people work a regular job and also do side work or gig work in the same year. You would get a W-2 from your employer and a 1099 from your side income. You report both when you file your taxes.

self-employment taxes

Do I owe more taxes if I get a 1099?

You may owe more than you expect because no taxes were withheld from 1099 income. You will likely owe both income tax and self-employment tax on that money. Setting aside around 25 to 30 percent of your 1099 income throughout the year can help you avoid a big surprise at tax time.

unreported income

What if I was paid cash and did not get any tax form?

Cash income is still taxable income. Even without a form, you are required to report what you earned on your tax return. Keeping simple records of what you were paid throughout the year makes this much easier to handle.

free filing

Is there a free way to file if I only have a W-2?

Yes. If your income falls below a certain level, you can use IRS Free File at irs.gov at no cost. Many tax software companies also offer free filing options for simple returns. Check the IRS website to see which options you qualify for.

tax mistakes

What happens if I make a mistake on my taxes because of these forms?

Mistakes happen, and the IRS has a process to fix them. You can file an amended return using Form 1040-X. If the IRS catches something first, they will usually send you a letter explaining the issue. Respond to any IRS letters promptly and calmly, and consider getting free help from a VITA tax clinic if you need support.

Keep reading

Test what you learned & earn points

Take a quick 3-question quiz on this article to earn MoneyFAQ points, build your streak, and unlock badges. Free account required.

Personalized to you

Want answers personalized to your situation?

Tell us your #1 money goal and we'll tailor MoneyFAQ to you — free, takes 10 seconds.

Build my free plan
Sponsored · optional

When you're ready, here are some options

These are ads from partners — always optional. Looking is free and never affects your credit score. Reading the guide above is completely free either way.

See your options

We value your privacy

We use cookies to run the site and, with your consent, to measure traffic (Google Analytics, Meta Pixel & PostHog). We never sell your personal information. Privacy Policy