Back to Academy

Document Library

Every real-world document the lessons walk through — forms, statements, disclosures, and agreements. Open one to see a sample, download the official version, and jump straight to the lesson that explains it. Government forms always link to the official .gov source.

44 documents across the curriculum

Government tax forms

IRS forms and schedules — always downloaded from IRS.gov.

Form 1040.govThe master federal income tax return. Every other tax form and schedule flows into it to compute what you owe or are refunded.IRS · 2 lessons
Schedule 1.govAttaches to Form 1040 to report income not on the main form (like self-employment or unemployment) and above-the-line adjustments.IRS
Form W-2.govYour employer's year-end report of wages paid and taxes withheld. Your employer provides your copy; the blank form and instructions come from the IRS.IRS (issued by your employer) · 1 lesson
Form 1099-DIV.govReports dividends and capital gain distributions paid on your investments during the year. Your broker sends it; the form is an IRS document.IRS (issued by your broker) · 1 lesson
Form 1099-INT.govReports interest income of $10 or more paid by a bank, credit union, or brokerage during the tax year.IRS (issued by your bank) · 1 lesson
Form 1099-B.govReports the proceeds and cost basis from securities you sold, the starting point for calculating capital gains and losses.IRS (issued by your broker) · 1 lesson
Form 1099-R.govReports distributions you took from a retirement account — IRA, 401(k), pension, or annuity — during the year.IRS (issued by your plan) · 2 lessons
Form 8606.govTracks the after-tax basis in your traditional IRA so you aren't taxed twice. Essential for nondeductible contributions and backdoor Roth conversions.IRS · 1 lesson
Form 8889.govReports HSA contributions and distributions and claims the deduction. Required any year you contribute to or spend from an HSA.IRS · 2 lessons
Form 1040-ES.govThe payment vouchers and worksheet for quarterly estimated taxes — used by the self-employed and anyone without enough withholding.IRS · 3 lessons

Government benefit statements

Statements from federal benefit programs like Social Security.

SSA Statement.govYour personalized record of earnings and projected retirement, disability, and survivor benefits. View it in your my Social Security account.Social Security Administration · 3 lessons

Account statements

Periodic statements from your accounts and lenders.

Fund & investment documents

Fund menus and fact sheets you review before investing.

401(k) fund menuThe list of funds you can choose inside your 401(k), with their expense ratios — the menu you build your allocation from.Your 401(k) plan · 1 lesson

Disclosures

Legally-required disclosures that reveal the true cost of a product.

Enrollment & elections

Forms you complete to enroll in, or make choices within, an account.

Worksheets & personal records

Documents you build to understand your own finances.

Loan & credit documents

Agreements, statements, and specimens from the borrowing world.