W-2 + side incomeExported to Drake Tax Online58:10Schedule C / self-employedW-2 wage earnersInvestments (1099-B, DIV)Health & HSA (1095, 1099-SA)TaxSlayer
Trucking business on a Schedule C, plus a W-2 and a Robinhood account
Wednesday, Sep 23, 2026 · 1 hour 19 minutes 56 seconds · Exported to TaxSlayer
Practice files
The same client folder used live. Run it in your own software.
Client folder in Drive
2025 - Rameika Hamilton
In Drive, choose Download on the folder to get it as one .zip for Wizzy.
- Client organizer
- W-2
- Profit & loss: Hamilton Trucking
- Robinhood consolidated 1099
- 1099-INT
- 1099-SA
- Driver's license
The return at a glance
A single filer in Texas who works a W-2 job and runs a local freight business on the side. She brought a clean profit and loss statement for the business, a Robinhood consolidated 1099 with dividends and stock sales, bank interest and an HSA distribution.
| Filing status | Single, no dependents |
|---|---|
| State | Texas (no state income tax). Driver's license is from Tennessee. |
| Wages | One W-2 |
| Business | Schedule C, local general freight trucking, no EIN, no home office. Income and expenses from a clean P&L. |
| Investments | 1099-DIV (with foreign tax paid), 1099-B short- and long-term sales to Form 8949 |
| Other forms | 1099-INT, 1099-SA |
| Intake | Whole client folder downloaded as one .zip |
Run it yourself with Wizzy
- 1
Clean up the intake first.
Wizzy reads a structured P&L far better than handwritten notes. If a Schedule C client brings notes, turn them into a simple profit and loss statement before you upload.
- 2
Upload the whole folder as a .zip.
Open the extension, choose Add a Client and drop in the zip. No need to unzip it. On Drake Desktop, use Upload Clients instead.
- 3
Review what Wizzy pulled.
Skip the home office if you have no square footage. Spot-check that every document is there; Wizzy lists which brokerage sections have amounts. Fill the yellow cautions (like direct deposit) so Wizzy doesn't pause mid-run. Check each expense's category and change it with Edit if needed.
- 4
Log your due diligence.
Wizzy flags address mismatches and missing business records. Record how you resolved each one. The flag clears, and the note stays on file in case of an audit.
- 5
Export to TaxSlayer with one click.
Keep TaxSlayer open and press One-Click Return. If TaxSlayer shows "something went wrong," let it run: Wizzy corrects itself and keeps going.
- 6
QA the numbers.
Compare the W-2, Schedule B dividends (including the foreign tax), the 8949 totals and the Schedule C against the source documents. Hand this step to your staff so your own time goes to tax strategy.
More returns like this
W-2 + side incomeExported to Drake Tax Online58:10