u/thesoggyhitman wrote (the comment Michael replied to):
The ISA I was looking at getting worded it as I have to provide “a year-end pay stub, From W-2, Form 1099, or Schedule K-1 for all sources of earned income…” ALL sources of income.
u/michaelnovati replied ·
The ISA providers put that in there to have the power to do go very deep in collecting if needed, but the program itself can choose to not require tax reconciliation and can choose which types of income to consider. Your agreement/contract with your program, not the ISA itself, should specify clearly what income is considered and you can hold the program accountable to that.