Payee TallyWhich payees reached $2,000 in 2026?
Paste your bank export. See each payee's 2026 total, marked at the new $2,000 line.
A CSV with a date, a payee and an amount column.
Your file never leaves your device.
Payees at or over the line
0
of 0 payees
Paste payments or try the sample to see totals.
2. Tag each payee
Totals count only payments dated in 2026.
General information, not tax or legal advice. These are sums of what you pasted. Whether a payee needs a form also depends on things this page doesn't know, such as whether the payee is a corporation. For your own situation, ask a tax professional.
| Payee | Payments | 2026 total | Paid for | Paid by | Line |
|---|---|---|---|---|---|
| No payees yet. | |||||
Red means the total is at or over the line for its tag: $2,000 for services or rent, $600 for attorney proceeds. Card or app payments are set apart, since the card company or app reports them on Form 1099-K.
How it works
- ExportDownload your 2026 transactions as CSV from your bank or bookkeeping app, then paste or open it here.
- TagMark each payee as services, rent or attorney proceeds, and whether you paid by check or transfer, or by card or app.
- Read the totalsEach payee's 2026 total, marked at its line. Download them as a CSV for your filing service.
A paper check row often names no payee. Type the payee into that row before you paste.