We are all more than a little anxious at the beginning of the tax season, and the greatest concern—right after “will I have to pay…” is whether or not we've collected all our paperwork. Below is a table of the most common tax documents needed to complete your return, and the date you can expect them.
If you are self-employed, it is recommended that you use one of the software programs that captures all of you income and expenses. It's worth the cost to save you the stress of recreating everything at year-end, or even quarterly. It's also a good idea to use one of the mobile apps that tracks your mileage. .
Wages, including reported tips | W-2 |
Retirement, annuity payments | 1099-R |
Social Security, Railroad Retirement income | SSA-1099 |
Self-employment, rental income, etc | 1099-MISC |
Dividends payments | 1099-DIV |
Interest payments | 1099-INT |
Government payments (refunds, unemployment) | 1099-G |
Home mortgage interest | 1098 |
Tuition | 1098-T |
Student loan interest | 1098-E |
Health Insurance Marketplace Statement | 1095-A |
Health coverage | 1095-B |
Employer-provided health insurance offer and coverage | 1095-C |
Stock redemption | 1099-B |
Real estate sales | 1099-SA |
