Important Tax Documents to Look Out For – Your Tax Appointment Checklist
Keep this list handy for the next few weeks to make certain you have collected all the tax documents you need to prepare your taxes. Click on the links to see what each form looks like.
- Wage Earners – W2(s)
- Interest Income – 1099 INT
- Dividend Income – 1099 DIV
- Proceeds from Sale of stocks, bonds, etc.- 1099 B
- State refunds or Unemployment compensation- 1099G (differs per state)
- IRA or Retirement plan payment- 1099 R
- Social Security Benefits – SSA 1099
- Investment in Partnership or SCorp – Schedule K-1
- Proceeds from Real Estate transaction – 1099S
- Business Income – 1099 MISC
- Mortgage Interest & Points paid – 1098 Mortgage Interest
- Real Estate Property Taxes – Annual county tax bill (differs per county)
- Tuition Payments Statement – Form 1098-T
- Student Loan Interest – Form 1098-E
- Alimony – bank deposits/checks/divorce decree