SAMPLE TAX DOCUMENTS - WHAT TO LOOK FOR
Below is a list of tax documents that you may receive which are crucial for a successfully filed tax return. Failing to provide these documents to your tax preparer can lead to refund delays, extra costs for amendments, scary letters from the IRS, or worse...an audit!
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INCOME TAX FORMS
W2 - Wage and Tax Statement
1099-R - Retirement and Pension Distributions
1099-NEC - Nonemployee Compensation
1099-MISC - Miscellaneous Payments (i.e. Rent, Royalties)
1099-INT - Interest Income
1099-DIV - Dividends and Distributions
Investment Account Brokerage Statement
1099-B - Brokerage or Barter Exchange Proceeds
1099-DA - Digital Asset Proceeds (i.e. Crypto, NFTs)
SSA-1099 - Social Security Benefits
Schedule K-1 1120-S - Profit and Loss from S Corporation
Schedule K-1 1065 - Profit and Loss from LLC/Partnership
1099-G - Government Payments (i.e. Unemployment, Refunds)
INCOME TAX FORMS
W2 - Wage and Tax Statement
1099-R - Retirement and Pension Distributions
1099-NEC - Nonemployee Compensation
1099-MISC - Miscellaneous Payments (i.e. Rent, Royalties)
1099-INT - Interest Income
1099-DIV - Dividends and Distributions
Investment Account Brokerage Statement
1099-B - Brokerage or Barter Exchange Proceeds
1099-DA - Digital Asset Proceeds (i.e. Crypto, NFTs)
SSA-1099 - Social Security Benefits
Schedule K-1 1120-S - Profit and Loss from S Corporation
Schedule K-1 1065 - Profit and Loss from LLC/Partnership
1099-G - Government Payments (i.e. Unemployment, Refunds)
W-2G - Gambling Winnings
PERSONAL DEDUCTION FORMS
1098 - Mortgage Interest Statement
Property Tax Statement (taxes paid may also be found on 1098)
1098-E - Student Loan Interest Statement
1098-T - Tuition Statement
5498-SA - HSA or MSA Contribution Statement
1099-SA - HSA or MSA Distribution Statement
5498 - IRA Contribution Information
Sample Donor Statement
PERSONAL DEDUCTION FORMS
1098 - Mortgage Interest Statement
Property Tax Statement (taxes paid may also be found on 1098)
1098-E - Student Loan Interest Statement
1098-T - Tuition Statement
5498-SA - HSA or MSA Contribution Statement
1099-SA - HSA or MSA Distribution Statement
5498 - IRA Contribution Information
Sample Donor Statement
1095-A - Health Insurance Marketplace Statement
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