This checklist can help you track documents you may need to complete your 2016 income tax return.
Please note: Edward Jones will mail or e-deliver all Forms 1099 by Feb. 15. If you receive Form 1099-B (Proceeds from Broker and Barter Exchange Transactions), then you may need to file Form 1040, Schedule D and Form 8949 – even if the realized gain or loss is zero.
Not every item will apply to your situation. This checklist is only a guide and is not designed to be an exhaustive list of items that warrant consideration. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.