Do I Have Everything I Need to File?

January 04, 2018

Stock market and IRS 1040 form

This checklist can help you track documents you may need to complete your 2017 income tax return.

Employment and income data

  • Form W-2 for 2017
  • Unemployment compensation and state tax refunds: Form 1099-G
  • Miscellaneous income, including rent and royalties: Form 1099-MISC
  • Partnership, S corporation and trust income: Schedule K-1
  • Pensions, annuities, IRAs and qualified plans: Form 1099-R
  • Social Security or railroad retirement benefits: Form SSA-1099 or RRB-1099
  • IRS Publication 915
  • Alimony received

Homeowner/renter data

  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Real estate tax receipts

Financial assets

  • Forms may include 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-MISC and 1099-R
  • Roth conversion reporting: Form 1099-R
  • Same forms for any children or dependents under age 24 with income (earned or unearned)

Expenses and deductions

  • Gifts to charity (both cash and noncash)
  • Child care expenses
  • Personal property tax receipts
  • Health savings account (HSA) distributions or expenses
  • HSA contributions
  • Traditional IRA contributions
  • Higher education fees: Form 1098-T
  • Margin interest expense
  • Investment expense records
  • Medical and dental expenses
  • Deductible retirement plan contributions
  • Alimony paid

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.

Important information:

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.

More Resources:

Tax Resources

Taxes aren’t just for tax season. These resources can help you year-round.

Financial Education & Resources

Explore all sorts of topics from getting started with investing to planning a family budget.

Tax Diversification Strategies

Changes in tax rules, much like the stock market, can be unpredictable. Tax diversification may help counter the tax environment and provide flexibility in retirement.

Find a Financial Advisor

Find a Financial Advisor

Select a State and then enter a last name

    Resolve to Make the Most of Your Finances This Year

    Make this the year to get your financial house in order.

    Read more

    Convenient Account Features

    From online bill pay to electronic funds transfer, we have the tools to make managing your expenses easy.

    Read more