Do You Have Everything You Need to File?

Stack of file documents

This list can help you gather documents you may need to complete your income tax return.

Employment and income data

  • Form(s) W-2
  • 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 (See IRS Publication 915)
  • 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)

Please Note: Edward Jones mails or electronically delivers all Forms 1099-R by Jan. 31 and all Consolidated 1099 Tax Statements (which include Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-MISC) by Feb. 15, per IRS requirements.

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

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

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Financial Education & Resources

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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.

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