Do You Have Everything You Need to File?

February 01, 2019

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

Financial Assets – Forms Furnished by Edward Jones
Form Name Form Description
Consolidated 1099 Tax Statement May include Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-MISC
Form 1099-R Distributions and other retirement account activity, including Roth conversions
Form 1099-Q Distributions from 529 savings accounts

Note: Edward Jones mails or electronically delivers all Forms 1099-R and 1099-Q by Jan. 31 and all Consolidated 1099 Tax Statements by Feb. 15, per IRS requirements.


Employment and Income Data
Form Name Form Description
Form W-2 Employment Income
Form 1099-G Unemployment compensation and state tax refunds
Form 1099-MISC Miscellaneous income, including rent and royalties
Schedule K-1 Partnership, S corporation and trust income
Form 1099-R Pensions, annuities, IRAs and qualified plans
Form SSA-1099 or Form RRB-1099 Social Security benefits or railroad retirement benefits


Homeowner Information
Form Name Form Description
Form 1098 Mortgage interest
Form 1099-S Sale of your home or other real estate
Tax receipts Showing real estate taxes paid


Other Items of Income, Expense or Deduction

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

Note: Not every item will apply to your situation. This list 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.

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 Questions? Visit Our Tax Resource Center

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

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