Your tax-filing checklist
Do you have everything you need to file your taxes? This list covers some of the most common documents and information you may need to complete your income tax return.
Financial forms provided 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
- Higher education fees: Form 1098-T
- Margin interest expense
- Investment expense records, including margin interest expense
- Alimony received or 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.