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All "which income source documents will i need to bring" Results

Income documents such as your W-2s or 1099s should be mailed to you no later than January 31st. Don’t forget any document that was sent to you from the IRS, an employer, former employer, or government agency. Documents you may need include but are not limited to:

  • Income Documents:
    • Form W-2 – Wages and salary
    • Form W-2G Gambling winnings
    • Form 1099G – Unemployment
  • Retirement Documents:
    • Form 1099-R – Retirement income
    • Form SSA-1099 – Social Security benefits
  • Business/Contractor Documents:
    • Form 1099-NEC – Self-employment income
    • Form 1099-K – Reportable card payment transaction
  • Other Possible Income Documents:
    • Form 1099-MISC – Rents/Royalties/Other Income
    • Form 1099-SA – MSA or HSA distributions
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