Preparing for the Upcoming Tax Year

We are all more than a little anxious at the beginning of the tax season, and the greatest concern—right after “will I have to pay…” is whether or not we've collected all our paperwork. Below is a table of the most common tax documents needed to complete your return, and the date you can expect them.

If you are self-employed, it is recommended that you use one of the software programs that captures all of you income and expenses. It's worth the cost to save you the stress of recreating everything at year-end, or even quarterly. It's also a good idea to use one of the mobile apps that tracks your mileage. .

Wages, including reported tips	W-2
Retirement, annuity payments	1099-R
Social Security, Railroad Retirement income	SSA-1099
Self-employment, rental income, etc	1099-MISC
Dividends payments	1099-DIV
Interest payments	1099-INT
Government payments (refunds, unemployment)	1099-G
Home mortgage interest	1098
Tuition	1098-T
Student loan interest	1098-E
Health Insurance Marketplace Statement	1095-A
Health coverage	1095-B
Employer-provided health insurance offer and coverage	1095-C
Stock redemption	1099-B
Real estate sales	1099-SA