Income Tax Documents

When filing your tax return, you will need the following income documents. If you are using a tax preparation software, you will need the following income tax documents to complete your tax return online.

Tax documents to verify income 

W-2s

Forms W-2G

Forms 1099-INT, 1099-OID, bank statements

Forms 1099-MISC, records for business or side job income and expenses

Records for your rental and royalty property income and expenses

Schedules K1

Forms 1099-DIV

Forms 1099-B, records with gain or loss on sales of stocks or property

Forms 1099-R, CSA 1099-R, CSF 1099-R

Forms RRB-1099, RRB-1099-R

Forms SSA-1099

W-2Gs, records of other gambling income

Information on any other income received in 2007