Form W-2 Click on image to zoom in
You should have this document form if you worked as an employee for a company and received wages.
Tax Documents To Bring
Form W-2G Click on image to zoom in
You will receive this document to report gambling wins you received.
Form 1099-G Click on image to zoom in
Unemployment or State Refund. You will receive this form from your state if:
- you received a state refund for a tax year where you itemized deductions, or
- if you received unemployment compensation.
Form 1099-S Click on image to zoom in
You will receive this form if you sold your home or other real estate.
Form 1099-MISC Click on image to zoom in
This document is issued if you were paid one of several different types of income.
The most common income reported is Box 7 Nonemployee Compensation.
Form 1099-B / 1099-DIV Click on image to zoom in
1099-B
Most companies issue a substitute 1099-B document that may look like this one. Look for "1099" or "Substitute 1099-B" imprinted on the document.
1099-DIV
1099-DIV documents may be stand-alone forms or they may be combined with Forms 1099B or 1099-INT as you see in this illustration.
From 1099-K Click on image to zoom in
You will receive this form if:
- Your business accepts credit card payments, or
- You traded Bitcoin or other cryptocurrencies, or
- You sold products through PayPal or other 3rd party network providers.
Form 1098 Click on image to zoom in
Bring this document to show how much mortgage interest you paid for the year.
If you have more than one mortgage, then bring a separate 1098 for each mortgage you have.
Form 1098-E Click on image to zoom in
Bring this document to show how much student loan interest you paid for the year.
From 1098-T Click on image to zoom in
Bring this document even if it was issued to your child and you did not pay any tuition.
Form 1095A Click on image to zoom in
If you purchased health insurance form the health insurance marketplace, you will need to bring this form.
If you didn't receive it, log into healthcare.gov or your state's health insurance exchange and download it from there.
Form 1095-B Click on image to zoom in
If you received health insurance coverage from your employer, or you purchased your insurance directly from an insurance company, you should receive this form.
From 3921 Click on image to zoom in
You receive this form in the year you purchase qualified incentive stock options.
Form 3922 Click on image to zoom in
You receive this form in the year you purchase stock under an (ESPP) Employee Stock Purchase Plan.
Note: Form 3922 is issued in the year you purchase the stock. Save this form for use in the year you sell the stock.
