Income Documents Needed for Filing Taxes

The first piece of information you’ll need to prepare your tax return is the total income you earned during the year. Any employer that pays your salary must send you a W-2 by January 31,  which reports your annual income and tax withheld. Independent contractors typically receive income reports on Form 1099-MISC. 

·         W-2s from your employers

·         1099-MISC forms for self-employment income

·         1099-INT (interest) and 1099-DIV (dividends) forms

·         1099-B forms showing brokerage trades in stocks and bonds

·         K-1 forms for income from a partnership, small business, or trust

·         1099-SSA form showing Social Security received