Form 1040 Tax Organizer
W-2 (Wages) Schedules K-1 1099-R (Retirement) 1099-INT(Interest) (Forms 1065, 1120S, 1041) 1099-DIV (Dividends) Annual Brokerage Statements 1099-B (Brokerage Sales) 1098 – Mortgage Interest 1099-MISC (Rents, etc) Other tax information statements 1099 (any other) 8886, Reportable transactions 1098-T (Education) Form HUD-1 for Real Estate Sales ... ................
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