Your Financial Review – Sheet 4 - Pearson Education



Your Financial Review –4.1

Tax Preparation Documents

Use this check-off sheet to make sure you have all the materials you will need to complete your income tax return. The following is a list of forms and material that will help you prepare your return.

|Earnings Documents | |[pic] |

|Form W-2 |Wage and Tax Statement | |( |

|Form 1099–B |Proceeds From Broker and Barter Exchange Transactions | |( |

|Form 1099–DIV |Dividends and Distribution | |( |

|Form 1099–G |Certain Government Payments | |( |

|Form 1099–INT |Interest Income | |( |

|Form 1099–MISC |Miscellaneous Income | |( |

|Form 1099–OID |Original Issue Discount | |( |

|Form 1099–R |Distributions From Pensions, Annuities, Retirement or | |( |

| |Profit-Sharing Plans, IRAs, Insurance Contracts, etc., | | |

|Form SSA–1099 |Social Security Benefit Statement | |( |

|Form RRB–1099 |Payments by the Railroad Retirement Board. | |( |

Educational Expense Documents

|Form 1098-E |Student Loan Interest Statement |( |

|Form 1098-T |Tuition Statement |( |

Home Expense Documents

| |Statements for Real Estate Taxes and Property Taxes |( |

|Form 1098 |Mortgage Interest Statement |( |

Other Documents

|Statements for Medical Expenses |( |

|Statements for Charitable Contributions | |( |

|Statements for Child and Dependent Care Expenses | |( |

|Statements for Adoption Expenses | |( |

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