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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