10.) 1098-T: Not to be confused with Form 1098, Form 1098-T reports the amount of tuition paid by you on behalf of you or a dependent. The educational institution issues Form 1098-T. If you wish to take a education credit, you will need this form.
9.) Form 1098: If you have a mortgage, the mortgage company is required to issue you a Form 1098 showing the amount of mortgage interest paid to the lender during the year.
8.) Form 1099-G: If you received unemployment compensation during the tax year, the state’s employment agency will issue you a 1099-G showing the gross amount of unemployment compensation and any withheld taxes.
7.) Identity Theft PIN: If you were a victim of tax fraud, the IRS issued you an identity theft PIN. Without this PIN, you cannot Efile your tax return.
6.) W2: If you change jobs during the tax year, make sure to get the W2 from the previous employer
5.) SSA 1099: If you are drawing Social Security Benefits, please make sure you have this form. Do not rely on the sum of the deposits. The deposits may represent the net amount after deductions for Medicare premiums and income tax withheld.
4.) 1099-R: If you have withdrawn money from a tax deferred retirement plan or annuity, you should have a 1099-R showing how much was withdrawn and the amount of income tax withheld.
3.) 1099 from investments: Even if you didn’t sell any securities, you may have reportable dividend and interest income. Check with your financial adviser for a consolidated 1099 (1099-B, 1099-Int, 1099-Div).
2.) 1095-A: If you have insurance through the Affordable Care Act (Obamacare), you should have Form 1095-A. You will need this form in order to properly complete your tax return.
1.) 1099-SA: If you have a Health Savings Account (HSA) and you used it during the tax year, you should have a Form 1099-SA showing how much. You need to report that amount on your tax return on Form 8889.
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