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Format: (000) 000-0000.
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Employment & Income Data
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W-2 forms for this year
Tax refunds
Unemployment compensation: Form 1099-G
Misc. income including rent: Form 1099-MISC
Self employed income or Non Employee Comp: Form 1099-NEC
Partnership, S-Corp or Trust income
Pensions and annuities
Alimony received
Jury duty pay
Gambling and lottery winnings
Prizes and awards
Scholarships and fellowships
Health insurance premium tax credit: Form 1095-A
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Homeowner/Renter Data
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Real estate taxes paid
Financial Assets
Interest income: Form 1099-INT & 1099-OID
Dividend income: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Crypto transactions
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Financial Liabilities
Student loan interest paid
Early withdrawal penalties on CDs and other fixed time deposits
Expenses
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Medical savings account
Adoption expenses
Alimony paid
Misc Items
Farm income
Clergy income
Medical expenses
Casualty or theft losses
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