Do you have everything you need to do your taxes?
Do you have everything you need to file your taxes? This list covers some of the most common documents and information you may need to complete your income tax return. It is always important to review any tax documents received for accuracy and completeness.
Tax forms provided by Edward Jones
| Form name | Form description |
|---|---|
| Consolidated 1099 Tax Statement | May include Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-MISC |
| Form 1099-R | Distributions and other retirement account activity, including Roth conversions |
| Form 1099-Q | Distributions from 529 savings plans |
Note: Edward Jones mails or electronically delivers all Forms 1099-R and 1099-Q by Jan. 31 and all Consolidated 1099 Tax Statements by Feb. 15, per IRS requirements. Form 5498 is furnished in May and is not needed to file a tax return.
Tax forms related to employment and other types of income
| Form name | Form description |
|---|---|
| Form W-2 | Employment income |
| Form 1099-G | Unemployment compensation and state tax refunds |
| Form 1099-NEC | Nonemployee compensation |
| Form 1099-MISC | Miscellaneous income, including rent and royalties |
| Form 1099-K | Income from payment cards and third-party payment networks |
| Schedule K-1 | Partnership, S corporation and trust income |
| Form 1099-R | Pensions, annuities, IRAs and qualified plans |
| Form SSA-1099 or Form RRB-1099 | Social Security benefits or railroad retirement benefits |
Documents reporting homeowner information
| Form name | Form description |
|---|---|
| Form 1098 | Mortgage interest |
| Form 1099-S | Sale of your home or other real estate |
| Settlement Statement | Transactions associated with buying, selling, or refinancing real estate |
| Tax receipts | Showing real estate taxes paid |
Other items of income, expense or deduction
Gifts to charity (cash and noncash)
Childcare expenses
Personal property tax receipts
Health Savings Account (HSA) contributions and distributions
Medical and dental expenses
Traditional IRA contributions
Deductible retirement plan contributions
Higher education fees: Form 1098-T
Student Loan Interest Statement Form 1098-E
Investment expense records, including margin interest expense
Alimony received or paid
Important information:
Not every item will apply to your situation. This checklist is only a guide and is not designed to be an exhaustive list of items that warrant consideration. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.