Tax Records Checklist

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Below is a list of common information return forms. Use this list and your past years tax returns as a starting point to create your personalized Tax Form Checklist.

This is information individuals are required to report on their tax returns. Businesses are required to file these forms with the IRS and send you information on what was filed. You can learn more about these information return forms on the IRS website. Consult your tax advisor if you received one of these forms and do not understand the tax implications. This is not a complete list. Just a list of the most common forms for individuals.

w2 Employer Wage and Tax Statement
w2-g Gambling Winnings
5498-SA HSA, Archer MSA, or Medicare Advantage MSA Contributions
1098 Mortgage Interest Statement
1098-C Motor Vehicles, Boats, and Airplanes Donations
1098-E Student Loan Interest Statement
1098-T Tuition Statement
1099-B Broker and Barter Exchange Transaction Proceeds
1099-C Cancellation of Debt to a Lender including Bankruptcy and Foreclosures
1099-DIV Dividends and Distributions
1099-G Government Payments of Unemployment Compensation, State and Local Income Tax Refunds, Agricultural Payments, and Taxable Grants
1099-H Health Coverage Tax Credit (HCTC) Advance Payments
1099-INT Interest Income including savings Accounts or mutual funds
1099-K Merchant Card and Third Party Network Payments including Ebay and Paypal
1099-LTC Long-Term Care and Accelerated Death Benefits
1099-MISC Misc Income
1099-OID Original Issue Discount
1099-Q Qualified Education Programs Payments
1099-R Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc Distributions
1099-S Real Estate Proceeds
1099-SA HSA, MSA, or Medicare MSA Distribution
3921 Stock Excise Incentive Stock Options
3922 Stock Transfer thru Employee Stock Plan
5498 IRA Contributions
5498-ESA Coverdell ESA Contributions
5498-SA HSA, MSA, or Medicare MSA Contributions
1042-S Foreign Person's U.S. Source Income Subject to Withholding

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