- W-2 – Report of wage and salary information
- 1040 – U.S. individual income tax return
- 1099 – Self-employed income report
- Schedule C – Used to report income or (loss) from a business
- Schedule SE – Used to figure the tax due on net earnings from self-employment
- 1098 – Tells you how much you paid in mortgage interest
- Record of any taxes paid throughout the year (estimated quarterly taxes, etc.)
- Prior year tax return
- Any info about foreign bank accounts
In our next blogpost, we will have a more detailed discussion of each of the tax documents.