Statements are on the way from employers, banks, stockbrokers and other institutions and agencies that were involved in taxpayers’ financial lives last year. Each of these groups has, by law, until Jan. 31 (or the next business day when that date falls on a holiday or a weekend) to get their annual tax statements in the mail to you.
Many taxpayers now receive these documents electronically, so be sure to check your email and online account documents not just the mailbox for these statements.
Common Income and Deduction Statements
Most taxpayers depend on the same basic information to file returns. If you work for someone else, the IRS expects you, and the agency, to get a statement detailing that income. The information is slightly different, depending on whether you get paid a salary or do contract work.
- W-2
- 1098
- 1098-E
- 1099-INT
- 1099-DIV
- 1099-B
- 1099-G
- 1099-K
- 1099-R
- 1099-MISC
- Form 5498
- Form 5498-ESA
- Schedule K-1
