12/30/2025
Key Documents 2025 Tax Return Must be available.
Taxpayers should have all necessary records handy, such as W-2s, 1099s, receipts, canceled checks and other documents that support any income, deductions or credits reported on their tax return.
Most taxpayers should receive income documents including:
• Forms W-2, Wage and Tax Statement.
• Form 1099-MISC, Miscellaneous Income.
• Form 1099-INT, Interest Income.
• Form 1099-NEC, Nonemployee Compensation.
• Form 1099-G, Certain Government Payments – such as unemployment compensation or state tax refund.
• Form 1095-A, Health Insurance Marketplace
• Form 1098-Mortgage Annual Statements.
• Form 1098- Tuition Statement
• Form 1099-DIV: Reports dividend income and capital gain distributions from stocks or mutual funds.
• Form 1099-B: Reports proceeds from broker and barter exchange transactions, such as the sale of stocks, bonds, or other property.
• Form 1099-R: Reports distributions from retirement accounts, pensions, annuities, and IRAs.
• Form 1099-S, Proceeds from Real Estate Transactions: The settlement agent (title company, real estate broker, etc.) usually issues this informational form to you and the IRS at closing, reporting the gross proceeds from the sale. You should receive a copy in your closing documents or by January 31 of the year after the sale.
