Income
Please read and review all your statements and documents carefully to ensure they are accurate to the best of your knowledge. Social Security Numbers referenced should match the documents. Any discrepancies should be brought to the attention of the company and/or individual providing the document to you.
Income may be reported to the IRS in various ways that you will need to declare on your return. These include the following forms:
- W-2 (Wages)
- 1099
- 1099-MISC for self employed individuals or other non employee status monies earned
- 1099-INT – Interest earned from bank accounts, credit unions, etc.
- 1098-T – Tuition
- 1099-SA – Social Security benefits
- 1099-R – Pension/Retirement
- 1099-G – Unemployment or lottery winnings
- 1099-DIV Dividends paid
- 1099-B Stock sales
Other Income that must be reported may include:
- Alimony
- Gifts
- Rents received by you
- Proceeds from the sale of real estate
- Debts that have been forgiven – provide all relevant documents