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Ordinary dividends of $10 or more from U.S. Sales transactions, covered short transactions, closing options transactions, redemptions, tender offers, and mergers for cash Depending on your account activity, yours may include any or all the items in the table. If you have a brokerage account, you might see a consolidated 1099, which contains all reportable income and transactions for the year. Own a house and have a mortgage? Watch for the 1098 form, which will list the interest paid.Įxpect a 1099 form if you’re an independent contractor, or if you had a refund from a state investment.

Expect a K-1 if you’re involved in a partnership. What forms might you receive in the mail? If you’re a full-time employee, look for a W-2. These forms should either come in the mail or be sent to you electronically. What forms and schedules will I need to include in my 1040, 1040A, or 1040-SR?Īround February, you should start receiving the tax forms you need to prepare and complete your federal and state tax returns.What are all those different 1099s I sometimes get?.What state and federal tax forms will I submit?.What forms will I receive in the mail or from my employer?.Want to save yourself a bit of grief when the next tax season rolls around? Keep an eye out for those bits of paper-and more often these days, digital documents-and be ready to file what needs to be filed. But a little organization and planning can help make filing those federal tax forms a bit more palatable. The tax-filing process ranks up there with the root canal as something most of us dread. You’ll also attach certain schedules if you have itemized deductions, capital gains or losses, or are self-employed.Your income level and the complexity of your situation will determine whether you file Form 1040 or 1040A.The documents needed to file taxes-including W-2s and 1099s-should start arriving by February.