-
Report all wages
-
Submit all W-2 forms
-
Prior year state tax refund
-
Interest and dividends
-
Unemployment form 1099-G
-
Social Security income form
100-Misc
-
Capital gains information
- Form 1099-B, information on sale of any
business property
-
Money earned from retirement
- Form 1099-R
-
Rental property income - Form
1099-Misc
-
Royalties - Form 1099 - Misc
and K-1
-
IRA contribution - Maximum of
$4,000 (single) and $8,000 (joint)
-
Student loan interest
information
-
Early withdrawal penalties
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Business income - submit any
1099-Misc forms you received if you are a sole
proprietorship. This includes any home-based
businesses. You are allowed any ordinary and
necessary expenses for which you have receipts.
