Common Tax documents required for your Income Tax Return

These statements come from employers, banks, stockbrokers and other institutions.  These documents may come electronically, so be sure to check your email and appropriate website for these reports as well.   

Each Employer you worked for during any part of 2012 should provide you with a W2.  They should be mailed by January 31st. 

Employers who hire Subcontractors and certain Self-employed individuals to work for them should provide a 1099MISC to those who earned $600 or more.  As with a W2, you should get a separate 1099MISC from each employer. 

Mortgage interest may be tax-deductible.  Your lender is required to provide you with a statement if you paid at least $600 interest.  It may or may not be on an official IRS 1098 Mortgage Interest form.

Interest on bank accounts, certificate of deposits, savings bonds, and reinvested earnings are taxable income and included on the 1099-INT.  The institution must send you one if the interest earned is more than $ 10

The 1099-DIV reports earnings from individual stocks and mutual funds.  The institution must send you one if the dividends and capital gains distributed are over $ 10.

Mutual fund companies or brokers distribute Brokerage Statements when you sell stocks, bonds, or mutual funds.  The 1099-B reports the sale of these items. 

States issue to taxpayers who got a refund of state or local taxes last year will get a 1099-G.   It may or may not be considered taxable income.