• Wage statements/W-2s • Self-employment business income and expenses/1099-MISC • Commissions received/paid • Pension, retirement income/1099-R • Unemployment income/1099-G • Canceled Debt Amount/1099-C • Social Security income/SSA-1099 • IRA contributions • Statements on the sales of stocks or bonds/1099-B • Interest and dividend income /1099-INT/1099-DIV • Lottery or gambling winnings/losses • State refund amount/1099-G • … Continue reading Sample list of tax documents needed