• W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement showing purchase and sell information)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings
  • State Income Tax Refund
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement
  • IRA or 401(k) Distribution
  • Unemployment Compensation
  • Miscellaneous Income (1099-MISC)