Form 1040 US Individual Income Tax Return
Schedule 1 (Form 1040)
Schedule E (Form 1040)
Form 6198
Form 8582
From the IRS Online Account Information
Information Return Documents
Information returns are filed and required to be reported to the IRS by employers, financial institutions, government agencies, and other payers. They provide information that can help you file your taxes.
1095-A Health Insurance Marketplace Statement
(1095-B and 1095-C map here too)
Reports health insurance coverage purchased through the Affordable Care Act Marketplace and any advance premium tax credits paid on your behalf. It is used to reconcile Obamacare subsidies on your tax return.
1098 Mortgage Interest Statement
Reports how much mortgage interest you paid to a lender during the year. Homeowners often use it to claim mortgage-interest-related tax deductions.
1099-G Certain Government Payments
Reports taxable payments made by government agencies, most commonly unemployment compensation and state tax refunds. The IRS uses it to verify income received from government sources.
1099-NEC Nonemployee Compensation
Reports payments made to independent contractors, freelancers, self-employed individuals, and other nonemployees for services performed during the year. The IRS uses it to verify business income that is generally subject to both income tax and self-employment tax.
1099-R Retirement/Pensions/Annuities, etc.
Reports distributions from retirement accounts, pensions, annuities, IRAs, and 401(k) plans. It tells the IRS how much money was withdrawn and whether taxes were withheld.
W-2 Wage and Tax Statement
Reports wages earned from an employer and the taxes withheld from your paycheck. It is the primary income document for employees.
Tax Records – Transcripts
IRS Annual Account Transcript
An Account Transcript is the IRS’s transaction history for a specific tax year. It shows when returns were filed, taxes were assessed, payments were received, refunds were issued, penalties and interest were added, and notices were sent.
IRS Wage and Income Transcript
A Wage & Income Transcript is a collection of all income documents reported to the IRS under your Social Security number for a tax year. It includes forms such as W-2s, 1099s, 1098s, 1095-As, and other information returns received from employers, banks, brokers, lenders, and government agencies.