With the filing season for 2015 tax returns well under way, you should be receiving the various documents needed to prepare your annual returns. I have provided a list of forms commonly used to report the income and deductions on your individual income tax returns. The due date for receiving these documents, and the date they are required to be filed with the government, is provided for each form.
|Form No.||Form Name||Taxpayer||Gov’t|
|W-2||Wage & Tax Statement||2/1/2016||2/29/2016|
|1099-DIV||Dividends & Distributions||2/15/2016||2/29/2016|
|1099-B||Proceeds from Broker & Barter Exchanges||2/15/2016||2/29/2016|
|1099-R||Distributions from Retirement Accounts||2/1/2016||2/29/2016|
|5498||IRA Contribution Information||5/31/2016||5/31/2016|
|1098||Mortgage Interest Statement||2/1/2016||2/29/2016|