Do you have everything you need to file your taxes? This list covers some of the most common documents and information you may need to complete your income tax return. It is always important to review any tax documents received for accuracy and completeness.

Tax forms provided by Edward Jones

Form nameForm description
Consolidated 1099 Tax StatementMay include Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-MISC
Form 1099-RDistributions and other retirement account activity, including Roth conversions
Form 1099-QDistributions from 529 savings plans

Note: Edward Jones mails or electronically delivers all Forms 1099-R and 1099-Q by Jan. 31 and all Consolidated 1099 Tax Statements by Feb. 15, per IRS requirements. Form 5498 is furnished in May and is not needed to file a tax return.

Tax forms related to employment and other types of income

Form nameForm description
Form W-2Employment income
Form 1099-GUnemployment compensation and state tax refunds
Form 1099-NECNonemployee compensation
Form 1099-MISCMiscellaneous income, including rent and royalties
Form 1099-KIncome from payment cards and third-party payment networks
Schedule K-1Partnership, S corporation and trust income
Form 1099-RPensions, annuities, IRAs and qualified plans
Form SSA-1099 or Form RRB-1099Social Security benefits or railroad retirement benefits

Documents reporting homeowner information

Form nameForm description
Form 1098Mortgage interest
Form 1099-SSale of your home or other real estate
Settlement StatementTransactions associated with buying, selling, or refinancing real estate
Tax receiptsShowing real estate taxes paid

Other items of income, expense or deduction

  • Gifts to charity (cash and noncash)

  • Childcare expenses

  • Personal property tax receipts

  • Health Savings Account (HSA) contributions and distributions

  • Medical and dental expenses

  • Traditional IRA contributions

  • Deductible retirement plan contributions

  • Higher education fees: Form 1098-T

  • Student Loan Interest Statement Form 1098-E

  • Investment expense records, including margin interest expense

  • Alimony received or paid

Important information:

Not every item will apply to your situation. This checklist is only a guide and is not designed to be an exhaustive list of items that warrant consideration. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.