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As tax season fast approaches, be diligent to watch for documents that show up by email and traditional mailbox arrival. Some of the documents that you can expect to receive in preparation for tax season may include:

  • W-2
  • Self-employment and other business information
  • Forms 1099-MISC
  • Schedules K-1
  • 1095-A – marketplace statement
  • 1095-B – other insurers
  • 1095-C – offers of coverage/coverage from large employers
  • Pension/IRA/annuity income and contributions (1099-R, 5498)
  • Social security/RRB income (SSA-1099, RRB-1099)
  • Unemployment compensation (1099-G)
  • State tax refund (1099-G)
  • Gambling income (W-2G)
  • Health savings account and long-term care distributions (1099-SA or 1099-LTC)
  • Interest income, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock, mutual funds or other property (1099-B, 1099-S)
  • Consolidated broker statements
  • Tuition paid or billed and scholarships received (Form 1098-T)
  • Student loan interest statement (Form 1098-E)
  • Contributions to or distributions from 529 plan or Coverdell Education Savings Account (Form 5498-ESA, Form 1099-Q)
  • Mortgage interest statements (Form 1098)
  • Receipts for state/local income tax paid (other than wage withholding)
  • Receipts for real estate tax paid
  • Receipts for personal property tax paid
  • Bank statements showing investment interest paid
  • Receipts for unreimbursed health care expenses


Tax season can be a frustrating and troublesome time for many, especially if you own a small business or are faced with complicated tax returns. Having your tax return prepared by a CPA assures your tax professional has undergone rigorous education and licensing to earn the trusted reputation that they have. Our experience, qualifications and broad knowledge about the tax system at Sterling Tax & Accounting may save you hundreds, if not thousands, of dollars at tax time.