| | | Form W-2s - wage and tax statements |
| | | Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C) |
| | | Estimated Taxes Paid |
| | | Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E) |
| | | Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G) |
| | | Form 2439s - notice to shareholder of undistributed long-term capital gains |
| | | Schedule K-1s - partnership, S Corporation and estate or trust income |
