UACES Facebook Just the basics from the IRS tax form checklist

Just the basics from the IRS tax form checklist

U of A System Division of Agriculture
Feb. 15, 2017

(152 words)

UNDATED – When getting your tax material together, here are the basics, according to the Internal Revenue Service. 

Personal Information:  social security numbers for yourself, your spouse and any dependents 

Income Information:

  • W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year.
  • 1099 Forms if you (or your spouse) completed contract work and earned more than $600.
  • Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments).
  • Income from local and state tax refunds from the prior year.
  • Business income (accounting records for any business that you own)
  • Unemployment income
  • Rental property income
  • Social Security benefits
  • Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts) 

For more information about taxes, visit your tax preparer or IRS.gov.

 

The University of Arkansas System Division of Agriculture offers all its Extension and Research programs and services without regard to race, color, sex, gender identity, sexual orientation, national origin, religion, age, disability, marital or veteran status, genetic information, or any other legally protected status, and is an Affirmative Action/Equal Opportunity Employer. 

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Media Contact: Mary Hightower
Dir. of Communication Services
U of A Division of Agriculture
Cooperative Extension Service
(501) 671-2126
mhightower@uaex.edu

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