| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
1 | Tax Document List (TY2021) | 3/10 completed | ||||
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3 | Rec'd ✓ | Type of form | What type of form is this? | From whom? | Notes | When received? |
4 | W-2 | Wages | XYZ Corp | from my job | Jan | |
5 | W-2 | Wages | Big Company Corp | from my partner's job | Jan | |
6 | 1099-Int | Interest | ABC Bank | Feb | ||
7 | 1099-Int | Interest | EFG Bank | Feb | ||
8 | 1099-Div | Dividends | MNO Brokerage | from stock purchased last year | Feb | |
9 | 1099-B | Brokerage | ACME Stocks | from stock sold last year | Feb | |
10 | 1098 | Mortgage Interest | Good loans, LLC | Mortgage Statement from Lender | Feb | |
11 | Charitable Letter Confirmation | letter showing charitable contribution | High School XC team | Donated $100 during drive | ||
12 | 5498-B | IRA Contribution | Who knows.. | |||
13 | 1095-A | Health Insurance (from large employer) | Now?? | |||
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