Appendix: Common Tax Forms Required for Tax Return Prep

Common Tax Forms required to prepare Form 1040

Form W-2 Wage and tax statement

Form 1099-NEC Nonemployee compensation

Form 1099-R Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.

Form 1099-G Certain government payments

Form 1099-B Proceeds from broker and barter exchange transactions

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Fundamentals of Federal Taxation Copyright © 2025 by Zhuoli Axelton is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.

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