W-2 and 1099 Forms: What to Gather Before Filing

Understand which income documents to collect for your tax appointment.

Check all your sources of income

A W-2 commonly reports employee wages. Various 1099 forms report different types of payments. You may receive more than one type in a year.

Compare forms with your own records

Review names, addresses and reported amounts. If something appears incorrect, contact the issuer and ask about a correction.

Don't assume missing paperwork means missing income

Tell your preparer about income even if a form has not arrived. They can help determine the appropriate reporting steps.

Need a hand?

At All Star Tax Pro, we help individuals, families, and self-employed taxpayers understand the next step. We offer virtual tax preparation nationwide and local appointments in North Alabama. Call 1-833-657-7300 or start your tax application.

General educational information only, not individualized tax advice. Requirements can vary by situation and tax year.