Couple of questions as our first full tax year comes around.. taxes have already been calculated and paid out of the income sources as they were realized (SS, pension and SW from IRA).. questions are about what forms to expect to use to file. This year I'm doing my own with Turbotax vs. using the accountant I used for 20 years.
1. SS report form is SSA 1099
2. Pension income will be 1099R
3. Bank interest will be 1099 INT
4. SW will be 1099B
Am I correct with the above? Is there anything else I should be on the lookout for? Thanks...
1. SS report form is SSA 1099
2. Pension income will be 1099R
3. Bank interest will be 1099 INT
4. SW will be 1099B
Am I correct with the above? Is there anything else I should be on the lookout for? Thanks...