Question: what documents are needed for tax return?
Answer: Employed. Forms W-2. Unemployed. Unemployment, state tax refund (1099-G) Self-Employed. Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099s. ...  Rental Income. Records of income and expenses. ...  Retirement Income. ...  Savings & Investments or Dividends. ...  Other Income & Losses.