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.