Tax form checklist: Do you have everything you need to file?

Whether you file your taxes on your own or work with a tax professional, it's important to ensure you have the appropriate documentation. Use this checklist as a guide to help you gather documents you may need to complete your income tax return.
Not every item will apply to your situation. This checklist is only a guide and is not designed to be an exhaustive list of items that warrant consideration. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your lawyer or qualified tax professional regarding your situation.