[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303363-105":53,"doc-detail-303363-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","income-tax-form-checklist-2","Income & Tax Form Checklist - 2","","Income & Tax Form Checklist worksheet for tax season organization and verification. Lists the forms taxpayers should have, including W-2 for employee wages, multiple 1099 variants for interest, dividends, retirement, business and other income, 1099-G unemployment, SSA-1099, and K-1 for partnerships, LLCs, S-corps and trusts. Includes sections to capture taxpayer and spouse details, tally the number of each form, add other business income not on 1099, and record totals by type along with notes.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/income-tax-form-checklist-2/303363/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/income-tax-form-checklist-2/303363.png","ImageObject",442,249,{"name":88,"@type":89},"Maeve","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Which forms does the checklist include as required tax documents?","Question",{"text":108,"@type":109},"It lists Document W-2 and multiple 1099 types (including 1099-INT, 1099-DIV, 1099-R, 1099-NEC, 1099-Misc, 1099-G, SSA-1099) plus K-1 for partnerships/LLC/S-Corp/trusts.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should the checklist count each form?",{"text":113,"@type":109},"It asks for the number of each form type (not dollar amounts), meaning totals are by form type rather than by each payer.",{"name":115,"@type":106,"acceptedAnswer":116},"Where should additional business income not shown on a 1099 be recorded?",{"text":117,"@type":109},"It provides an “Additional business income not on 1099” section, including examples like Venmo, Zelle, and PayPal, with space to enter income amounts and notes.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303363,1790202191,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},5909877438554,"https://ap-avatar.wpscdn.com/avatar/5600025385ad2bf12a7?_k=1778553567797529272","INCOME & TAX FORM CHECKLIST  \n ~~ ~~ Name:    \nThis worksheet is to make sure I'm not missing anything! Tax Year:    \nHOW MANY of each type of form should I have? (number of forms, not $ amounts)  \nDocument W-2 (Employee Wages)  \n1099-INT (Interest income) 1099-DIV (Investment income) 1099-R (IRA, Pension, Annuity, etc) 1099-NEC (Business income) 1099-Misc (Other income) 1099-G (Unemployment) SSA-1099 (Social Security) K-1 (Partnership, LLC, S-Corp, Trust)  \nOther forms:  \n________________________  \n________________________  \n________________________  \n________________________  \n________________________  \n________________________  \n________________________  \nTaxpayer  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \nSpouse  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \n______  \nNOTES:  \n__________________________________  \n__________________________________  \n__________________________________  \n__________________________________  \n__________________________________  \n__________________________________  \n__________________________________  \n__________________________________  \n__________________________________  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\nAdditional business income not on 1099 (enter Income amounts) Include Venmo, Zelle, & Paypal, etc  \nEnter total for each type, not for each payer (ex. Gigs, Teaching, Music/Merch Sales, etc. or Occupation)  \nType or Occupation  $ Amount  $ Amount  NOTES:  \n________________________ __________ _________  \n________________________ __________ _________  \n________________________ __________ _________  \n________________________ __________ _________  \n________________________ __________ _________  \n________________________ __________ _________  \n________________________ __________ _________  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |","cbCaijf6Xqla3TtC","https://ap.wps.com/l/cbCaijf6Xqla3TtC","pdf",465217,"English","# Income & Tax Form Checklist\n## Required form counts\n## Taxpayer and spouse sections\n## Notes and additional business income","[{\"question\":\"Which forms does the checklist include as required tax documents?\",\"answer\":\"It lists Document W-2 and multiple 1099 types (including 1099-INT, 1099-DIV, 1099-R, 1099-NEC, 1099-Misc, 1099-G, SSA-1099) plus K-1 for partnerships/LLC/S-Corp/trusts.\"},{\"question\":\"How should the checklist count each form?\",\"answer\":\"It asks for the number of each form type (not dollar amounts), meaning totals are by form type rather than by each payer.\"},{\"question\":\"Where should additional business income not shown on a 1099 be recorded?\",\"answer\":\"It provides an “Additional business income not on 1099” section, including examples like Venmo, Zelle, and PayPal, with space to enter income amounts and notes.\"}]","Income & Tax Form Checklist - 2 | PDF",1789802506]