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The Most Important Tax Documents You Might Be Missing

NEW YORK (MainStreet) -- Even though most Americans filed their taxes weeks ago and have by now kicked back to wait on their refund check, many will spend the next week scrambling to gather the documents they need before that all-important April 15 deadline.

Thankfully, most businesses and investment firms are diligent when it comes to sending out the appropriate W-2 and 1099 forms, but other essential documents may need to be requested, such as those reflecting mortgage and tuition payments.


We checked in with the experts to find the most important tax documents you'll need to find now, and what to do when you -- or a former employer -- can't find them in time.

Documents you need now:

Your Social Security card/number
Although this number is probably something you learned by heart in elementary school, if you have any doubt, keep your card handy.

"Your Social Security number is used as your taxpayer identification when filing a return," says H&R Block (HRB) senior tax preparer Riley Holmes.

"Social Security cards are used to verify the spelling of the individual's name as well as their SSN itself so the return matches their IRS master file and processes smoothly," says Jackson Hewitt Chief Tax Officer Mark Steber.

If you need a cheat sheet and can't find your card, your Social Security number will also appear on the W-2 from your employer.

Salary documentation (W-2)
"Your W-2 is the key form, and you'll need one from each employer you worked for during the past year," says Paul Golden, spokesman for the National Endowment for Financial Education.

"Your W-2 shows how much money you made, how much income tax was withheld, Social Security and Medicare taxes paid and any benefit contributions -- retirement plans, medical accounts and child care reimbursement plans," Golden says.


If you held more than one job during the past year, making sure you have W-2s from all your employers is imperative, Steber says.

"If you leave any income items off your return and IRS catches it -- and they will -- then you will face penalties, interest and other issues," Steber says.

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