How to File a Tax Return Without 1099s
- 1). Request your income information from the financial institution. 1099s are sent out by banking institutions and investment firms to document income that was earned during the previous year. If you contact the bank or investment company directly, they can provide you with the figures you need to file your taxes.
- 2). Locate your statement of earnings. If you were considered an independent contractor instead of an employee, you can use the earnings statement that accompanied your paycheck to file a tax return.
- 3). Obtain the EIN Tax ID for each company you are reporting earnings for. The bank, investment firm and any companies you contracted with can provide you with the EIN numbers. The number is important for filing a tax return.
- 4). Gather your personal information. To complete the tax return, you have to provide information about yourself such as your address, driver's license number and Social Security number. You also need to gather birth dates and Social Security numbers for any dependents you are claiming.
- 5). Gather proof of income from other sources. If you worked as an employee for any other companies during the year, you need information from the W-2 forms you received.
- 6). Select an e-file company to file your tax return. The Internal Revenue Service (IRS) has a list of providers who offer e-filing. In some cases, e-filing may be free (see Resources below).
- 7). Fill out the e-forms provided by the e-file provider. As you fill out the e-forms with the information you gathered, the program determines which forms are necessary for you to submit.
- 8). Double check the completed e-forms. It is important to check the e-forms to ensure there are no errors. If you notice an error, correct it immediately. Doing so can save you the headache of filing an amendment later.
- 9). Print the e-forms. Prior to submitting the e-forms to the IRS, you have the opportunity to print a copy for your personal records. Store the copy of the return in a safe and secure place.
- 10
Submit the e-forms to the IRS. The e-file provider you chose will safely transmit the e-forms directly to the IRS.
Source...