IRS 1099

IRS form 1099 reports income to the U.S. government. The IRS 1099 may be requested to verify various types of income, including:
  • Monthly dividend/interest income 1099-INT or 1099-DIV
  • Most recent tax refund (using a 1099 G)
  • Income from customers who are independent contractors and have income reported on a 1099 rather than a W2
  • Pension or retirement income
Additionally, customers may be requested to supply copies of their most recent individual federal income tax returns (IRS Form 1040) or tax transcripts.
For this document
  • Send returns from all requested years (e.g., last two years).
  • Verify whether the request is for a copy of signed returns.
For all documents
  • Make sure the copies you send are legible.
  • Do not include documents that have been altered with correction fluid or by other means.
  • Submit the entire requested document and include all pages (even blank ones).