Depending on your situation, you may expect one or more of the following tax documents.
Form 1099-R: Reports distributions from all types of retirement accounts, including IRAs, 401(k)s, and 403(b)s.
Form 5498: Details contributions and end-of-year values for IRAs, and sometimes 401(k) or 403(b) rollovers.
Form 8606: Used for tracking nondeductible IRA contributions and Roth IRA distributions.
Form 5329: Addresses penalties related to early withdrawals and required minimum distributions from retirement accounts.
Form W-2: Indicates contributions to employer-sponsored plans like 401(k)s and 403(b)s.
Form 1099-B, 1099-DIV, 1099-INT, 1099-MISC: These forms report transactions and various types of income from brokerage accounts, including sales of securities, dividends, interest, and miscellaneous income.