Documents concerning any personal investments, such as stocks and bonds. Pay stubs showing your annual salary. Statements showing any additional forms of income. Mortgage statements, auto loan ...

This can be tracked on a separate sheet or an addendum called the personal income statement that includes all forms of income and expenses, typically expressed in the form of monthly or yearly ...

Income statements are also important to regulators. All public companies are required to file a Form 10-K each year with the Securities and Exchange Commission (SEC) and Form 10-Q each quarter ...

you’ll get one of these forms for each account. Don’t dismiss this statement if you reinvested the interest. Tax law says you received the income even if you didn’t actually have it in your ...