We've discussed the 1099-R form here numerous times.  If you did a distribution from an IRA, 401k or employer plan or initiated a direct rollover you should have received this form.  Bankrate.com highlights two other 1099 forms to be aware of and some common tax-filing mistakes.

In fact, the 1099-INT form, which tells you and the IRS how much interest an account earned, has two boxes with specifics on these earnings. Box 8 includes various tax-exempt interest payments. Box 9 reports how much of that tax-exempt interest is subject to the alternative minimum tax, or AMT. Pay close attention to this amount if you're subject to the AMT.

Also, be careful in figuring any tax due on your investment earnings. Some dividends, reported to you and the IRS on Form 1099-DIV, are eligible for lower capital gains tax rates. These amounts are in box 1b (qualified dividends) of that form. You'll have to do some additional work to compute this tax amount, especially if you're filing your returns without the help of a tax software program, but it's worth the effort to shave some dollars off your eventual tax bill.