Which document is NOT typically necessary for filing an income tax return?

To successfully file an income tax return, there are specific documents that are commonly required to report income and calculate tax liabilities accurately. The W-2 form is essential as it reports an employee's annual wages and the taxes withheld from their paycheck, providing crucial information for income reporting. The 1099 form is also necessary for reporting certain types of income, such as freelance work or interest earned, ensuring that all income sources are accounted for when filing.

Tax return forms, like the 1040, are indispensable for actually completing and submitting the tax return. They provide the framework for taxpayers to report their income, deductions, and taxes owed or refunded.

In contrast, bank statements, while useful for personal finance management and tracking expenses, are not typically required for filing a tax return. They do not directly report income or taxes paid, and thus can be deemed unnecessary in the context of income tax filing. As such, the absence of bank statements does not hinder the ability to submit an income tax return.