US tax knowledge needed,

1. You are working with a customer that is 74 and retired. The customer indicates that he received a pension, dividend income and sold some stocks in 2021. What documents would you request from the customer?

2.Your customer receives a Form K-1 for their 1120-S corporation. Where would this Form be reported on his or her Form 1040? Please explainthe possible QBI implications of this Form K-1.