1099 & Information Return Forms

Access 1099 & Information Return Forms for accurate information reporting, tax compliance, and IRS filing requirements.

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Form 1096: Annual Summary & Transmittal of Information Returns

Form 1096 is an IRS transmittal form used to summarize certain paper information returns being submitted to the IRS.

It provides the IRS with a summary of the information returns included with the submission and helps support proper tax reporting.

Form 1098: Mortgage Interest Statement

Form 1098 is a mortgage interest statement used by mortgage lenders to report qualifying mortgage interest received during the year.

It provides the IRS with a summary of the information returns included with the submission and helps support proper tax reporting.

Form 1098-E: Student Loan Interest Statement

Form 1098-E is a student loan interest statement used to report qualifying interest paid on student loans.

It provides the borrower with information about student loan interest payments that may be used when preparing a federal tax return.

Form 1099-A: Acquisition or Abandonment of Secured Property

Form 1099-A is an information return used to report the acquisition or abandonment of property that secures a debt.

It provides information about the property and related debt to help determine the appropriate tax treatment and reporting.

Form 1099-B: Proceeds From Broker & Barter Exchange Transactions

Form 1099-B is an information return used by brokers to report certain sales and exchanges of securities and other assets.

It reports transaction details and proceeds that taxpayers may use to calculate gains, losses, and other tax reporting information.

Form 1099-C: Cancellation of Debt

Form 1099-C is an information return used to report certain canceled or forgiven debt.

It provides the taxpayer and IRS with information about the canceled debt that may need to be considered when filing a federal tax return.

Form 1099-DIV: Dividends & Distributions

Form 1099-DIV is an information return used to report dividends, capital gain distributions, and certain other investment distributions.

It provides taxpayers with investment income information needed for accurate federal income tax reporting.

Form 1099-G: Certain Government Payments

Form 1099-G is an information return used by government agencies to report certain payments made to individuals.

It reports payments such as certain unemployment compensation and other qualifying government payments for federal tax reporting purposes.

Form 1099-INT: Interest Income

Form 1099-INT is an information return used to report interest income paid or credited during the tax year.

It provides taxpayers and the IRS with interest income information used when preparing and reporting federal taxes.

Form 1099-K: Payment Card & Third Party Network Transactions

Form 1099-K is an information return used to report certain payments received through payment cards and third-party payment networks.

It provides a record of qualifying payment transactions and amounts that may be used for income and tax reporting.

Form 1099-MISC: Miscellaneous Information

Form 1099-MISC is an information return used to report certain miscellaneous payments made during a trade or business.

It reports qualifying payments such as rents, prizes, awards, and other reportable amounts to help meet federal information reporting requirements.

Form 1099-NEC: Nonemployee Compensation

Form 1099-NEC is an information return used to report qualifying payments made for services performed by nonemployees.

It is commonly used to report payments to independent contractors and other service providers for federal tax reporting purposes.

Form 1099-Q: Payments From Qualified Education Programs

Form 1099-Q is an information return used to report distributions from qualified tuition programs and Coverdell Education Savings Accounts.

It provides information about education account distributions to help taxpayers properly report qualifying payments on their tax returns.

Form 1099-QA: Distributions From ABLE Accounts

Form 1099-QA is an information return used to report distributions from an ABLE account.

It provides information about ABLE account distributions to the account owner and the IRS for applicable tax reporting purposes.

Form 1099-R: Distributions From Pensions, Annuities & Retirement Plans

Form 1099-R is an information return used to report distributions from pensions, annuities, retirement plans, and similar arrangements.

It provides information about retirement distributions that taxpayers may need when reporting income on their federal tax returns.

Form 1099-S: Proceeds From Real Estate Transactions

Form 1099-S is an information return used to report proceeds from certain real estate transactions.

It provides transaction and proceeds information that may be required for federal income tax reporting.

Form 1099-SA: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Form 1099-SA is an information return used to report distributions from an HSA, Archer MSA, or Medicare Advantage MSA.

It provides account distribution information that taxpayers may need to determine the proper tax treatment and report distributions on their tax returns.

Form 1099-DA: Digital Asset Proceeds From Broker Transactions

Form 1099-DA is an information return used by digital asset brokers to report certain digital asset sales and exchanges.

It provides taxpayers and the IRS with transaction and proceeds information needed for applicable digital asset tax reporting.