About Form 1096 Related Forms

About Form 1099-B, Proceeds from Broker and Barter Exchange Transactions

Information about Form 1099-B, Proceeds from Broker and Barter Exchange Transactions (Info Copy Only), including recent updates, related forms and instructions on how to file.

About Form 1099-CAP, Changes in Corporate Control and Capital Structure

Information about Form 1099-CAP, Changes in Corporate Control and Capital Structure (Info Copy Only), including recent updates, related forms and instructions on how to file. File this form for shareholders of a corporation if control of the corporation was acquired or it underwent a substantial change in capital structure.

About Form 1099-DIV, Dividends and Distributions

Information about Form 1099-DIV, Dividends and Distributions (Info Copy Only), including recent updates, related forms and instructions on how to file. Form 1099-DIV is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.

About Form 1099-G, Certain Government Payments

Information about Form 1099-G, Certain Government Payments (Info Copy Only), including recent updates, related forms, and instructions on how to file. Federal, state, or local governments file Form 1099-G if they made certain payments, or if they received Commodity Credit Corporation loan payments.

About Form 1099-INT, Interest Income

Information about Form 1099-INT, Interest Income, including recent updates, related forms, and instructions on how to file. Form 1099-INT is used to report interest income.

About Form 1099-K, Payment Card and Third Party Network Transactions

Information about Form 1099-K, Payment Card and Third Party Network Transactions, including recent updates, related forms, and instructions on how to file. A payment settlement entity must file Form 1099-K for payments made in settlement of reportable payment transactions for each calendar year.

About Form 1099-LTC, Long Term Care and Accelerated Death Benefits

Information about Form 1099-LTC, Long Term Care and Accelerated Death Benefits, including recent updates, related forms and instructions on how to file. File this form if you pay any long-term care benefits, including accelerated death benefits. Payers include insurance companies, governmental units, and viatical settlement providers.

About Form 1099-MISC, Miscellaneous Income

Information about Form 1099-MISC, Miscellaneous Income, including recent updates, related forms and instructions on how to file. Form 1099-MISC is used to report rents, royalties, prizes and awards and other fixed determinable income.

About Form 1099-OID, Original Issue Discount

Information about Form 1099-OID, including recent updates, related forms, and instructions on how to file. File Form 1099-OID if the OID includible in gross income is at least $10 or any person for whom you withheld and paid any foreign tax on OID or from whom you withheld (and did not refund) any federal income tax under the backup withholding rules even if the amount of the OID is less than $10.

About Form 1099-PATR, Taxable Distributions Received From Cooperatives

Information about Form 1099-PATR, Taxable Distributions Received From Cooperatives (Info Copy Only), including recent updates, related forms, and instructions on how to file. Cooperatives file Form 1099-PATR for certain patronage dividends and other distributions described in section 6044(b).

About Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530)

Information about Form 1099-Q, Payments from Qualified Education Programs, including recent updates, related forms, and instructions on how to file. File Form 1099-Q if you made a distribution from a qualified tuition program (QTP).

About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Information about Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only), including recent updates, related forms, and instructions on how to file.

About Form 1099-S, Proceeds from Real Estate Transactions

Information about Form 1099-S, Proceeds from Real Estate Transactions (Info Copy Only), including recent updates, related forms and instructions on how to file. File this form to report the sale or exchange of real estate.

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

Information about Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, including recent updates, related forms and instructions on how to file. File Form 1099-SA to report distributions made from an HSA, an Archer MSA, or an MA MSA.

About Form 3921, Exercise of an Incentive Stock Option Under Section 422(b)

Information about Form 3921, Exercise of an Incentive Stock Option Under Section 422(b), including recent updates, related forms and instructions on how to file. Corporations file this form for each transfer of stock to any person pursuant to that person's exercise of an incentive stock option described in section 422(b).

About Form 3922, Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)

Information about Form 3922, Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c), including recent updates, related forms, and instructions on how to file. Corporations file Form 3922 for each transfer of stock acquired by an employee stock purchase plan.

About Form 5498, IRA Contribution Information (Info Copy Only)

Information about Form 5498, IRA Contribution Information (Info Copy Only), including recent updates, related forms and instructions on how to file. File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

About Form 5498-ESA, Coverdell ESA Contribution Information

Information about Form 5498-ESA, Coverdell ESA Contribution Information, including recent updates, related forms and instructions on how to file. File this form for each person for whom you maintained any Coverdell education savings account (ESA).

About Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information

Information about Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, including recent updates, related forms, and instructions on how to file. Form 5498-SA is filed by trustees or custodians for each person for whom they maintained an HSA, Archer MSA, or MA MSA.