Information Reporting Forms

Information reporting forms are used by businesses and institutions to report income and payments to the IRS. These forms ensure accurate income reporting by taxpayers. Examples include Forms 1099-INT, 1099-MISC, and 5498.

Form 966
IRS Form 966, officially titled “Corporate Dissolution or Liquidation,” is a mandatory document that corporations (including certain LLCs taxed as…
Form SS-5
Form SS-5, officially titled the Application for a Social Security Card, is the form you must use to apply for…
Form 8971
IRS Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, is a critical tax document for estates required to…
Form 5472
IRS Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade…
Form 8858
IRS Form 8858, “Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs),” is…
Form 8621
IRS Form 8621, officially titled “Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund,”…
Form 1099-R
IRS Form 1099-R is a critical tax form used to report distributions from retirement accounts, pensions, annuities, profit-sharing plans, IRAs,…
Form 8821
IRS Form 8821, also known as Tax Information Authorization, allows you to designate an individual, corporation, firm, or organization to…
Form 8582
IRS Form 8582, Passive Activity Loss Limitations, is used by noncorporate taxpayers to calculate and report losses from passive activities…
Form 8979
IRS Form 8979, officially titled Partnership Representative Revocation, Designation, and Resignation, is a crucial form used by partnerships to manage…