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 8300
IRS Form 8300, Report of Cash Payments Over $10,000 Received in a Trade or Business, is a joint IRS/FinCEN reporting…
Form 1099-C
IRS Form 1099-C, Cancellation of Debt, is a federal tax document issued by lenders or financial entities to report canceled…
Form 12661
IRS Form 12661, officially titled “Disputed Issue Verification,” is used by taxpayers to formally contest specific findings of an IRS…
Form 8917
IRS Form 8917, officially titled “Tuition and Fees Deduction,” is a tax form that allows eligible taxpayers to deduct qualified…
Form 8937
IRS Form 8937, “Report of Organizational Actions Affecting Basis of Securities,” is an official document required by the Internal Revenue…
Form 8992
IRS Form 8992, titled “U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI),” is a tax form required for U.S.…
Form 8898
Form 8898 is a statement for individuals who begin or end bona fide residence in a U.S. territory. This form…
Form 6069
IRS Form 6069, officially titled “Return of Certain Excise Taxes on Mine Operators, Black Lung Trusts, and Other Persons Under…
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…