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 8805
Form 8805, titled “Foreign Partner’s Information Statement of Section 1446 Withholding Tax,” is an IRS form used by partnerships to…
Form 8990
Explanation of IRS Form 8990:IRS Form 8990, “Limitation on Business Interest Expense Under Section 163(j),” is used by taxpayers to…
Form 8996
Form 8996 is a tax form used by Qualified Opportunity Funds to annually certify their compliance with the investment standard…
Form 5471
Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, is a critical tax form required by…
Form 1099-MISC
IRS Form 1099-MISC is used to report miscellaneous income paid to individuals or entities who are not employees. This form…
Form 1042
IRS Form 1042 is the Annual Withholding Tax Return for U.S. Source Income of Foreign Persons. This form is required to…
Form 8453
Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, is used by taxpayers to transmit supporting documents…
Form 8853
IRS Form 8853 is used to report transactions related to Archer Medical Savings Accounts (MSAs), Medicare Advantage MSAs, and Long-Term…
Form W-9S
The primary purpose of Form W-9S is to collect the taxpayer identification number (TIN) of students or borrowers who receive…
Form 1099-B
When dealing with proceeds from broker and barter exchange transactions, accurate reporting is crucial for both tax compliance and financial…