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 8275
IRS Form 8275, titled “Disclosure Statement,” is a critical form used by taxpayers to disclose items or positions on a…
Form 8886
IRS Form 8886, also known as the Reportable Transaction Disclosure Statement, is a form used by taxpayers to disclose certain…
Form 8918
IRS Form 8918, titled “Material Advisor Disclosure Statement,” is used by material advisors to disclose reportable transactions to the Internal…
Form 1099-OID
IRS Form 1099-OID, also known as the Original Issue Discount (OID) form, is used by taxpayers to report the original…
Form 1096
IRS Form 1096, titled “Annual Summary and Transmittal of U.S. Information Returns,” is used to summarize and transmit information returns…
Form 7004
IRS Form 7004, titled “Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns,”…
Form 1099-S
IRS Form 1099-S, titled “Proceeds From Real Estate Transactions,” is used to report the gross proceeds from the sale or…
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…