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 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…
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,”…