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 2220
IRS Form 2220, titled “Underpayment of Estimated Tax by Corporations,” is a form used by corporations to calculate and report…
Form 1099-NEC
IRS Form 1099-NEC reports nonemployee compensation paid during the calendar year to independent contractors, freelancers, sole proprietors, partnerships, attorneys, and…
Form 1099-K
IRS Form 1099-K, Payment Card and Third Party Network Transactions, is an information return used by payment settlement entities such…
Form 1099-DIV
IRS Form 1099-DIV reports dividends and other distributions paid to investors, including ordinary dividends, qualified dividends, capital gain distributions, nondividend…
Form 5498-ESA
Form 5498-ESA, titled “Coverdell ESA Contribution Information,” is an IRS form used by trustees or issuers of Coverdell Education Savings Accounts (ESAs) to report contributions and rollover contributions made to these accounts during the…
Form 1099-OID
Form 1099-OID, or Original Issue Discount Statement, is an IRS information return used to report original issue discount (OID) income…
Form 1098-T
Form 1098-T, also known as the Tuition Statement, is an IRS information return issued by eligible educational institutions to report…
Form 1098-E
Form 1098-E, titled “Student Loan Interest Statement,” is an official IRS document used by lenders to report the amount of…
Form W-12
IRS Form W-12 is the official form used to apply for or renew a Paid Preparer Tax Identification Number (PTIN).…
Form 4506-T
IRS Form 4506-T, also known as the Request for Transcript of Tax Return, allows individuals and businesses to request tax…