Information returns

Any person engaged in a trade or business, including a corporation, partnership, individual, estate, and trust, who makes reportable transactions during the calendar year, must file information returns to report those transactions to the IRS. Persons required to file information returns to the IRS must also furnish statements to the other party to the transaction, such as recipients of income.

W-9 form
Request for Taxpayer Identification Number and Certification serves to provide third parties with identifying information about a taxpayer
1099 forms
Form 1099 series is used to report various types of income other than wages, salaries, and tips
W-2 forms
Wage and Tax Statement is used to report wages paid to employees and the taxes withheld from them
1098 forms
Mortgage Interest Statement is used to report interest that a taxpayer has paid on his or her mortgage
W-4 forms
The form W-4 is used by employers to determine the amount of tax withholding to deduct from employees' wages
W-3 forms
The Form W-3 is a summary page of all W-2 forms issued by the employer
1095 forms
Form 1095 series is used to report health care insurance coverage per the individual health insurance mandate
433-F form
Collection Information Statement
433-A form
Collection Information Statement for Wage Earners and Self-Employed Individuals
433-D form
Installment Agreement
433-B form
Collection Information Statement for Businesses
8949 form
Sales and Other Dispositions of Capital Assets is used to reconcile amounts that were reported to you and the IRS on Form 1099-B or 1099-S (or...
W-8 forms
W-8 series includes certificates proving the foreign status of the beneficial owner of property for U.S. tax withholding and reporting.
W-12 form
The form W-12 is a form for tax preparation professionals to apply for their ID Number
433-A (OIC)
Collection Information Statement for Wage Earners and Self-Employed Individuals
5498 forms
IRA Contribution Information is used to report contributions and the fair market value of the account to IRS
4852 form
Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs,...
8300 form
Report of Cash Payments Over $10,000 Received in a Trade or Business
3520 Form
Annual Return To Report Transactions With Foreign Trusts and the Receipt of Certain Foreign Gifts
8027 form
Employer's Annual Information Return of Tip Income and Allocated Tips
5471 forms
Information Return of U.S. People With Respect to Certain Foreign Corporations
W-7 form
The Form W-7 and related documents are the application for IRS Individual Taxpayer Identification Number (ITIN)
1094-C form
This form is the transmittal form that must be filed with the Form 1095-C
8805 form
Foreign Partner's Information Statement of Section 1446 Withholding Tax
W-10 form
Dependent care provider identification is a way to inform an individual that day care service provider can take credits for care of their children
4972 form
Use this form to calculate the tax on a qualified lump-sum distribution using the 20% capital gains election, the 10-year tax option, or both.
4419 form
Application for Filing Information Returns Electronically (FIRE)
1094-B
Transmittal of Health Coverage Information Returns
8809 form
Application for Extension of Time to file Information Returns
8858 form
Information Return of U.S. People With Respect To Foreign Disregarded Entities
5472 form
Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
W-5 form
Taxpayers who want to receive advance EITC payments must complete Form W-5
W-11 form
Hiring Incentives to Restore Employment (HIRE) Act Employee Affidavit is to certify that a new employee was previously unemployed

Tax Return Information Form Guide

All individuals who conduct business in the form of a corporation, estate, partnership or trust and report on all transactions on an annual basis are required to fill out information returns to inform the IRS about these financial operations.

These returns are to be directed to all other involved parties. All applicants who have more than 250 returns can submit them electronically. Internal Revenue Code mandates all requirements concerning the informational tax return.

There are different types of the returns. We will investigate general, education, health insurance, transfers of stock and retirement reporting.

General reporting includes such points to account for: mortgage interest, data about an acquisition, cancellation of a debt, distributions, interest income, third party network operations, royalties, rents, etc. The required forms are: 1098, 1099-MISC, 1099-A, 1099-B, 1099-DIV, 1099-C, 1099-K, 1099-INT, and 1099-S.

Education returns include such issues as student loan interest, qualified tuition and related expenses or refunds, payments from qualified tuition programs, rollover contributions, etc. Federal tax return information form list is: 1098-E, 1098-T, 1099-Q, and 5498-ESA.

The health insurance part consists of premiums, payments under long-term care insurance, HSA, Archer MSA, or Medicare Advantage MSA distributions, and so on. Such forms are needed: 1099-H, 1099-SA, 1099-LTC, 1094-C, and 1095-B.

The transfer of stock section has two forms to submit: 3921 and 3922. An applicant has to file a retirement information return to inform about distributions from retirement or profit-sharing plans. Make use of Forms 1099-R and 5498.

IRS Information Returns

Information returns