Information returns

An information return is a tax return that contains taxpayer details but does not contain a tax obligation. Companies must use information returns to report qualified payments. With pdfFiller, you can access our library of fillable form templates, learn what common forms small businesses may need, and find out how to properly submit declarations.

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

1099-MISC form

1099-INT form

1099-NEC form

1099-R form

W-2 forms

Wage and Tax Statement is used to report wages paid to employees and the taxes withheld from them

W-2 form

W-2C form

W-2G form

W-2VI form

1098 forms

Mortgage Interest Statement is used to report interest that a taxpayer has paid on his or her mortgage

1098 form

1098-T form

1098-C form

1098-E form

W-4 forms

The form W-4 is used by employers to determine the amount of tax withholding to deduct from employees' wages

W-4 form

W-4P

W-4V

W-3 forms

The Form W-3 is a summary page of all W-2 forms issued by the employer

W-3

W-3C

W-3PR

W-3SS

1095 forms

Form 1095 series is used to report health care insurance coverage per the individual health insurance mandate

1095-A form

1095-C form

1095-B form

433-F form

Collection Information Statement

433-A form

Collection Information Statement for Wage Earners and Self-Employed Individuals

433-D form

Installment Agreement

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-8BEN

W-8 form

W-8ECI

W-8BEN Substitute Form

W-12 form

The form W-12 is a form for tax preparation professionals to apply for their ID Number

5498 forms

IRA Contribution Information is used to report contributions and the fair market value of the account to IRS

5498 form

5498-SA form

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,...

3520 Form

Annual Return To Report Transactions With Foreign Trusts and the Receipt of Certain Foreign Gifts

3520

3520-A

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

5471 form

Schedule J (5471)

Your quick guide to information returns

All individuals who conduct business in the form of a corporation, estate, partnership, or trust and report on all transactions annually are required to fill out information returns to inform the IRS about these financial operations. If you have 250 or more returns, you should file them electronically. The filers should provide these reports to all other involved parties as well.

There are different types of returns. We will detail some of them:

General reporting includes 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 student loan interest, qualified tuition, related expenses or refunds, payments from eligible tuition programs, rollover contributions, etc. The federal tax return information form list contains 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, Medicare Advantage MSA distributions, etc. You may need to submit forms 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 retirement or profit-sharing plans distributions. The forms are 1099-R and 5498.

Information returns

Your quick guide to information returns

IRS Information Returns

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