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
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
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
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,...
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
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
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.
8809 form
Application for Extension of Time to file Information Returns

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:

  1. 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.
  2. 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.
  3. 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.
  4. The transfer of stock section has two forms to submit: 3921 and 3922.
  5. 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.
IRS Information Returns