Information return forms used by businesses and financial institutions to report various types of income, payments, and coverage to the IRS and taxpayers.
Information returns are how businesses, banks, and financial institutions report payments made to individuals and other entities. The 1099 series covers a vast range of income types: 1099-NEC for nonemployee compensation, 1099-MISC for rents and royalties, 1099-INT for interest income, 1099-DIV for dividends, 1099-R for retirement distributions, and many more. Form 1098 series reports mortgage interest and education payments. Form 1095 series reports health insurance coverage. These forms serve a dual purpose — they are filed with the IRS and copies are provided to recipients, who must report the income on their tax returns. The IRS cross-references information return data against filed tax returns to identify discrepancies.
1094-B
IRS Form 1094B — 1094-B. Official IRS tax form with AI-powered guidance.
1094-C
IRS Form 1094C — 1094-C. Official IRS tax form with AI-powered guidance.
1095-A
IRS Form 1095A — 1095-A. Official IRS tax form with AI-powered guidance.
IRS forms related to information returns (1099/1098/1095 series).
1094-B
IRS Form 1094B — 1094-B. Official IRS tax form with AI-powered guidance.
1094-C
IRS Form 1094C — 1094-C. Official IRS tax form with AI-powered guidance.
1095-A
IRS Form 1095A — 1095-A. Official IRS tax form with AI-powered guidance.
1095-B
IRS Form 1095B — 1095-B. Official IRS tax form with AI-powered guidance.
1095-C
IRS Form 1095C — 1095-C. Official IRS tax form with AI-powered guidance.
IRS Form 1096
IRS Form 1096. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1097-BTC
IRS Form 1097-BTC. Official IRS tax form with AI-powered field-by-field guidance.
Mortgage Interest Statement
Issued by mortgage lenders when $600+ of mortgage interest was received.
IRS Form 1098-ET
IRS Form 1098-ET. Official IRS tax form with AI-powered field-by-field guidance.
Tuition Statement
Issued by educational institutions reporting tuition paid and scholarships.
1098-C
IRS Form 1098C — 1098-C. Official IRS tax form with AI-powered guidance.
1098-E
IRS Form 1098E — 1098-E. Official IRS tax form with AI-powered guidance.
1098-F
IRS Form 1098F — 1098-F. Official IRS tax form with AI-powered guidance.
1098-Q
IRS Form 1098Q — 1098-Q. Official IRS tax form with AI-powered guidance.
1098-T
IRS Form 1098T — 1098-T. Official IRS tax form with AI-powered guidance.
IRS Form 1099-AC
IRS Form 1099-AC. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-CAP
IRS Form 1099-CAP. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-DA
IRS Form 1099-DA. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-DIV
IRS Form 1099-DIV. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-INT
IRS Form 1099-INT. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-LS
IRS Form 1099-LS. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-LTC
IRS Form 1099-LTC. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-MEC
IRS Form 1099-MEC. Official IRS tax form with AI-powered field-by-field guidance.
Miscellaneous Information
Reports rents, royalties, prizes, medical payments, and other miscellaneous income.
1099-MISC
IRS Form 1099-MSC — 1099-MISC. Official IRS tax form with AI-powered guidance.
Nonemployee Compensation
Reports payments of $600+ to non-employees (contractors, freelancers). Replaces Box 7 of 1099-MISC from 2020.
IRS Form 1099-OID
IRS Form 1099-OID. Official IRS tax form with AI-powered field-by-field guidance.
1099-PATR
IRS Form 1099-PTR — 1099-PATR. Official IRS tax form with AI-powered guidance.
IRS Form 1099-QA
IRS Form 1099-QA. Official IRS tax form with AI-powered field-by-field guidance.
Distributions From Pensions, Annuities, Retirement Plans, IRAs
Reports distributions of $10 or more from retirement accounts, pensions, annuities.
IRS Form 1099-SA
IRS Form 1099-SA. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 1099-SB
IRS Form 1099-SB. Official IRS tax form with AI-powered field-by-field guidance.
1099-A
IRS Form 1099A — 1099-A. Official IRS tax form with AI-powered guidance.
1099-C
IRS Form 1099C — 1099-C. Official IRS tax form with AI-powered guidance.
1099-G
IRS Form 1099G — 1099-G. Official IRS tax form with AI-powered guidance.
1099-H
IRS Form 1099H — 1099-H. Official IRS tax form with AI-powered guidance.
1099-K
IRS Form 1099K — 1099-K. Official IRS tax form with AI-powered guidance.
1099-Q
IRS Form 1099Q — 1099-Q. Official IRS tax form with AI-powered guidance.
1099-R
IRS Form 1099R — 1099-R. Official IRS tax form with AI-powered guidance.
1099-S
IRS Form 1099S — 1099-S. Official IRS tax form with AI-powered guidance.
IRS Form 109495B
IRS Form 109495B. Official IRS tax form with AI-powered field-by-field guidance.
IRS Form 109495C
IRS Form 109495C. Official IRS tax form with AI-powered field-by-field guidance.
1099-B
IRS Form 1099B--2025 — 1099-B. Official IRS tax form with AI-powered guidance.
1099-DA
IRS Form 1099DA--2025 — 1099-DA. Official IRS tax form with AI-powered guidance.
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