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This page groups IRS forms related to information returns (1099/1098/1095 series).
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.
This page groups IRS forms related to information returns (1099/1098/1095 series).
Start with example forms, then open the exact guide that matches your filing task.
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Transmittal of Health Coverage Information Returns
IRS Form 1094B — Transmittal of Health Coverage Information Returns. Official IRS tax form with AI-powered guidance.
Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
IRS Form 1094C — Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns. Official IRS tax form with AI-powered guidance.
Health Insurance Marketplace Statement
IRS Form 1095A — Health Insurance Marketplace Statement. Official IRS tax form with AI-powered guidance.
IRS forms related to information returns (1099/1098/1095 series).
Transmittal of Health Coverage Information Returns
IRS Form 1094B — Transmittal of Health Coverage Information Returns. Official IRS tax form with AI-powered guidance.
Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
IRS Form 1094C — Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns. Official IRS tax form with AI-powered guidance.
Health Insurance Marketplace Statement
IRS Form 1095A — Health Insurance Marketplace Statement. Official IRS tax form with AI-powered guidance.
Health Coverage
IRS Form 1095B — Health Coverage. Official IRS tax form with AI-powered guidance.
Employer-Provided Health Insurance Offer and Coverage
IRS Form 1095C — Employer-Provided Health Insurance Offer and Coverage. Official IRS tax form with AI-powered guidance.
Annual Summary and Transmittal of U.S. Information Returns
IRS Form 1096 — Annual Summary and Transmittal of U.S. Information Returns. Official IRS tax form with AI-powered guidance.
Bond Tax Credit
IRS Form 1097-BTC — Bond Tax Credit. Official IRS tax form with AI-powered 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.
Contributions of Motor Vehicles, Boats, and Airplanes
IRS Form 1098C — Contributions of Motor Vehicles, Boats, and Airplanes. Official IRS tax form with AI-powered guidance.
Student Loan Interest Statement
IRS Form 1098E — Student Loan Interest Statement. Official IRS tax form with AI-powered guidance.
Fines, Penalties, and Other Amounts
IRS Form 1098F — Fines, Penalties, and Other Amounts. Official IRS tax form with AI-powered guidance.
Qualified Longevity Annuity Contract Information
IRS Form 1098Q — Qualified Longevity Annuity Contract Information. Official IRS tax form with AI-powered guidance.
Tuition Statement
IRS Form 1098T — Tuition Statement. 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.
Changes in Corporate Control and Capital Structure
IRS Form 1099-CAP — Changes in Corporate Control and Capital Structure. Official IRS tax form with AI-powered guidance.
Digital Asset Proceeds from Broker Transactions
IRS Form 1099-DA — Digital Asset Proceeds from Broker Transactions. Official IRS tax form with AI-powered guidance.
Dividends and Distributions
IRS Form 1099-DIV — Dividends and Distributions. Official IRS tax form with AI-powered guidance.
Interest Income
IRS Form 1099-INT — Interest Income. Official IRS tax form with AI-powered guidance.
Reportable Life Insurance Sale
IRS Form 1099-LS — Reportable Life Insurance Sale. Official IRS tax form with AI-powered guidance.
Long-Term Care and Accelerated Death Benefits
IRS Form 1099-LTC — Long-Term Care and Accelerated Death Benefits. Official IRS tax form with AI-powered 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.
Original Issue Discount
IRS Form 1099-OID — Original Issue Discount. Official IRS tax form with AI-powered guidance.
1099-PATR
IRS Form 1099-PTR — 1099-PATR. Official IRS tax form with AI-powered guidance.
Distributions From ABLE Accounts
IRS Form 1099-QA — Distributions From ABLE Accounts. Official IRS tax form with AI-powered guidance.
Distributions From Pensions, Annuities, Retirement Plans, IRAs
Reports distributions of $10 or more from retirement accounts, pensions, annuities.
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
IRS Form 1099-SA — Distributions From an HSA, Archer MSA, or Medicare Advantage MSA. Official IRS tax form with AI-powered guidance.
Seller's Investment in Life Insurance Contract
IRS Form 1099-SB — Seller's Investment in Life Insurance Contract. Official IRS tax form with AI-powered guidance.
Acquisition or Abandonment of Secured Property
IRS Form 1099A — Acquisition or Abandonment of Secured Property. Official IRS tax form with AI-powered guidance.
Cancellation of Debt
IRS Form 1099C — Cancellation of Debt. Official IRS tax form with AI-powered guidance.
Certain Government Payments
IRS Form 1099G — Certain Government Payments. Official IRS tax form with AI-powered guidance.
Health Coverage Tax Credit (HCTC) Advance Payments
IRS Form 1099H — Health Coverage Tax Credit (HCTC) Advance Payments. Official IRS tax form with AI-powered guidance.
Payment Card and Third Party Network Transactions
IRS Form 1099K — Payment Card and Third Party Network Transactions. Official IRS tax form with AI-powered guidance.
Payments From Qualified Education Programs (Under Sections 529 and 530)
IRS Form 1099Q — Payments From Qualified Education Programs (Under Sections 529 and 530). Official IRS tax form with AI-powered guidance.
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
IRS Form 1099R — Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.. Official IRS tax form with AI-powered guidance.
Proceeds From Real Estate Transactions
IRS Form 1099S — Proceeds From Real Estate Transactions. 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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