Annual Tax Documents

These tax documents are updated on an annual basis.

Form Business Income Statement, Business Income Statement for IRS Form 1040 Schedule C

Form Farm Income Statement, Farm Income Statement for IRS Form 1040 Schedule F

Form Farm Rental Income Statement, Farm Rental Income Statement for IRS Form 4835

Form Rental Income Statement, Rental Income Statement for IRS Form 1040 Schedule E

Form Royalty Income Statement, Royalty Income Statement for IRS Form 1040 Schedule E

Form 1041 K-1, Beneficiary’s Share of Income, Deductions, Credits, etc.

Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding

Form 1065 K-1, Partner’s Share of Income, Deductions, Credits, etc.

Form 1095-A, Health Insurance Marketplace Statement

Form 1095-B, Health Coverage

Form 1095-C, Employer-Provided Health Insurance Offer and Coverage

Form 1098, Mortgage Interest Statement

Form 1098-E, Student Loan Interest Statement

Form 1098-T, Tuition Statement

Form 1099-A, Acquisition or Abandonment of Secured Property

Form 1099-B, Proceeds From Broker and Barter Exchange Transactions

Form 1099-C, Cancellation of Debt

Form 1099-DIV, Dividends and Distributions

Form 1099-G, Certain Government Payments

Form 1099-INT, Interest Income

Form 1099-K, Merchant Card and Third-Party Network Payments

Form 1099-MISC, Miscellaneous Income

Form 1099-NEC, Nonemployee Compensation

Form 1099-PATR, Taxable Distributions Received From Cooperatives

Form 1099-QA, Distributions From ABLE Accounts

Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Form 1099-S, Proceeds From Real Estate Transactions

Form 1120S K-1, Shareholder’s Share of Income, Deductions, Credits, etc.

Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains

Form 5227 K-1, Split-Interest Trust Beneficiary’s schedule K-1

Form 5498, IRA Contribution Information

Form 5498-ESA, Coverdell ESA Contribution Information

Form 5498-QA, ABLE Account Contribution Information

Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information

Form W-2, Wage and Tax Statement

Form W-2G, Certain Gambling Winnings

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