Tax Document Issuers

Tax Documents and Tax Document Issuers

Financial Institutions

Number Title Banks Brokerage Companies Insurance Companies Lenders Payment Card Providers
1042-S Foreign Person's U.S. Source Income Subject to Withholding
1095-A Health Insurance Marketplace Statement
1095-B Health Coverage
1095-C Employer-Provided Health Insurance Offer and Coverage
1098 Mortgage Interest Statement
1098-E Student Loan Interest Statement
1098-MA Mortgage Assistance Payments
1098-Q Qualifying Longevity Annuity Contract Information
1099-A Acquisition or Abandonment of Secured Property
1099-B Proceeds From Broker and Barter Exchange Transactions
1099-C Cancellation of Debt
1099-DIV Dividends and Distributions
1099-H Health Coverage Tax Credit (HCTC) Advance Payments
1099-INT Interest Income
1099-K Merchant Card and Third-Party Network Payments
1099-LS Reportable Life Insurance Sale
1099-LTC Long-Term Care and Accelerated Death Benefits
1099-MISC Miscellaneous Income
1099-OID Original Issue Discount
1099-QA Distributions From ABLE Accounts
1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
1099-SB Seller's Investment in Life Insurance Contract
3921 Exercise of an Incentive Stock Option Under Section 422(b)
3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
Cryptocurrency Tax Statement Cryptocurrency Tax Statement

Other Than Financial Institutions (A - F)

Number Title Accounting Software Providers Casinos Coop-eratives Charities Corporations Employers Escrow Companies
1042-S Foreign Person's U.S. Source Income Subject to Withholding
1097-BTC Bond Tax Credit
1098-C Contributions of Motor Vehicles, Boats, and Airplanes
1099-CAP Changes in Corporate Control and Capital Structure
1099-DIV Dividends and Distributions
1099-INT Interest Income
1099-MISC Miscellaneous Income
1099-NEC Nonemployee Compensation
1099-OID Original Issue Discount
1099-PATR Taxable Distributions Received From Cooperatives
1099-S Proceeds From Real Estate Transactions
1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
3921 Exercise of an Incentive Stock Option Under Section 422(b)
3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
W-2 Wage and Tax Statement
W-2c Corrected Wage and Tax Statement
W-2G Certain Gambling Winnings
Business Income Statement Business Income Statement for IRS Form 1040 Schedule C
Farm Income Statement Farm Income Statement for IRS Form 1040 Schedule F
Farm Rental Income Statement Farm Rental Income Statement for IRS Form 4835
Rental Income Statement Rental Income Statement for IRS Form 1040 Schedule E
Royalty Income Statement Royalty Income Statement for IRS Form 1040 Schedule E

Other Than Financial Institutions (G - Z)

Number Title Government Agencies IRA Trustees Partnerships Payroll Providers Pension Plans Property Managers Trusts Universities
1041 K-1 Beneficiary's Share of Income, Deductions, Credits, etc.
1065 K-1 Partner's Share of Income, Deductions, Credits, etc.
1098-T Tuition Statement
1099-G Certain Government Payments
1099-MISC Miscellaneous Income
1099-NEC Nonemployee Compensation
1099-Q Payments From Qualified Education Programs
1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
5227 K-1 Split-Interest Trust Beneficiary's schedule K-1
5498 IRA Contribution Information
5498-ESA Coverdell ESA Contribution Information
5498-QA ABLE Account Contribution Information
5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
W-2 Wage and Tax Statement
Rental Income Statement Rental Income Statement for IRS Form 1040 Schedule E

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