Non-Annual Tax Documents
These tax documents are not updated on an annual basis. They are sometimes referred to as continuous use forms. See the revision date shown on the document.
- Form 1097-BTC, Bond Tax Credit
- Form 1098, Mortgage Interest Statement
- Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes
- Form 1098-MA, Mortgage Assistance Payments
- Form 1098-Q, Qualifying Longevity Annuity Contract Information
- Form 1098-VLI, Vehicle Loan Interest Statement
- Form 1099-A, Acquisition or Abandonment of Secured Property
- Form 1099-C, Cancellation of Debt
- Form 1099-CAP, Changes in Corporate Control and Capital Structure
- 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-LPS, Long-Term Care Premiums Paid Statement
- Form 1099-LS, Reportable Life Insurance Sale
- Form 1099-LTC, Long-Term Care and Accelerated Death Benefits
- Form 1099-MISC, Miscellaneous Income
- Form 1099-NEC, Nonemployee Compensation
- Form 1099-OID, Original Issue Discount
- Form 1099-PATR, Taxable Distributions Received From Cooperatives
- Form 1099-Q, Payments From Qualified Education Programs
- Form 1099-QA, Distributions From ABLE Accounts
- Form 1099-S, Proceeds From Real Estate Transactions
- Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
- Form 1099-SB, Seller's Investment in Life Insurance Contract
- Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
- Form 3921, Exercise of an Incentive Stock Option Under Section 422(b)
- Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
- 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 5498-TA, Trump Account Contribution Information
- Form W-2G, Certain Gambling Winnings
Form 1097-BTC, Bond Tax Credit
Form 1098, Mortgage Interest Statement
Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes
Form 1098-MA, Mortgage Assistance Payments
Form 1098-Q, Qualifying Longevity Annuity Contract Information
Form 1098-VLI, Vehicle Loan Interest Statement
Form 1099-A, Acquisition or Abandonment of Secured Property
Form 1099-C, Cancellation of Debt
Form 1099-CAP, Changes in Corporate Control and Capital Structure
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-LPS, Long-Term Care Premiums Paid Statement
Form 1099-LS, Reportable Life Insurance Sale
Form 1099-LTC, Long-Term Care and Accelerated Death Benefits
Form 1099-MISC, Miscellaneous Income
Form 1099-NEC, Nonemployee Compensation
Form 1099-OID, Original Issue Discount
Form 1099-PATR, Taxable Distributions Received From Cooperatives
Form 1099-Q, Payments From Qualified Education Programs
Form 1099-QA, Distributions From ABLE Accounts
Form 1099-S, Proceeds From Real Estate Transactions
Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Form 1099-SB, Seller's Investment in Life Insurance Contract
Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 3921, Exercise of an Incentive Stock Option Under Section 422(b)
Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
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 5498-TA, Trump Account Contribution Information
Form W-2G, Certain Gambling Winnings
