Non-Annual Tax Documents

These tax documents are not updated on an annual basis. See the revision date shown on the document.

Form 1097-BTC, Bond Tax Credit

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 1099-CAP, Changes in Corporate Control and Capital Structure

Form 1099-H, Health Coverage Tax Credit (HCTC) Advance Payments

Form 1099-LS, Reportable Life Insurance Sale

Form 1099-LTC, Long-Term Care and Accelerated Death Benefits

Form 1099-OID, Original Issue Discount

Form 1099-Q, Payments From Qualified Education Programs

Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Form 1099-SB, Seller’s Investment in Life Insurance Contract

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 W-2c, Corrected Wage and Tax Statement

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