Annual Tax Documents

These tax documents are updated on an annual basis.

  1. Form 1041 K-1, Beneficiary's Share of Income, Deductions, Credits, etc.
  2. Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
  3. Form 1065 K-1, Partner's Share of Income, Deductions, Credits, etc.
  4. Form 1095-A, Health Insurance Marketplace Statement
  5. Form 1095-B, Health Coverage
  6. Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
  7. Form 1098-E, Student Loan Interest Statement
  8. Form 1098-T, Tuition Statement
  9. Form 1099-B, Proceeds From Broker and Barter Exchange Transactions
  10. Form 1099-PATR, Taxable Distributions Received From Cooperatives
  11. Form 1099-QA, Distributions From ABLE Accounts
  12. Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  13. Form 1120S K-1, Shareholder's Share of Income, Deductions, Credits, etc.
  14. Form 5227 K-1, Split-Interest Trust Beneficiary's schedule K-1
  15. Form 5498, IRA Contribution Information
  16. Form 5498-ESA, Coverdell ESA Contribution Information
  17. Form 5498-QA, ABLE Account Contribution Information
  18. Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information
  19. Form W-2, Wage and Tax Statement

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-E, Student Loan Interest Statement

Form 1098-T, Tuition Statement

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

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

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

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