Tax Documents

Standards-based electronic delivery is available for the annual tax documents listed below.

Detailed information for each document is linked in the description column. For information specific to FDX, QR, OFX, FIRE, or TXF data structures, you may also click on the check mark in the applicable column.

IRS Forms

# Name Description FDX QR OFX FIRE TXF
1 1041 K-1 Beneficiary's Share of Income, Deductions, Credits, etc.  
2 1042-S Foreign Person's U.S. Source Income Subject to Withholding  
3 1065 K-1 Partner's Share of Income, Deductions, Credits, etc.  
4 1095-A Health Insurance Marketplace Statement  
5 1095-B Health Coverage  
6 1095-C Employer-Provided Health Insurance Offer and Coverage  
7 1097-BTC Bond Tax Credit
8 1098 Mortgage Interest Statement
9 1098-C Contributions of Motor Vehicles, Boats, and Airplanes  
10 1098-E Student Loan Interest Statement
11 1098-MA Mortgage Assistance Payments
12 1098-Q Qualifying Longevity Annuity Contract Information
13 1098-T Tuition Statement
14 1099-A Acquisition or Abandonment of Secured Property
15 1099-B Proceeds From Broker and Barter Exchange Transactions
16 1099-C Cancellation of Debt
17 1099-CAP Changes in Corporate Control and Capital Structure
18 1099-DIV Dividends and Distributions
19 1099-G Certain Government Payments
20 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
21 1099-INT Interest Income
22 1099-K Merchant Card and Third-Party Network Payments
23 1099-LS Reportable Life Insurance Sale
24 1099-LTC Long-Term Care and Accelerated Death Benefits
25 1099-MISC Miscellaneous Income
26 1099-NEC Nonemployee Compensation
27 1099-OID Original Issue Discount
28 1099-PATR Taxable Distributions Received From Cooperatives
29 1099-Q Payments From Qualified Education Programs
30 1099-QA Distributions From ABLE Accounts
31 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
32 1099-S Proceeds From Real Estate Transactions
33 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
34 1099-SB Seller's Investment in Life Insurance Contract
35 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.  
36 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
37 3921 Exercise of an Incentive Stock Option Under Section 422(b)
38 3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
39 5227 K-1 Split-Interest Trust Beneficiary's schedule K-1  
40 5498 IRA Contribution Information
41 5498-ESA Coverdell ESA Contribution Information
42 5498-QA ABLE Account Contribution Information
43 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
44 W-2 Wage and Tax Statement
45 W-2c Corrected Wage and Tax Statement  
46 W-2G Certain Gambling Winnings

Statements

# Name Description FDX QR OFX FIRE TXF
1 Business Income Statement Business Income Statement for IRS Form 1040 Schedule C  
2 Cryptocurrency Tax Statement Cryptocurrency Tax Statement  
3 Farm Income Statement Farm Income Statement for IRS Form 1040 Schedule F  
4 Farm Rental Income Statement Farm Rental Income Statement for IRS Form 4835  
5 Rental Income Statement Rental Income Statement for IRS Form 1040 Schedule E  
6 Royalty Income Statement Royalty Income Statement for IRS Form 1040 Schedule E  

© Copyright 2021. All Rights Reserved.