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Information returns

Any person engaged in a trade or business, including a corporation, partnership, individual, estate, and trust, who makes reportable transactions during the calendar year, must file information returns to report those transactions to the IRS. Persons required to file information returns to the IRS must also furnish statements to the other party to the transaction, such as recipients of income.

1095 forms

Form 1095 series is used to report health care insurance coverage per the individual health insurance mandate

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1098 forms

Mortgage Interest Statement is used to report interest that a taxpayer has paid on his or her mortgage

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1099 forms

Form 1099 series is used to report various types of income other than wages, salaries, and tips

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5498 forms

IRA Contribution Information is used to report contributions and the fair market value of the account to IRS

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W-2 forms

Wage and Tax Statement is used to report wages paid to employees and the taxes withheld from them

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W-3 forms

The Form W-3 is a summary page of all W-2 forms issued by the employer

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W-4 forms

The form W-4 is used by employers to determine the amount of tax withholding to deduct from employees' wages

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W-7 form

The Form W-7 and related documents are the application for IRS Individual Taxpayer Identification Number (ITIN)

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W-9 form

Request for Taxpayer Identification Number and Certification serves to provide third parties with identifying information about a taxpayer

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W-10 form

Dependent care provider identification is a way to inform an individual that day care service provider can take credits for care of their children

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W-12 form

The form W-12 is a form for tax preparation professionals to apply for their ID Number

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W-5 form

Taxpayers who want to receive advance EITC payments must complete Form W-5

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W-11 form

Hiring Incentives to Restore Employment (HIRE) Act Employee Affidavit is to certify that a new employee was previously unemployed

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1094-B

Transmittal of Health Coverage Information Returns

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3520 Form

Annual Return To Report Transactions With Foreign Trusts and the Receipt of Certain Foreign Gifts

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4419 form

Application for Filing Information Returns Electronically (FIRE)

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4852 form

Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

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4972 form

Use this form to calculate the tax on a qualified lump-sum distribution using the 20% capital gains election, the 10-year tax option, or both.

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