Forms
An information return is a tax reporting form, such as a 1099, that businesses file with the IRS to report certain payments and financial transactions. It isn't an income tax return. Instead, it helps the IRS verify reported income and provides recipients with the information they need for their own tax filings.
Spend less time filing and more time running your business. 1099IRIS makes it easy to import your data, print forms, and electronically file information returns with confidence. Support for original filings, corrections, replacement files, test files, and prior-year returns gives you everything you need in one place.
1099 Series
1099-NEC
Nonemployee compensation
1099-MISC
Miscellaneous information
1099-A
Acquisition or abandonment of secured property
1099-B
Cancellation of debt
1099-C
Cancellation of debt
1099-CAP
Changes in corporate control and capital structure
1099-DA
Digital asset proceeds from broker transactions
1099-DIV
Dividends and distributions
1099-G
Certain government payments
1099-INT
Interest income
1099-K
Payment card and third-party network transactions
1099-LPS
Loan proceeds statement
1099-LS
Reportable life insurance sale
1099-LTC
Long-term care and accelerated death benefits
1099-PATR
Taxable distributions received from cooperatives
1099-Q
Payments from qualified education programs
1099-QA
istributions from ABLE accounts
1099-R
Distributions from pensions, annuities, and retirement plans
1099-S
Proceeds from real estate transactions
1099-SA
Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
1099-SB
Seller's investment in life insurance contract
MA 1099-HC
Massachusetts health care coverage
1098 and 1097 Series
1098
Mortgage interest statement
1098-C
Contributions of motor vehicles, boats, and airplanes
1098-E
Student loan interest statement
1098-F
Fines, penalties, and other amounts
1098-Q
Qualifying longevity annuity contract information
1098-T
Tuition statement
1098-VLI
Variable life insurance information
1097-BTC
Bond tax credit
5498 series
5498
IRA contribution information
5498-ESA
Coverdell ESA contribution information
5498-SA
HSA, Archer MSA, or Medicare Advantage MSA information
5498-QA
ABLE account contribution information
5498-TA
Trump account contribution information
Other Information Returns
3921
Exercise of an incentive stock option
3922
Transfer of stock acquired through an employee stock purchase plan
W-2G
Certain gambling winnings
8027
Employer's annual information return of tip income and allocated tips
8955-SSA
Annual registration statement identifying separated participants with deferred vested benefits
1096
Annual summary and transmittal of U.S. information returns
ACA
1095-B
Health coverage
1095-C
Employer-provided health insurance offer and coverage
Wage and withholding
1042
Annual withholding tax return for U.S. source income of foreign persons
1042-S
Foreign person's U.S. source income subject to withholding
CA592-B
Resident and non-resident withholding tax-statement
W-2
Wage and tax statement
W-2C
corrected wage and tax statement