Common IRS Documents

  • K1 – Partnership or S-Corporations share of income, deductions, credits
  • W2 – Wages for Employees
  • 709 – Gifts above the annual exclusion and Generation-skipping transfer
  • 712 – Gifting Life Insurance premium, e.g., to an ILIT
  • 5498 – IRA contributions
  • 5498-SA – HSA, Medicare Advantage MSA, Archer MSA contributions
  • 5498-QA – ABLE Accounts contributions
  • 8606 – Non-deductible contributions to Traditional IRAs, Roth Conversions, and Roth Distributions
  • 8863 – Education Credits -American Opportunity and Lifetime learning credit
  • 1095-A – Health insurance marketplace statement
  • 1095-B – Health Coverage
  • 1095-C – Employer-provided Health Coverage
  • 1098 – Mortgage Interest
  • 1098-C – Contributions or gifts of Motor Vehicles, Boats, and Airplanes)
  • 1098-E – Education or Student Loan Interest
  • 1098-F – Fines, Penalties, etc.)
  • 1098-MA – Mortgage Assistance payments
  • 1098-Q – Qualified Longevity Annuity Contract benefits-QLAC
  • 1098-T – Tuition
  • 1099-A – Acquisition or Abandonment of Secured Property)
  • 1099-B – Broker sold individual securities (stock, commodities, forwards, futures, currencies, options, debt instruments, etc., or a commercial barter exchange)
  • 1099-C – Cancelled Debt
  • 1099-DIV – DIVidends
  • 1099-G – Government income, state and local tax refunds
  • 1099-H – Health Coverage Tax Credit
  • 1099-INT – INTerest
  • 1099-K – Merchant and 3rd party network payments
  • 1099-LS – Life Insurance Sale (Acquirer)
  • 1099-LTC – Long-Term Care (LTC) Benefits
  • 1099-MISC – MISCellaneous Income
  • 1099-NEC – NonEmployee Compensation -Independent Contract Work
  • 1099-OID – Original Issue Discount -zero coupon bonds
  • 1099-Q – Qualified Education Programs (529) Distributions
  • 1099-QA – ABLE accounts Distributions
  • 1099-R – Retirement Plan Distributions
  • 1099-S – Sale of Real Estate
  • 1099-SA – HSA, Medicare Advantage MSA Distribution
  • 1099-SB – Life Insurance Sale (Seller)
  • SSA-1099 – Social Security Benefits
  • 2439 – Share of Undistributed Long-term Capital Gains

You can download any of these individual forms and the corresponding instructions from irs.gov: Forms and Instructions (PDF) (irs.gov)

Share:

More Posts

Becoming Your Own Banker

Step 1: WATCH the seminar and READ the workbook Recommended Reading Page Order: 85 Points of consideration to keep in mind as you read. 3,

The Economic Value of Certainty

By Les McGuire, MBA August 19, 2003 This is supposed to be an article about Whole Life Insurance, and for those who have “eyes to

Sir Josiah Charles Stamp

“The modern banking system manufactures money out of nothing. The process is perhaps the most astounding piece of sleight of hand that was ever invented.

The Banker

https://www.10thstreetcapital.com/wp-content/uploads/2024/06/2009-10-16-Moncur-The-Banker.mp4 The Banker airs his views on  the “RIGHT” of the elite to  control everyone’s lives. This is a must watch for anyone who is