Income Tax Forms

Tax forms for reporting wages, interest, dividends, capital gains, and other income sources. These forms document how much money you earned during the tax year from various sources.

W-2

Wage and Tax Statement

Reports wages, tips, and other compensation paid to an employee, along with taxes withheld.

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W-2c

Corrected Wage and Tax Statement

Corrects errors on a previously filed W-2 form.

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1099-INT

Interest Income

Reports interest income of $10 or more from banks, savings institutions, and other payers.

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1099-DIV

Dividends and Distributions

Reports dividends and capital gain distributions from stocks, mutual funds, and other investments.

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1099-B

Proceeds from Broker and Barter Exchange Transactions

Reports proceeds from the sale of stocks, bonds, mutual funds, and other securities.

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1099-MISC

Miscellaneous Information

Reports miscellaneous income including rents, royalties, prizes, awards, and other payments.

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1099-NEC

Nonemployee Compensation

Reports payments of $600 or more to independent contractors and freelancers.

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1099-K

Payment Card and Third-Party Network Transactions

Reports payment card and third-party network transactions exceeding $600.

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Schedule D

Capital Gains and Losses

Reports capital gains and losses from the sale of investments and other capital assets.

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Form 8949

Sales and Other Dispositions of Capital Assets

Reports detailed information about each capital asset transaction before summarizing on Schedule D.

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1099-OID

Original Issue Discount

Reports original issue discount on bonds and other debt instruments issued at a discount from face value.

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1099-Q

Payments From Qualified Education Programs (Under Sections 529 and 530)

Reports distributions from 529 plans and Coverdell Education Savings Accounts used for education expenses.

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1099-C

Cancellation of Debt

Reports cancellation of a debt of $600 or more. Cancelled debt is generally considered taxable income to the debtor.

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1099-A

Acquisition or Abandonment of Secured Property

Reports when a lender acquires an interest in property that was security for a debt, or when the borrower abandons the property.

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1099-LTC

Long-Term Care and Accelerated Death Benefits

Reports payments made under a long-term care insurance contract and accelerated death benefits from a life insurance policy.

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1099-PATR

Taxable Distributions Received From Cooperatives

Reports patronage dividends and other taxable distributions of $10 or more received from cooperatives.

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1099-DA

Digital Asset Proceeds From Broker Transactions

Reports proceeds from digital asset (cryptocurrency) transactions processed through brokers, including sales, exchanges, and certain transfers.

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Form 8949 (Digital Assets)

Sales and Other Dispositions of Capital Assets — Digital Assets

Used in conjunction with Form 8949 to report capital gains and losses from cryptocurrency and other digital asset transactions.

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