Information Returns Tax Forms

Transmittal forms and informational documents used by employers and payers to report data to the IRS. These accompany other tax forms.

Form W-3

Transmittal of Wage and Tax Statements

A transmittal form that accompanies Copy A of all W-2 forms sent to the Social Security Administration, summarizing the total wages and taxes for all employees.

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Form 1096

Annual Summary and Transmittal of U.S. Information Returns

A transmittal form used to summarize and submit paper copies of information returns (1099s, 1098s, etc.) to the IRS.

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Form W-2G

Certain Gambling Winnings

Reports gambling winnings and any federal income tax withheld. Required when winnings exceed certain thresholds depending on the type of gambling activity.

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Form 8027

Employer's Annual Information Return of Tip Income and Allocated Tips

Used by large food and beverage establishments to report total tips received by employees and to allocate tips to employees who underreported.

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Form W-10

Dependent Care Provider's Identification and Certification

Used by taxpayers to request the name, address, and taxpayer identification number of their dependent care provider, needed to claim the child and dependent care credit.

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Form 8300

Report of Cash Payments Over $10,000 Received in a Trade or Business

Required when a business receives more than $10,000 in cash in a single transaction or in related transactions, to help detect money laundering and tax evasion.

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1098-F

Fines, Penalties, and Other Amounts

Reports fines, penalties, and other amounts paid pursuant to a court order or settlement agreement involving a violation of law or investigation into a potential violation.

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Form 8867

Paid Preparer's Due Diligence Checklist

Required due diligence checklist for paid tax preparers who prepare returns claiming the Earned Income Credit, Child Tax Credit, American Opportunity Credit, or Head of Household filing status.

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