Twenty-five forms · one flow

What are you filing?

From $3.50 per record — down to $0.80 at volume. Corrections at no charge.

I paid a contractor or freelancer · 1099-NEC

Nonemployee compensation — the 1099 for independent contractors and gig workers.

I paid rent, royalties, prizes, or an attorney · 1099-MISC

Miscellaneous information — rents, royalties, prizes, medical and attorney payments.

I paid interest · 1099-INT

Interest income — banks, credit unions, and businesses that paid reportable interest.

My company paid dividends or distributions · 1099-DIV

Dividends and distributions — corporations reporting what shareholders received.

I settled card or marketplace payments · 1099-K

Payment card and third-party network transactions — for PSEs and platforms.

I paid out retirement distributions · 1099-R

Distributions from pensions, annuities, retirement plans, and IRAs.

I paid out gambling winnings · W-2G

Certain gambling winnings — casinos, lotteries, race tracks, and poker rooms.

I received mortgage interest as a lender · 1098

Mortgage interest statement — lenders report the interest borrowers paid them.

I received student loan interest · 1098-E

Student loan interest statement — for loan servicers and lenders.

I run a school reporting tuition · 1098-T

Tuition statement — eligible educational institutions report payments and aid.

I'm an IRA trustee or issuer · 5498

IRA contribution information — contributions, rollovers, and fair market value.

I closed a real estate sale · 1099-S

Proceeds from real estate transactions — closing agents and settlement attorneys.

My government unit made payments · 1099-G

Certain government payments — unemployment compensation, tax refunds, and taxable grants.

I canceled a debt someone owed · 1099-C

Cancellation of debt — lenders and financial institutions report canceled debts.

I foreclosed on or repossessed secured property · 1099-A

Acquisition or abandonment of secured property — foreclosures, repossessions, abandonments.

My corporation was acquired or restructured · 1099-CAP

Changes in corporate control and capital structure — what shareholders received.

Discount debt I issued or hold accrued OID · 1099-OID

Original issue discount — bond issuers, brokers, and middlemen reporting OID.

My cooperative paid patronage dividends · 1099-PATR

Taxable distributions from cooperatives — patronage dividends and per-unit retains.

I brokered sales, or cleared barter exchanges · 1099-B

Proceeds from broker and barter exchange transactions — for brokers and barter exchanges.

My employee exercised an incentive stock option · 3921

Exercise of an incentive stock option — corporations file one Form 3921 per ISO exercise.

My employee transferred ESPP stock · 3922

First transfer of legal title to shares bought through a Section 423(c) employee stock purchase plan.

My charity received a donated vehicle · 1098-C

Contributions of motor vehicles, boats, and airplanes — donee charities file the IRS copy and owe the donor an acknowledgment.

I paid out HSA or MSA distributions as a trustee · 1099-SA

Distributions from HSAs, Archer MSAs, and Medicare Advantage MSAs — for the trustees and custodians of the accounts.

I'm an HSA or MSA trustee reporting contributions · 5498-SA

HSA, Archer MSA, and MA MSA information — contributions and the December 31 value, on its own May season.

I hold Coverdell ESAs that received contributions · 5498-ESA

Coverdell ESA contribution information — trustees and issuers report each beneficiary’s contributions and rollovers.

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