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Form W-9

Definition Use Form W-9 to provide your correct TIN to the person who is required to file an information return with the IRS. An individual… Read More »Form W-9

Form 8938

Definition: Form 8938, Statement of Specified Foreign Financial Assets, is filed by certain USPs to report their interest in the FP. Form 8938 is filed… Read More »Form 8938

Form 4669

Definition: A withholding agent may prove that the proper amount of tax was paid by providing a Form 4669 – Statement of Payments Received. Form… Read More »Form 4669

Form 1099-SA

Form name: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA IRC Section: 6047, 220(h), 408(i), 138, 106(b) Link to form: https://www.irs.gov/pub/irs-pdf/f1099sa.pdf Purpose of… Read More »Form 1099-SA

Form 1099-S

Form name: Proceeds from Real Estate Transactions IRC Section: 60459e0, 6050N Link to form: https://www.irs.gov/pub/irs-pdf/f1099s.pdf Purpose of form: Payors generally are required to report on… Read More »Form 1099-S

Form 1099-R

Form name: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. IRC Section: 408(i), 6047 and 6050Y Link to form: https://www.irs.gov/pub/irs-pdf/f1099r.pdf Purpose… Read More »Form 1099-R

Form 1099-QA

Form name: Distributions from ABLE Accounts IRC Section: 529 and 529A Link to form: https://www.irs.gov/pub/irs-pdf/f1099qa.pdf Purpose of form: Any state or its agency or instrumentality… Read More »Form 1099-QA

Form 1099-Q

Form name Payments from Qualified Education Programs (Under Sections 529 and 530) IRC Section 529(g) and 530(h) Link to form https://www.irs.gov/pub/irs-pdf/f1099q.pdf Purpose of form Payors… Read More »Form 1099-Q

Form 1099-PATR

Form name Taxable Distributions Received from Cooperatives IRC Section 6044 Link to form https://www.irs.gov/pub/irs-pdf/f1099ptr.pdf Purpose of form Payors must file Form 1099-PATR for each person… Read More »Form 1099-PATR