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Tax-Aid Filing supports over 30 of the most common Tax Forms

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1099-NEC

1099-NEC

Report payments for services performed by non-employees, such as independent contractors. It is specifically for reporting individual service providers who receive compensation for their work, excluding employee wages.

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1099-MISC

Miscellaneous Income

Report payments for services performed by a person not treated as an employee. Payments to non-employees, rent payments or prizes for example need to be reported.

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1099-A

Acquisition or Abandonment of Secured Property

Submit Form 1099-A for every borrower when you provide a loan as part of your trade or business activities, and as a result of this debt, either partially or fully, you gain an interest in a property used as collateral for the loan, or you become aware that the property has been forsaken.

It is not necessary to operate a money-lending business to fall under this reporting obligation.

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1099-B

Proceeds From Broker and Barter Exchange Transactions

Report proceeds From Broker and Barter Exchange Transactions for each person for whom the broker has sold stocks, bonds, commodities, regulated futures contracts, foreign currency contracts, forward contracts, debt instruments, etc.

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1099-C

Cancellation of Debt

File Form 1099-C for each debtor for whom a debt owed is $600 or more if the debtor is an individual, corporation, partnership, trust, estate, association, or company. Form 1099-C must be filed regardless of whether the debtor is required to report the debt as income.

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1099-DIV

Dividends and Distributions

Report Dividends and Distributions for each person to whom you have paid dividends or withheld any federal income tax on dividends, or paid $600 or more as part of liquidation.

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1099-G

Certain Government Payments

Federal, state, or local governments file this form if they made payments of:

  • Unemployment compensation.
  • State or local income tax refunds, credits, or offsets.
  • Reemployment trade adjustment assistance (RTAA) payments.
  • Taxable grants.
  • Agricultural payments.

They also file this form if they received payments on a Commodity Credit Corporation (CCC) loan.

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1099-INT

Interest Income

Report interest paid to each person to whom you have paid at least $10 of interest during the year.

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1099-K

Payment Card and Third Party Network Transactions

A Payment Settlement Entity (PSE) is required to submit Form 1099-K for any payments processed in resolution of reportable payment transactions throughout each calendar year. Such a payment by a PSE, in terms of a reportable payment transaction, includes any transaction via payment card or through a third-party network. This occurs when the PSE issues an instruction to move funds into the account of the involved payee, thereby settling the reportable transaction.

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1099-LTC

Long Term Care and Accelerated Death Benefits

Submit this form for reporting any long-term care benefits paid out, encompassing accelerated death benefits as well. Entities responsible for filing include insurance firms, government units, and providers of viatical settlements.

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1099-OID

Original Issue Discount

File Form 1099-OID when the original issue discount (OID) to be included in gross income is $10 or more, for any individual from whom you have withheld and paid any foreign tax on OID, or from whom you have withheld any federal income tax under backup withholding rules, regardless of whether the OID amount is less than $10.

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1099-PATR

Taxable Distributions Received From Cooperatives

Cooperatives should file Form 1099-PATR for each individual to whom they have paid a minimum of $10 in patronage dividends and other distributions as outlined in section 6044(b), and for those from whom they have withheld any federal income tax under the backup withholding rules, regardless of the total amount of the payment.

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1099-Q

Payments from Qualified Education Programs

File Form 1099-Q (Info Copy Only) if you are an officer or employee, or a designated representative of an officer or employee, who oversees a program established by a state or eligible educational institution, and have made a distribution from a qualified tuition program (QTP).

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1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

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1099-S

Proceeds From Real Estate Transactions

Report sale or exchange transaction for money, indebtedness, property, or services of any present or future ownership interest in any improved or unimproved land, permanent structures, residential, commercial, industrial building, stock in a cooperative housing corporation or non-contingent interest in standing timber.

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1099-SA

Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Submit Form 1099-SA to report distributions from a Health Savings Account (HSA), an Archer Medical Savings Account (Archer MSA), or a Medicare Advantage Medical Savings Account (MA MSA). These distributions might have been made directly to a medical service provider or to the account holder. Remember, a distinct return is required for each type of plan.

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1099 Corrections

1099 Corrections

Use the 1099 Correction form to amend payment details previously reported on a 1099 form filed with the IRS. This includes correcting the amount of non-employee compensation or tax withheld. We support corrections for the following forms: 1099-NEC, 1099-MISC, 1099-B, 1099-C, 1099-DIV, 1099-INT, 1099-K, 1099-R and 1099-S.

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W-2

Wage and Tax Statement

File Form W-2, Wage and Tax Statement, for each employee you have paid remineration, including noncash payments of $600 or more for the year (all amounts if any income, social security, or Medicare tax was withheld) for services performed.

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W-2 G

Certain Gambling Winnings

Submit this form to report gambling winnings and any associated federal income tax withheld on those winnings. The obligations for reporting and withholding vary based on the type of gambling, the total amount won, and usually, the proportion of the winnings relative to the bet.

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W-2 Correction

Wage and Tax Statement - Correction

Use this form to correct Employer EIN, Employment Code, Tax Year, Establishment Number, 3rd Party Sick Pay Indicator and Kind of Employer, Employee Name, Employee SSN and payment and withholding amounts on a W-2 form you previously filed with the SSA.

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1098

Mortgage Interest Statement

Use Form 1098, Mortgage Interest Statement, to report mortgage interest of $600 or more received during the year in the course of trade or business from an individual, including a sole proprietor. The $600 threshold applies separately to each mortgage.

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1098-E

Student Loan Interest Statement

If, in the course of your trade or business, you receive $600 or more in student loan interest from an individual during the year, you should file this form. Additionally, you are required to provide a statement or an acceptable substitute to the borrower, which can be either in paper format or electronically.

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1098-T

Tuition Statement

File Form 1098-T, Tuition Statement, for each student enrolled and for whom a reportable transaction is made. Insurers must file Form 1098-T for each individual to whom reimbursements or refunds of qualified tuition and related expenses is made.

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1098-Correction

Mortgage Interest Statement - Correction

Please note: We do not currently support corrections of recipient information, including the recipient’s name, address or TIN/SSN. For instructions on how to correct recipient data, go to http://www.irs.gov/pub/irs-pdf/i1099gi.pdf and refer to Section H, “Corrected Returns on Paper Forms.”

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1042-S

Foreign Person's U.S. Source Income Subject to Withholding

File Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding, to report amounts paid to foreign persons (including persons presumed to be foreign) that are subject to withholding, even if no amount is deducted and withheld from the payment because of a treaty or Code exception to taxation or if any amount withheld was repaid to the payee.

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3921

Exercise of an Incentive Stock Option

Corporations should file this form for each instance of stock transfer to any individual following the exercise of an incentive stock option as described in section 422(b).

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3922

Transfer of Stock Acquired Through An Employee Stock Purchase Plan

Corporations are required to file this form for each transfer of legal title of a share of stock acquired by an employee. This applies when the stock is obtained through the exercise of an option granted under an employee stock purchase plan, as detailed in section 423(c), particularly in cases where the exercise price is less than 100% of the stock’s value on the date of the grant, or if the price is not fixed or determinable on the grant date.

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5498

IRA Contribution Information

Submit this form for every individual for whom you managed any Individual Retirement Arrangement (IRA), encompassing a deemed IRA as specified under section 408(q).

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5498-ESA

Coverdell ESA Contribution Information

File this form for each person for whom you maintained any Coverdell education savings account (ESA).

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5498-SA

HSA, Archer MSA, or Medicare Advantage MSA Information

As the trustee or custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA), you must file Form 5498-SA for each individual for whom you maintained an HSA, Archer MSA, or MA MSA. It’s important to note that a separate form is necessary for each type of plan.

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