Forms and Pricing

FORM 1099-NEC

Nonemployee Compensation
Report payments of $600 or greater for services performed by a person not treated as employees, such as a subcontractor.

FORM 1099-MISC

Miscellaneous Income
Report payments for miscellaneous services such as payments of $10 or greater in royalties to authors, musicians and artists; in broker payments in lieu of dividends or tax-exempt interest; and rents, such as office space and machine rentals, when paid to owner. Other payments that should be reported using this form include but are not limited to medical and health care payments and cash payments to fishermen.

FORM W-2

Wage and Tax Statement
File Form W-2, Wage and Tax Statement, for each employee you have paid remuneration, 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.

Form 1094-C

Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
File one 1094-C, Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns, each time you file 1095-C Health Coverage Forms. One 1094-C must be marked as the Authoritative Transmittal.

Form 1095-C

Employer-Provided Health Insurance Offer and Coverage
Report the information required under sections 6055 and 6056 about offers of health coverage and enrollment in health coverage for their employees. 

Form 1095-B

Health Coverage
Report certain information to the IRS and to taxpayers about individuals who are covered by minimum essential coverage and therefore are not liable for the individual shared responsibility payment.

FORM 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.

FORM 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.

FORM 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.

FORM 1099-G

Certain Government Payments
Form 1099-G is used by Federal, state, or local governments to report payments of unemployment compensation; state or local income tax refunds, credits, or offsets; Reemployment Trade Adjustment Assistance (RTAA) payments; taxable grants; or agricultural payments. You must also file this form if you received payments on a Commodity Credit Corporation (CCC) loan. The officer or employee of the government unit having control of the payments, received or made, (or the designated officer or employee) must file Form 1099-G.

FORM 1099-INT

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

FORM 1099-K

Payment Card and Third Party Network Transactions
Report the gross amount of reportable payments made by a payment settlement entity (PSE) in settlement of reportable payment transactions for each calendar year. For calendar year 2023, third-party settlement organizations who issue Forms 1099-K are only required to report transactions where gross payments for goods or services exceed $20,000 and the number of transactions exceed 200.

FORM 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.

FORM 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 noncontingent interest in standing timber.

FORM 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.

FORM 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.

Form 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.

Form 941

Employer's Quarterly Federal Tax Return
Report the employer's quarterly payroll tax liabilities and payments including wages paid and federal income tax withheld by employer. Other taxes that should be reported using this form include but are not limited to employer and employee share of Social Security and Medicare taxes plus any Additional Medicare Tax withheld from employees.

Form 5498

IRA Contribution Information
Report total amount of contributions (including rollover contributions) to any individual retirement arrangement (IRA), including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA re-characterizations; and the fair market value (FMV) of the account (including information on hard-to-value assets).
Official 5498 IRS Instructions

Form W-9

Request for Taxpayer Identification Number and Certification
Obtain the correct Taxpayer Identification Number (TIN) for any person that needs to have an information return filed with the IRS.
Official W-9 IRS Instructions