Forms and Pricing

FORM 1099-NEC

Nonemployee Compensation
Report payments of $2,000 or greater for services performed by a person not treated as employees, such as a subcontractor.

FORM 1099-MISC

Miscellaneous Income
Report miscellaneous payments of $10 or greater in royalties to authors, musicians and artists or broker payments in lieu of dividends or tax-exempt interest; $2,000 for rent such as office space when paid to owner, prizes or awards not for services such as TV or radio shows winnings, crop insurance proceeds and certain payments to physicians or suppliers of medical services. Other payments that should be reported using this form include $600 or more of gross proceeds paid to attorneys.

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), $2,000 if no federal income, social security, or Medicare tax was withheld.

Form 1094-C

Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
Accompanies Forms 1095-C, Employer-Provided Health Insurance Offer and Coverage filed with the IRS. If multiple Forms 1094-C are filed by the same Applicable Large Employer (ALE) Member, exactly one Form 1094-C must be designated as the Authoritative Transmittal.

Form 1095-C

Employer-Provided Health Insurance Offer and Coverage
Reports whether an applicable large employer offered health insurance to its employees and, when applicable, which individuals were enrolled in employer-sponsored health coverage.

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
File Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, for each person for whom a broker sold stocks, commodities, regulated futures contracts, foreign currency contracts, forward contracts, debt instruments, options, securities futures contracts, and similar property for cash, or for persons who engaged in certain barter exchange transactions.

FORM 1099-C

Cancellation of Debt
File Form 1099-C, Cancellation of Debt, for each debtor for whom $600 or more of debt has been canceled, if you are an applicable financial entity and an identifiable event has occurred. The form must be filed even if the debtor is not ultimately required to include the canceled debt in taxable income.

FORM 1099-DIV

Dividends and Distributions
File Form 1099-DIV, Dividends and Distributions, for each person to whom you have paid dividends and other distributions of $10 or more during the year, for whom you withheld any federal income tax under the backup withholding rules, or to whom you paid $2,000 or more as part of a liquidation.

FORM 1099-G

Certain Government Payments
Form 1099-G, Certain Government Payments, is filed by federal, state, or local government agencies to report certain government payments, including unemployment compensation of $10 or more, state or local income tax refunds, credits, or offsets of $10 or more, Reemployment Trade Adjustment Assistance (RTAA) payments of $2,000 or more, taxable grants of $2,000 or more, and agricultural payments of $2,000 or more for 2026 reporting. The form is also used when a government agency receives payments on a Commodity Credit Corporation (CCC) loan. The officer or employee of the government unit having control of the payments made or received, or a designated officer or employee, is responsible for filing Form 1099-G.

FORM 1099-INT

Interest Income
Report interest paid to each person to whom you have paid interest income, market discount, Tax-exempt interest, U.S. Savings Bonds or Treasury obligations interest during the year of $10 or more; $2,000 or more in some cases.

FORM 1099-K

Payment Card and Third Party Network Transactions
Form 1099-K reports the gross amount of reportable payment transactions processed by a Payment Settlement Entity (PSE). For third-party settlement organizations, the federal reporting threshold is more than $20,000 in gross payments and more than 200 transactions during the calendar year. Payment card transactions (such as credit and debit card payments) remain reportable without a minimum dollar threshold.

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 made a designated distribution, or are treated as having made a distribution, of $10 or more from a profit-sharing or retirement plan, an individual retirement arrangement (IRA), an annuity, a pension, an insurance contract, a survivor income benefit plan, a permanent and total disability payment under a life insurance contract, a charitable gift annuity, or a similar arrangement. The form is also used to report certain death benefit payments and other reportable retirement-related distributions.

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 non-contingent interest in standing timber. Beginning with tax year 2026, digital assets received as consideration in a real estate transaction must also be reported on Form 1099-S.

FORM 1099-SA

Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
File Form 1099-SA to report all amounts of distributions made from a health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage medical savings account (MA MSA). The distribution may have been paid directly to a medical service provider or to the account holder.

FORM 1098

Mortgage Interest Statement
Use Form 1098, Mortgage Interest Statement, to report $600 or more in mortgage interest (including points) and certain mortgage insurance premiums you received in the course of your trade or business from individuals and reimbursements of overpaid interest.

FORM 1098-E

Student Loan Interest Statement
File Form 1098-E to report if you receive student loan interest of $600 or more from an individual during the year in the course of your trade or business.

FORM 1098-T

Tuition Statement
File Form 1098-T, Tuition Statement, for each student enrolled at an eligible educational institution for whom a reportable transaction is made. Educational institutions report qualified tuition and related expenses, adjustments, and scholarships or grants, while insurers file Form 1098-T for individuals who receive reimbursements or refunds of qualified tuition and related expenses.

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 U.S. withholding tax reporting requirements. A Form 1042-S must be filed even if no tax was withheld due to an applicable tax treaty or an exception under the Internal Revenue Code, and also when any tax withheld was subsequently repaid to the recipient.

Form 941

Employer's Quarterly Federal Tax Return
File Form 941, Employer’s Quarterly Federal Tax Return, to report an employer’s quarterly payroll tax liabilities and payments, including wages paid to employees and federal income tax withheld from employee wages. This form is also used to report both the employer and employee shares of Social Security and Medicare taxes, as well as any Additional Medicare Tax withheld from employees.

Form 5498

IRA Contribution Information
File Form 5498, IRA Contribution Information, to report contributions to an individual retirement arrangement (IRA), including Traditional, SEP, SIMPLE, and Roth IRAs. Reportable amounts include regular and rollover contributions, Roth IRA conversion amounts, IRA recharacterizations, and the fair market value (FMV) of the account, including certain hard-to-value assets.

Form 5498-QA

ABLE Account Contribution Information
Use Form 5498-QA, ABLE Account Contribution Information, to report the total amount of contributions, rollovers, and program-to-program transfers made to a qualified ABLE account during the calendar year. The form may also report cumulative contributions, the account's fair market value (FMV), and whether the ABLE account was opened during the reporting year.

Form 5498-SA

HSA, Archer MSA, or Medicare Advantage MSA Information
File Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, if you are the trustee or custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA). A separate Form 5498-SA must be filed for each individual for whom you maintain one of these accounts, and a separate form is required for each type of account. Reporting includes contributions made to the HSA, Archer MSA, or MA MSA during the year.

Form W-9

Request for Taxpayer Identification Number and Certification
Use Form W-9, Request for Taxpayer Identification Number and Certification, to obtain the correct Taxpayer Identification Number (TIN) from a U.S. person or other payee when an information return must be filed with the IRS. The form is also used to certify that the TIN provided is correct and that the payee is not subject to backup withholding, unless otherwise indicated.