Form 1099-R is used to report distributions of annuities, income distribution plans, retirement plans, retirement accounts, insurance contracts, or pensions.
Anyone who receives a distribution of more than $10 must receive a Form 1099-R.
The form is provided by the plan issuer.
Form 1099-R is also used to register death or disability benefits that may be paid to the beneficiary.
Rollovers and loans may also be filed on Form 1099-R.
Form 1095-B: Health insurance contains health insurance information for taxpayers, their spouses, and dependents if they are enrolled through an insurance company.
Form 2439 is an IRS form that regulated investment companies (RICs)—mutual funds and exchange-traded funds—and real estate investment trusts (REITs) are required to circulate to shareholders to report unallocated long-term capital gains.
Form 706 is used by the executor of a deceased person to calculate inheritance tax owed under Chapter 11 of the Internal Revenue Code (IRC) and to calculate Generation Pass Transfer Tax (GSTT) under Chapter 13 of the IRC. .
IRS Form 8396: Interest Mortgage Loan is filed by homeowners to obtain a mortgage interest-bearing loan, but this can only be done by those who have received a Mortgage Loan Certificate from a local or state government agency.
Publication 525, Taxable and Non-Taxable Income, is a document published by the Internal Revenue Service (IRS) that details what types of income taxpayers should consider taxable or non-taxable when filing tax returns.
Employees fill out Form W-4 to tell employers how much tax to withhold from their paycheck based on the employee’s marital status, number of benefits and dependents, etc.
W-9 is the official form provided by the IRS to employers or other organizations to verify the name, address, and tax identification number of the person receiving the income.