Tax Forms

1099-B A 1099-B reports proceeds from broker and barter exchange transactions, usually including securities sales. 1099-DIV A 1099-DIV reports dividends and certain distributions from stocks, mutual funds, and other investments. 1099-INT A 1099-INT reports interest income paid during the year by banks and other payers. 1099-K A 1099-K reports payments processed through third-party networks such as payment apps, card processors, and online marketplaces. 1099-MISC A 1099-MISC is the IRS form used to report certain miscellaneous payments, such as rents, prizes, or legal settlements, when those amounts do not belong on a 1099-NEC. 1099-NEC A 1099-NEC is the IRS form businesses use to report nonemployee compensation, usually payments of $600 or more to an independent contractor during the year. 1099-R A 1099-R reports distributions from retirement accounts, pensions, annuities, and similar arrangements. 1099-S A 1099-S reports proceeds from real estate transactions. 1099-SA A 1099-SA reports distributions from a health savings account, Archer MSA, or Medicare Advantage MSA. Form 1040 Form 1040 is the main federal individual income tax return used by most US taxpayers. Form 1040-ES Form 1040-ES is the IRS voucher and worksheet package individuals use to calculate and send estimated tax payments. Form 1065 Form 1065 is the federal partnership return used to report income, deductions, and allocations for a partnership.