Distributions From an HSA, Archer MSA, or Medicare Advantage MSA File Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, to report distributions made from HSA, Archer MSA, or Medicare Advantage MSA (MA MSA). The distribution may have been paid directly to a medical service provider or to the account holder. A […]
Proceeds from Real Estate Transactions 1099-S, Proceeds From Real Estate Transactions, is a simple form filed to report the sale or exchange of real estate. You are required to report a transaction that consists in whole or in part of the sale or exchange for money, indebtedness, property, or services of any present or future […]
Distributions from Pensions, Annuities, Retirement Plans, IRAs, or Insurance Contracts A Form 1099-R is generally used to report designated distributions of $10 or more from pensions, annuities, profit-sharing and retirement plans, IRAs, and insurance contracts.
Payment from Qualified Education Programs (Under Sections 529 and 530) Form 1099-Q is an IRS form that an individual who receives distributions from a Coverdell Education Savings Account (ESA)receives from his or her respective investment company.
Taxable Distributions Received From Cooperatives Form 1099-PATR, Taxable Distributions Received From Cooperatives, is to be filed for each person to whom the cooperative has paid at least $10 in patronage dividends and other distributions or from whom you withheld any federal income tax under the backup withholding rules regardless of the amount of the payment.
Miscellaneous Income A 1099-MISC is a type of tax form used to report miscellaneous income for individuals and companies who have been paid $600 or more in non-employee service payments during a calendar year with the exception of royalty payments of $10 or more.
Long Term Care and Accelerated Death Benefits File Form 1099-LTC, Long-Term Care and Accelerated Death Benefits, if you pay any long-term care benefits. Long-Term Care Benefits Long-term care benefits means: Any payments made under a product that is advertised, marketed, or offered as long-term care insurance (whether qualified or not) and Accelerated death benefits (excludable […]
Interest Income Form 1099-INT, Interest Income, is used to report interest from bank accounts or accounts at other financial institutions, certificates of deposits, and bonds.