Product & Service

HSA, Archer MSA, or Medicare Advantage MSA Information

Coverdell ESA Contribution Information

IRA Contribution

Transfer of Stock Acquired Through an Employee Plan Under Section 423(c) Employers are currently required to furnish information statements to employees who receive stock upon the exercise options. The Internal Revenue Service now requires employers to file an information return with the Internal Revenue Service, in addition to providing employees with the information statement.

Exercise of an Incentive Stock Option Under Section 422(b) Employers are currently required to furnish information statements to employees who receive stock upon the exercise options. The Internal Revenue Service now requires employers to file an information return with the Internal Revenue Service, in addition to providing employees with the information statement.

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.