Forms and Publications Search Results

Use Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript, to request tax return transcripts, tax account information, W-2 information, 1099 information, verification of non-filing, and record of account and a tax return transcript for the current and the prior three years that includes most lines of the original tax return.

Publication 5731-B (sp), Are you making money selling things or providing a service? (Spanish Version) It’s important to know that if you’re getting payments for doing a side hustle, running a small business, or selling things online, you and the IRS could receive a Form 1099-K, typically by the end of January the next year.

Publication 5731-B (zh-s), Are you making money selling things or providing a service? (Chinese-Simplified Version) It’s important to know that if you’re getting payments for doing a side hustle, running a small business, or selling things online, you and the IRS could receive a Form 1099-K, typically by the end of January the next year.

Use Form 4506T-EZ (SP), Short Form Request for Individual Tax Return Transcript (Spanish Version), to request tax return transcripts, tax account information, W-2 information, 1099 information, verification of non-filing, and record of account and a tax return transcript for the current and the prior three years that includes most lines of the original tax return.

File Form 1099-OID, Original Issue Discount, if the original issue discount (OID) includible in gross income is at least $10, for any person for whom you withheld and paid any foreign tax on OID, from whom you withheld (and did not refund) any federal income tax under the backup withholding rules even if the amount of the OID is less than $10.

Instructions for Forms 1099-R and 5498, 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 have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. File Form 5498, IRA Contribution Information, with the IRS by May 31, 2025, for each person for whom in 2024 you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

File Form 1099-DIV, Dividends and Distributions, for each person to whom you have paid dividends (including capital gain dividends and exempt-interest dividends) and other distributions on stock of $10 or more, for whom you have withheld and paid any foreign tax on dividends and other distributions on stock, for whom you have withheld any federal income tax on dividends under the backup withholding rules, or to whom you have paid $600 or more as part of a liquidation.

File Form 1099-INT, Interest Income, for each person 1) To whom you paid amounts reportable in boxes 1, 3, and 8 of at least $10 (or at least $600 of interest paid in the course of your trade or business); 2) For whom you withheld and paid any foreign tax on interest; or 3) From whom you withheld (and did not refund) any federal income tax under the backup withholding rules regardless of the amount of the payment.

File Form 1099-DIV for each person to whom you have paid dividends (including capital gain dividends and exempt-interest dividends) and other distributions on stock of $10 or more, for whom you have withheld and paid any foreign tax on dividends and other distributions on stock, for whom you have withheld any federal income tax on dividends under the backup withholding rules, or to whom you have paid $600 or more as part of a liquidation.

Form 1099-LS, Reportable Life Insurance Sale, is used by the acquirer of any interest in a life insurance contract (also known as a life insurance policy) in a reportable policy sale to report the acquisition. In general, a reportable policy sale is any direct or indirect acquisition of any interest in a life insurance contract if the acquirer, at the time of the acquisition, has no substantial family, business, or financial relationship with the person insured under that contract, apart from the acquirer’s interest in such life insurance contract.