Annual Tax Documents
These tax documents are updated on an annual basis.
- Form 1041 K-1, Beneficiary's Share of Income, Deductions, Credits, etc.
- Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
- Form 1065 K-1, Partner's Share of Income, Deductions, Credits, etc.
- Form 1095-A, Health Insurance Marketplace Statement
- Form 1095-B, Health Coverage
- Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
- Form 1098-E, Student Loan Interest Statement
- Form 1098-T, Tuition Statement
- Form 1099-B, Proceeds From Broker and Barter Exchange Transactions
- Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
- Form 1120S K-1, Shareholder's Share of Income, Deductions, Credits, etc.
- Form 5227 K-1, Split-Interest Trust Beneficiary's schedule K-1
- Form 5498, IRA Contribution Information
- Form 5498-ESA, Coverdell ESA Contribution Information
- Form 5498-QA, ABLE Account Contribution Information
- Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information
- Form W-2, Wage and Tax Statement
Form 1041 K-1, Beneficiary's Share of Income, Deductions, Credits, etc.
Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
Form 1065 K-1, Partner's Share of Income, Deductions, Credits, etc.
Form 1095-A, Health Insurance Marketplace Statement
Form 1095-B, Health Coverage
Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
Form 1098-E, Student Loan Interest Statement
Form 1098-T, Tuition Statement
Form 1099-B, Proceeds From Broker and Barter Exchange Transactions
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1120S K-1, Shareholder's Share of Income, Deductions, Credits, etc.
Form 5227 K-1, Split-Interest Trust Beneficiary's schedule K-1
Form 5498, IRA Contribution Information
Form 5498-ESA, Coverdell ESA Contribution Information
Form 5498-QA, ABLE Account Contribution Information
Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information
Form W-2, Wage and Tax Statement
