Same short blurbs as on document details pages—orientation only. Verify against IRS materials.
Employers file Form W-2 to report wages paid to employees and taxes withheld (federal income tax, Social Security, Medicare, and often state and local). You use it to report income and reconcile withholding on your individual income tax return.
Lenders send Form 1098 to report mortgage interest you paid during the year. You may use it to support the home mortgage interest deduction if you itemize deductions, subject to IRS rules and limits.
Businesses send this form to report payments of $600 or more to independent contractors and similar payees. The amount is generally self-employment or business income on your return, not wages.
Banks and payers use Form 1099-INT to report taxable and tax-exempt interest, and sometimes penalties or withholding. You report interest income according to the instructions for your return.
This form reports dividends, capital gain distributions, foreign tax paid, and related items from stocks and mutual funds. Amounts feed into dividend and capital gain reporting on your return.
Form 1099-MISC covers many payment types (rents, royalties, prizes, certain other income, and more depending on the box). The correct tax treatment depends on which box applies.
Issuers report distributions from IRAs, pensions, annuities, and similar plans. Taxability (taxable, partially taxable, or rollover) depends on the distribution code and your facts.
Brokers report sales of stocks, bonds, and other securities, including proceeds, basis when reported to the IRS, and gain or loss. You use it to report capital gains and losses on Schedule D and Form 8949 as required.
This is a spreadsheet of trades from a broker or exchange—not an IRS form. It helps you organize buys, sells, and fees; official tax reporting usually relies on Forms 1099-B and your own records, reconciled to actual dispositions.
Creditors file this when debt is forgiven or discharged. The amount in Box 2 is generally income unless an exclusion (such as bankruptcy or insolvency) applies. It is separate from interest or dividend forms.
Large employers use Form 1095-C to show that coverage was offered to you and to code enrollment. It supports the individual mandate reporting on your return when applicable; it is not a form of wage income.
This form reports contributions to a health savings account or similar for the year. Contribution limits and deductibility depend on coverage type and eligibility rules.
Custodians report IRA contributions (traditional, Roth, SEP, SIMPLE) and fair market value. It helps verify contribution limits and basis; some amounts may also appear on your own records or tax return.
The 1099 family reports many kinds of payments and income. The specific rules depend on which 1099 variant and boxes apply—always match the form to IRS instructions for that year.
This file was not classified into a specific IRS form type here. Keep the original document and verify amounts against official instructions or a qualified preparer.
We could not confidently match this file to a single standard form type. Use the summary and line items as a starting point only, and verify everything against the original document and IRS guidance.