Form 1098 – Interest You Paid Interest is an amount you pay for the use of borrowed money. To deduct interest that you paid on a...
Student Loan Interest Deduction (Form 1098-E) A deduction of up to $2,500 is allowed for interest paid by the taxpayer during the year on qualified student...
Social Security Benefits (Form 1099-SSA) Some taxpayers have to pay federal income tax on their Social Security benefits. This usually happens when the taxpayer has...
1095-A – Health Insurance Marketplace Statement If ANY person on the tax return (Taxpayer, Spouse or any dependent) was covered by a Marketplace plan, they will receive a...
Form 1099-K Payment Card and Third Party Network Transactions Form 1099-K – Payment Card and Third Party Network Transactions is a form issued by financial institutions that process electronic...
Form 5498 – IRA Contribution Information & HSA and Coverdell Information Forms There are a variety of 5498 forms that individuals may receive that are intended to provide the recipient with information about their Individual...
1095-C – Employer Provided Health Insurance Every employee of an employer that has 50 or more full-time employees who are eligible for insurance coverage starting in...
Form 1099-G, Certain Government Payments Form 1099-G, Certain Government Payments is provided to a taxpayer that has received certain government payments. These payments should be...
1095-B – Insurance Coverage Form 1095-B provides details about an employee’s insurance coverage, including who in the worker’s family was covered. This form is...
Form 3921 Exercise of an Incentive Stock Option Form 3921, Exercise of an Incentive Stock Option Under Section 422(b), is a form provided to a taxpayer when they exercise...