Form 3922 Transfer of Stock Acquired Through an ESPP
IRS Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c), is a form a taxpayer receives...
Source Documents
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Social Security Menu
Some taxpayers have to pay federal income tax on their Social Security benefits. This usually happens when the taxpayer has... -
Form RRB-1099-R – Railroad Retirement Benefits
There are two categories of benefits paid under the Railroad Retirement Act: the Social Security Equivalent Benefit and Non-Social Security... -
Form 1099-C – Cancellation of Debt / Form 982 – Reduction of Tax Attributes
What Is Cancellation of Debt? “If you borrow money from a commercial lender and the lender later cancels or forgives... -
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... -
Form 1099-R – Qualified Charitable Distributions
Qualified charitable distributions (QCD): Up to $100,000 of qualified charitable distributions (QCD) reported on Form 1099-R can be excluded from... -
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... -
Form 1098-C – Contributions of Motor Vehicles, Boats, and Airplanes
Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes is a source document that is filed with the IRS by... -
Form 1099-DIV – Dividends and Distributions
Form 1099-DIV is used to report dividends and certain other distributions to investors/taxpayers. Dividends are distributions of property by a... -
Form 1099-OID – Original Issue Discount
Form 1099-OID is used to report original issue discount (OID) and certain other item related to debt instruments that were...