Client forms

Links from the following list of client forms show where to enter data from those forms and what fields of those forms are  OUT OF SCOPE . For a list of where to put items that are not on a client tax form, see Pub 4012 pages D-3 and D-4.




Civil Service Administration Statement of Annuity Paid  Pub 721
DR0021W Ad Valorem and Severance Taxes  FYI General 4
RRB-1042S Railroad Retirement Board Social Security Equivalent Benefits (Nonresident Aliens) Pub 915
RRB-1099 Railroad Retirement Board Social Security Equivalent Benefits  Pub 915
RRB-1099-R Railroad Retirement Board Pension
Sched K-1 Income from Partnerships, Corporations or Trusts See K-1 page
SSA-1099 Social Security Benefits
W-2 Wage and Tax Statement IRS Instructions
W-2G Certain Gambling Winnings IRS Instructions
1095-A Health Insurance Marketplace Statement IRS Instructions
1095-B Health Insurance Statement from Insurers IRS Instructions
1095-C Health Insurance Statement from employers IRS Instructions
1097-BTC Bond Tax Credit (New in 2015) ( OUT OF SCOPE )
1098 Mortgage Interest Statement IRS Instructions
1098-C Contribution of Motor Vehicles, Boats, and Airplanes ( OUT OF SCOPE  if > $500) IRS Instructions
1098-E Student Loan Interest Statement IRS Instructions
1098-MA Mortgage Assistance Payments ( OUT OF SCOPE )
1098-Q Qualifying Longevity Annuity Contract Information (New in 2016) – SCOPE TO BE DETERMINED IRS Instructions
1098-T Tuition Statement IRS Instructions
1099-A Acquisition or Abandonment of Secured Property ( OUT OF SCOPE )
1099-B Proceeds From Broker and Barter Exchange Transactions IRS Instructions
1099-C Cancellation of Debt (in scope for non-business credit cards and mortgages) IRS Instructions
1099-CAP Changes in Corporate Control and Capital Structure (New in 2015) ( OUT OF SCOPE )
1099-DIV Dividends and Distributions IRS Instructions
1099-G Certain Government Payments IRS Instructions
1099-H Health Coverage Tax Credit ( OUT OF SCOPE )
1099-INT Interest Income IRS Instructions
1099-K Payment Card and Third Party NetworkTransactions IRS Instructions
1099-LTC Long-Term Care and Accelerated Death Benefits IRS Instructions
1099-MISC Miscellaneous Income IRS Instructions
1099-OID Original Issue Discount IRS Instructions
1099-PATR Taxable Distributions Received From Cooperatives ( OUT OF SCOPE )
1099-Q Payments from Qualified Education Programs IRS Instructions
1099-QA Distributions from ABLE Account (New in 2015) IRS Instructions
1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. IRS Instructions
1099-S Proceeds From Real Estate Transactions IRS Instructions
1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Requires HSA certification) IRS Instructions
2439 Notice to Shareholder of Undistributed Long Term Capital Gains ( OUT OF SCOPE )
5498 IRA Contribution Information IRS Instructions
5498-ESA Coverdell ESA Contribution Information ( OUT OF SCOPE )
5498-QA ABLE Account Contribution Information (New in 2015) IRS Instructions
5498-SA HSA, Archer MSA or Medicare Advantage MSA Information (Requires HSA certification) IRS Instructions
Colo Reg Colorado vehicle registration/Ownership tax receipt
UBER Sample UBER year-end statement