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 Estates or Trusts (Form 1041)
Sched K-1 Income from Partnerships (Form 1065)
Sched K-1 Income from Corporations (Form 1120S)
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 (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) – FOR INFORMATION ONLY 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 (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 IRS Instructions
1099-Q Payments from Qualified Education Programs IRS Instructions
1099-QA Distributions from ABLE Account 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 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