File your 1099, W-2 and 1095 (ACA) forms online with our e-file solution

Authorized IRS e-file Provider Authorized IRS e-file Provider

Help & FAQs

We understand an online filing service for W-2 and 1099 forms may be new for you. Here are answers to commonly asked questions about filing your 1099 and W-2 forms online.

Help and FAQs

General Help & FAQs

  • Can I file for more than one client or business using my one account?

    Yes. Eagle View Filing Solutions allows you to enter an unlimited number of filers, and an unlimited number of associated recipients for each of those filers, with your one account.

  • When I create my account how do I add the TIN and name of the other companies that I need?

    After you create your account and confirm your email address, you will log into your account and create "filer" records for each of the companies that you need. For each of the "filers" you will then be able to create an unlimited number of "recipient" records.

  • Can I upload data or do I have to enter it?

    With our service you can do both. You can upload filers, recipients and forms using our simple upload process. We accept comma-delimited or Excel files.

  • When I file with Eagle View Filing, do you send the forms to the IRS/SSA and to the people I have 1099'd or is there something more that I need to do?

    The process is automatic. When you file with us, we print and mail the forms to your recipients and we electronically file your forms with the IRS by the March 31st deadline. There is nothing else that you need to do.

  • Can I use your service to eFile only and then print and mail my own forms?

    Yes, you can. When you file forms with Eagle View you have the option to "eFile/Print/Mail" or "eFile Only". You make this choice at the time that you pay for your forms. After you've paid for your filings, you can download individual copies of your forms in PDF format. We provide all Copies in this manner except for "Copy A".

  • How will I know my account is set up properly and my filings are submitted

    End-of-year tax reporting is a time-sensitive process so we like to keep our customers updated every step of the way. We send email notifications for:

    • Confirmation of account set up
    • When payment is made
    • When the IRS and/or SSA accepts filings
    • When recipient copies have mailed
    • Clients are notified when filing occurs and when the IRS and/or SSA accepts if an email address was provided
  • When I file 1099's with Eagle View Filing, do you send any information to the States

    We automatically file form types 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-PATR, 1099-R and form 5498 in the IRS' Combined Federal State Filing Program. The IRS forwards the form information to Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, South Carolina, Utah, Virginia and Wisconsin as detailed in IRS Publication 1220. Not all states participate in this program such as tax free states like Nevada, Florida, Washington, Wyoming. New this year will be direct to state filing of 1099's to Oklahoma, Oregon, and Rhode Island. We will add more states on an on-going basis. If you have questions regarding state filings we suggest that you talk with a local state authority for further clarification.

  • When I file W-2's with Eagle View Filing, do you send any information to the States?

    We e-file your W-2's with the IRS/SSA (Social Security Administration). We also print and mail the W-2 to the recipient (employee) if that additional option is chosen.

    There is no IRS Combined Federal/State Filing Program for W-2's that would automatically forward W-2's to participating state departments of revenue. So we do not send anything to the states.

    In most cases it is the employer or payroll service of the employer who sends W-2 information to the states via electronic uploads or mail.

    We recommend our Eagle View Filing customers filing W-2's be sure to send a copy of all W-2's to the appropriate states.

    Begining in 2016-2017 we will have direct to state filing of: W-2's to Georgia, Michigan and Illinois, 1099's to Oklahoma, Oregon, and Rhode Island.

  • Can I cancel my order at any time? If so, will that stop my forms from being eFiled?

    You can cancel an order up until such time that we submit one-or-more of the forms in your order to the IRS/SSA. Cancelling an order only means that we will cease processing from that point in time. If the forms have already been printed/mailed then your recipients will still receive their forms. Likewise, once we initiate the electronic transfer of your forms to the IRS/SSA, cancelling your order will not prevent the data from getting transferred. Due to the speed and automated nature of our service, we encourage you to thoroughly review your data before placing an order.

  • I submitted my forms after January 31st. Will I be penalized for a late submission?

    Paper forms are to be mailed to recipients by January 31st. If you miss this mailing date you may be subject to penalties. If you are in this situation it is usually best to get your recipient copies mailed and have Eagle View file your data electronically by the March 31st electronic filing deadline.

    Warning: Intentional disregard of mailing & filing could result in substantial penalties.

  • When does Eagle View Filing Solutions transmit my forms to the IRS/SSA?

    Eagle View files your data electronically with the IRS/SSA on or before the March 31st electronic filing deadline. In cases where March 31st falls on a weekend or a Federal holiday, the deadline is automatically extended to the next business day. As an example, for the 2007 tax season the electronic filing deadline was April 2nd, 2008. You can edit your forms until such time that they are electronically submitted to the IRS/SSA.

  • How often does Eagleview transmit forms to IRS/SSA?

    We e-file forms to the IRS/SSA on a daily basis. You can check the status of your forms by logging in to your account and reviewing the Season Summary on the Account Dashboard or going to the Filed Forms page. You will also receive an email when the IRS/SSA accepts your forms.

  • What are the filing deadlines

    1. 1099-MISC with non-employee income reported in box 7 must be filed by January 31st.
    2. All 1098, most 1099 and W-2 forms must be filed on our site no later than 8:00PM EST (Eastern Standard Time) March 31, 2017 in order to guarantee e-filing to the IRS/SSA bu the deadline of March 31, 2017 for the 2016 tax year.
    3. All 1042-S forms must be filed on our site no later than 8:00PM EST (Eastern Standard Time) March 15, 2017 in order to guarantee e-filing to the IRS to meet the deadline of March 15, 2017 for the 2016 tax year.
  • What are the penalties for late filing

    Penalties Increased For:

    • Failure to file correct Forms W-2 by due date
    • Intentional disregard of filing requirements
    • Failure to furnish Forms W-2
    • Intentional disregard of payee statement requirements

    Amount of penalty is based on when the correct Form W-2 is filed.

    • $50 per W-2 if the forms are correctly filed within 30 days of the due date.
      • Maximum penalty: $532,000 per year
      • $186,000 maximum for small businesses
    • $100 per W-2 if the forms are correctly filed more than 30 days after the due date but before August 1.
      • Maximum penalty: $1,596,500 per year
      • $532,000 maximum for small businesses
    • $260 per W-2 if the forms are filed after August 1, corrections are not filed or the W-2 is not filed at all. Maximum penalty: $3,193,000 per year
      • $1,064,000 maximum for small businesses

    Higher penalty amounts apply to returns required to be filed after 12/31/15.

  • I have filed with Eagle View Filing but I've discovered that the information I had entered was incorrect. How do I correct my data?

    You can use our website to correct your data until such time that we have electronically submitted your forms to the IRS/SSA. If you find that the option to EDIT/SAVE a form that you have already paid for is no longer present, this means we have already submitted your data and it can no longer be changed on our site.

    After submission, to make the IRS/SSA aware of your corrected information, you will need to obtain a Red Copy A and 1096, for 1099's, then fill them out, and then mail them to the IRS. If filing form W-2, you will need to get a W-2C and W-3C then send them to the SSA. The W-2C and W-3C forms can be in black ink so you may print out the forms from the SSA website www.ssa.gov

  • Can I correct data in a form that has already been printed and mailed?

    Yes, until the end of March or until such time that your data is submitted to the IRS/SSA. We encourage all customers to correct data in their forms as their own recipients report errors. What is most important is that the IRS receive accurate information. As part of our online filing service, we electronically submit your filings to the IRS/SSA prior to the end of March. As such, you have until the time that forms are electronically submitted to correct any mistakes in the information you have submitted. Select Order History, then select an order, then click Edit next to the form you want to correct.

  • Do you send a W-3's and 1096's automatically when I file a W-2 or 1099 with Eagleview Filing Solutions?

    W-3 and 1096 Transmittals are paper copies sent to the IRS/SSA. When filing electronically these files are sent to the IRS/SSA in an electronic format as the files are submitted. This is all done as part of the electronic filing process.

  • After entering 1099's does Eagle View Filing file a 1096 transmittal?

    A 1096 form is not required because we file electronically. Form 1096 is for paper filing only.

  • Sometimes when I view the PDF version of one of my forms, the information in the PDF does not match what I entered on the form?

    This occurs when you view the PDF, then edit your data, and then view the PDF a second time. You can resolve this by clearing your browser's cache.

  • How do I change my email address?

    Use the Contact page to request that we change the email address associated with your account. Please include your new email address in your request.

  • When can I start filing forms?

    You can start filing as soon as we release the current year's forms, typically in late November or early December. You do not have to wait until January to file your forms.

  • Do you store my credit card information?

    For increased security, we do not store your credit card information, nor do we make it accessible on the site for future orders.

  • How long does it take for my recipients to receive their forms?

    Recipient copies are mailed via first-class mail within 2-3 days of receiving your order. The U.S. Postal Service typically delivers first-class mail within 3-4 days. Although most recipient copies should be delivered within 5-7 days of the order date, we cannot guarantee postal delivery times. In the meantime, you can print your completed forms any time by logging in and clicking on the "Filed Forms" tab.

    We do, however, guarantee that all 1099, 1098, and W-2 forms submitted on or before 12 p.m. ET on Monday, February 1, 2016 will be postmarked by the February 1 IRS deadline.

    All ACA forms submitted on or before 12 p.m. ET on Thursday, March 31, 2016 will be postmarked by the March 31 IRS deadline.

    All 1042-S forms submitted on or before 12 p.m. on Tuesday, March 15, 2016 will be postmarked by the March 15 IRS deadline.

    After March 31, forms are processed every Wednesday morning and postmarked within 3 business days of processing.

  • Can I get copies of forms after I file them?

    Once your forms are submitted with payment, you can print or save your copies in PDF format. Simply log in to eagleviewfiling.com, click on "Filing Center" in the top navigation bar and select "Filed Forms." Use the filters to indicate the form type and then click "Apply." Once your recipient information appears on screen, select the appropriate recipients and click the "Copy" button for the particular form you want to print.

  • When does eagleviewfiling.com file my forms with the IRS/SSA?

    eagleviewfiling.com will start e-filing 1099, 1098 and W-2 forms with the IRS/SSA on January 17, 2017 for the 2016 tax season. We will file daily (possibly multiple times per day during busy days) thru March 31, 2017. To accommodate filings submitted after the March 31 e-file deadline, we continue to process orders weekly every Wednesday morning until November 1.

    All ACA forms filed by 11 p.m. ET on January 31, 2017 are guaranteed to meet the IRS e-file deadline.

    All 1042-S forms filed by 11 p.m. ET on March 15, 2017 are guaranteed to meet the IRS e-file deadline.

    Note: Beginning in 2016 - 2017 filing season 1099-MISC filing due date is January 31st for non-employee income reported in box 7. Also, in 2016-2017 filing season 1095-A must be filed by January 31st, 2017 and 1095's must be filed with the IRS by February 28th if mailed and March 31st, 2017 if e-filed.

  • I discovered an error on a previously filed form. How do I correct it?

    You can change any information entered into a form as long as you have not checked out and paid for our service. Once you make a payment you will not be able to make changes to the existing form.

    Filing a correction form:
    If you discover any error after you have paid for the forms you must file a separate correction form. Corrected forms must be submitted to the IRS and a corrected recipient copy must be provided to the recipient as soon as possible.

  • Once I file my forms on eagleviewfiling.com, do I need to file Form 1096 or W-3?

    No! As part of our e-file process, we compile the summary data required on Form 1096 or W-3 and transmit it along with your forms.

  • Once I file my ACA forms (1095-B or 1095-C) on eagleviewfiling.com, do I need to file Form 1094-B or 1094-C?

    If Filing ACA Form 1095-B, you do not need to file Form 1094-B. As part of our e-file process, we compile the summary data required on Form 1094-B and transmit it along with your 1095-B forms.

    If filing ACA Form 1095-C, you MUST file form 1094-C. eagleviewfiling.com does not automatically compile the summary data required on this form.

  • How safe is the data I enter on your website?

    Your data is encrypted using the strongest encryption program available, recommended by the federal government. We use the information you provide only for the purpose of processing your forms. We do not sell or share your information with anyone unless required by law, even if you no longer use our services. Please refer to our Privacy Policy and rest assured that your data is in good hands.

  • What browsers do you support?

    eagleviewfiling.com works best on Internet Explorer 8.0 or 9.0, Firefox 14 and higher, and Google Chrome 21 and higher.

Help Receiving Eagle View Email

All Eagle View Filing Solutions emails will be sent from either evsales@tenenz.com or evsupport@tenenz.com.

To make sure you receive all emails from Eagle View, please:

  1. Check your spam filter.
  2. Add evsales@tenenz.com and evsupport@tenenz.com to your address book, or 'safe' list.
  3. Read the instructions below for your email provider.

If the email confirmation does not appear in your inbox within 5 minutes, please check for it in your 'Junk Mail' folder and adjust your junk mail filters accordingly.

Gmail

To make sure email gets delivered to your inbox, you might need to add our email address to your contacts list.

  • Add to Contacts
    1. Click Contacts along the left hand side of any page.
    2. Click the New Contact button in the top left corner of the Contact Manager.
    3. Enter evsales@tenenz.com into the email field.
    4. Click Save to add your contact.
  • Check your Spam folder
    1. Click Spam along the left hand side of any page.
    2. Click on an email from Eagle View.
    3. Select the button, above the email message, marked 'Not spam'.

Yahoo! Mail

There are two options for to help ensure you receive our emails.

  • Create a mail filter
    1. Click on 'Options' in the top right
    2. Choose 'Mail Options'
    3. Locate and choose 'Filters'
    4. Click 'Add'
    5. Name the filter 'tenenz' and 'eagle view'
    6. Beside 'From header', select 'contains' and type 'tenenz' and 'eagle view' in the text box.
    7. Beside 'Move the message to', select Inbox
    8. There is no 'Save' button but clicking on 'Add' again will save the filter.
  • Bulk or Spam Mail folder
    1. Check your Yahoo! Bulk mail or Spam folder.
    2. Click on the email from Tenenz and click the button marked 'Not Spam'.
    3. The email will move into your Inbox.

Hotmail, Windows Live or MSN

There are two options to help ensure you receive our emails.

  • Junk Folder
    1. In the left hand menu, select 'Junk'
    2. Select the email from Eagle View/Tenenz
    3. Inside the email message, there will be an exclamation mark and a message saying 'You may not know this sender.'
    4. Beside this, click the link 'Mark as safe'
    5. The email will move into your Inbox.
  • Add Eagle View/Tenenz to your 'Safe List'
    1. In the top right corner, Click 'Options'
    2. Click 'More Options'
    3. Under 'Junk e-mail', Click 'Safe and blocked senders'
    4. Click 'Safe Senders'
    5. Enter evsales@Tenenz.com in the text box, under 'Sender or domain to mark as safe'.
    6. Click 'Add to list'.

AOL

To make sure email gets delivered to your AOL inbox, you must add our email or domain to your Address Book or Custom Sender List.

  1. Click the 'Spam Controls' link on the lower right side of your inbox screen
  2. When the 'Mail & Spam Controls' box appears, click the 'Custom sender list' link
  3. Choose the 'allow email from' option
  4. Type evsales@Tenenz.com as the address you would like to receive emails from and Click 'Add'.
  5. Click 'Save'.

When to File a 1099 Form

The 1099 form is a tax form used to report a supplier or vendor's income (your expense) to the Internal Revenue Service. However, it is up to the entity who is paying out the monies to submit this form. It is used specifically to report financial activity from different sources -- specifically, sources other than a wage-paying job. Often people have income--a little bit here and there or a big chunk all at once--and they wonder whether the entity paying them is going to file a 1099 form.

Businesses need to know when this form should be used. Top Line: The IRS wants to know who you paid for services and supplies. They will then use this reporting to ensure your supplier correctly reports the income.

Some common situations that would require you to file a 1099 form are:

  • Reporting your business expenses for each of your qualified suppliers
  • Dividends paid by your business as an investment
  • Proceeds from the sale of real estate
  • A death benefit paid to a spouse or a family
  • Fees paid by you for contract work or freelance work (if the amount paid is under $600, the 1099 is not required)

There are also some lesser-known instances in which a 1099 form should be used. Unfortunately--ignorance is no excuse when it comes to the IRS. It is up to each business owner or individual to know the laws and guidelines of all tax reporting. The IRS website (www.irs.gov) provides a library of articles to help you learn about tax laws and requirements, and stay abreast of changes.

Here are additional situations that require submission of a 1099 form. As you can see they each have their own unique extension:

  • 1099-A: Acquisition or Abandonment of Secured Property
  • 1099-B: Proceeds from Broker and Barter Exchange Transactions
  • 1099-C: Cancellation of Debt
  • 1099-MISC: Miscellaneous Income
  • 1099-OID: Original Issue Discount
  • 1099-CAP: Changes in Corporate Control and Capital Structure
  • 1099-DIV: Dividends and Distributions
  • 1099-G: Government Payments
  • 1099-H: Health Insurance Advance Payments
  • 1099-INT: Interest Income
  • 1099-LTC: Long Term Care Benefits
  • 1099-PATR: Taxable Distributions Received From Cooperatives
  • 1099-Q: Payment from Qualified Education Programs
  • 1099-R: Distributions from Pensions, Annuities, Retirement Plans, IRAs, or Insurance Contracts
  • SSA-1099: Social Security Benefit Statement
  • SSA-1042S: Social Security Benefit Statement to Nonresident Aliens
  • 1099-S: Proceeds from Real Estate Transactions
  • 1099-SA: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  • 1042-S: Foreign Person's U.S. Source Income
  • RRB-1099: Payments by the Railroad Retirement Board
  • RRB-1099R: Pension and Annuity Income by the Railroad Retirement Board
  • RRB-1042S: Payments by the Railroad Retirement Board to Nonresident Aliens
  • W-2G: Certain Gambling Winnings

See: www.irs.gov document i1099_13 for more details

When you submit a 1099 to the IRS, the person who received the income must be mailed a copy. The 1099 forms that your business supplies to the IRS are also used by your contractors--your freelancers--to complete their tax returns. With all the different reasons why you would need to submit a 1099, it can be a daunting task. This is why the Eagle View Filing Solutions website was created--to make the filing of one or 100 tax forms a faster, more simple process. After years of doing nothing but electronic filing for taxpayers, the Eagle View Filing team has honed the process to the leanest and meanest that it's ever been.

Tax Law Change - 1099 MISC Form

Businesses (employers) use the 1099 MISC form when paying freelance workers or contractors (such as a consultant). The 1099 MISC forms are used only when you are in a trade or business. They are not for reporting personal payments. Note that non-profit organizations are considered to be "in business" and thus are subject to using this form. Beginning in 2011, there has been a change to the use of the 1099-MISC form. You now must file a 1099 Miscellaneous income form for each individual or entity that you have paid any of the following items to during the year:

  • At least $10 in royalties or broker payments in lieu of dividends or tax-exempt interest;

  • At least $600 in rents, services (including parts and materials), prizes and awards, other income payments, medical and health care payments, crop insurance proceeds, cash payments for fish (or other aquatic life) you purchase from anyone engaged in the trade or business of catching fish, or, generally, the cash paid from a national principal contract to an individual, partnership, or estate;

  • Any fishing boat proceeds; or

  • Gross proceeds of $600 or more paid to an attorney.

Source: www.irs.gov

There are several exceptions that do NOT require the 1099 MISC form, which are viewable on the IRS website. Be careful not to use the MISC form when another more specific 1099 form applies. These variations of the 1099 form are listed in this article library - just view the article titled, When to file a 1099 form.

All of these forms can be found at Eagle View Filing Solutions, where it's easy and inexpensive to file all of your tax forms throughout the year.

Guide to Information Returns

(If any date shown falls on a Saturday, Sunday, or legal holiday, the due date is the next business day.)

Form Title What To Report Amounts To Report To IRS To Recipient (unless indicated otherwise)
1042-S Foreign Person's U.S. Source Income Subject to Withholding Income such as interest, dividends, royalties, pensions and annuities, etc., and amounts withheld under Chapter 3. Also, distributions of effectively connected income by publicly traded partnerships or nominees. See form instructions March 15 March 15
1097-BTC Bond Tax Credit Tax credit bond credits to shareholders. All amounts February 28* On or before the 15th day of the 2nd calendar month after the close of the calendar month in which the credit is allowed
1098 Mortgage Interest Statement Mortgage interest (including points) and certain mortgage insurance premiums you received in the course of your trade or business from individuals and reimbursements of overpaid interest. $600 or more February 28* (To Payer/Borrower) January 31
1098-C Contributions of Motor Vehicles, Boats, and Airplanes Information regarding a donated motor vehicle, boat, or airplane. Gross proceeds of more than $500 February 28* (To Donor) 30 days from date of sale or contribution
1098-E Student Loan Interest Statement Student loan interest received in the course of your trade or business. $600 or more February 28* January 31
1098-MA Mortgage Assistance Payments Assistance payments paid to homeowners from funds allocated from the Housing Finance Agency Innovation Fund for the Hardest Hit Housing Markets (HFA Hardest Hit Fund) or the Emergency Homeowners' Loan Program. All amounts February 28* January 31
1098-Q Qualifying Longevity Annuity Contract Information Status of a contract that is intended to be a qualifying longevity annuity contract (QLAC), defined in section A-17 of 1.401(a)(9)-6, that is purchased or held under any plan, annuity, or account described in section 401(a), 403(a), 403(b), or 408 (other than a Roth IRA) or eligible governmental plan under section 457(b). All amounts February 28 January 31
1098-T Tuition Statement Qualified tuition and related expenses, reimbursements or refunds, and scholarships or grants (optional). See instructions February 28* January 31
1099-A Acquisition or Abandonment of Secured Property Information about the acquisition or abandonment of property that is security for a debt for which you are the lender. All amounts February 28* (To Borrower) January 31
1099-B Proceeds From Broker and Barter Exchange Transactions Sales or redemptions of securities, futures transactions, commodities, and barter exchange transactions (including payments reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)). All amounts February 28* February 15**
1099-C Cancellation of Debt Cancellation of a debt owed to a financial institution, the Federal Government, a credit union, RTC, FDIC, NCUA, a military department, the U.S. Postal Service, the Postal Rate Commission, or any organization having a significant trade or business of lending money. $600 or more February 28* January 31
1099-CAP Changes in Corporate Control and Capital Structure Information about cash, stock, or other property from an acquisition of control or the substantial change in capital structure of a corporation. Over $1,000 February 28* (To Shareholders) January 31
1099-DIV Dividends and Distributions Distributions, such as dividends, capital gain distributions, or nontaxable distributions, that were paid on stock and liquidation distributions (including distributions reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)). $10 or more, except $600 or more for liquidations February 28* January 31**
1099-G Certain Government Payments Unemployment compensation, state and local income tax refunds, agricultural payments, and taxable grants. $10 or more for refunds and unemployment February 28* January 31
1099-INT Interest Income Interest income (including payments reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)); market discount subject to an election under section 1278(b). $10 or more ($600 or more in some cases) February 28* January 31**
1099-K Payment Card and Third Party Network Transactions Payment card transactions. | Third party network transactions. All amounts | $20,000 or more and 200 or more transactions February 28* January 31
1099-LTC Long-Term Care and Accelerated Death Benefits Payments under a long-term care insurance contract and accelerated death benefits paid under a life insurance contract or by a viatical settlement provider. All amounts February 28* January 31
1099-MISC Miscellaneous Income

(Also, use to report direct sales of $5,000 or more of consumer goods for resale.)

Rent or royalty payments; prizes and awards that are not for services, such as winnings on TV or radio shows (including payments reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)). $600 or more, except $10 or more for royalties February 28* Note: If any payments for nonemployee compensation are reported in box 7, the due date is January 31. January 31**
Payments to crew members by owners or operators of fishing boats including payments of proceeds from sale of catch. All amounts
Section 409A income from nonqualified deferred compensation plans (NQDCs). All amounts
Payments to a physician, physicians' corporation, or other supplier of health and medical services. Issued mainly by medical assistance programs or health and accident insurance plans. $600 or more
Payments for services performed for a trade or business by people not treated as its employees (including payments reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)). Examples: fees to subcontractors or directors and golden parachute payments. $600 or more
Fish purchases paid in cash for resale. $600 or more
Crop insurance proceeds. $600 or more
Substitute dividends and tax-exempt interest payments reportable by brokers. $10 or more February 15**
Gross proceeds paid to attorneys. $600 or more February 15**
A U.S. account for chapter 4 purposes to which you made no payments during the year that are reportable on any applicable Form 1099 (or a U.S. account to which you made payments during the year that do not reach the applicable reporting threshold for any applicable Form 1099) reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A). All amounts(including $0) January 31**
1099-OID Original Issue Discount Original issue discount (including amounts reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(A) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)); market discount subject to an election under section 1278 (b). $10 or more February 28* January 31**
1099-PATR Taxable Distributions Received From Cooperatives Distributions from cooperatives passed through to their patrons including any domestic production activities deduction and certain pass-through credits. $10 or more February 28* January 31
1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) Earnings from qualified tuition programs and Coverdell ESAs. All amounts February 28* January 31
1099-QA Distributions from ABLE Accounts Distributions from ABLE accounts. All amounts February 28* January 31
1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Distributions from retirement or profit-sharing plans, any IRA, insurance contracts, and IRA recharacterizations (including payments reported pursuant to an election described in Regulations section 1.1471-4(d)(5)(i)(B) or reported as described in Regulations section 1.1471-4(d)(2)(iii)(A)). $10 or more February 28* January 31
1099-S Proceeds From Real Estate Transactions Gross proceeds from the sale or exchange of real estate and certain royalty payments. Generally, $600 or more February 28* February 15
1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA. All amounts February 28* January 31
3921 Exercise of an Incentive Stock Option Under Section 422(b) Transfer of stock pursuant to the exercise of an incentive stock option under section 422(b). All amounts February 28* January 31
3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) Transfer of stock acquired through an employee stock purchase plan under section 423(c). All amounts February 28* January 31
5498 IRA Contribution Information Contributions (including rollover contributions) to any individual retirement arrangement (IRA), including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value (FMV) of the account. All amounts May 31 (To Participant) For FMV/RMD, Jan 31; For contributions, May 31
5498-ESA Coverdell ESA Contribution Information Contributions (including rollover contributions) to a Coverdell ESA. All amounts May 31 April 30
5498-QA ABLE Account Contributions Information Contributions (including rollover contributions) to an ABLE account All amounts May 31 March 15
5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information Contributions to an HSA (including transfers and rollovers) or Archer MSA and the FMV of an HSA, Archer MSA, or Medicare Advantage MSA. All amounts May 31 (To Participant) May 31
W-2G Certain Gambling Winnings Gambling winnings from horse racing, dog racing, jai alai, lotteries, keno, bingo, slot machines, sweepstakes, wagering pools, poker tournaments, etc. Generally, $600 or more; $1,200 or more from bingo or slot machines; $1,500 or more from keno February 28* January 31
W-2 Wage and Tax Statement Wages, tips, other compensation; social security, Medicare, and withheld income taxes. Include bonuses, vacation allowances, severance pay, certain moving expense payments, some kinds of travel allowances, and third-party payments of sick pay. See separate instructions To SSA | Last day of February* To Recipient | January 31

*The due date is March 31 if filed electronically.

**The due date is March 15 for reporting by trustees and middlemen of WHFITs.

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