There are several tax forms issued by the IRS. It can be difficult to keep up with what’s what but don’t worry, in the table below you will find an overview of frequently used forms and what purpose they serve.
Acronyms:
- IRA (Individual Retirement Account)
- HSA (Health Savings Account)
- MSA (Medical Savings Account)
| Form Number | Form Name & Purpose |
| W-2 | Wage and Tax Statement |
| 1098 | Mortgage Interest Statement |
| 1095-A | Health Insurance Marketplace Statement |
| 1095-B | Health Coverage |
| 1095-C | Employer-Provided Health Insurance Offer and Coverage |
| 1098-T | Tuition Statement |
| 1099-B | Proceeds from Broker and Barter Exchange Transactions |
| 1099-DIV | Dividends |
| 1099-G | Certain Government Payments |
| 1099-INT | Interest Income |
| 1099-MISC | Miscellaneous Information |
| 1099-NEC | Nonemployee Compensation |
| 1099-R | Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts |
| 1099-SA | DistributionsFrom an HSA,Archer MSA, orMedicare AdvantageMSA |
| SSA-1099 | Social Security Benefits Statement |
| 5498-SA | HSA, Archer MSA, orMedicare AdvantageMSA Information |
| 5498-IRA | IRA Contribution Information |