Instructions for IRS Form 1096, 1097, 1098, 1099, 3921, 3922, 5498, W-2G

IRS Form 1096 Annual Summary and Transmittal of U.S. Information Returns

This document contains official instructions for IRS Form 1096 , IRS Form 1097 , IRS Form 1098 , IRS Form 1099 , IRS Form 3921 , IRS Form 3922 , IRS Form 5498 , and IRS Form W-2G . All forms are released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 1096 is available for download through this link.

FAQ

Q: What is IRS Form 1096?
A: IRS Form 1096 is used to summarize information from other forms, such as 1099, and submit it to the IRS.

Q: What is IRS Form 1097?
A: IRS Form 1097 is used to report certain types of payments, such as mortgage interest and student loan interest.

Q: What is IRS Form 1098?
A: IRS Form 1098 is used to report certain types of payments, such as mortgage interest and student loan interest.

Q: What is IRS Form 1099?
A: IRS Form 1099 is used to report income received from various sources, such as self-employment income, interest, dividends, and miscellaneous income.

Q: What is IRS Form 3921?
A: IRS Form 3921 is used to report the exercise of incentive stock options.

Q: What is IRS Form 3922?
A: IRS Form 3922 is used to report the transfer of stock acquired through an employee stock purchase plan.

Q: What is IRS Form 5498?
A: IRS Form 5498 is used to report contributions made to an individual retirement account (IRA) or certain other types of retirement plans.

Q: What is IRS Form W-2G?
A: IRS Form W-2G is used to report certain gambling winnings.