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 IRS Form 5498 Ira Contribution Information

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. The latest available IRS Form 5498 can be downloaded through this link.

FAQ

Q: What is IRS Form 1096?
A: IRS Form 1096 is used to summarize and transmit paper forms that report payments made by a business or individual that are not filed electronically.

Q: What is IRS Form 1097?
A: IRS Form 1097 is used to report certain payments received by banks and other financial institutions.

Q: What is IRS Form 1098?
A: IRS Form 1098 is used to report mortgage interest, student loan interest, and tuition payments received.

Q: What is IRS Form 1099?
A: IRS Form 1099 is used to report various types of income, such as miscellaneous income, interest income, and dividend income.

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

Q: What is IRS Form 3922?
A: IRS Form 3922 is used to report transfers 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 individual retirement arrangements (IRAs), including traditional, Roth, and SEP IRAs.

Q: What is IRS Form W-2G?
A: IRS Form W-2G is used to report certain gambling winnings and any federal income tax withheld on those winnings.