Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, And W-2g - General Instructions For Certain Information Returns - 2018 Page 29

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Types of Payments
Type of Payment Report on Form
Type of Payment Report on Form
Below is an alphabetic list of
Accelerated
1099-LTC
Mortgage interest
1098
. . . . . . . . . . . . .
. . . . . . . . . .
some payments and the forms
Debt cancellation
1099-C
Moving expense
W-2
. . . . . . . . . .
. . . . . . . . . .
Dependent care payments
W-2
Nonemployee compensation
1099-MISC
to file and report them on.
. . . . .
. . . .
Direct rollovers
1099-Q,
Nonqualified deferred compensation:
. . . . . . . . . . .
However, it is not a complete
1099-R,
Beneficiary
1099-R
. . . . . . . . . . . . .
5498
list of all payments, and the
Employee
W-2
. . . . . . . . . . . . .
Direct sales of consumer products for
Nonemployee
1099-MISC
. . . . . . . . . . .
absence of a payment from
resale
1099-MISC
. . . . . . . . . . . . . . . .
Original issue discount (OID)
1099-OID
. . . .
the list does not indicate that
Directors' fees
1099-MISC
. . . . . . . . . . .
Tax-exempt OID
1099-OID
. . . . . . . . . .
Discharge of indebtedness
1099-C
. . . . .
Patronage dividends
1099-PATR
the payment is not reportable.
. . . . . . . .
Dividends
1099-DIV
. . . . . . . . . . . . . .
Payment card transactions
1099-K
. . . . .
For instructions on a specific
Donation of motor vehicle
1098-C
. . . . . .
Pensions
1099-R
. . . . . . . . . . . . . .
Education loan interest
1098-E
type of payment, see the
. . . . . . .
Points
1098
. . . . . . . . . . . . . . . .
Employee business expense
Prizes, employee
W-2
. . . . . . . . . .
separate instructions in the
reimbursement
W-2
. . . . . . . . . . .
Prizes, nonemployee
1099-MISC
. . . . . . . .
form(s) listed.
Employee compensation
W-2
. . . . . .
Profit-sharing plan
1099-R
. . . . . . . . .
Excess deferrals, excess contributions,
Punitive damages
1099-MISC
. . . . . . . . .
distributions of
1099-R
. . . . . . . . . .
Qualified longevity annuity
Type of Payment Report on Form
Exercise of incentive stock option under
contract
1098-Q
. . . . . . . . . . . . . . .
section 422(b)
3921
. . . . . . . . . .
ABLE accounts:
Qualified plan distributions
1099-R
. . . . .
Fees, employee
W-2
. . . . . . . . . .
Contributions
5498-QA
Qualified tuition program
. . . . . . . . . . . .
Fees, nonemployee
1099-MISC
. . . . . . . .
payments
1099-Q
Distributions
1099-QA
. . . . . . . . . . . . . .
. . . . . . . . . . . .
Fishing boat crew members
Real estate transactions
1099-S
Abandonment
1099-A
. . . . . .
. . . . . . . . . . .
proceeds
1099-MISC
. . . . . . . . . . . . . .
Recharacterized IRA
1099-R,
Accelerated death benefits
1099-LTC
. . . . .
Fish purchases for cash
1099-MISC
. . . . . .
contributions
5498
. . . . . . . . . . . .
Acquisition of control
1099-CAP
. . . . . . . .
Foreclosures
1099-A
. . . . . . . . . . . .
Refund, state and local tax
1099-G
. . . . .
Agriculture payments
1099-G
. . . . . . . .
Foreign persons' income
1042-S
. . . . . .
Rents
1099-MISC
Allocated tips
W-2
. . . . . . . . . . . . . . . .
. . . . . . . . . . . .
401(k) contributions
W-2
. . . . . . . .
Retirement
1099-R
Alternate TAA payments
1099-G
. . . . . . . . . . . . .
. . . . . .
404(k) dividend
1099-DIV
. . . . . . . . . . .
Roth conversion IRA
Annuities
1099-R
. . . . . . . . . . . . . .
Gambling winnings
W-2G
. . . . . . . . .
contributions
5498
. . . . . . . . . . . .
Archer MSAs:
Golden parachute, employee
W-2
. . . .
Roth conversion IRA
Contributions
5498-SA
. . . . . . . . . . . .
Golden parachute,
distributions
1099-R
. . . . . . . . . . . .
Distributions
1099-SA
. . . . . . . . . . . .
nonemployee
1099-MISC
. . . . . . . . . . . .
Roth IRA contributions
5498
. . . . . . .
Attorney, fees and gross
Grants, taxable
1099-G
. . . . . . . . . . .
Roth IRA distributions
1099-R
. . . . . . .
proceeds
1099-MISC
. . . . . . . . . . . . . .
Health care services
1099-MISC
. . . . . . . .
Royalties
1099-MISC,
. . . . . . . . . . . . . .
Auto reimbursements, employee
W-2
. .
Health coverage tax credit (HCTC)
1099-S
Auto reimbursements,
advance payments
1099-H
. . . . . . . . .
Timber, pay-as-cut contract
1099-S
. . . .
nonemployee
1099-MISC
. . . . . . . . . . . .
Health savings accounts:
Sales:
Awards, employee
W-2
. . . . . . . . .
Contributions
5498-SA
. . . . . . . . . . . .
Real estate
1099-S
. . . . . . . . . . . . .
Awards, nonemployee
1099-MISC
. . . . . . .
Distributions
1099-SA
. . . . . . . . . . . .
Securities
1099-B
. . . . . . . . . . . . .
Barter exchange income
1099-B
. . . . . .
Income attributable to domestic
Section 1035 exchange
1099-R
. . . . . . .
Bond tax credit
1097-BTC
. . . . . . . . . . .
production activities, deduction
SEP contributions
W-2, 5498
. . . . . . . . .
Bonuses, employee
W-2
. . . . . . . .
for
1099-PATR
. . . . . . . . . . . . . . . .
SEP distributions
1099-R
. . . . . . . . . .
Bonuses, nonemployee
1099-MISC
. . . . . .
Income tax refunds, state and
Severance pay
W-2
. . . . . . . . . . .
Broker transactions
1099-B
. . . . . . . . .
local
1099-G
. . . . . . . . . . . . . . . .
Sick pay
W-2
. . . . . . . . . . . . . .
Cancellation of debt
1099-C
. . . . . . . .
Indian gaming profits paid to tribal
SIMPLE contributions
W-2, 5498
. . . . . . . .
Capital gain distributions
1099-DIV
members
1099-MISC
. . . . . .
. . . . . . . . . . . . . .
SIMPLE distributions
1099-R
. . . . . . . .
Car expense, employee
W-2
Interest income
1099-INT
. . . . . .
. . . . . . . . . . .
Student loan interest
1098-E
. . . . . . . .
Car expense, nonemployee
1099-MISC
Tax-exempt
1099-INT
. . . .
. . . . . . . . . . . . .
Substitute payments in lieu of dividends
Changes in capital structure
1099-CAP
Interest, mortgage
1098
. . . .
. . . . . . . . .
or tax-exempt interest
1099-MISC
. . . . . .
Charitable gift annuities
1099-R
IRA contributions
5498
. . . . . . .
. . . . . . . . . .
Supplemental unemployment
W-2
. . . .
Commissions, employee
W-2
IRA distributions
1099-R
. . . . . .
. . . . . . . . . .
Tax refunds, state and local
1099-G
. . . .
Commissions, nonemployee
1099-MISC
Life insurance contract
1099-R,
. . . .
Third party network transactions
1099-K
. .
Commodities transactions
1099-B
distributions
1099-LTC
. . . . .
. . . . . . . . . . . .
Tips
W-2
. . . . . . . . . . . . . . . . .
Compensation, employee
W-2
Liquidation, distributions in
1099-DIV
. . . . .
. . . . .
Traditional IRA contributions
5498
. . . .
Compensation, nonemployee
1099-MISC
Loans, distribution from pension
. . .
Traditional IRA distributions
1099-R
. . . .
plan
1099-R
Contributions of motor vehicles, boats,
. . . . . . . . . . . . . . . . .
Transfer of stock acquired through an
and airplanes
1098-C
Long-term care benefits
1099-LTC
. . . . . . . . . . .
. . . . . .
employee stock purchase plan under
Cost of current life insurance
Medicare Advantage MSAs:
section 423(c)
3922
. . . . . . . . . .
protection
1099-R
Contributions
5498-SA
. . . . . . . . . . . . . .
. . . . . . . . . . . .
Tuition
1098-T
. . . . . . . . . . . . . . .
Coverdell ESA contributions
5498-ESA
Distributions
1099-SA
. . . .
. . . . . . . . . . . .
Unemployment benefits
1099-G
. . . . . .
Coverdell ESA distributions
1099-Q
Medical services
1099-MISC
. . . . .
. . . . . . . . . .
Vacation allowance, employee
W-2
. . .
Crop insurance proceeds
1099-MISC
Mileage, employee
W-2
. . . . . .
. . . . . . . . .
Vacation allowance,
Damages
1099-MISC
Mileage, nonemployee
1099-MISC
. . . . . . . . . . . . . .
. . . . . . .
nonemployee
1099-MISC
. . . . . . . . . . . .
Death benefits
1099-R
Military retirement
1099-R
. . . . . . . . . . .
. . . . . . . . .
Wages
W-2
. . . . . . . . . . . . . . .
Mortgage assistance payments
1098-MA
. . .
-29-

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