These statements come from employers, banks, stockbrokers and other institutions. These documents may come electronically. Be sure to check your email and appropriate website for these reports, as well.
A 1099-K is provided by third- party payment processors if you received credit/debit card from them.
A 1099-K is provided by third- party payment processors if you received credit/debit card from them.
A 1099-R is issued by your broker, pension plan manager, or mutual fund company issue this if you receive a pension or a distribution from a retirement plan or individual retirement account (IRA).
Companies provide Form 5498 to report IRA contributions. This is a relatively new form, so you may have other documents reports your contributions. If you have such forms, be sure to include them in with your tax documents.
Contributions to Coverdell education savings accounts or Education IRAs are reported on Form 5498-ESA. The account beneficiary should get a copy of this document by April 30.
The Schedule K-1 reports money received from an estate, trust, partnership or S corporation.
Inspect your Documents!
Verify your Name is spelled correctly, your Social Security Number is accurate, and the Address is current. If any of this information is incorrect, you should contact the provider of the document to update the information error(s).
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