2025 1099 and 5498 Form Instructions

Articles

2025 Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
View Official IRS Instructions | View General Instructions General Instructions Future Developments What's New Reminders Specific Instructions Designated Roth Account Contributions I...
Instructions for Form 1099-MISC Miscellaneous Information (Rev. April 2025)
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminders Specific Instructions Excepti...
Instructions for Form 1099-NEC Nonemployee Compensation (Rev. April 2025)
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminders Specific Instructions Excepti...
Instructions for Form 1099-DIV Dividends and Distributions (Rev 01/2024)
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Specif...
2025 Instructions for Form 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Contributi...
Instructions for Form 1099-INT Interest Income and Original Issue Discount (Rev. January 2024)
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminders Specific Instructions Exceptions to rep...
2025 Instructions for Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Transfers HSA Mist...
2025 Instructions for Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Rollovers Trans...
2025 Instructions for Form 945 Annual Return of Withheld Federal Income Tax
View Official IRS Instructions Table of Contents   Future Developments What's New Reminders General Instructions Purpose of Form 945   Who Must File When to File ...
Instructions for Form 945-A (Rev. December 2025)
Use with the December 2025 revision of Form 945-A Annual Record of Federal Tax Liability View Official IRS Instructions Table of Contents Future Developments Reminders General Instructions ...
Instructions for Form 945-X Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund (Rev. February 2025)
View Official IRS Instructions Table of Contents General Instructions What Is the Purpose of Form 945-X? Where Can You Get Help? When Should You File Form 945-X? Is There a Deadline for ...
2025 Instructions for Form 945-V Payment Voucher
View Official IRS Instructions Table of Contents General Instructions Purpose of Form Making Payments With Form 945 Specific Instructions Box 1 Box 2 Bo...
Payer Data Instructions
View General Instructions | View Official 1096 IRS Instructions Help for item a. Top Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945. 945 Payer Instructions ...
2025 Form 1096 Instructions
View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Caution Purpose of form Who must file When to file Where to fi...
2025 General Instructions for Certain Information Returns (Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Section references are to the Internal Revenue Code unless otherwise noted. View Official IRS Instructions | Guide to Information Returns Table of Contents General Instructions What's New Future D...