Forms Supported by TaxBandits
1099 Forms
| Forms | Description |
|---|---|
| Form 1099-NEC | Report Nonemployee Compensation |
| Form 1099-MISC | Report Miscellaneous Income |
| Form 1099-INT | Report Interest Income |
| Form 1099-DIV | Report Dividends and Distributions |
| Form 1099-R | Report Distributions from Pensions, Annuities, Retirement or Profit-Sharing |
| Form 1099-S | Report Real Estate Transactions |
| Form 1099-B | Report Broker and Barter Exchange Transactions |
| Form 1099 K | Payment Card and Third Party Network Transactions |
| Form 1099-C | Cancellation of Debt |
| Form 1099-G | Certain Government Payments |
| Form 1099-PATR | Taxable Distributions Received From Cooperatives |
| Form 1096 | Annual Summary & Transmittal of U.S. Information Returns |
| Form 1099-SA | A 1099-SA is an IRS tax form used to report distributions from a HSA, Archer MSA, MA MSA. |
| Form W-2G | Form W-2G is used to report certain gambling winnings during a given tax year. |
| Form 1099 Q | Report distributions made from Coverdell Education savings Plan (ESA) |
| Form 1099 A | Acquisition or Abandonment of Secured Property |
| Form 1099 LTC | Report Long-Term Care and Accelerated Death Benefits |
| Form 1099-QA | Report Distributions From ABLE Accounts |
1099 Corrections
| Forms | Description |
|---|---|
| Form 1099 Corrections | Report Corrections for Forms 1099-NEC, MISC, K, INT, DIV, B, G, R, S, C, PATR, OID, A, LTC, SA, 1098, W-2G |
1099 State Filing
| States | Filing Due Date | Forms Required by the State |
|---|---|---|
| Alabama |
With tax withheld - January 31 Without tax withheld - March 15 |
Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Arizona | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| California | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Colorado | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Connecticut | January 31 | Form 1099: NEC, MISC, K, R, W-2G |
| Delaware |
Form 1099-NEC - January 31 Form 1099-MISC & R - April 01 |
Form 1099: NEC, MISC, R |
| Georgia |
Form 1099-NEC - January 31 Other 1099s - February 28 |
Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Hawaii | February 28 | Form 1099: NEC, MISC, K, INT, DIV, R, G, OID, W-2G |
| Idaho | February 29 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Indiana | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Kansas | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Louisiana |
Form 1099-NEC - February 28 Other 1099s - January 31 |
Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Maine | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Maryland | January 31 | Form 1099: NEC, MISC, G, R, W-2 G |
| Massachusetts |
Form 1099-NEC - January 31 Other 1099s - March 31 |
Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Michigan |
Other 1099s - January 31 Form 1099-MISC - March 31 |
Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Minnesota | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Mississippi | February 28 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Missouri | February 29 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Montana | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Nebraska | January 31 | Form 1099: NEC, MISC, INT, DIV, R, B, W-2G |
| New Jersey | February 15 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| New Mexico | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| North Carolina | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| North Dakota | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Ohio | January 31 | Form 1099-R |
| Oklahoma |
Form 1099-NEC - January 31 Other 1099s - March 31 |
Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID |
| Oregon |
Form 1099-NEC - January 31 Other 1099s - March 31 |
Form 1099: NEC, MISC, K, R, G, W-2G |
| South Carolina | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID, W-2G |
| Vermont | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, B, G, OID |
| Wisconsin | January 31 | Form 1099: NEC, MISC, K, INT, DIV, R, W-2G |
Form W-9/
W-8BEN/W-4
| Forms | Description |
|---|---|
| Form W-9 | Request for Taxpayer Identification Number and Certification |
| Form W-8BEN | Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) |
| Form W-4 | Employee’s Withholding Certificate |
94x Forms
| Forms | Description |
|---|---|
| Form 941 | Employer’s Quarterly Federal Tax Return |
| Form 941 Schedule R | Allocation Schedule for Aggregate Form 941 Filers |
| Form 941 (sp) | Declaración del Impuesto Federal TRIMESTRAL del Empleador |
| Form 941 PR | Planilla para la Declaración Federal TRIMESTRAL del Patrono |
| Form 941 SS |
Employer’s Quarterly Federal Tax Return
(American Samoa, Guam, the Commonwealth of the Northern Mariana Islands, and the U.S. Virgin Islands) |
| Form 940 | Employer's Annual Federal Unemployment (FUTA) Tax Return |
| Form 940 Schedule R | Allocation Schedule for Aggregate Form 940 Filers |
| Form 940 PR | Planilla para la Declaración Federal Anual del Patrono de la Contribución Federal para el Desempleo (FUTA) |
| Form 944 | Employer’s ANNUAL Federal Tax Return |
| Form 945 | Annual Return of Withheld Federal Income Tax |
| Form 940 Schedule A | Multi-State Employer and Credit Reduction Information |
| Form 941 Schedule B | Report of Tax Liability for Semiweekly Schedule Depositors |
| Form 8453-EMP | Employment Tax Declaration for an IRS e-file Return |
| Form 8974 | Qualified Small Business Payroll Tax Credit for Increasing Research Activities |
| Form 94x PIN | Form 94x On-Line Signature PIN |
| Form 941-V | Form 941 Payment Voucher |
| Form 940-V | Form 940 Payment Voucher |
94x Corrections
| Forms | Description |
|---|---|
| Form 941-X | Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund |
| Form 940 Amendment | Form 940 Amendment is to make corrections on previously reported FUTA tax |
| Form 945-X | Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund |
W2 Forms
| Forms | Description |
|---|---|
| Form W-2 | Wage and Tax Statement |
| Form W-2PR | Puerto Rico Taxes and Wages Form |
| Form W-3 | Transmittal of Wage and Tax Statements |
Form W-2
Supported States
| States | Filing Due Date | Forms Required by the State |
|---|---|---|
| Alabama | January 31 | Form W-2 |
| Arizona | January 31 | Form W-2 |
| Colorado | January 31 | Form W-2 |
| Connecticut | January 31 | Form W-2 |
| Delaware | January 31 | Form W-2 |
| District of Columbia | January 31 | Form W-2 |
| Georgia | January 31 | Form W-2 |
| Hawaii | February 28 | Form W-2 |
| Idaho | January 31 | Form W-2 |
| Illinois | January 31 | Form W-2 |
| Indiana | January 31 | Form W-2 |
| Iowa | February 15 | Form W-2 |
| Kansas | January 31 | Form W-2 |
| Louisiana | January 31 | Form W-2 |
| Maine | January 31 | Form W-2 |
| Maryland | January 31 | Form W-2 |
| Massachusetts | January 31 | Form W-2 |
| Michigan | January 31 | Form W-2 |
| Minnesota | January 31 | Form W-2 |
| Mississippi | January 31 | Form W-2 |
| Missouri | January 31 | Form W-2 |
| Montana | January 31 | Form W-2 |
| Nebraska | January 31 | Form W-2 |
| New Jersey | February 15 | Form W-2 |
| New Mexico | February 28 | Form W-2 |
| North Carolina | January 31 | Form W-2 |
| North Dakota | January 31 | Form W-2 |
| Ohio | January 31 | Form W-2 |
| Oklahoma | January 31 | Form W-2 |
| Oregon | January 31 | Form W-2 |
| Pennsylvania | January 31 | Form W-2 |
| Rhode Island | January 31 | Form W-2 |
| South Carolina | January 31 | Form W-2 |
| Utah | January 31 | Form W-2 |
| Vermont | January 31 | Form W-2 |
| Virginia | January 31 | Form W-2 |
| West Virginia | January 31 | Form W-2 |
| Wisconsin | January 31 | Form W-2 |
Tip Reporting
| Forms | Description |
|---|---|
| Form 8027 | Employer's Annual Information Return of Tip Income and Allocated Tips |
ACA Forms
| Forms | Description |
|---|---|
| Form 1095-B | Affordable Care Act Health Coverage |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage |
| Form 1094-B | Transmittal of Health Coverage Information Returns |
| Form 1094-C | Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns |
ACA State Filing
| States | Filing Due Date | Forms Required by the State |
|---|---|---|
| California | March 31 | Form 1095-B/C |
| District of Columbia | May 01 | Form 1095-B/C |
| Massachusetts | March 31 | MA 1099 HC |
| New Jersey | March 31 | Form 1095-B/C |
| Rhode Island | March 31 | Form 1095-B/C |
Tax Extension Forms
| Forms | Description |
|---|---|
| Form 8809 | Application for Extension of Time To File Information Returns |
| Form 7004 | Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns |
| Form 4868 | Application for Automatic Extension of Time To File U.S. Individual Income Tax Return |
| Form 8868 | Application for Extension of Time To File an Exempt Organization Return |
1042 Forms
| Forms | Description |
|---|---|
| Form 1042 | Annual Withholding Tax Return for U.S. Source Income of Foreign Persons |
| Form 1042-S | Foreign Person’s U.S. Source Income Subject to Withholding |
5498 Forms
| Forms | Description |
|---|---|
| Form 5498 | IRA Contribution Information |
| Form 5498-SA | HSA, Archer MSA, or Medicare Advantage MSA Information |
| Form 5498-ESA | Coverdell ESA Contribution Information |
| 5498 Form Series Corrections | Report Corrections for Forms 5498, 5498-SA, 5498-ESA |
1098 Series
| Forms | Description |
|---|---|
| Form 1098 | Mortgage Interest Statement |
| Form 1098-T | Tuition Statement |
| Form 1098-E | Form 1098-E is the Student Loan Interest Statement. |
| Form 1098-F | Report Fines, Penalties, and Other Amounts |