What Is Form 1095-A: Health Insurance Marketplace Statement? Form 1095-A is a form that is sent to Americans who obtain health insurance coverage through a Health Insurance Marketplace carrier. The form does not have to be returned to the government but serves as a record of the individual’s coverage. It includes information such as the
What Is Form 1095-C: Employer-Provided Health Insurance Offer and Coverage? Form 1095-C: Employer-Provided Health Insurance Offer and Coverage is an Internal Revenue Service (IRS) tax form reporting information about an employee’s health coverage offered by an Applicable Large Employer (ALE). ALEs typically have 50 or more full-time employees. Information from this form also helps determine
What Is Form 1099-INT: Interest Income? The term Form 1099-INT refers to an Internal Revenue Service (IRS) tax form that is used by taxpayers to report interest income. The form is issued by all entities that pay interest income to investors at the end of the year. It includes a breakdown of all types of
What Is Form 1099-MISC: Miscellaneous Income? Form 1099-MISC: Miscellaneous Income (or Miscellaneous Information, as it’s now called) is an Internal Revenue Service (IRS) form used to report certain types of miscellaneous compensation, such as rents, prizes, and awards, healthcare payments, and payments to an attorney. Before the 2020 tax year, Form 1099-MISC was also used
What Is Form 1099-Q: Payments From Qualified Education Programs? Form 1099-Q: Payments From Qualified Education Programs is an Internal Revenue Service (IRS) tax form sent to individuals who receive distributions from a Coverdell education savings account (ESA) or a 529 plan. These distributions—including rollovers—may be taxable, and you must determine the tax liability of any
What Is Form 1310: Statement of Person Claiming Refund Due a Deceased Taxpayer? Form 1310 is a tax form that notifies the Internal Revenue Service (IRS) of the decease of a taxpayer during the tax year and claims any refund that is due to the person’s beneficiaries or estate. The form is filed as part
What Is SEC Form 13F? The Securities and Exchange Commission’s (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing in the
What Is Form 2106: Employee Business Expenses? Form 2106: Employee Business Expenses is a tax form distributed by the Internal Revenue Service (IRS) used by employees to deduct ordinary and necessary expenses related to their jobs. Ordinary expenses are generally considered common and accepted in a particular line of business, while necessary expenses are those
What Is Form 211: Application for Award for Original Information? Internal Revenue Service (IRS) Form 211 is an application that must be submitted to the IRS by a “whistleblower” who seeks to claim a reward for providing information about tax evasion to the U.S. government. If the IRS can recover funds based on a whistleblower’s
What Is Form 2439: Notice to Shareholder of Undistributed Long-Term Capital Gains? Form 2439 is an Internal Revenue Service (IRS) form that Regulated Investment Companies(RICs)–mutuals funds and exchange-traded funds–and Real Estate Investment Trusts (REITs) are required to distribute to shareholders in order to report undistributed long-term capital gains. Mutual funds are required to distribute most
