1099 Information Return Reporting Templates

This template provides an example of a process flow for issuing 1099 B Notices. Format Microsoft Excel… Read More

This template provides a form to document items to complete for 1099 reporting. PDF format.… Read More

This template provides a brief overview of 1099 reporting and deadlines. Microsoft Excel format.… Read More

This template provides an example work flow process to identify a vendor subject to 1099 reporting. Format Microsoft Excel… Read More

This template provides an example of a work flow process for handling 1099 reporting. Format Microsoft Excel… Read More

This template provides an example of a First B Notice to request a correct tax payer identification. Format Microsoft Word… Read More

This template is an example of a Second B Notice letter to notify a vendor regarding a missing or incorrect tax payer ID. Microsoft Word… Read More

This form can be of help in gathering the necessary data to determine whether a payee is an independent contractor or an employee.… Read More

This is an IRS Form used for reporting payments made to vendors or contractors who receive 1099 Information Returns. Acrobat PDF format.… Read More

This form requires a company to document information on corporate change of control and capital structure. Acrobat Reader format… Read More

This is an IRS form for reporting the acquisition or disposal to persons or organizations of property. Acrobat PDF format.… Read More

This is an IRS form used for reporting the cancellation of debt. Acrobat PDF format.… Read More

This is an IRS form for reporting dividends paid to a person or organization. Acrobat PDF format.… Read More

This is an IRS form used for reporting interest paid to persons or organizations. Acrobat PDF format.… Read More

This is an IRS form used for reporting miscellaneous payments to persons or organizations. Acrobat PDF format.… Read More

This is an IRS form used for reporting payments to persons from an Archer MSA or Medicare+Choice MSA. Acrobat PDF format.… Read More

This is an IRS form used for reporting certain sales or exchanges of real estate. Acrobat PDF format.… Read More

This IRS form is used to report payments disbursed for HSA, Archer MSA, or Medicare Advantage MSA. Acrobat PDF Formatad… Read More

This is an IRS form used for a vendor who is a foreign person in the capacity as the beneficial owner receiving payment. Acrobat PDF format.… Read More

This is an IRS form used for a vendor who is a foreign entity in the capacity as the beneficial owner receiving payment. Acrobat PDF format.… Read More

This is an IRS form used for a vendor that certifies a foreign person's claim for exemption from backup withholding. Acrobat PDF format.… Read More

This is an IRS form used to certify a foreign government or other foreign organization claiming exemption from backup withholding. Acrobat PDF format.… Read More

This is an IRS form used for a vendor who is certifying their status as a foreign intermediary or flow-through entity. Acrobat PDF format.… Read More

This form is provided to a vendor to certify their taxpayer ID number. Acrobat PDF format.… Read More

This is an IRS publication for instructions on completing and when to use Forms 1099, 1098, 5498 and W2G.… Read More

This IRS publication provides instructions on guidelines to complete Form 1099-SA. Acrobat PDF Format… Read More

This IRS publication provides instructions on how to complete Form 1099 CAP. Acrobat PDF format… Read More

This IRS publication provides instructions on how to prepare Form 1099MISC. Acrobat PDF Format… Read More

This is an IRS publication for instructions on completing Form W8BEN. Acrobat PDF format.… Read More

This is an IRS publication for instructions on completing Form W8BEN-E for foreign entities. Acrobat PDF format.… Read More

This is an IRS publication providing instructions for preparing Form W8ECI. Acrobat PDF format.… Read More

This is an IRS publication providing instructions for preparing Form W8EXP. Acrobat PDF format.… Read More

This is an IRS publication providing instructions for preparing Form W8IMY. Acrobat PDF format.… Read More

This is an IRS publication providing instructions for preparing Form W9. Acrobat PDF format.… Read More

This template is the IRS guideline for instructions regarding backup withholding tax. Format Acrobat… Read More

This template provides an overview of information on W8 & W9. Microsoft Word format.… Read More

This is an IRS publication providing guidance on preparing Forms: W8BEN, W8ECI, W8IMY and W8EXP. Acrobat PDF format.… Read More

This template is an example of a letter requesting a vendor to complete and certify Form W8. Microsoft Word format.… Read More

This template is an example of a letter requesting a vendor to complete and certify Form W9. Microsoft Word format… Read More

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