Tax Forms

Which form is used to report mortgage interest?

• 1099-NEC

• 1098-T

• W-2

• 1098

Which form is used to itemize your total annual wages and the amount of taxes withheld from your paycheck?

• W-4

• W-2G

• 1099-NEC

• W-2

Which form is used to record funds distributed from a qualified tuition plan

• 1098-T

• 1099-Q

• 1099-E

• W-2

Which form is used to report distribution from annuities, profit sharing plans, IRA, or pensions?

• 1099-R

• 1099-Q

• W-4

• W-2

Which form is used to report gambling winnings and any federal income tax withheld on those winnings?

• W-2G

• 1099-B

• W-2

• W-4

Which form is used by brokerages and records a customer's gains and losses during a tax year?

• 1099-MISC

• W-2G

• 1099-B

• W-2

Which form is used to aid your employer in withholding the correct federal income tax from your wages?

• W-2

• 1099-Q

• 1099-E

• W-4

Which form should be used as a formal request to collect information from an independent contractor?

• 1099-NEC

• 1099-MISC

• W-9

• W-2