Sample tax forms

View sample tax forms and documents, instructions for filing, and the approximate mailing dates for each.

Sample 1099-DIV

Form 1099-DIV reports dividends, including capital gain and exempt-interest dividends, and foreign tax paid during the year, and is mailed at the end of January.

Sample 1099-B

Form 1099-B reports the amount of aggregate cash proceeds from redemptions and exchanges and the accompanying gain or loss from the sale of a mutual fund account, and is typically mailed at the end of January.

Sample 1099-Q

Form 1099-Q reports payments from qualified education programs, including Coverdell Education Savings Accounts (ESAs), and is typically mailed at the end of January.

Sample 1099-R

Form 1099-R reports distributions of $10 or more from retirement or profit-sharing plans, IRAs, and IRA recharacterizations, and is typically mailed at the end of January.

Sample California 529-B

Form 592-B reports California state backup withholding for applicable California residents, and is typically mailed at the end of January.

Sample 1042-S

Form 1042-S reports income received by foreign shareowners and nonresident alien tax withheld, and is typically mailed in mid-March.

Sample 5498

Form 5498 reports the fair market value of an IRA, as well as any rollovers, contributions, and recharacterizations of contributions, and is typically mailed at the end of May.

Sample 5498-ESA

Form 5498-ESA reports the amount of individual contributions and rollovers into a Coverdell Education Savings Account (ESA), and is typically mailed at the end of April.