When to expect tax forms
The table shows the names of various tax forms and gives their descriptions and the approximate date they are available.
Table with 3 columns and 18 rows.
Form
Purpose
Date received
1099-B
Investment sales and capital gains
Jan. to mid-Feb.
1099-DIV
Dividends received
Jan.
1099-INT
Interest over $10
Jan.
1099-OID
Original issue discount over $10
Jan.
1099-C
Cancellation of debt
Jan.
1099-G
Unemployment income, state and local tax refunds
Jan.
1099-K
Credit card payments for sharing economy income
Jan.
1099-NEC
Self-employment income
Jan. to March
1099-S
Proceeds from real estate transactions
Mid-Feb.
1099-Q
Payments from qualified education programs
Jan.
1099-MISC
Rents, royalties and other income
Jan.
1099-R
Distribution from retirement plan or IRA
Jan.
1099-SA
Health savings account distributions
Jan. to mid-Feb.
1095-A
Health insurance marketplace
Jan.
K-1
Partner/ S Corporation shareholder's share of income, deductions and credits
Business filing date
SSA-1099
Social Security income
Jan.
W-2
Wage and tax statement
Jan.
W2-G
Gambling winnings
Jan.