IRS Form 1098. Mortgage Interest Statement
IRS Form 1098, Mortgage Interest Statement, is a tax form used by mortgage lenders to report the amount of interest paid on a mortgage during the tax year. This form is important for taxpayers who want to claim a deduction for mortgage interest on their tax return.
IRS Form 8962. Premium Tax Credit (PTC)
The IRS Form 8962 is an IRS form used to claim the Premium Tax Credit (PTC). This form is used by individuals who purchased health insurance through the Health Insurance Marketplace and are eligible for the PTC.
IRS Form W-2. Wage and Tax Statement
IRS Form W-2, also known as the Wage and Tax Statement, is a critical form used in the United States tax system. It is used by employers to report annual wages and taxes withheld from employees' paychecks to the IRS and the Social Security Administration (SSA).
IRS Form 940. Employer’s Annual Federal Unemployment (FUTA) Tax Return
IRS Form 940 is a tax form used by employers to report their annual Federal Unemployment Tax Act (FUTA) tax liability. The form consists of several parts, including employer identification information, quarterly wage and tax data, and an annual summary of FUTA tax liability.
IRS Form W-4. Employee's Withholding Certificate
Form W-4, also known as Employee's Withholding Certificate, is a form used by employees to inform their employer how much federal income tax should be withheld from their paycheck.
IRS Form 1040. U.S. Individual Income Tax Return
IRS Form 1040, U.S. Individual Income Tax Return, is a document used by U.S. taxpayers to report their annual income to the Internal Revenue Service (IRS). The main purpose of this form is to calculate and pay the correct amount of federal income tax owed to the government.
IRS Form W-8BEN. Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting
IRS Form W-8BEN is a certificate of status of beneficial owner for United States tax withholding and reporting. The primary purpose of this form is to certify a foreign individual's or entity's status as a beneficial owner of income subject to withholding by a US withholding agent.
Non-Compete Agreement
A Non-Compete Agreement is a document used to protect employers from partners, employees, contractors, and others who have access to their business secrets and practices using this access to leave a company and start their own competing business in the same industry.
IRS Form 1099-R. 2020
Form 1099-R: Distributions to pension plans, annuities, retirement or profit distribution, IRA, insurance contracts, etc.
IRS Form 8606. Nondeductible IRAs
Tax form 8606 is becoming increasingly important due to the popularity of the Roth IRA and the right to roll over after-tax assets from qualified plans offered by employers, such as a 401 (k) or 403 (b).