Supported form types

The following are the supported form types for tax reporting and compliance:

1099 Forms

1099-NEC

Used to report nonemployee compensation of $600 or more in a calendar year. Commonly issued to independent contractors, freelancers, and consultants.
1099-MISC

Used to report miscellaneous income such as rent, royalties, legal services, and other income types not covered by other 1099s.
1099-K

Filed by payment processors and platforms to report transactions made through third party networks or card payments (for example, PayPal, Stripe).
1099-DIV

Used by banks and investment firms to report dividends and other distributions to shareholders.
1099-R

Issued for distributions from retirement plans, annuities, IRAs, or pensions.

W-9 Forms

W-9

Used to collect a U.S. person or business’s TIN and tax classification. Required for any individual or entity that may receive a 1099. Not submitted to the IRS but retained by the payer.
W-4

Completed by employees to direct federal income tax withholding from their pay. Employers use it to calculate how much to withhold.
W-8BEN

Used by non-U.S. individuals to certify foreign status and claim a reduction in withholding under a tax treaty.
W-8BEN-E

Similar to W-8BEN but used by foreign entities rather than individuals.
W-8IMY

Used by intermediaries and flow-through entities (for example, partnerships) to certify that they’re receiving payments on behalf of others.