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Publication 1220 Specifications for Filing Forms 1097, 1098, 1099, 3921, 3922, 5498, 8935, and W-2G ElectronicallyPDF version of this Publication
Related Publications
Publication 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt OrganizationsIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 938 Real Estate Mortgage Investment Conduits (REMICS) Reporting Information (And Other Collateralized Debt Obligations (CDOs))PDF version of this PublicationTopic Screen for this Publication
Publication 1141 General Rules and Specifications for Substitute Forms W-2 and W-3PDF version of this PublicationTopic Screen for this Publication
Publication 1179 General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information ReturnsPDF version of this PublicationTopic Screen for this Publication
Publication 1187 Specifications for Filing Form 1042S, Foreign Person's U.S. Source Income Subject to Withholding, Electronically.PDF version of this PublicationTopic Screen for this Publication
Publication 1223 General Rules and Specifications For Substitute Forms W-2c and W-3cPDF version of this PublicationTopic Screen for this Publication
Publication 1239 Specifications for Filing Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips, ElectronicallyPDF version of this PublicationTopic Screen for this Publication
Publication 3611 IRS e-file Electronic Payment OptionsPDF version of this PublicationTopic Screen for this Publication
Publication 3611 (SP) IRS e-file Electronic Payment Options (Spanish version)PDF version of this PublicationTopic Screen for this Publication
Forms and Instructions Forms and Instructions
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Relevant Forms
2012 Form W-2G Certain Gambling Winnings
2012  Instructions for Forms W-2G and 5754, Certain Gambling Winnings and Statement by Person(s) Receiving Gambling Winnings
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form W-2G Certain Gambling WinningsTopic Screen for this Form
2011  Instructions for Forms W-2G and 5754, Certain Gambling Winnings and Statement by Person(s) Receiving Gambling Winnings
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1098 Mortgage Interest Statement (Info Copy Only)
2012  Instructions for Form 1098, Mortgage Interest Statement
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1098 Mortgage Interest Statement (Info Copy Only)Topic Screen for this Form
2011  Instructions for Form 1098, Mortgage Interest Statement
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes (Info Copy Only)
2012  Instructions for Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes (Info Copy Only)Topic Screen for this Form
2011  Instructions for Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1098-E Student Loan Interest Statement (Info Copy Only)
2012  Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1098-E Student Loan Interest Statement (Info Copy Only)Topic Screen for this Form
2011  Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only)
2012  Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only)Topic Screen for this Form
2011  Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-G Certain Government Payments (Info Copy Only)
2012  Instructions for Form 1099-G, Certain Government Payments
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-G Certain Government Payments (Info Copy Only)Topic Screen for this Form
2011  Instructions for Form 1099-G, Certain Government Payments
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-H Health Coverage Tax Credit (HCTC) Advance Payments (Info Copy Only)
2012  Instructions for Form 1099-H, Health Coverage Tax Credit (HCTC) Advance Payments
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-H Health Coverage Tax Credit (HCTC) Advance Payments (Info Copy Only)Topic Screen for this Form
2011  Instructions for Form 1099-H, Health Coverage Tax Credit (HCTC) Advance Payments
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-INT Interest Income (Info Copy Only)
2012  Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-INT Interest Income (Info Copy Only)Topic Screen for this Form
2011  Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)
2012  Instructions for Form 1099-Q, Payments from Qualified Education Programs
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)Topic Screen for this Form
2011  Instructions for Form 1099-Q, Payments from Qualified Education Programs
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2012  Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)Topic Screen for this Form
2011  Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 1120 (Schedule G) Information on Certain Persons Owning the Corporation's Voting StockTopic Screen for this Form
Form 3921 Exercise of an Incentive Stock Option Under Section 422(b)Topic Screen for this Form
Instructions for Forms 3921 and 3922, Exercise on Incentive Stock Options Under Section 422(b) and Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 3922 Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)Topic Screen for this Form
Instructions for Forms 3921 and 3922, Exercise on Incentive Stock Options Under Section 422(b) and Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc.Topic Screen for this Form
Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only)Topic Screen for this Form
Instructions for Form 5300, Application for Determination for Employee Benefit Plan
Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial InstitutionTopic Screen for this Form
Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial InstitutionTopic Screen for this Form
Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)Topic Screen for this Form
Form 5307 Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans (Info Copy Only)Topic Screen for this Form
Instructions for Form 5307, Application for Determination for Adopters of Master or Prototype (M&P) or Volume Submitter (VS) Plans
Form 5309 Application for Determination of Employee Stock Ownership PlanTopic Screen for this Form
Form 5498 IRA Contribution Information (Info Copy Only)Topic Screen for this Form
Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 5498-ESA Coverdell ESA Contribution Information (Info Copy Only)
2012  Instructions for Form 5498-ESA
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 5498-ESA Coverdell ESA Contribution Information (Info Copy Only)Topic Screen for this Form
2011  Instructions for Form 5498-ESA
2011  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 5558 Application for Extension of Time to File Certain Employee Plan ReturnsTopic Screen for this Form
Form 8023 Elections Under Section 338 for Corporations Making Qualified Stock PurchasesTopic Screen for this Form
Instructions for Form 8023, Elections Under Section 338 for Corporations Making Qualified Stock Purchases
Form 8308 Report of a Sale or Exchange of Certain Partnership InterestsTopic Screen for this Form
Form 8508 Request for Waiver From Filing Information Returns Electronically (Forms W-2, W-2G, 1042-S, 1097-BTC, 1098 Series, 1099 Series, 3921, 3922, 5498 Series, and 8027)Topic Screen for this Form
Form 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee TipsTopic Screen for this Form
Form 8870 Information Return for Transfers Associated With Certain Personal Benefit ContractsTopic Screen for this Form
Form 8878-A IRS e-file Electronic Funds Withdrawal Authorization for Form 7004Topic Screen for this Form
Form 8891 U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement PlansTopic Screen for this Form
Form 8924 Excise Tax on Certain Transfers of Qualifying Geothermal or Mineral InterestsTopic Screen for this Form
Form 8926 Disqualified Corporate Interest Expense Disallowed Under Section 163(j) and Related InformationTopic Screen for this Form
Instructions for Form 8926, Disqualified Corporate Interest Expense Disallowed Under Section 163(j) and Related Information
Form 8935 Airline Payments ReportTopic Screen for this Form
Instructions for Form 8935, Airline Payments Report
heading icon Frequently Asked Questions
FAQ - Electronic Filers