Substitute Tax Forms

Topic Index


Forms and Instructions

Relevant Forms

2012 Form W-2 Wage and Tax Statement (Info Copy Only)
2012 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements
2011 Form W-2 Wage and Tax Statement (Info Copy Only)
2011 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements

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 Winnings
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 W-3 Transmittal of Wage and Tax Statements (Info Copy Only)
2012 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements
2011 Form W-3 Transmittal of Wage and Tax Statements (Info Copy Only)
2011 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements

2012 Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding
2012 Instructions for Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
2011 Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding
2011 Instructions for Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding

2012 Form 1096 Annual Summary and Transmittal of U.S. Information Returns (Info Copy Only)
2011 Form 1096 Annual Summary and Transmittal of U.S. Information Returns (Info Copy Only)

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.

Form 5498 IRA Contribution Information (Info Copy Only)
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)


Publications

Related Publications

Publication 1141 General Rules and Specifications for Substitute Forms W-2 and W-3

Publication 1167 General Rules and Specifications for Substitute Tax Forms and Schedules

Publication 1179 General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns

Publication 4436 General Rules and Specifications for Substitute Form 941 and Schedule B (Form 941)

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - How Do I Prepare My Return?

Tax Topics

Tax Topic 253