Taxes
What goes under Partnership/ S-Corp. Activity
Form K-1
Form 1099-Q
Payments from qualified education programs
What form goes under IRA/SEP
Form 5498 SA
What is form 1099-R
Pension income
What is a Schedule E
Profit & Loss from rental real estate (Each property may have mortgage interest form)
What goes under Itemized Deductions
Property Tax DMV Charity Tax Prep Fee Employee Business Expense
Real estate taxes is another word for
Property tax
Form 1099-S
Purchase or sale of property
What is form 1099
Record that an entity or person paid you money
What goes under Wages/Pension/Social Security/etc
W2, 1099-R, 1099-G, SSA-1099, IRS
Which slip sheet does 1099-G go under?
Wages/Pension/Social Security/etc
Which slip sheet does 1099-R go under?
Wages/Pension/Social Security/etc
Which slip sheet does SSA-1099 go under
Wages/Pension/Social Security/etc
Which slip sheet does W-2 go under?
Wages/Pension/Social Security/etc
What form goes under Health Insurance
1095-A
Which form goes under Sch E
1098 & Rental Properties & 1099-Misc
Which form goes under Sch C
1099- Misc & Profit and loss
What goes under Schedule C
1099-Misc
Which slip sheet does 1099-Q go under?
Adjustments
Which slip sheet does 1099-SA go under
Adjustments
Which slip sheet does 1099-SA go under?
Adjustments
Which slip sheet does 1099-T go under?
Adjustments
Which slip sheet does form 1098-E go under?
Adjustments
Which slip sheet does form 5498 SA go under?
Adjustments
Which slip sheet would teacher expenses go under?
Adjustments
Which slip sheet does form 3921 go under
Bank/ Brokerage statements
Which slip sheet does form 3922 go under
Bank/ Brokerage statements
Which slip sheet does royalty income go under
Bank/ Brokerage statements
Which slip sheet does 1099-S go under?
Bank/Brokerage statements
Personal property tax is another word for
DMV Fees
What is form 3921
Exercise of an incentive stock option
Rental Income & Expenses (Schedule E)
Form 1098
What form goes under Mortgage Interest
Form 1098
What goes under Bank/ Brokerage Statements
Form 3921, 3922, 1099, 1099-OID, 1099-DIV, 1099-INT, 1099-S, IRS
Form 5498-SA
Health saving account contribution
Form 1099-SA
Health saving account deduction
What is 1099-INT
Interest income
Form 1098
Mortgage interest
Which slip sheet does K-1 go under
Partnership/ S-Corp. Activity
What is a K-1?
Reports your share of profit from that company
1099 Misc - Which slip sheet
Schedule E or Schedule C
What does SEP stand for?
Simplified Employee Pension (Retirement)
SSA-1099
Social security benefits
Form 1098-E
Student loan interest statement
What goes under Adjustment?
Teacher Expenses 5498-SA 1099-SA IRA Contribution 1098E 1098T 1099Q
What is 1099-DIV
This form is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.
What is form 3922
Transfer of Stock Acquired through an employee stock purchase plan
Form 1098-T
Tuition statement
What is form 1099-G
Unemployment State or local income tax refunds Taxable Grants Agricultural payments
1099-OID
original issue discount (Bonds)
What is royalty income?
payment received for the use of artistic or literary works
What is a Schedule C
profit or loss from a business you operated or a profession you practiced as a sole proprietor. -business use of home
