OMB.report

Federal forms, ICRs, and supporting documents

Information Collection

U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance

IC 16918 under ICR 202607-1545-008 · OMB 1545-0108.

Documents and Forms

Documents and forms in this information collection
Document NameDocument Type
Form 1042
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 1096
Annual Summary and Transmittal of U.S. Information Returns U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 1098
Mortgage Interest Statement U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 3921
Exercise of an Incentive Stock Option Under Section 422(b) U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 3922
Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 5498
IRA Contribution Information U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 5754
Statement by Person(s) Receiving Gambling Winnings U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 8329
Lender's Information Return for Mortgage Credit Certificates (MCCs) U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 8508
Application for a Waiver from Electronic Filing of Information Returns U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 8809
Application for Extension of Time To File Information Returns U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 8811
Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1042-S
Foreign Person's U.S. Source Income Subject to Withholding U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
Form 1095-A
Health Insurance Marketplace Statement U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1097-BTC
Bond Tax Credit U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1098-C
Contributions of Motor Vehicles, Boats, and Airplanes U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1098-E
Student Loan Interest Statement U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1098-F
Fines, Penalties, and Other Amounts U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1098-Q
Qualifying Longevity Annuity Contract Information U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1098-T
Tuition Statement U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1098-VLI
Vehicle Loan Interest Statement U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-A
Acquisition or Abandonment of Secured Property U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-b
Proceeds From Broker and Barter Exchange Transactions U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-C
Cancellation of Debt U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-CAP
Changes in Corporate Control and Capital Structure U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-DA
Digital Asset Proceeds from Broker Transactions U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-DIV
Dividends and Distributions U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-G
Certain Government Payments U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-INT
Interest Income U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-K
Payment Card and Third Party Network Transactions U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-LS
Reportable Life Insurance Sale U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-LTC
Long-Term Care and Accelerated Death Benefits U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-MISC
Miscellaneous Information U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-NEC
Nonemployee Compensation - Form 1099 NEC U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-OID
Original Issue Discount U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-PATR
Taxable Distributions Received From Cooperatives U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-Q
Payments From Qualified Education Programs (Under Section 529 and 530) U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-QA
Distributions from ABLE Accounts U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-R
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-S
Proceeds From Real Estate Transactions U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-SA
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1099-SB
Seller's Investment in Life Insurance Contract U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 5498-ESA
Coverdell ESA Contribution Information U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 5498-QA
ABLE Account Contribution Information U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 5498-SA
HSA, Archer MSA, or Medicare Advantage MSA Information U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form W-2G
Certain Gambling Winnings U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form W-9
Request for Taxpayer Identification Number (TIN) and Certification U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1042 T
Annual Summary and Transmittal of Forms 1042-S U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 1042 Sch Q
Tax Liability of Qualified Derivatives Dealer (QDD) U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form and Instruction
Form 7004
Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns U.S. Information Returns and Related Forms, Schedules, Attachments, and Published Guidance		 Form
i1042--2025-00-00.pdf Instruction
i1098--dft.pdf Instruction
i3921_and_3922--2025-04-00.pdf Instruction
Instructions for Form 1042-S (2026).pdf Instruction
Instructions for Form 1097-BTC (4-2025).pdf Instruction
i1098f.pdf Instruction
i1098q.pdf Instruction
i1098et--dft.pdf Instruction
i1098vli--dft.pdf Instruction
Instructions for Form 1099-A and Form 1099-C (4-2025).pdf Instruction
i1099b--dft.pdf Instruction
i1099cap.pdf Instruction
i1099da.pdf Instruction
i1099div--dft.pdf Instruction
i1099g.pdf Instruction
i1099int.pdf Instruction
i1099k.pdf Instruction
i1099ls.pdf Instruction
i1099ltc.pdf Instruction
Instructions for Form 1099-MISC and Form 1099-NEC (12-2026).pdf Instruction
i1099ptr.pdf Instruction
i1099q.pdf Instruction
i1099qa.pdf Instruction
i1099-r_and_5498--2026-00-00.pdf Instruction
i1099s.pdf Instruction
i1099sa.pdf Instruction
i1099sb.pdf Instruction
i5498e (1).pdf Instruction
Instructions for Form 7004 (12-2025).pdf Instruction
iw-2g_and_5754--2026-01-00.pdf Instruction
p1179.pdf Other-Publication
p1099.pdf Other-Publication
i8809--dft.pdf Instruction
Instructions for Form 1095-A (2025).pdf Instruction
Instructions for Form 1098-C (11-2019).pdf Instruction
iw9--dft.pdf Instruction
1042 Annual Withholding Tax Return for U.S. Source Income of
f1042--2026-00-00.pdf 		Form
1096 Annual Summary and Transmittal of U.S. Information Retur
f1096--2027-00-00.pdf 		Form
1098 Mortgage Interest Statement
f1098--2027-12-00.pdf 		Form and Instruction
3921 Exercise of an Incentive Stock Option Under Section 422(
f3921--2025-04-00 (1).pdf 		Form
3922 Transfer of Stock Acquired Through an Employee Stock Pur
f3922--2025-04-00 (1).pdf 		Form
5498 IRA Contribution Information
f5498--2026-00-00 (3).pdf 		Form
5754 Statement by Person(s) Receiving Gambling Winnings
f5754--2024-11-00 (1).pdf 		Form
8329 Lender's Information Return for Mortgage Credit Certific
f8329--2012-10-00 (1).pdf 		Form and Instruction
8508 Application for a Waiver from Electronic Filing of Infor
Form 8508 (9-2026).pdf 		Form and Instruction
8809 Application for Extension of Time To File Information Re
f8809--2026-12-00 (1).pdf 		Form
8811 Information Return for Real Estate Mortgage Investment C
f8811--2013-08-00 (3).pdf 		Form and Instruction
1042-S Foreign Person's U.S. Source Income Subject to Withholdi
f1042-s--2027-00-00.pdf 		Form
1095-A Health Insurance Marketplace Statement
f1095-a--2026-00-00.pdf 		Form and Instruction
1097-BTC Bond Tax Credit
f1097-btc--2025-04-00 (4).pdf 		Form and Instruction
1098-C Contributions of Motor Vehicles, Boats, and Airplanes
f1098-c--2025-04-00 (1).pdf 		Form and Instruction
1098-E Student Loan Interest Statement
f1098-e--2027-00-00.pdf 		Form and Instruction
1098-F Fines, Penalties, and Other Amounts
f1098-f--2025-04-00 (4).pdf 		Form and Instruction
1098-Q Qualifying Longevity Annuity Contract Information
f1098-q--2025-04-00 (1).pdf 		Form and Instruction
1098-T Tuition Statement
f1098-t--2027-00-00.pdf 		Form and Instruction
1098-VLI Vehicle Loan Interest Statement
f1098vli_2026.pdf 		Form and Instruction
1099-A Acquisition or Abandonment of Secured Property
f1099-a--2025-04-00 (1).pdf 		Form and Instruction
1099-b Proceeds From Broker and Barter Exchange Transactions
f1099b--dft.pdf 		Form and Instruction
1099-C Cancellation of Debt
f1099-c--2025-04-00 (1).pdf 		Form and Instruction
1099-CAP Changes in Corporate Control and Capital Structure
f1099-cap--2025-04-00 (1).pdf 		Form and Instruction
1099-DA Digital Asset Proceeds from Broker Transactions
f1099da--dft.pdf 		Form and Instruction
1099-DIV Dividends and Distributions
f1099div--dft.pdf 		Form and Instruction
1099-G Certain Government Payments
f1099-g--2026-12-00 (1).pdf 		Form and Instruction
1099-INT Interest Income
f1099-int--2024-01-00 (1).pdf 		Form and Instruction
1099-K Payment Card and Third Party Network Transactions
f1099-k--2026-12-00 (1).pdf 		Form and Instruction
1099-LS Reportable Life Insurance Sale
f1099-ls--2025-04-00 (1).pdf 		Form and Instruction
1099-LTC Long-Term Care and Accelerated Death Benefits
f1099-ltc--2025-04-00 (1).pdf 		Form and Instruction
1099-MISC Miscellaneous Information
f1099-misc--2026-12-00.pdf 		Form and Instruction
1099-NEC Nonemployee Compensation - Form 1099 NEC
f1099-nec--2026-12-00.pdf 		Form and Instruction
1099-OID Original Issue Discount
f1099-oid--2024-01-00 (1).pdf 		Form and Instruction
1099-PATR Taxable Distributions Received From Cooperatives
f1099-patr--2025-04-00 (1).pdf 		Form and Instruction
1099-Q Payments From Qualified Education Programs (Under Sectio
f1099-q--2025-04-00 (1).pdf 		Form and Instruction
1099-QA Distributions from ABLE Accounts
f1099-qa--2025-04-00 (1).pdf 		Form and Instruction
1099-R Distributions From Pensions, Annuities, Retirement or Pr
f1099r--dft.pdf 		Form and Instruction
1099-S Proceeds From Real Estate Transactions
f1099-s--2026-12-00 (1).pdf 		Form and Instruction
1099-SA Distributions From an HSA, Archer MSA, or Medicare Advan
f1099-sa--2025-04-00 (1).pdf 		Form and Instruction
1099-SB Seller's Investment in Life Insurance Contract
f1099-sb--2025-04-00 (1).pdf 		Form and Instruction
5498-ESA Coverdell ESA Contribution Information
f5498-esa--2026-12-00.pdf 		Form and Instruction
5498-QA ABLE Account Contribution Information
f5498-qa--2026-12-00.pdf 		Form and Instruction
5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
f5498-sa--2026-12-00 (1).pdf 		Form and Instruction
W-2G Certain Gambling Winnings
fw2g--dft.pdf 		Form and Instruction
W-9 Request for Taxpayer Identification Number (TIN) and Cer
fw9--dft.pdf 		Form and Instruction
1042 T Annual Summary and Transmittal of Forms 1042-S
f1042t--dft.pdf 		Form and Instruction
1042 Sch Q Tax Liability of Qualified Derivatives Dealer (QDD)
Schedule Q (Form 1042) (2025).pdf 		Form and Instruction
7004 Application for Automatic Extension of Time To File Cert
Form 7004 (12-2025).pdf 		Form

Information Collection (IC) Details

View Information Collection (IC)

layout table

Information Collection Instruments:
table that charts list of instruments
Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Form 1042 Yes Yes Fillable Fileable
Form 1096 Yes Yes Fillable Fileable
Form and Instruction 1098 Yes Yes Fillable Fileable
Form 3921 Yes Yes Fillable Fileable
Form 3922 Yes Yes Fillable Fileable
Form 5498 Yes Yes Fillable Fileable
Form 5754 Yes Yes Fillable Fileable
Form and Instruction 8329 Yes Yes Fillable Fileable
Form and Instruction 8508 Yes Yes Fillable Fileable
Form 8809 Yes Yes Fillable Fileable
Form and Instruction 8811 Yes Yes Fillable Fileable
Form 1042-S Yes Yes Fillable Fileable
Form and Instruction 1095-A Yes Yes Fillable Fileable
Form and Instruction 1097-BTC Yes Yes Fillable Fileable
Form and Instruction 1098-C Yes Yes Fillable Fileable
Form and Instruction 1098-E Yes Yes Fillable Fileable
Form and Instruction 1098-F Yes Yes Fillable Fileable
Form and Instruction 1098-Q Yes Yes Fillable Fileable
Form and Instruction 1098-T Yes Yes Fillable Fileable
Form and Instruction 1098-VLI Yes Yes Fillable Fileable
Form and Instruction 1099-A Yes Yes Fillable Fileable
Form and Instruction 1099-b Yes Yes Fillable Fileable
Form and Instruction 1099-C Yes Yes Fillable Fileable
Form and Instruction 1099-CAP Yes Yes Fillable Fileable
Form and Instruction 1099-DA Yes Yes Fillable Fileable
Form and Instruction 1099-DIV Yes Yes Fillable Fileable
Form and Instruction 1099-G Yes Yes Fillable Fileable
Form and Instruction 1099-INT Yes Yes Fillable Fileable
Form and Instruction 1099-K Yes Yes Fillable Fileable
Form and Instruction 1099-LS Yes Yes Fillable Fileable
Form and Instruction 1099-LTC Yes Yes Fillable Fileable
Form and Instruction 1099-MISC Yes Yes Fillable Fileable
Form and Instruction 1099-NEC Yes Yes Fillable Fileable
Form and Instruction 1099-OID Yes Yes Fillable Fileable
Form and Instruction 1099-PATR Yes Yes Fillable Fileable
Form and Instruction 1099-Q Yes Yes Fillable Fileable
Form and Instruction 1099-QA Yes Yes Fillable Fileable
Form and Instruction 1099-R Yes Yes Fillable Fileable
Form and Instruction 1099-S Yes Yes Fillable Fileable
Form and Instruction 1099-SA Yes Yes Fillable Fileable
Form and Instruction 1099-SB Yes Yes Fillable Fileable
Form and Instruction 5498-ESA Yes Yes Fillable Fileable
Form and Instruction 5498-QA Yes Yes Fillable Fileable
Form and Instruction 5498-SA Yes Yes Fillable Fileable
Form and Instruction W-2G Yes Yes Fillable Fileable
Form and Instruction W-9 Yes Yes Fillable Fileable
Form and Instruction 1042 T Yes No Fillable Printable
Form and Instruction 1042 Sch Q Yes Yes Fillable Fileable
Form 7004 Yes No Fillable Printable
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Other-Publication Yes No Printable Only
Other-Publication Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only
Instruction Yes No Printable Only

Federal Enterprise Architecture Business Reference Module


table that charts list of burden
  Requested Program Change Due to New Statute Program Change Due to Agency Discretion Change Due to Adjustment in Agency Estimate Change Due to Potential Violation of the PRA Previously Approved
Annual Number of Responses for this IC 6,407,315,700 0 5,451,812,811 953,378,222 0 2,124,667
Annual IC Time Burden (Hours) 140,987,248 0 2,564,544,060 -2,423,960,499 0 403,687
Annual IC Cost Burden (Dollars) 6,179,662,120 0 49,629,349 6,130,032,771 0 0

Documents for IC
table that charts IC Documents
Title Document Date Uploaded
No associated records found
            Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.
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