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Printable Form 5500 - Schedule H Allegheny Pennsylvania: What You Should Know

Form 1099-K Annual Report. In 2016, all pension plans are subject to the tax. (see page 461 of PDF). Form 1099-K (PDF) Form 1098-A. If a plan participant gets a financial report through the Internal Revenue Service, the form Form 1099-K is due from his or her retirement plan within three months of the due date. Form 1098-A (PDF) Form 1099R. The filing of Form 1099-R is an opportunity to report the assets, liabilities and gross income of a retiree for the tax year. This form Form 1099R is only for information on a former employee who would be subject to the tax if the employee received a retirement plan at the time of the retirement. Form 1099-R is required to be filed by anyone (retiree or former employee) who is still covered by a 401(k) or 403(b) plan at the end of the calendar year. However, the form is not required to be filed by a former employee if the former employee is receiving a payment under a qualified deferred compensation plan at the time of retirement. Form 1099-S (PDF) Form W-2P. Form W-2P will be provided to the employee. Each employee will have to report the amount of wages reported on the W-2. Form W-2P. (PDF) Form W-2V. The W-2P includes information about the worker. To file Form W-2V, the IRS requires the employer to provide the worker a completed Form W-2V. Form W-2V will be accepted by the IRS as the worker's official income tax return. Form W-2V. Form 1099-R. (PDF) Form 1099-SE, Return of Unearned Income. (PDF) Form 9923, Return of Section 401(a) Plan Participant Information. Form 9992, Return of Section 403(b) Plan Participant Information. Section 3914(j) Return of Section 457 Plan Participant Information. Form 990. (PDF).

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