FEDERAL & STATE REPORTING

We generate and submit annual original and/or corrected federal filings and CFS state filings electronically via the IRS FIRE system. We provide direct state filings (including electronic or paper submissions as appropriate), Puerto Rico filings, and quarterly and other periodic filings as required by individual states for withholding reporting on specified forms, such as W-2 and 1099-R.

Federal Forms

• W-2 Wage and Tax Statement
• W-2G Certain Gambling Winnings
• 1042-S Foreign Person's US Source Income Subject to Withholding
• 1098 Mortgage Interest Statement
• 1098-E Student Loan Interest Statement
• 1098-T Tuition Payments Statement
• 1099-A Acquisition or Abandonment of Secured Property
• 1099-B Proceeds from Broker and Barter Exchange Transactions
• 1099-C Cancellation of Debt
• 1099-DIV Dividends and Distributions
• 1099-G Certain Government Program Qualified Payments
• 1099-INT Interest Income
• 1099-LTC Long Term Care and Accelerated Death Benefits
• 1099-MISC Miscellaneous Income
• 1099-MSA Distribution from an Archer MSA or Medicare + Choice MSA
• 1099-OID Original Issue Discount
• 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530)
• 1099-R Distributions from Pensions, Annuities, Retirement/Profit-Sharing Plans, IRAs, Insurance, etc
• 1099-S Proceeds from Real Estate Transactions
• 5498 IRA Contribution Information
• 5498-ESA Coverdell ESA Contribution Information
• 5498-MSA Archer MSA or Medicare + Choice MSA Information

State Filing 

CFS States

Non-CFS States

ONESOURCE Tax Information Reporting produces the appropriate filing media for the following non-CFS states: