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Tax Forms

1099 & 5498 Resource Center

To help make the reporting season easier for you, we've developed resource centers for forms 5498 and 1099.

Understanding Form 1099

Understanding Form 5498

The centers include:

  • Answers to the most frequently asked questions regarding each form and reporting
  • Interactive guides that give a field by field explanation of each box on the form and the information that we provide
  • IRS tax codes and instructions

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