Sample tax forms
View sample tax forms and documents, instructions for filing, and the approximate mailing dates for each.
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Sample Form 1099-DIV
This piece is an example of Form 1099-DIV along with instructions for tax filing.
Approved for use with investors
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Sample Form 1099-B
This piece is an example of Form 1099-B along with instructions for tax filing.
Approved for use with investors
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Sample Form 1099-Q
This piece is an example of Form 1099-Q along with instructions for tax filing.
Approved for use with investors
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Sample Form 1099-R
This piece is an example of Form 1099-R along with instructions for tax filing.
Approved for use with investors
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Sample California Form 592-B
This piece is an example of California Form 592-B, along with instructions for tax filing.
Approved for use with investors
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Sample Form 1042-S
This piece is an example of Form 1042-S, along with instructions for tax filing.
Approved for use with investors
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Sample Form 5498
This piece is an example of Form 5498, along with instructions for tax filing.
Approved for use with investors
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Sample Form 5498-ESA
This piece is an example of Form 5498-ESA, along with instructions for tax filing.
Approved for use with investors