Sample tax forms
View sample tax forms and documents, instructions for filing, and the approximate mailing dates for each.
![Sample Form 1099-DIV](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-1099-div/_jcr_content.resource-thumbnail.png)
Sample Form 1099-DIV
This piece is an example of Form 1099-DIV along with instructions for tax filing.
Approved for use with investors
![Sample Form 1099-B](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-1099-b/_jcr_content.resource-thumbnail.png)
Sample Form 1099-B
This piece is an example of Form 1099-B along with instructions for tax filing.
Approved for use with investors
![Sample Form 1099-Q](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-1099-q/_jcr_content.resource-thumbnail.png)
Sample Form 1099-Q
This piece is an example of Form 1099-Q along with instructions for tax filing.
Approved for use with investors
![Sample Form 1099-R](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-1099-r/_jcr_content.resource-thumbnail.png)
Sample Form 1099-R
This piece is an example of Form 1099-R along with instructions for tax filing.
Approved for use with investors
![Sample California Form 592-B](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-california-form-592-b/_jcr_content.resource-thumbnail.png)
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
![Sample Form 1042-S](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-1042-s/_jcr_content.resource-thumbnail.png)
Sample Form 1042-S
This piece is an example of Form 1042-S, along with instructions for tax filing.
Approved for use with investors
![Sample Form 5498](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-5498/_jcr_content.resource-thumbnail.png)
Sample Form 5498
This piece is an example of Form 5498, along with instructions for tax filing.
Approved for use with investors
![Sample Form 5498-ESA](/content/jhi-investments/us/en/resources/all-resources/forms-and-applications/sample-form-5498-esa/_jcr_content.resource-thumbnail.png)
Sample Form 5498-ESA
This piece is an example of Form 5498-ESA, along with instructions for tax filing.
Approved for use with investors