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