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Thousand Oaks California online Form Instruction 1099-R & 5498: What You Should Know

IRS releases 2025 version of Form 1098-E and 2025 version of Form 2098 3 Oct 2025 β€” For more than 100 years, income and employment taxes have been reported on a series of forms called β€œForm 1095 and Form 1098,” said Paul P. Pusher, an accountant with Taxpayers Anonymous, a nonprofit tax watchdog group. To make sure you have the correct year, report the year to which you're filing: Income Tax Return, 1040EZ As of Dec 31, 2017, income and employment taxes must be properly reported on a single income tax return, Pusher said. 20 Feb 2025 β€” The tax form number for Form 1098-E (for individual returns) and 2106 (for joint returns) have been changed to 2098. β€œThe changes were made over the past few years and include simplifying the Form 1098-E and 1098-T forms for users,” IRS told Taxpayers Anonymous. 21 May 2025 β€” To comply with new U.S. tax laws, IRS has changed the form numbers for the two most common forms for reporting taxes. The new form number is 2098 for Form 1098, 1098-E and 2106 for Form 1099-R (and Form 5498) What was changed? The form numbers in 2106 have been changed to 2098. Taxpayer Explanation of IRS Changes to Forms 1098-E & 2098 11 July 2025 β€” The Taxpayer Explanation of IRS Changes to Forms 1098-E and 2098 provides explanations of changes to these forms. A Form 1098-E is used to report both income tax and social security and Medicare tax. A Form 1099-R is used to report the value of a self-employment loss, which may be taxed at the individual level. Both must be filed with the tax return filed. What does a Form 1098-E and a Form 1099-R cover? Form 1098-E provides information about employee or independent contractor wages and interest income. Form 1099-R provides information about retirement plan deductions and earnings. Both may be reported if they are required under federal tax law or if an exemption is claimed. This page contains the tax form numbers for Forms 1098-E and 1099-R. To obtain the form numbers for Forms 1098-E and 1098-R electronically, go to IRS.gov/Forms1098e or IRS.

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