ONESOURCE TAX INFORMATION REPORTING

BROKERAGE & INVESTMENTS INDUSTRY

For all types of 1099 transactions related to brokerage and investment companies, ONESOURCE Tax Information Reporting compliance reporting includes:

  • Form 1099-B: Proceeds from Broker and Barter Exchange Transactions
  • Form 1099-CAP: Changes in Corporate Control and Capital Structure
  • Form 1099-DIV: Dividends and Distributions
  • Form 1099-OID: Original Issue Discount
  • Form 1099-PATR: Taxable Distributions Received From Cooperatives
  • Form 1099-S: Proceeds from Real Estate Transactions