b"1099 & 1098 PRE-PRINTED FORMSIndividual Laser Packs1099-S (PROCEEDS FROM1099-R (RETIREMENT) REAL ESTATE TRANSACTIONS) 1098 (MORTGAGE INTEREST)CORRECTED (if checked) T fh uirsn iisnhfoeRrdme vtaoet intohuneei IsSn ebterevrinincagel 2a $ 1Gross distribution 2bTaxable amountmined OMB No.1545-0119 5189 7575 VOID CORRECTED OMB No. 1545-0997 5160 8181 VOIDCORRECTEDOMB No. 1545-1380 5150not deter 2024 FILERS name, street address, city or town, state or province, country, 1Date of closing RECIPIENTS/LENDERS name, street address, city or town, state orDETACH BEFORE MAILING DETACH BEFORE MAILINGMANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSPAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no. Taxable amount Total distribution13Date of payment Form 1099-R province, country, ZIP or foreign postal code, and telephone no. FormMortgageMANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSons From, 1098$ 3Capital gain (included 4Federal income tax R Sharin rinbesun,ttiAa onnrsn P, uIriRtoiAests-, ZIP or foreign postal code, and telephone number 2Gross proceeds Form1099-S Proceeds From Real(Rev. April 2025) Interest in box 2a) withheld PeeDtniirssetiomg Pl (Rev. April 2025) Estate Transactions For calendar yearStatementPAYERS TIN RECIPIENTS TIN $ 5Employee contributions/ contributions $ 6 in employered appreciation Insurance Contraetc.cts, FILERS TIN TRANSFERORS TIN $ 3 For calendar year Copy A $1 Mortgage interest received from payer(s)/borrower(s) Copy A or insurance premiums Net unrealizs securities Copy B Address (including city, state, and ZIP code) or legal description For Designated RothRECIPIENT'S name, stret addres, city or town, state or province, country, and ZIP or foreign postal code $ 7Distribution code(s)IRA/SEP/ $ 8Other Report this income on your FederalF TRANSFERORS name ForRECIPIENTS/LENDERS TIN PAYERS/BORROWERS TIN $2 Outstanding mortgage3 Mortgage origination date Internal Revenue edetax return. If this form shows Service CenterSIMPLE 4, attach this copy to your return. Internal Revenueprincipal 5 Mortgage insuranceService Centerral income tax witheld in Box9aYour percentage of 9b $ % 10Amt alocable to IR within 5 yrs. 4 Check here if the transferor received or willPaperwork ReductionPAYERS/BORROWERS name4 Refund of overpaidpremiums information, 14 total distribution % 15 $ Total Employee Contributions 16 $ State Distribution Street address (including apt. no.) 5 Checka foreignreceive .Privacy Act, and$interest $ Privacy Act, property or services as part of the consideration $ State tax withheld State/Payers state no. $ or foreign trust) . . . . . . . . . .Act Notice, see theStreet address (including apt. no.)$ 6 Points paid on purchase of principal residence and Paperwork $ $ City or town, state or province, country, and ZIP or foreign postal code here alien, if the foreignforeign person estate,General Instructions7If address of property securing mortgage is the sameNotice, see the (nonresidenttransferor partnership, isReduction Act General Account number (see instructions)111st year of desig. Roth contrib.12 requirement 17Local tax withheld 18Name of locality 19Local distribution Account number (see instructions) 6Buyers part of real estate tax for Certain . as PAYERS/BORROWERS address, check the box, or enterInstructions for Certain $ $ $ Information Returns City or town, state or province, country, and ZIP or foreign postal code the address or description in box 8. Information FORM1099R www.irs.gov/Form1099R Department of the Treasury - Internal Revenue Service Form(Rev. 4-2025) 41-0852411 www.irs.gov/Form1099S www.irs.gov/Form1099 5161 8 Address or description of property securing mortgage (seeReturns. 5151Do1099-SDepartment of the Treasury - Internal Revenue Service instructions) *Caution: The amount shown may OMB No. 1545-1380CORRECTED (if checked)T fu hirsn iisnhfoeRrdme tvaoet intohunee iIsSn ebterevrniincagel $ 1Gross distribution 2bTaxable amountmined OMB No F .1545-0119 NotCutorSeparateFormsonThisPageCORRECTED (if checked)DoNotCut orSeparateFormsonThisPage mortgage RECIPIENTS/LENDERS name, street address, city or town, state ornot be fully deductible by you.Formwww.irs.gov/Form1099 MortgageDETACH BEFORE MAILINGDETACH BEFORE MAILINGMANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKS MANUFACTURED ON OCR LASER BOND PAPER USING HEAT RESISTANT INKSFILERS name, street address, city or town, state or province, country, 1Date of closing OMB No. 1545-0997 province, country, ZIP or foreign postal code, and telephone no. Limits based on the loan amount1098ZIP or foreign postal code, and telephone number 9 Number of properties securing the 10 OtherCORRECTED (if checked)2aTaxable amount not deter 13Date of payment 2024 7575 VOID CORRECTED 2Gross proceedsOMB No. 1545-0997 Form1099-S Proceeds From RealAccount number (see instructions) and the cost and value of the(Rev. April 2025) Interest secured property may apply. Also,11 Mortgage PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no. $ 3Capital gain (included Total distribution 4 R P 1099-R FILERS name, street address, city or town, state or province, country, 1Date of closing $ Form1099-S (Rev. April 2025) Estate Transactions you may only deduct interest to theFor calendar yearStatementPAYERS TINRECIPIENTS TIN $ 5 in box 2a) $ 6 Federal income tax Doisrmtributions Fritorioemts-, ZIP or foreign postal code, and telephone number TRANSFERORS TIN2Gross proceeds 3 (Rev. April 2025) For calendar year Copy B Form1098 (Rev. 4-2025) 41-0852411ThisPageDoNo extent it was incurred by you,8 acquisition date Copy B actually paid by you, and not withheld Sehetnairsreiinomgne sPn,ltaA onnrsn ,P uIRAs, Proceeds From Realreimbursed by another person.Estate Transactions 1 Mortgage interest received from payer(s)/borrower(s)*Net unrealiz s securities Insurance Contraetc.cts, FILERS TIN FILERS TIN TRANSFERORS TIN $ 3 Address (including city, state, and ZIP code) or legal description For Transferor DoNotCutorSeparateFormsonwww.irs.gov/Form109 Department of the Treasury - Internal Revenue ServiceFor Payer/ Designated Roth in employered appreciation Copy C TRANSFEROR'S name, street address, city or town, state or province, country, and ZIP or foreign postal code For calendar year Copy A This is important taxRECIPIENTS/LENDERS TIN PAYERS/BORROWERS TIN $tCutorSeparateFormsonThisPage Borrower2 Outstanding mortgage3 Mortgage origination dateEmployee contributions/ contributions Address (including city, state, and ZIP code) or legal description information and is beingprincipal The information in boxes 1 RECIPIENT'S name, stret addres, city or town, state or province, country, and ZIP or foreign postal code 9a $ 7 or insurance premiums IRA/SEP/ 9b $ $ 8Other % 10 For RecRiepcieonrtd'ss TRANSFERORS name 4 Check here if the4 Transferor received or will receive property or services. . . . . . . . . . . . . . .Forfurnished to the IRS. If8181 OWER'Sname,stretadres VOID, ortown, CORRECTEDor postalcode $OMB No. 1545-1380 $ 5 Mortgage insuranceimportant tax information through 9 and 11 is SIMPLE as part of the consideration (if checked) . Internal Revenuereturn, a negligenceRECIPIENTS/LENDERS name, street address, city or town, state orcountry,andZIPforeign 4 Refund of overpaidpremiums and is being furnished to Distribution code(s) penalty or otherPAYER'S/BOR city state or province, interest the IRS. If you are required If checked, transferor is a foreign person (nonresident$ Your percentage of Total Employee Contributions Amt alocable to IR within 5 yrs. 5alien, received or will receiveestate,Service Center sanction may beprovince, country, ZIP or foreign postal code, and telephone no. $ 6 Points paid on purchase of principal residence Mortgagepenalty or other sanction 14 total distribution % 15 $ State/Payers state no. 16 $ State Distribution Street address (including apt. no.) 5 Checktransferor foreignapartnership, foreignorPrivacy Act, andimposed on you if thisForm1098 Interestmay be imposed on you if property or services as part of the considerationforeignitem is required to be7If address of property securing mortgage is the samethe IRS determines trust) $ $ State tax withheld $ $ Account number (see instructions) (keep for your records) here alien, if the foreign. . . . . . foreign. . . .Paperwork Reductiondetermines that it hasas PAYERS/BORROWERS address, the box is checked, orthat an underpayment of City or town, state or province, country, and ZIP or foreign postal code (nonresident$ 6Buyers part of real estate tax Act Notice, see thereported and the IRS(Rev. April 2025) Statement tax results because you transferor partnership, isforeign person estate,General Instructions not been reported. the address or description is entered in box 8. overstated a deduction for (Rev. 4-2025) or foreign trust)for CertainFor calendar yearthis mortgage interest or for Account number (see instructions)111st year of desig. Roth contrib.12 requirement 17 $ Local tax withheld 18Name of locality 19 $ Local distribution Account number (see instructions)Form1099-S$ 6Buyers part of real estate taxwww.irs.gov/Form1099S Department of the Treasury - Internal Revenue Service $1 Mortgage interest received from payer(s)/borrower(s) Copy Aboxes 1 and 6; or because Information Returns. 8 Address or description of property securing mortgagethese points, reported in www.irs.gov/Form1099 2 Outstanding mortgage3 Mortgage origination date you didnt report the refund FORM1099R (Keep for your records) www.irs.gov/Form1099R Department of the Treasury - Internal Revenue Service Form(Rev. 4-2025) 41-0852411 www.irs.gov/Form1099S Department of the Treasury - Internal Revenue Service RECIPIENTS/LENDERS TIN9 Number of properties securing the PAYERS/BORROWERS TIN10 Other $principal Internal Revenue Forof interest (box 4); or Do1099-SmortgageService Center because you claimed a fh uirsn iisnhfoeRrdme tvaoet intohuneei IsSn etberervniincagel $ Taxable amount Total distribution13Date of payment Form 2024 NotCutorSeparateFormsonThisPageCORRECTED (if checked)DoNotCut orSeparateFormsonThisPage PAYERS/BORROWERS name Account number (see instructions) $ 4 Refund of overpaid5 Mortgage insuranceinformation,nondeductible item.CORRECTED (if checked) 2025 image not available T 1 FILERS name, street address, city or town, state or province, country, 1Date of closing OMB No. 1545-0997 Proceeds From Real$interest $ premiums Privacy Act,11 Mortgage Gross distribution 2bTaxable amount OMB No.1545-0119 ZIP or foreign postal code, and telephone number acquisition datePAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no. 2a not determined 1099-R 7575 VOID CORRECTED OMB No. 1545-0997 Form1099-S Estate Transactions 6 Points paid on purchase of principal residence and Paperwork FILERS name, street address, city or town, state or province, country, 1Date of closing Reduction Act PAYERS TIN RECIPIENTS TIN at time of printin $ $ 5 3 $ 6 4 g. ns Froemts-, ZIP or foreign postal code, and telephone number $ 2Gross proceeds $ 2Gross proceeds 1099-S (Rev. April 2025) Copy B Street address (including apt. no.)(Keep for your records)7If address of property securing mortgage is the same www.irs.gov/Form1098 Notice, see the Distributio Proceeds From Realas PAYERS/BORROWERS address, check the box, or enterGeneral Capital gain (included Federal income tax R Peehtnairrseiinmogne sPn,ltAa onnrsn ,P uIrRiotiAs, FILERS TIN TRANSFERORS TIN 3 FormFor calendar year Form1098 (Rev. 4-2025) the address or description in box 8. Department of the Treasury - Internal Revenue ServiceInstructions for in box 2a) withheld In Ssurance Contracts, Address (including city, state, and ZIP code) or legal description This is important taxCity or town, state or province, country, and ZIP or foreign postal code instructions) Information (Rev. April 2025) Estate Transactions Certain etc. For calendar year For Transferor 8 Address or description of property securing mortgage (seeReturns.Employee contributions/ contributions 8 in employered appreciation income Copy 2 FILERS TIN TRANSFEROR'S name, street address, city or town, state or province, country, and ZIP or foreign postal code 4as part of the consideration (if checked) . . . . Copy A furnished to the IRS. If9 Number of properties securing the 10 Other CORRECTED (if checked) www.irs.gov/Form1099Designated Roth Net unrealiz s securities TRANSFERORS TIN 3Address (including city, state, and ZIP code) or legal description information and is being or insurance premiums14 total distribution SIMPLE % 15 $ State/Payers state no. 16this c,ocitypy w, oitrh l oycoaulr Street address (including apt. no.) 5 Check here ifalien,. is.a foreign. . . person. . . . Internal Revenue. . .penalty or otherprovince, country, ZIP or foreign postal code, and telephone no. *Caution: The amount shown mayForm1098 Interest RECIPIENT'S name, stret addres, city or town, state or province, country, and ZIP or foreign postal code $ 7Distribution code(s)IRA/SEP/ $ Other Filestate TRANSFERORS name Transferor received or will receive property or servicesForreturn, a negligencemortgage RECIPIENTS/LENDERS name, street address, city or town, state ornot be fully deductible by you.OMB No. 1545-13809aYour percentage of 9b $ % 10Amt al when tax re qreturn,uired. 4 Check here if the transferorwillforeignService Center sanction may beAccount number (see instructions) Limits based on the loan amount11 MortgageMortgage Total Employee Contributions ocable to IR within 5 yrs. 5 If checked, foreign received transferor partnership, oris a receiveforeignimposed on you if thissecured property may apply. Also,acquisition date$ State tax withheld $ State Distribution Account number (see instructions) property or services as part of the consideration. . . . . . . . foreign person estate, (nonresident or.Privacy Act, anditem is required to beForm1098 (Rev. 4-2025) 41-0852411 5150 and the cost and value of the8 (Rev. April 2025) Statementtrust)you may only deduct interest to the transferorPaperwork Reductiondetermines that it hasextent it was incurred by you, $ $ City or town, state or province, country, and ZIP or foreign postal code (nonresident alien, . the 6Buyers part of real estate tax Act Notice, see thereported and the IRSactually paid by you, and notFor calendar yearCopy B foreign partnership, foreign estate,General Instructions not been reported. reimbursed by another person.Department of the Treasury - Internal Revenue Serviceor foreign trust)$ www.irs.gov/Form1091 Mortgage interest received from payer(s)/borrower(s)*Account number (see instructions)111st year of desig. Roth contrib.12 requirement 17Local tax withheld 18Name of locality 19Local distribution Account number (see instructions)Form1099-S(Rev. 4-2025) (keep for your records) for Certain . RECIPIENTS/LENDERS TIN PAYERS/BORROWERS TIN $3 Mortgage origination dateFor Payer/ Information Returns6Buyers part of real estate taxwww.irs.gov/Form1099S Department of the Treasury - Internal Revenue Service$ $ $ www.irs.gov/Form1099 2 Outstanding mortgageBorrowerprincipal The information in boxes 1 FORM1099R www.irs.gov/Form1099R Department of the Treasury - Internal Revenue Service LR3 Form1099-S(Rev. 4-2025) 41-0852411 5160 www.irs.gov/Form1099S Department of the Treasury - Internal Revenue Service $through 9 and 11 is CORRECTED (if checked) 4 Refund of overpaid5 Mortgage insuranceimportant tax information FILERS name, street address, city or town, state or province, country, 1Date of closing OMB No. 1545-0997 PAYER'S/BOROWER'Sname,stretadres,cityortown,state or province,country,andZIPorforeignpostalcode interest $ premiums and is being furnished to ZIP or foreign postal code, and telephone number $the IRS. If you are required 2Gross proceeds Form1099-S Proceeds From Real$ 6 Points paid on purchase of principal residence may be imposed on you if penalty or other sanction the IRS determines (Rev. April 2025) Estate Transactions 7If address of property securing mortgage is the samethat an underpayment of Required Envelope: FILERS TIN TRANSFERORS TIN $ 3 For calendar year Copy B as PAYERS/BORROWERS address, the box is checked, oroverstated a deduction for the address or description is entered in box 8. tax results because you Address (including city, state, and ZIP code) or legal description 8 Address or description of property securing mortgagethis mortgage interest or for these points, reported in For Transferor boxes 1 and 6; or because DW19W or DW19WS TRANSFEROR'S name, street address, city or town, state or province, country, and ZIP or foreign postal code 4 Transferor received or will receive property or services. . .information and is being9 Number of properties securing the 10 Other you didnt report the refund This is important taxof interest (box 4); or because you claimed a furnished to the IRS. Ifmortgagenondeductible item.as part of the consideration (if checked) . (nonresidentreturn, a negligenceAccount number (see instructions) 11 Mortgage 5alien, foreign. . partnership,. . . foreign. . . or. foreign. .penalty or otheracquisition dateIf checked, transferor is a foreign person estate, . sanction may be trust)imposed on you if this item is required to be reported and the IRS Account number (see instructions) 6Buyers part of real estate tax determines that it hasForm1098 (Rev. 4-2025) (Keep for your records) 5151 www.irs.gov/Form1098 Department of the Treasury - Internal Revenue Service$ not been reported.Form1099-S(Rev. 4-2025) (keep for your records)5161 www.irs.gov/Form1099S Department of the Treasury - Internal Revenue ServiceForm 1099-R 1 CORRECTED (if checked) OMB No. 1545-0119 2025 Form 1099-R 1 CORRECTED (if checked) OMB No. 1545-0119 2025 5175 Required Envelope: Required Envelope:Grossdistribution 2aTaxableamount Distributions From Pensions,Grossdistribution 2aTaxableamount Distributions From Pensions, Annuities, Retirement orAnnuities, Retirement or $ 2bTaxableamount $distribution 12 requirement 13Date of payment $ 2bTaxableamount $distribution 12 Insurance Contracts, etc. DW19W or DW19WS 77771 or 77772Prot-Sharing Plans, IRAs,Prot-Sharing Plans, IRAs, notdetermined Total Insurance Contracts, etc. notdetermined Total requirement 13Date of paymentPAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.RECIPIENT COPIESPAYERS TIN RECIPIENTS TIN PAYERS TIN RECIPIENTS TIN3Capital 2a) (included 4Federalincometaxwithheld5Rothcontribution e sorinsurancepremiums 3Capital 2a) (included 4Federalincometaxwithheld5Rothcontribution e sorinsurancepremiumsinbox gain Employecontributions/Designated inbox gain Employecontributions/Designated$ 6Netunrealizeersdsecuritiesappreciation $7Distributioncode(s) SIMPLE $8Other $ 6 in tunrealizeersdsecuritiesappreciation $7Distributioncode(s) SIMPLE $ 8OtherIRA/ IRA/inemploy SEP/ Neemploy SEP/$ 9aYourpercentageoftotaldistribution 9bTotalemploye$ econtributions % $ 9aYourpercentageoftotaldistribution 9bTotalemployee$ contributions %RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code $ RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code $% %Account number (see instructions) 11st year of desig. Roth contrib. $ 10Amount allocable to IRR within 5 years Account number (see instructions) 11st year of desig. Roth contrib. $ 10Amount allocable to IRR within 5 years $ 14State tax withheld 15State/Payers state no. 16 $ State distribution $ 14State tax withheld 15State/Payers state no. 16 $ State distribution$ 17Local tax withheld 18Name of Locality 19 $ Local distribution $ 17Local tax withheld 18Name of Locality 19 $ Local distributionCopy 2 File this copy with your state, city, Department of the Treasury Copy 2 File this copy with your state, city, Department of the Treasuryor local income tax return, when required. Internal Revenue Service or local income tax return, when required. Internal Revenue Servicewww.irs.gov/Form1099R www.irs.gov/Form1099RForm 1099-R 1 CORRECTED (if checked) OMB No. 1545-0119 2025 Form 1099-R 1 CORRECTED (if checked) OMB No. 1545-0119 2025Grossdistribution 2aTaxableamount Distributions From Pensions,Grossdistribution 2aTaxableamount Distributions From Pensions, Annuities, Retirement orAnnuities, Retirement or Prot-Sharing Plans, IRAs,Prot-Sharing Plans, IRAs, Insurance Contracts, etc. Insurance Contracts, etc.$ 2bTaxableamount $distribution 12 requirement 13Date of payment $ 2bTaxableamount $distribution 12 requirement 13Date of paymentnotdetermined Total notdetermined TotalPAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.PAYERS TIN RECIPIENTS TIN PAYERS TIN RECIPIENTS TINRECIPIENT COPIES3Capital 2a) (included 4Federalincometaxwithheld5Rothcontribution e sorinsurancepremiums 3Capital 2a) (included 4Federalincometaxwithheld5Rothcontribution e sorinsurancepremiumsinbox gain Employecontributions/Designated inbox gain Employecontributions/Designated$ 6Netunrealizedappreciation $7Distributioncode(s) IRA/ $ 8Other $ 6Net employers $ 7Distributioncode(s) SIMPLE $ 8OtherSEP/ IRA/inemployerssecurities SIMPLE in unrealizedsecuritiesappreciation SEP/$ 9aYourpercentageoftotaldistribution 9bTotalemploye$ econtributions % $ 9aYourpercentageoftotaldistribution 9bTotalemployee$ contributions %RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code $ RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code $% %Account number (see instructions) 11st year of desig. Roth contrib. $ 10Amount allocable to IRR within 5 years Account number (see instructions) 11st year of desig. Roth contrib. $ 10Amount allocable to IRR within 5 years $ 14State tax withheld 15State/Payers state no. 16 $ State distribution $ 14State tax withheld 15State/Payers state no. 16 $ State distribution$ 17Local tax withheld 18Name of Locality 19 $ Local distribution $ 17Local tax withheld 18Name of Locality 19 $ Local distributionCopy C For Recipients Records is Service. Department of the Treasury Copy B Report this income on your federal tax return. Department of the TreasuryThisinformationbeingfurnishedtotheInternalRevenue(keep for your records)Internal Revenue Service If this form shows federal income tax withheld www.irs.gov/Form1099R(5175)www.irs.gov/Form1099R in box 4, attach this copy to your return. Internal Revenue ServiceRequired Envelope:61611 or 61612Sheets per pack2550500FORM DESCRIPTIONN/AN/A5189B1099-R 3-Up Horizontal Recipient Copy B, C, 21 Sheet Equals 1 FormN/A5175505175B1099-R 4-Up Box Recipient Copy B, C, 2, 21 Sheet Equals 1 Form516025516050N/A1099-S Federal Copy A1 Sheet Equals 3 Forms516125516150N/A1099-S Transfer or Copy B1 Sheet Equals 3 Forms5150255150505150B1098 Federal Copy A1 Sheet Equals 2 Forms5151255151505151B1098 Payer/Borrower Copy B1 Page Equals 2 Forms11"