GeorgeM777
Expert Alumni

Retirement tax questions

Form 1099-S is generally provided by a title company after the sale of real estate. If there was a property sale this year, contact the title company that you closed with to see if the filed a Form 1099-S. 

 

According to the IRS, generally, the person responsible for closing the transaction is required to file Form 1099-S.  If no one is responsible for closing the transaction, the person responsible for filing is, in the following order: (a) the mortgage lender, (b) the transferor's broker, (c) the transferee's broker, or (d) the transferee.

 

Here is a link to the IRS webpage that discusses Form 1099-S which you might find helpful.

 

Instructions for Form 1099-S

 

@rtmourad

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