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Real Estate Holders & Professionals - 1099-MISC & 1099-S

  • International CPA of Miami 1395 Brickell Avenue Miami, FL, 33131 United States (map)

🏠📅 March 31, 2025 – IRS Electronic Filing Deadline for Real Estate Holders & Professionals

Real estate professionals, brokers, and title companies must electronically file by March 31, 2025, to report miscellaneous payments and real estate transaction proceeds.
The paper filing deadline was February 28, 2025.

These forms are used to track reportable payments and real estate sales, ensuring the IRS receives accurate income and capital gains information.

🧾 Form 1099-MISC – Miscellaneous Information

🔍 What is it?

Used to report various types of payments, including those often associated with real estate operations, such as:

  • Rents (Box 1)

  • Royalties

  • Other income payments

  • Payments to independent contractors (if not reported on 1099-NEC)

  • Attorney fees (Box 10)

  • Crop insurance proceeds

  • Medical and health care payments

🏠 Who files it?

  • Property managers, landlords, real estate investors, or any entity paying $600 or more in qualifying miscellaneous payments.

📥 What information does it include?

  • Amount paid

  • Type of payment

  • Recipient’s taxpayer identification number

💡 Why it matters:

The IRS uses it to ensure that individuals and businesses receiving rental or service income report it properly. Failure to issue this form may result in penalties.

🧾 Form 1099-S – Proceeds from Real Estate Transactions

🔍 What is it?

Used to report the gross proceeds from the sale or exchange of real estate, including:

  • Land

  • Buildings

  • Residential, commercial, and industrial properties

  • Permanent structures

🏠 Who files it?

  • Usually the settlement agent, closing attorney, or title company, though sometimes the real estate broker or mortgage lender may be responsible.

📥 What information does it include?

  • Seller’s name and TIN

  • Description of property

  • Date of sale

  • Gross proceeds

💡 Why it matters:

The IRS uses this information to track potential capital gains on real estate transactions. Sellers are required to report this income on their tax returns.
Certain exclusions may apply (e.g. for the sale of a primary residence under IRC §121).

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