The QI Forms area contains all the up-to-date forms and documents regarding the QI regime, including Forms 1042 for the QI annual reporting.
Choose a topic area from the menu on the right to view forms, instructions and useful information.
You can browse or search all of the QI forms and documents in the download center.
Need assistance with preparing your 1042-S or 1099 Forms?
QI Solutions provides 1042-S preparation and electronic filing services, including requests for extensions to file. Contact us for a free consultation and discover how we can streamline your US tax information reporting in a cost effective manner.
2023 Filing Deadlines (for income paid in 2022)
| Deadline | Form | Extended Filing Deadline |
| January 31 |
Form 1099 to clients (except 1099-B) | |
| Form 8966 (Swiss FFIs only, non-consenting US Accounts) | ||
| February 15 | Form 1099-B to clients | |
| March 15 | Form 1042-S to clients | |
| Form 1042-S to IRS (electronic filing via FIRE) | April 14 with timely filed Form 8809 (automatic 30-day extension) | |
| Form 1042 to IRS | September 15 with timely filed Form 7004 (automatic six month extension), does not extend time to pay | |
| March 31 | Form 1099 to IRS (electronic filing via FIRE) | April 30 with timely filed Form 8809 request for extension to file 1099 (electronic filing via FIRE, automatic 30-day extension) |
| Form 8966 | June 29 with timely filed Form 8809-I (automatic 90 day extension) | |
