Form 8949 is the federal form for reporting sales and other dispositions of capital assets. A gift annuitant whose Form 1099-R indicates a portion of her annuity is capital gain income must enter this capital gain income amount on Form 8949, along with all other sales and dispositions of capital assets.

Form 8282 is a federal informational form filed by a charity. The charity submits the form for each non-cash asset that had a value in excess of $500 at the time of donation and that it sells within two years of donation.

Form 1099-R is the federal form for reporting distributions from pensions, annuities, retirement plans, IRAs, and other various additional sources of income. A charity must send a Form 1099-R to each of its gift annuitants at the end of each year. The 1099-R informs the annuitants of the amount and taxable character of the gift annuity payments that they have received during the tax year.

The standard Internal Revenue Service (IRS) form that individuals use to file their annual income tax returns. The form contains sections that require taxpayers to disclose their financial income status for the year in order to ascertain whether additional taxes are owed or whether the taxpayer is due for a tax refund. 1040 forms need to be filed with the IRS by April 15.

Also known as the "U.S. individual income tax return" or the "long form".