TAX FORMS

These links will let you download the Internal Revenue Service's most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website.

1040

U.S. Individual Income Tax Return


Form | Instructions

 

1040-SR

An alternative to the Form 1040 for taxpayers who are 65 and older.


Form | Instructions

 

1040ES

Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).


Form & Instructions

 

1040X

Amended U.S. Individual Income Tax Return


Form | Instructions

 

5305 – SIMPLE

Savings Incentive Match Plan for Employees of Small Employers


Form | Instructions

 

Schedule 1 (1040)

Additional Income and Adjustments to Income


Form | Instructions

 

Schedule 2 (1040)

Additional Taxes


Form | Instructions

 

Schedule 3 (1040)

Additional Credits and Payments


Form | Instructions

 

Schedule A (1040)

Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.


Form | Instructions

 

Schedule B (Form 1040)

Interest and Ordinary Dividends.


Form & Instructions

 

Schedule C (Form 1040)

Profit or Loss from Business (Sole Proprietorship)


Form | Instructions

 

Schedule D (Form 1040)

Capital Gains and Losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.


Form | Instructions

 

Schedule E (Form 1040)

Supplemental Income and Loss. Use Schedule E to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs).


Form | Instructions

 

Schedule SE (Form 1040)

Self-Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.


Form | Instructions

 

W-4

Employee’s Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.


Form & Instructions

 

W-2

Wage and Tax Statement. Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee – even if the employee is related to the employer.


Form | Instructions

 

W-9

Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.


Form | Instructions

 

1099

Miscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.


Form | Instructions

 

1099-NEC

Form to report nonemployee compensation.


Form | Instructions

 

941

Employer’s Quarterly Federal Tax Return.


Form | Instructions

 

4868

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.


Form & Instructions

 

8863

Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.


Form | Instructions

 

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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