IRS Forms & Tax Documents

Find the IRS forms you need with our comprehensive guide. Each form includes detailed descriptions, filing requirements, and links to official IRS resources.

Individual Tax Return Forms and Schedules

Form 1040

Standard individual income tax return form used by U.S. residents to report annual income and calculate tax liability

Form 1040-NR

Income tax return specifically designed for nonresident aliens who have U.S. source income and need to file a tax return

Form 1040-SR

Simplified tax return option available for taxpayers aged 65 and older, featuring larger print and streamlined layout

Form 1040-X

Amendment form used to correct errors or make changes to a previously filed tax return

Form 1040-ES

Quarterly estimated tax payment form for individuals who need to pay taxes throughout the year instead of just at filing time

Schedule A

Attachment for itemizing deductions such as medical expenses, state taxes, mortgage interest, and charitable contributions

Schedule C

Business profit and loss statement for sole proprietors to report self-employment income and business expenses

Schedule D

Capital gains and losses reporting form for sales of investments, real estate, and other capital assets

Application and Registration Forms

Form SS-4

Application for Employer Identification Number (EIN) used by businesses, trusts, and estates to obtain a federal tax ID

Form W-7

Application for Individual Taxpayer Identification Number (ITIN) for individuals who cannot obtain a Social Security Number

Form 4868

Application for automatic extension of time to file individual income tax return, providing an additional 6 months to file

Income and Payment Reporting Documents

Form W-2

Wage and Tax Statement showing annual wages and taxes withheld, provided by employers to employees and the IRS

Form 1099-MISC

Miscellaneous Income reporting form for payments of $600 or more for services performed by independent contractors

Form 1099-INT

Interest Income reporting form for interest payments of $10 or more from banks, investment companies, and other financial institutions

Form 1099-DIV

Dividends and Distributions reporting form for dividend payments and capital gain distributions from investments

Form 1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Form 1099-G

Certain Government Payments including unemployment compensation, state tax refunds, and other government payments

Business and Employment Forms

Form W-4

Employee's Withholding Certificate used by employers to determine federal income tax withholding from employee paychecks

Form 941

Employer's Quarterly Federal Tax Return for reporting employment taxes including income tax withholding and FICA taxes

Form 940

Employer's Annual Federal Unemployment (FUTA) Tax Return for reporting federal unemployment taxes

Form 1040-ES

Estimated Tax for Individuals used to calculate and pay quarterly estimated tax payments for self-employed individuals

Form 1120

U.S. Corporation Income Tax Return for C corporations to report income, gains, losses, deductions, credits, and tax liability

Form 1120S

U.S. Income Tax Return for an S Corporation for pass-through entities that elect to be taxed as S corporations

Specialized Tax Forms

Form 1040-NR

U.S. Nonresident Alien Income Tax Return for nonresident aliens with U.S. source income

Form 1041

U.S. Income Tax Return for Estates and Trusts for reporting income, deductions, gains, losses, and credits

Form 1065

U.S. Return of Partnership Income for partnerships to report income, deductions, gains, losses, and credits

Form 709

United States Gift (and Generation-Skipping Transfer) Tax Return for reporting gifts and generation-skipping transfers

Form 706

United States Estate (and Generation-Skipping Transfer) Tax Return for estates exceeding the exemption amount

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