Tax forms

U.S. Individual Income Tax Return

The primary form used by U.S. citizens and resident aliens to file their annual income tax return.

U.S. Tax Return for Seniors

Simplified version of Form 1040 designed for taxpayers age 65 and older, with larger text and a standard deduction chart.

Estimated Tax for Individuals

Used to figure and pay estimated tax. Required if you expect to owe at least $1,000 in tax after withholding.

Amended U.S. Individual Income Tax Return

Used to correct a previously filed Form 1040 or claim a refund for an overpayment of tax.

U.S. Nonresident Alien Income Tax Return

Filed by nonresident aliens who have U.S. source income or must file to comply with U.S. tax law.

Payment Voucher

A statement you send with a check or money order for any balance due on the "Amount you owe" line of your Form 1040.

Itemized Deductions

Used to figure your itemized deductions. Attach to Form 1040 if deductions exceed the standard deduction.

Interest and Ordinary Dividends

Required if you had over $1,500 of taxable interest or ordinary dividends, or received a 1099-OID.

Profit or Loss From Business (Sole Proprietorship)

Used to report income or loss from a business you operated or a profession you practiced as a sole proprietor.

Capital Gains and Losses

Used to report the sale or exchange of capital assets and to figure the capital gain or loss.

Supplemental Income and Loss

Reports income or loss from rental real estate, royalties, partnerships, S corporations, trusts, and REMICs.

Profit or Loss From Farming

Used to report farm income and expenses. Attach to Form 1040, 1040-SR, 1040-SS, or 1041.

Self-Employment Tax

Used to calculate the tax on net earnings from self-employment (Social Security and Medicare taxes).

Additional Income and Adjustments

Reports additional income (freelance, alimony, etc.) and adjustments to income not entered directly on Form 1040.

Additional Taxes

Reports additional taxes such as the Alternative Minimum Tax (AMT) and Net Investment Income Tax.

Additional Credits and Payments

Reports nonrefundable credits (education, foreign tax, energy) and other payments not on Form 1040.

Nonemployee Compensation

Reports payments of $600 or more made to nonemployees (freelancers, contractors) during the tax year.

Miscellaneous Information

Reports miscellaneous payments like rent, prizes, awards, crop insurance proceeds, and royalties of $10+.

Interest Income

Issued by banks and financial institutions to report interest income of $10 or more paid to a taxpayer.

Dividends and Distributions

Reports dividends and distributions of $10 or more from stocks, mutual funds, or other investments.

Distributions From Pensions, Annuities, Retirement

Reports distributions of $10 or more from pensions, annuities, profit-sharing, retirement plans, and IRAs.

Certain Government Payments

Reports government payments including unemployment compensation, state/local tax refunds, and agricultural payments.

Payment Card and Third Party Network Transactions

Reports payment transactions processed by credit card companies, PayPal, Venmo, or other third-party networks.

Proceeds From Broker and Barter Exchange Transactions

Reports proceeds from the sale of stocks, bonds, and other securities. Used to report capital gains/losses.

Proceeds From Real Estate Transactions

Reports proceeds from the sale or exchange of real estate, including your home or other property.

Cancellation of Debt

Reports canceled or forgiven debt of $600 or more, which may be taxable income to the debtor.

Health Insurance Marketplace Statement

Provided by the Marketplace to individuals who enrolled in coverage. Required to claim the Premium Tax Credit.

Wage and Tax Statement

Issued by employers to report wages paid and taxes withheld during the year. Must be provided to employees by January 31.

Employee's Withholding Certificate

Completed by employees to tell their employer how much federal income tax to withhold from their paycheck.

Request for Taxpayer Identification Number and Certification

Used to provide your TIN (SSN or EIN) to businesses required to file information returns reporting payments made to you.

Application for IRS Individual Taxpayer Identification Number

Used by aliens who are not eligible for a Social Security Number but need to file a U.S. tax return.

Withholding Certificate for Periodic Pension or Annuity Payments

Used by retirees to instruct payers of pensions, annuities, and IRAs how much income tax to withhold.

Employer's Quarterly Federal Tax Return

Employers use this form to report income taxes, Social Security tax, and Medicare tax withheld from employees' wages each quarter.

Employer's Annual Federal Unemployment (FUTA) Tax Return

Used to report annual federal unemployment tax (FUTA). Employers who pay wages of $1,500 or more must file.

Application for Employer Identification Number (EIN)

Used by employers, sole proprietors, corporations, and other entities to apply for a federal Employer Identification Number.

U.S. Corporation Income Tax Return

Used by domestic corporations to report their income, gains, losses, deductions, credits, and to figure their income tax liability.

U.S. Income Tax Return for an S Corporation

Filed by S corporations to report income, deductions, and credits. Income and losses pass through to shareholders.

U.S. Return of Partnership Income

Used by domestic partnerships to report their income, gains, losses, deductions, and credits. Partners receive Schedule K-1.

Child and Dependent Care Expenses

Used to claim the child and dependent care credit for expenses paid for the care of qualifying persons while you worked.

Education Credits (American Opportunity and Lifetime Learning)

Used to claim education tax credits — the American Opportunity Credit or Lifetime Learning Credit.

Sales and Other Dispositions of Capital Assets

Reports the sale or exchange of capital assets. Required to report gains or losses before transferring to Schedule D.

Premium Tax Credit (PTC)

Used to figure the amount of your Premium Tax Credit and reconcile advance payments made on your behalf.

Depreciation and Amortization

Used to claim a deduction for depreciation or amortization, make the Section 179 election, or provide information on listed property.

Qualified Business Income (QBI) Deduction Simplified Computation

Used by taxpayers with qualified business income to figure the deduction under Section 199A (up to 20% of QBI).

Foreign Tax Credit

Used to figure the credit for income taxes paid or accrued to a foreign country or U.S. possession.

Application for Automatic Extension of Time To File

Provides an automatic 6-month extension to file your individual income tax return. Does NOT extend time to pay taxes owed.

Application for Automatic Extension of Time To File Business Return

Used by corporations, partnerships, and other entities to request an automatic extension to file their business return.

Installment Agreement Request

Used to request a monthly installment plan if you cannot pay the full amount you owe on your tax return.

Request for Transcript of Tax Return

Used to request a transcript (summary) of previously filed tax returns. Free to request. Common for loan applications.

Request for Copy of Tax Return

Used to request an exact copy of a previously filed and processed tax return (fee applies). Takes up to 75 days.

Power of Attorney and Declaration of Representative

Authorizes an individual (attorney, CPA, etc.) to represent you before the IRS for specified matters.

Release/Revocation of Release of Claim to Exemption for Child

Used by the custodial parent to release the claim to a dependency exemption for a child to the noncustodial parent.