IRS Formsexplained
104X Series
- Form 1040-SR: U.S. Tax Return for Seniors
- Form 1040, U.S. Individual Income Tax Return
- Guide to Form 1040-ES: Paying Estimated Taxes for Individuals
- IRS Tax Form 1041 Filing Guide: Trusts and Estate Income Tax Returns
- Schedule 1 (Form 1040): Additional Income and Adjustments to Income
- Schedule 2 (Form 1040): Additional Taxes
- Schedule 3 (Form 1040)
- Schedule A: Lower Your Tax Bill with Itemized Deductions
- Schedule B (Form 1040): Interest and Ordinary Dividends
- Schedule C: Guide for Small Businesses (Sole Proprietorship)
- Schedule D (Form 1040): Track Your Capital Gains and Losses
- Schedule D (Form 1041): Capital Gains and Losses
- Schedule E (Form 1040): Supplemental Income and Loss
- Schedule F (Form 1040): Profit or Loss From Farming
- Schedule H (Form 1040): Household Employment Taxes
- Schedule I (Form 1041): Alternative Minimum Tax – Estates
- Schedule J (Form 1040): Income Averaging for Farmers and Fishermen
- Schedule J (Form 1041): Accumulation Distribution for Certain Complex Trusts
- Schedule K-1 (Form 1041): Beneficiary’s Share of Income, Deductions, Credits
- Schedule R (Form 1040): Credit for the Elderly or Disabled
- Schedule SE (Form 1040): Self-Employment Tax
109X Series
- ABCs of Form 1095-A: Health Insurance Marketplace Statement
- Demystifying Form 1098-C for Vehicle Donations
- Form 1095-B: Your Guide to Health Coverage Reporting
- Form 1095-C: Employer-Provided Health Insurance Offer and Coverage
- Form 1096: Annual Summary and Transmittal of U.S. Information Returns
- Form 1098-E: Filing Requirements & Mistakes to Avoid
- Form 1098-Q: Guide to Qualifying Longevity Annuity Contracts
- Form 1098-T Guide: Claim Education Tax Credits
- Form 1098: Understand Your Reporting Obligations as a Mortgage Lender
- Form 1099-A: Acquisition or Abandonment of Secured Property
- Form 1099-B: Proceeds from Broker and Barter Exchange Transactions
- Form 1099-C: Cancellation of Debt
- Form 1099-DIV: Dividends and Distributions
- Form 1099-INT: Interest Income
- Form 1099-K: Payment Card and Third Party Network Transactions
- Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts
- Form 1099-SA Guide: Maximize HSA & MSA Contributions
- Form 1099-S: Proceeds from Real Estate Transactions
- IRS Form 1098-F Guide: Reporting Fines & Penalties
1120 Series
14157 Series
433 Series
4506 Series
547X Series
706 Series
8038 Series
- Form 8038-B: Information Return for Build America Bonds and Recovery Zone Economic Development Bonds
- Form 8038-CP: Credit for Qualified Bonds Allowed to Issuer
- Form 8038-GC: Consolidated Information Return for Small Tax-Exempt Government Bond Issues
- Form 8038-G: Information Return for Government Purpose Tax-Exempt Bond Issues
- Form 8038: Information Return for Tax-Exempt Private Activity Bond Issues
- Form 8038-R: Request for Recovery of Overpayment Under Arbitrage Rebate Provisions
- Form 8038-T: Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate
- Form 8038-TC: Information Return for Tax Credit Bonds and Specified Tax Credit Bonds
8849 Series
940 Series
- File Form 940: A Simple Guide to FUTA Tax Returns
- Filing Form 942: Guide for Household Employers
- Form 940-Schedule R: Allocation Schedule for Aggregate Form 940 Filers
- Form 941: Quarterly Federal Tax Return Guide
- Form 943: A Guide for Agricultural Employers to File Federal Taxes
- Form 944 Guide: Federal Tax Return for Small Businesses
965 Series
- Form 965-A: Individual Report of Net 965 Tax Liability
- Form 965-B: Corporate and Real Estate Investment Trust (REIT) Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts
- Form 965-C: Transfer Agreement Under Section 965(h)(3)
- Form 965-D: Transfer Agreement Under Section 965(i)(2)
- Form 965-E: Consent Agreement Under Section 965(i)(4)(D)
990 Series
Others
- 401(K) Tax Form
- 540 Tax Form: California Resident Income Tax Return
- Form 1065: U.S. Return of Partnership Income
- Form 1116: Foreign Tax Credit
- Form 11-C: Occupational Tax and Registration Return for Wagering
- Form 1310: Statement of Person Claiming Refund Due a Deceased Taxpayer
- Form 13909: Tax-Exempt Organization Complaint (Referral)
- Form 14429: Tax-Exempt Bonds Voluntary Closing Agreement Program Request
- Form 2290: Heavy Highway Vehicle Use Tax Return
- Form 2553: Election by a Small Business Corporation
- Form 2555: Foreign Earned Income
- Form 2848: Power of Attorney and Declaration of Representative
- Form 4137: Social Security and Medicare Tax on Unreported Tip Income
- Form 4562: Depreciation and Amortization (Including Information on Listed Property)
- Form 4684: Casualties and Thefts
- Form 4810: Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)
- Form 4868: Guide to File a Tax Extension
- Form 5498: IRA Contribution Information
- Form 5884-D: Employee Retention Credit for Certain Tax-Exempt Organizations Affected by Qualified Disasters
- Form 6252: Installment Sale Income
- Form 6627: Environmental Taxes
- Form 7004: Your Guide to Business Tax Extension
- Form 7205: Energy Efficient Commercial Buildings Deduction
- Form 7207: Advanced Manufacturing Production Credit
- Form 730: Monthly Tax Return for Wagers
- Form 8027: Employer's Annual Information Return of Tip Income and Allocated Tips
- Form 8328: Carryforward Election of Unused Private Activity Bond Volume Cap
- Form 8703: Annual Certification of a Residential Rental Project
- Form 8822 Guide: Notify the IRS of an Address Change
- Form 8832: Entity Classification Election
- Form 8879 in E-Filing Taxes: Ensuring Compliance and Accuracy
- Form 8908: Energy Efficient Home Credit
- Form 8936: Qualified Commercial Clean Vehicle Credit
- Form 8937: Report of Organizational Actions Affecting Basis of Securities
- Form 8962: Premium Tax Credit
- Form 9465: Installment Agreement Request
- Form 966: Understanding Corporate Dissolution or Liquidation
- Form CT-1: Employer's Annual Railroad Retirement Tax Return
- Form SS-4: Guide to Apply for an EIN
- I-9 Tax Form: Employment Eligibility Verification
- IRS Tax Form 3115: Application for Change in Accounting Method
- IRS Tax Form 4797: Sales of Business Property
- IRS Tax Form 56: Notice Concerning Fiduciary Relationship
- IRS Tax Form 709: Gift Tax
- IRS Tax Form 720: Quarterly Federal Excise Tax Return (Rev. June 2023)
- IRS Tax Form 8990: Limitation on Business Interest Expense Under Section 163(j)
- Letter 6416-A: Advance Child Tax Credit (AdvCTC) Payments
- Tax Form 2441: Child and Dependent Care Expenses
W Series
- Form W-2: Wage and Tax Statement
- Form W-4R: Withholding Certificate for Non-Periodic Payments and Eligible Rollover Distributions
- Form W-7: Apply for an ITIN
- Form W-8BEN-E: Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
- Form W-9: Request for Taxpayer Identification Number and Certification
