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

1040-SR

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

1040ES

Estimated Tax for Individuals: pay tax on income without withholding, like self-employment.

1040X

Amended U.S. Individual Income Tax Return

5305 - SIMPLE

Savings Incentive Match Plan for Employees of Small Employers

Schedule 1 (1040)

Additional Income and Adjustments to Income

Schedule 2 (1040)

Additional Taxes

Schedule 3 (1040)

Additional Credits and Payments

Schedule A (1040)

Itemized Deductions: deduct eligible medical, tax, interest, and casualty-related expenses.

Schedule B (Form 1040)

Interest and Ordinary Dividends.

Schedule C (Form 1040)

Profit or Loss from Business (Sole Proprietorship)

Schedule D (Form 1040)

Capital Gains and Losses: report sales, distributions, and non-business capital asset conversions.

Schedule E (Form 1040)

Supplemental Income and Loss: report rental, royalty, partnership, and trust income or loss.

Schedule SE (Form 1040)

Self-Employment Tax: calculate tax on net earnings and report for Social Security benefits.

W-4

Employee's Withholding Allowance Certificate: ensure correct federal tax is withheld from pay.

W-2

Wage and Tax Statement: employers report employee wages and taxes using Form W-2.

W-9

Request for Taxpayer Identification Number: provide TIN for IRS reporting and certification purposes.

1099

Miscellaneous Income Statement: businesses report payments to non-employees using Form 1099.

1099-NEC

Form to report nonemployee compensation.

941

Employer's Quarterly Federal Tax Return.

4868

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

8863

Education Credits: claim tax credits for qualified postsecondary education expenses paid.

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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Tax Forms

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