Federal Tax Forms

IRS Form 433-A is used to obtain financial information necessary for the IRS to determine your ability to satisfy an outstanding tax debt. This includes your income and assets, as […]

IRS Form 433-F is used to collect financial information from taxpayers who owe back taxes. The IRS uses this information to determine their ability to pay and eligibility for payment […]

IRS Form 656-B is used by taxpayers interested in settling their tax debt for less than they owe. This is known as an Offer in Compromise (OIC). Form 656-B is […]

IRS Form 1040 is your personal (not business) federal tax return. The 1040 tax return is due on Tax Day, on or around April 15. When you file Form 1040, […]

If you earn income that isn’t subject to withholding, you’ll need to make estimated tax payments during the year. Form 1040-ES can help you determine how much these quarterly payments […]

IRS Form 1040-SR may be used in place of Form 1040 by certain taxpayers. This form was developed to make filing income taxes easier for seniors. The form has a […]

Have you ever made a mistake and wished you could get a do-over? For taxpayers, there is such an option - IRS Form 1040-X. If you previously filed Form 1040, […]

Form 1098, Mortgage Interest Statement, is used by taxpayers to determine how much interest they have paid on their mortgages during the tax year. Taxpayers also use the form to […]

Form 1098-E reports the amount of student loan interest you paid during the tax year. Student loan servicers send copies of Form 1098-E by email or postal mail if the […]

IRS Form 2441 is used to report child and dependent care expenses on a federal income tax return. The form helps taxpayers calculate the amount they may be qualified to […]

Form 2848, Power of Attorney and Declaration of Representative, is used to authorize an individual to represent you before the IRS. Who Should Use Form 2848? There are certain instances […]

There are various situations where you may need a copy of your tax transcript. If you don’t have one on file, you can order one for free by completing Form […]

Form 4852 is used by taxpayers as a substitute for Form W-2, Wage and Tax Statement. It can also be used as a substitute for Form 1099-R, Distributions From Pensions, […]

Use IRS Form 4868 to apply for a filing extension if you need additional time to complete your federal income tax return (1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS). Although this […]

IRS Form 5329 is used by taxpayers to report additional taxes on IRAs and other qualified retirement accounts, as well as modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, and […]

Form 8379, Injured Spouse Allocation, is used when a tax refund is taken (offset) on a joint return due to the outstanding tax obligation of one of the spouses. By […]

When you file a joint tax return, it makes both you and your spouse responsible for any taxes due. This is known as joint and several liability. The IRS can […]

IRS Form 8862 is used by taxpayers to claim certain refundable credits after the IRS previously disallowed them. This includes the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), […]

IRS Form 8889 is used by taxpayers to report contributions to and distributions from health savings accounts (HSAs). Taxpayers also use Form 8889 to figure out any amounts that must […]

If you can’t pay your federal income taxes in full, you may be eligible to request an installment agreement by filing IRS Form 9465. This will allow you to pay […]

Form 14039, Identity Theft Affidavit, is used by a taxpayer when someone else uses their Social Security number (SSN) to file a tax return. The form alerts the IRS about […]

Do you play poker, bet on horses, or frequent casinos? There’s a chance that you may receive Form W-2G. This IRS form contains information regarding your gambling winnings for the […]

The purpose of IRS Form W-4 is to ensure your employer is withholding the correct amount of federal income tax from your pay. If too little is withheld, you could […]

Form W-7 is used to apply for an IRS individual taxpayer identification number (ITIN). It can also be used to renew an existing ITIN that is expiring or has already […]

IRS Form W-9 is a tax document that individuals and businesses use to send taxpayer identification numbers (TIN) to other individuals, organizations, and financial institutions. For individuals, your Social Security […]

IRS Schedule 8812 is used to figure the Child Tax Credit (CTC), Credit for Other Dependents (ODC), and the Additional Child Tax Credit (ACTC) for qualifying taxpayers who use Form […]

Use Schedule A (Form 1040) to figure your itemized deductions when filing your federal income tax return. You should itemize if the total of all your allowable itemized deductions is […]

Use Schedule D (Form 1040) to report the sale or exchange of a capital asset that is not reported on another form or schedule. This includes property you may own […]

IRS Form 433-B is used to obtain financial information about a business to determine its ability to satisfy an outstanding IRS tax debt. This includes income and assets, as well […]

Federal law requires business owners to withhold certain taxes from their employees’ wages. They must also withhold additional Medicare tax from any employee who is paid more than $200,000 in […]

IRS Form 944 is designed to assist small business owners who are eligible to file their employment taxes (Social Security, Medicare, and withheld federal income taxes) annually instead of quarterly. […]

IRS Form 1065 is used to report income, losses, gains, credits, deductions, and other information from the operation of a partnership. A partnership generally doesn’t pay tax on its income. […]

Form 1099-C is used to report canceled debt. Both you and the IRS receive the form from the business that discharged the debt you previously owed. The IRS views canceled […]

Form 1099-MISC, Miscellaneous Information, is used to report various types of compensation paid to non-employees. This may include royalties, prizes, awards, rents, and other income. Before the 2020 tax year, […]

Form 1099-NEC, Nonemployee Compensation, is used to report compensation paid to non-employees. Any business that paid a non-employee more than $600 during the tax year is required to file a […]

Use IRS Form 4137 to determine the Social Security and Medicare tax owed on tips you did not report to your employer. This includes any allocated tips shown on Form […]

Use IRS Form 4562 to claim depreciation and amortization deductions on your annual tax return. Each year, you can use the form to deduct the cost of business property that […]

Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns, may be used by most businesses that need additional time to file […]

IRS Form 8283 is used to report non-cash charitable contributions. This includes non-cash donations to an IRS-accepted charity, such as furniture, clothing, vehicles, or other non-cash assets. Donations made by […]

A trade or business that receives more than $10,000 in cash in a single transaction or related transactions must file Form 8300. This form provides valuable information to the IRS […]

IRS Form 8829 is used to calculate the allowable home office expenses you may be eligible to claim on Schedule C (Form 1040) and any carryover amounts you may be […]

Use IRS Form 8919 to figure and report your share of the uncollected Social Security and Medicare taxes due on your earnings, if you were an employee who was treated […]

IRS Form 8949 is used to reconcile the amounts reported to a taxpayer and the IRS on Form 1099-B or 1099-S (or substitute statement) with the amounts reported on the […]

Use IRS Form SS-4 to request an Employer Identification Number (EIN). EINs are nine-digit numbers assigned to businesses for tax reporting and filing purposes. It’s essentially a Social Security number […]

IRS Form W-2, Wage and Tax Statement, is used to file your personal taxes. The form lists your salary information, as well as taxes withheld from your paychecks. Employers are […]

Use Schedule C, to report profit and loss from a business. You may also use the form to report wages and expenses you incurred as a statutory employee or income […]

Use Schedule H to report household employment taxes if you paid wages to a household employee, such as a nanny, and those wages were subject to Social Security, Medicare, or […]