Everything you need to know about 164+ IRS tax forms — who files them, key fields, deadlines, and official IRS resources.
W-2 · W-2c · 1099-INT · 1099-DIV
View allSchedule K-1 (1065) · Schedule K-1 (1120-S) · Schedule C · Schedule SE
View allForm 1040 · Form 1040-SR · Form 1040-ES · Form 1040-NR
View all1098 · Schedule A · Form 8863 · Form 8880
View all1099-SA · 1095-A · 1095-B · 1095-C
View all1099-R · Form 5498 · Form 8606 · Form 5329
View all1098-T · 1098-E
View all1099-S · Schedule E · Form 4797 · Form 8824
View allFinCEN 114 (FBAR) · Form 8938 · Form 1116 · Form 2555
View allForm 1041 · Form 706 · Form 709 · Schedule K-1 (1041)
View allForm 990 · Form 990-EZ · Form 990-N · Form 990-PF
View allForm 940 · Form 941 · Form 943 · Form 944
View allForm 1040-X · Form 4868 · Form 7004 · Form 8868
View allForm W-3 · Form 1096 · Form W-2G · Form 8027
View all1099-G · SSA-1099 · RRB-1099
View allWage and Tax Statement
Reports wages, tips, and other compensation paid to an employee, along with taxes withheld.
Learn moreCorrected Wage and Tax Statement
Corrects errors on a previously filed W-2 form.
Learn moreInterest Income
Reports interest income of $10 or more from banks, savings institutions, and other payers.
Learn moreDividends and Distributions
Reports dividends and capital gain distributions from stocks, mutual funds, and other investments.
Learn moreProceeds from Broker and Barter Exchange Transactions
Reports proceeds from the sale of stocks, bonds, mutual funds, and other securities.
Learn moreMiscellaneous Information
Reports miscellaneous income including rents, royalties, prizes, awards, and other payments.
Learn moreNonemployee Compensation
Reports payments of $600 or more to independent contractors and freelancers.
Learn morePayment Card and Third-Party Network Transactions
Reports payment card and third-party network transactions exceeding $600.
Learn moreDistributions From Pensions, Annuities, Retirement Plans
Reports distributions from pensions, annuities, IRAs, and other retirement plans.
Learn moreProceeds from Real Estate Transactions
Reports proceeds from the sale or exchange of real estate.
Learn moreDistributions From an HSA, Archer MSA, or Medicare Advantage MSA
Reports distributions from health savings accounts and medical savings accounts.
Learn moreCertain Government Payments
Reports government payments including unemployment compensation and state/local tax refunds.
Learn moreTuition Statement
Reports amounts billed or received for qualified tuition and related expenses.
Learn moreStudent Loan Interest Statement
Reports student loan interest of $600 or more received during the tax year.
Learn moreHealth Insurance Marketplace Statement
Reports health insurance coverage purchased through the Health Insurance Marketplace.
Learn moreHealth Coverage
Reports that you and your dependents had qualifying health coverage.
Learn moreEmployer-Provided Health Insurance Offer and Coverage
Reports health insurance offers and coverage from applicable large employers (50+ employees).
Learn morePartner's Share of Income, Deductions, Credits
Reports each partner's share of partnership income, deductions, and credits.
Learn moreShareholder's Share of Income, Deductions, Credits
Reports each shareholder's share of S corporation income, deductions, and credits.
Learn moreU.S. Individual Income Tax Return
The standard federal income tax form used by individuals to report their annual income and calculate tax owed or refund due.
Learn moreItemized Deductions
Used to claim itemized deductions instead of the standard deduction.
Learn moreProfit or Loss from Business (Sole Proprietorship)
Reports income or loss from a business operated as a sole proprietor.
Learn moreCapital Gains and Losses
Reports capital gains and losses from the sale of investments and other capital assets.
Learn moreSelf-Employment Tax
Calculates Social Security and Medicare taxes owed by self-employed individuals.
Learn moreSales and Other Dispositions of Capital Assets
Reports detailed information about each capital asset transaction before summarizing on Schedule D.
Learn moreIRA Contribution Information
Reports IRA contributions, rollovers, conversions, and fair market value.
Learn moreU.S. Tax Return for Seniors
An alternative to Form 1040 designed for taxpayers age 65 and older, featuring larger print and a standard deduction chart.
Learn moreEstimated Tax for Individuals
Used to calculate and pay estimated taxes on income not subject to withholding, such as self-employment income, interest, dividends, and rental income.
Learn moreAmended U.S. Individual Income Tax Return
Used to correct errors or make changes to a previously filed Form 1040, 1040-SR, or 1040-NR tax return.
Learn moreSupplemental Income and Loss
Reports income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and REMICs.
Learn moreAdditional Credits and Payments
Reports additional credits (foreign tax credit, education credits, general business credit) and payments (estimated tax, extension payment) not directly on Form 1040.
Learn moreProfit or Loss From Farming
Reports income and expenses from farming operations, including crop and livestock sales, farm-related wages, and agricultural program payments.
Learn moreHousehold Employment Taxes
Used to report and pay Social Security, Medicare, and federal unemployment taxes for household employees such as nannies, housekeepers, and private nurses.
Learn moreIncome Averaging for Farmers and Fishermen
Allows farmers and fishermen to average their current year farm or fishing income over the prior three years to reduce the tax impact of fluctuating income.
Learn morePayments From Qualified Education Programs (Under Sections 529 and 530)
Reports distributions from 529 plans and Coverdell Education Savings Accounts used for education expenses.
Learn moreCancellation of Debt
Reports cancellation of a debt of $600 or more. Cancelled debt is generally considered taxable income to the debtor.
Learn moreLong-Term Care and Accelerated Death Benefits
Reports payments made under a long-term care insurance contract and accelerated death benefits from a life insurance policy.
Learn moreSocial Security Benefit Statement
Reports the total Social Security benefits paid to an individual during the tax year, including any benefits repaid.
Learn morePayments by the Railroad Retirement Board
Reports railroad retirement benefits paid to retired railroad employees, which are treated similarly to Social Security benefits for tax purposes.
Learn moreEmployer's Annual Federal Tax Return for Agricultural Employees
Used by employers of agricultural workers to report income tax withheld and employer and employee Social Security and Medicare taxes on farmworker wages.
Learn moreEmployee's Withholding Certificate
Completed by employees to tell their employer how much federal income tax to withhold from their paycheck based on filing status, dependents, and other adjustments.
Learn moreRequest for Taxpayer Identification Number and Certification
Used to provide a taxpayer identification number (TIN) to a person or entity that is required to file an information return reporting payments made to you.
Learn moreReport of Foreign Bank and Financial Accounts
Required filing for U.S. persons with a financial interest in or signature authority over foreign financial accounts with an aggregate value exceeding $10,000 at any time during the year.
Learn moreStatement of Specified Foreign Financial Assets
Reports specified foreign financial assets if their total value exceeds certain thresholds, including foreign bank accounts, foreign stocks, and interests in foreign entities.
Learn moreTreaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
Used to disclose a treaty-based return position when a taxpayer takes a position that a U.S. tax treaty overrides or modifies a provision of the Internal Revenue Code.
Learn moreReturn of U.S. Persons With Respect to Certain Foreign Partnerships
Required information return for U.S. persons with interests in certain foreign partnerships, reporting the partnership's income, deductions, and financial activities.
Learn moreUnited States Gift (and Generation-Skipping Transfer) Tax Return
Used to report taxable gifts and allocate the generation-skipping transfer tax exemption when gifts exceed the annual exclusion amount.
Learn moreInformation Regarding Beneficiaries Acquiring Property From a Decedent
Reports the final estate tax value of property distributed or to be distributed from an estate to beneficiaries, ensuring consistent basis reporting.
Learn moreShort Form Return of Organization Exempt From Income Tax
Simplified annual information return for small tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000.
Learn moreElectronic Notice (e-Postcard) for Tax-Exempt Organizations
A simple electronic notice filed by the smallest tax-exempt organizations (gross receipts normally $50,000 or less) to maintain their tax-exempt status.
Learn moreApplication for Automatic Extension of Time to File U.S. Individual Income Tax Return
Grants an automatic 6-month extension to file your individual income tax return. Note: this extends the filing deadline, not the payment deadline.
Learn moreApplication for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
Grants an automatic extension of time (5 or 6 months depending on return type) to file certain business income tax and information returns.
Learn moreApplication for Automatic Extension of Time to File an Exempt Organization Return
Grants an automatic 6-month extension to file certain exempt organization returns, including Forms 990, 990-EZ, 990-PF, and 990-T.
Learn morePremium Tax Credit (PTC)
Used to calculate the premium tax credit for health insurance purchased through the Marketplace and reconcile advance payments of the credit.
Learn moreHSA, Archer MSA, or Medicare Advantage MSA Information
Reports contributions to Health Savings Accounts, Archer MSAs, and Medicare Advantage MSAs, including rollover contributions and fair market value.
Learn moreNondeductible IRAs
Used to report nondeductible contributions to traditional IRAs, distributions from traditional, SEP, and SIMPLE IRAs when you have a basis, and conversions from traditional IRAs to Roth IRAs.
Learn moreCoverdell ESA Contribution Information
Reports contributions (including rollover contributions) made to a Coverdell Education Savings Account (ESA).
Learn moreEducation Credits (American Opportunity and Lifetime Learning Credits)
Used to claim the American Opportunity Tax Credit (up to $2,500) and the Lifetime Learning Credit (up to $2,000) for qualified education expenses.
Learn moreCredit for Qualified Retirement Savings Contributions (Saver's Credit)
Used to claim the Saver's Credit for eligible contributions to IRAs, 401(k)s, and other qualified retirement plans by low- and moderate-income taxpayers.
Learn moreCredits for Qualifying Children and Other Dependents
Used to calculate the child tax credit, credit for other dependents, and the additional child tax credit (refundable portion).
Learn moreChild and Dependent Care Expenses
Used to claim the child and dependent care credit for expenses paid to a care provider so you (and your spouse) could work or look for work.
Learn moreClean Vehicle Credits
Used to claim the credit for qualified plug-in electric vehicles, clean vehicles, and previously owned clean vehicles placed in service during the tax year.
Learn moreMoving Expenses
Used to deduct qualifying moving expenses for members of the Armed Forces on active duty who move due to a military order for a permanent change of station.
Learn moreExpenses for Business Use of Your Home
Used to calculate and claim the deduction for using part of your home regularly and exclusively for business purposes.
Learn moreAlternative Minimum Tax — Individuals
Used to calculate whether you owe the alternative minimum tax (AMT), a parallel tax system that limits certain deductions and requires a minimum level of tax.
Learn moreAdditional Medicare Tax
Used to calculate the 0.9% Additional Medicare Tax on wages, compensation, and self-employment income exceeding certain thresholds.
Learn moreSales of Business Property
Reports the sale or exchange of business property, including real property and depreciable/amortizable property, and calculates ordinary gains and losses.
Learn moreLike-Kind Exchanges
Reports like-kind exchanges of business or investment real property under Section 1031, which allows deferral of gain recognition when exchanging similar properties.
Learn moreFarm Rental Income and Expenses
Reports farm rental income and expenses when the landlord does not materially participate in farming operations (crop or livestock shares received from a tenant farmer).
Learn moreRental Real Estate Income and Expenses of a Partnership or an S Corporation
Used by partnerships and S corporations to report income and deductible expenses from rental real estate activities.
Learn moreAnnual Summary and Transmittal of U.S. Information Returns
A transmittal form used to summarize and submit paper copies of information returns (1099s, 1098s, etc.) to the IRS.
Learn moreEmployer's Annual Information Return of Tip Income and Allocated Tips
Used by large food and beverage establishments to report total tips received by employees and to allocate tips to employees who underreported.
Learn moreStatement for Exempt Individuals and Individuals With a Medical Condition
Filed by nonresident aliens who are exempt from the substantial presence test, including students, teachers, trainees, and those with a medical condition that prevented departure.
Learn moreArcher MSAs and Long-Term Care Insurance Contracts
Used to report Archer MSA contributions and deductions, and to compute the taxable portion of long-term care insurance benefits received on a per diem basis.
Learn moreCredit for Prior Year Minimum Tax — Individuals, Estates, and Trusts
Used to claim a credit in the current year for alternative minimum tax (AMT) paid in prior years on deferral items such as incentive stock options.
Learn moreElection by a Small Business Corporation
Used by a qualifying corporation or other entity to elect S corporation status, allowing income to pass through to shareholders and be taxed at the individual level.
Learn moreEntity Classification Election
Used by eligible entities to choose how they are classified for federal tax purposes — as a corporation, partnership, or disregarded entity.
Learn moreAnnual Information Return of Foreign Trust With a U.S. Owner
Annual information return filed by a foreign trust that has at least one U.S. owner, reporting the trust's income, expenses, and distributions.
Learn moreCloser Connection Exception Statement for Aliens
Filed by aliens who meet the substantial presence test but have a closer connection to a foreign country and want to be treated as nonresidents for U.S. tax purposes.
Learn moreU.S. Departing Alien Income Tax Return
Filed by departing aliens to report income received or expected to be received for the entire tax year, ensuring all U.S. tax obligations are settled before leaving.
Learn moreU.S. Departing Alien Income Tax Statement
A shorter alternative to Form 1040-C for certain departing aliens who have no unpaid U.S. tax liability and meet specific requirements.
Learn moreQualified Business Income Deduction Simplified Computation
Used to calculate the qualified business income (QBI) deduction under Section 199A for taxpayers with taxable income at or below $182,100 (single) or $364,200 (married filing jointly).
Learn moreUncollected Social Security and Medicare Tax on Wages
Used by workers who were treated as independent contractors but believe they should have been classified as employees, to report and pay the employee's share of Social Security and Medicare taxes.
Learn moreDependent Care Provider's Identification and Certification
Used by taxpayers to request the name, address, and taxpayer identification number of their dependent care provider, needed to claim the child and dependent care credit.
Learn moreRequest for Transcript of Tax Return
Used to request a tax return transcript, tax account transcript, record of account, or verification of non-filing from the IRS.
Learn moreTax Information Authorization
Authorizes a designated individual, corporation, or organization to inspect or receive confidential tax information for the specified tax matters.
Learn morePower of Attorney and Declaration of Representative
Authorizes an individual to represent a taxpayer before the IRS, including the ability to receive confidential information, sign agreements, and advocate on behalf of the taxpayer.
Learn moreNotice Concerning Fiduciary Relationship
Notifies the IRS that a fiduciary relationship exists and identifies the fiduciary responsible for the assets and tax obligations of an estate, trust, or other entity.
Learn moreEstimated Income Tax for Estates and Trusts
Used by fiduciaries of estates and trusts to calculate and pay estimated income tax when the entity expects to owe $1,000 or more in tax.
Learn moreApplication for Recognition of Exemption Under Section 501(c)(3)
The application for organizations seeking tax-exempt status under Section 501(c)(3) as a charitable, religious, educational, scientific, or literary organization.
Learn moreStreamlined Application for Recognition of Exemption Under Section 501(c)(3)
A simplified version of Form 1023 for small organizations seeking 501(c)(3) tax-exempt status, with projected annual gross receipts of $50,000 or less and total assets of $250,000 or less.
Learn moreReport of Cash Payments Over $10,000 Received in a Trade or Business
Required when a business receives more than $10,000 in cash in a single transaction or in related transactions, to help detect money laundering and tax evasion.
Learn moreInjured Spouse Allocation
Filed by one spouse (the injured spouse) to claim their share of a joint refund when the other spouse's portion was applied to a past-due obligation such as child support or student loans.
Learn moreAllocation of Refund (Including Savings Bond Purchases)
Allows taxpayers to split their tax refund into up to three different accounts, including checking, savings, and U.S. Savings Bond purchases.
Learn moreInstallment Agreement Request
Used to request a monthly installment plan to pay off an outstanding tax balance when you cannot pay the full amount owed by the due date.
Learn moreOffer in Compromise
Used to propose settling a tax debt for less than the full amount owed when you cannot pay your full tax liability or doing so would create a financial hardship.
Learn moreCollection Information Statement for Wage Earners and Self-Employed Individuals
Provides the IRS with a complete picture of a taxpayer's financial situation when requesting an installment agreement, offer in compromise, or currently-not-collectible status.
Learn morePayment Voucher
A payment voucher that accompanies a check or money order for any balance due on Form 1040, 1040-SR, or 1040-NR.
Learn moreClaim for Refund and Request for Abatement
Used to claim a refund or request abatement of certain taxes, interest, penalties, or additions to tax that were erroneously or illegally assessed.
Learn moreMulti-State Employer and Credit Reduction Information
Used by employers who paid wages in states subject to a credit reduction or who paid wages in multiple states, as part of their Form 940 filing.
Learn moreCredit for the Elderly or the Disabled
Used to calculate the credit for the elderly or the disabled, available to taxpayers age 65+ or permanently and totally disabled who meet income limitations.
Learn moreContributions of Motor Vehicles, Boats, and Airplanes
Reports contributions of motor vehicles, boats, or airplanes with a claimed value of more than $500 to a charitable organization.
Learn moreFines, Penalties, and Other Amounts
Reports fines, penalties, and other amounts paid pursuant to a court order or settlement agreement involving a violation of law or investigation into a potential violation.
Learn moreCost of Goods Sold
Used by corporations and partnerships to calculate and report the cost of goods sold, which reduces gross receipts on their income tax return.
Learn moreCredits for Sick Leave and Family Leave for Certain Self-Employed Individuals
Used by self-employed individuals to claim credits for sick leave and family leave equivalent amounts when unable to work due to COVID-19 related reasons.
Learn moreGeneral Business Credit
Used to calculate the total general business credit, which combines multiple individual business credits into a single credit with limitations based on tax liability.
Learn moreWork Opportunity Credit
Used to claim the Work Opportunity Tax Credit (WOTC) for hiring individuals from targeted groups who face significant barriers to employment.
Learn moreRequest for Copy of Tax Return
Used to request an actual photocopy of a previously filed and processed tax return, along with all attachments and schedules.
Learn morePlanilla para la Declaracion de la Contribucion Federal sobre el Trabajo por Cuenta Propia — Puerto Rico
Spanish-language version of Form 1040-SS for self-employed individuals in Puerto Rico to report self-employment income and calculate self-employment tax.
Learn more