Tax Returns Tax Forms

Core individual and business tax return forms filed with the IRS. These are the primary forms used to calculate and report your total tax liability or refund.

Form 1040

U.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 more

Form 1040-SR

U.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 more

Form 1040-ES

Estimated 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 more

Form 1040-NR

U.S. Nonresident Alien Income Tax Return

Used by nonresident aliens to file a U.S. income tax return reporting income from U.S. sources.

Learn more

Form 1040-SS

U.S. Self-Employment Tax Return

Used by residents of U.S. territories (Puerto Rico, Guam, American Samoa, USVI, CNMI) to report self-employment income and calculate self-employment tax.

Learn more

Form 2210

Underpayment of Estimated Tax by Individuals, Estates, and Trusts

Used to determine whether you owe a penalty for underpayment of estimated tax and, if so, to calculate the amount of the penalty.

Learn more

Form 1040-C

U.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 more

Form 2063

U.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 more

Form 4506-T

Request 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 more

Form 8821

Tax Information Authorization

Authorizes a designated individual, corporation, or organization to inspect or receive confidential tax information for the specified tax matters.

Learn more

Form 2848

Power 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 more

Form 8888

Allocation 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 more

Form 9465

Installment 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 more

Form 656

Offer 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 more

Form 433-A

Collection 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 more

Form 1040-V

Payment Voucher

A payment voucher that accompanies a check or money order for any balance due on Form 1040, 1040-SR, or 1040-NR.

Learn more

Form 4506

Request 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 more

Form 1040-PR

Planilla 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