IRS Tax Forms and Publications

 

Click a form name below to view or download it. These are commonly used IRS forms for individuals, freelancers, and small business owners.

Form 1040 – U.S. Individual Income Tax Return

Used to file your annual federal income tax return.

Schedule 1 (Form 1040) – Additional Income and Adjustments

Used to report additional income and certain adjustments.

Schedule A (Form 1040) – Itemized Deductions

Used to itemize deductions instead of taking the standard deduction.

Schedule B (Form 1040) – Interest and Ordinary Dividends

Used to report interest and dividend income.

Schedule C (Form 1040) – Profit or Loss From Business

Used by self-employed individuals to report business income and expenses.

Schedule D (Form 1040) – Capital Gains and Losses

Used to report the sale of stocks, property, or other investments.

Schedule E (Form 1040) – Supplemental Income and Loss

Used to report rental income, royalties, partnerships, and trusts.

Schedule SE (Form 1040) – Self-Employment Tax

Used to calculate Social Security and Medicare taxes for self-employed individuals.

Form W-2 – Wage and Tax Statement

Shows wages earned and taxes withheld by an employer.

Form W-4 – Employee’s Withholding Certificate

Used to adjust federal tax withholding from your paycheck.

Form 1099-NEC – Nonemployee Compensation

Used to report payments made to independent contractors.

Form 1099-MISC – Miscellaneous Income

Used to report rent, prizes, awards, and other income.

Form 1099-INT – Interest Income

Reports interest income from banks and financial institutions.

Form 1099-DIV – Dividends and Distributions

Reports dividend income and capital gain distributions.

Form 1099-K – Payment Card and Third Party Transactions

Reports payments received through payment apps and card processors.

Form 941 – Employer’s Quarterly Federal Tax Return

Used by employers to report payroll taxes.

Form 940 – Employer’s Annual FUTA Tax Return

Used to report federal unemployment tax.

Form 1065 – U.S. Return of Partnership Income

Used by partnerships to report income and expenses.

Form 1120 – U.S. Corporation Income Tax Return

Used by C Corporations to file business tax returns.

Form 1120-S – S Corporation Income Tax Return

Used by S Corporations to report income and distributions.

Form 4868 – Application for Extension

Used to request extra time to file a personal tax return.

Form 8822 – Change of Address

Used to notify the IRS of a change in address.

Form 8962 – Premium Tax Credit

Used to reconcile health insurance marketplace credits.

Form 8863 – Education Credits

Used to claim education tax credits.

Need help choosing a form?

If you’re not sure which form applies to your situation, contact us or stop by the office, and we’ll help you get it right.