Forms

Download Tax Forms

Individuals

Form 1040
US Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

 

Form W-9
Request for Taxpayer Identification Number (TIN) and Certification
Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

 

Form W-4
Employee’s Withholding Allowance Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

 

Form 9465
Installment Agreement Request
Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).

 

Form W-7
Application for IRS Individual Taxpayer Identification Number
Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social security number.

 

Form 4506-T
Request for Transcript of Tax Return
Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

 

Form 8822
Change of Address
For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns

 

Form 1040-EZ
Income Tax Return for Single and Joint Filers With No Dependents
Income tax return filed by certain citizens or residents of the United States.

 

Form 1040-ES
Estimated Tax for Individuals
Use Form 1040-ES to figure and pay your estimated tax.

 

Publication 17
Your Federal Income Tax
Explains the general rules for filing a federal income tax return.

Businesses

Form 941
Employer’s Quarterly Federal Tax Return
Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.

 

Form W-4
Employee’s Withholding Allowance Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

 

Form W-2
Wage and Tax Statement
Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

 

Form SS-4
Application for Employer Identification Number (EIN)
Use this form to apply for an employer identification number (EIN).

 

Form 1099-MISC
Miscellaneous Income
File this form for each person to whom you have paid various income during the year.

 

Schedule B (Form 941)
Report of Tax Liability for Semiweekly Schedule Depositors
Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.

 

Form 1023
Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
Organizations file this form to apply for recognition of exemption from federal income tax under section 501(c)(3).

 

Form 940
Employer’s Annual Federal Unemployment (FUTA) Tax Return
Use this form to report your annual Federal Unemployment Tax Act (FUTA) tax.

 

Publication 15
Circular E, Employer’s Tax Guide
This publication explains your tax responsibilities as an employer.

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