IRS forms explained
Plain explanations of 40 common IRS forms: what each one is for, when people use it and what to have ready. Every page links to the official IRS page, which is the final word.
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Returns
- Form 1040U.S. Individual Income Tax Return
- Form 1040-XAmended U.S. Individual Income Tax Return
- Form W-4Employee's Withholding Certificate
- Form 8888Allocation of Refund
- Form 3911Taxpayer Statement Regarding Refund
- Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
- Form 8962Premium Tax Credit
- Form 8965Health Coverage Exemptions
- Form 5329Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
- Form 4868Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
- Schedule 1Additional Income and Adjustments to Income
Payment and balance
- Form 1040-ESEstimated Tax for Individuals
- Form 9465Installment Agreement Request
- Form 433-FCollection Information Statement
- Form 433-ACollection Information Statement for Wage Earners and Self-Employed Individuals
- Form 656Offer in Compromise
- Form 8857Request for Innocent Spouse Relief
- Form 8379Injured Spouse Allocation
- Form 2210Underpayment of Estimated Tax by Individuals, Estates and Trusts
Identity and records
Business
- Form 8822-BChange of Address or Responsible Party - Business
- Form 2553Election by a Small Business Corporation
- Form SS-4Application for Employer Identification Number (EIN)
- Form 941Employer's Quarterly Federal Tax Return
- Form 940Employer's Annual Federal Unemployment (FUTA) Tax Return
- Form 1120-SU.S. Income Tax Return for an S Corporation
- Form 1065U.S. Return of Partnership Income
- Schedule CProfit or Loss from Business (Sole Proprietorship)
- Schedule SESelf-Employment Tax
Information returns
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