IRS

Form Library for IRS

Form	Name	Description
1040-ES	Estimated Tax for Individuals	Used by individuals to calculate and pay their estimated tax quarterly.
1040-NR	U.S. Nonresident Alien Income Tax Return	Used by nonresident aliens to file a U.S. income tax return.
1040-SC	Profit or Loss from Business (Sole Proprietorship)	Used by sole proprietors to report business income and expenses.
1040-SR	U.S. Tax Return for Seniors	Designed for senior taxpayers, offering a simplified, easier-to-read format.
1040	U.S. Individual Income Tax Return	Used by individuals to file their annual income tax return.
1040V	Payment Voucher	A statement you send with your check or money order for any balance due on the 'Amount you owe' line of your Form 1040 or 1040-NR.
1040X	Amended U.S. Individual Income Tax Return	Used by individuals who need to amend a previously filed Form 1040, 1040A, or 1040EZ.
1041	U.S. Income Tax Return for Estates and Trusts	Used by the fiduciary of a domestic decedent's estate, trust, or bankruptcy estate to report income, deductions, gains, losses, etc.
1098	Mortgage Interest Statement	Used by mortgage lenders to report the amount of interest and related expenses paid on a mortgage.
1099-MISC	Miscellaneous Income	Used to report various types of income other than wages, salaries, and tips.
1099-NEC	Nonemployee Compensation	Used to report payments made to non-employees, such as independent contractors, to the IRS.
1099	Miscellaneous Income	Used to report various types of income, such as freelance or contract work.
1116	Foreign Tax Credit	Allows taxpayers to claim a credit for certain foreign taxes.
1120-H	U.S. Income Tax Return for Homeowners Associations	Used by homeowners associations to report their federal income tax.
1120	U.S. Corporation Income Tax Return	Used by domestic corporations to report their income, gains, losses, deductions, and credits.
1310	Statement of Person Claiming Refund Due a Deceased Taxpayer	Used to claim a refund on behalf of a deceased taxpayer.
2106	Employee Business Expenses	Used by employees to deduct ordinary and necessary expenses related to their job.
2120	Multiple Support Declaration	Allows several taxpayers who provide financial support to a dependent to agree on who will claim the dependent.
2210-F	Underpayment of Estimated Tax by Farmers and Fishermen	Used by farmers and fishermen to calculate and report underpayment of estimated tax.
2210	Underpayment of Estimated Tax by Individuals, Estates, and Trusts	Used to determine if an individual, estate, or trust owes a penalty for underpaying estimated tax.
2441	Child and Dependent Care Expenses	Used to calculate the tax credit for child and dependent care expenses.
2555	Foreign Earned Income	Used by U.S. citizens and resident aliens living abroad to exclude foreign earned income and housing amounts.
2848	Power of Attorney and Declaration of Representative	Used to authorize an individual to represent another person before the IRS.
3468	Investment Credit	Provides a credit for certain investments in depreciable property.
3520	Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts	Used by taxpayers to report certain transactions with foreign trusts, receipt of certain large gifts or bequests from certain foreign persons.
3800	General Business Credit	Used to figure the total amount of business credits for a tax year.
3903	Moving Expenses	Used by individuals to deduct moving expenses related to starting a new job or transferring to a new job location.
4136	Credit for Federal Tax Paid on Fuels	Allows taxpayers to claim a credit for certain federal excise taxes on fuels.
4137	Social Security and Medicare Tax on Unreported Tip Income	Used by employees to report social security and Medicare taxes on unreported tip income.
4506-T	Request for Transcript of Tax Return	Used to request a transcript of your tax return or other tax records.
4562	Depreciation and Amortization	Provides a way to claim depreciation on assets, as well as amortization on certain intangible property.
461	Limitation on Business Losses	Used to calculate and report a taxpayer's limitation on business losses.
4684	Casualties and Thefts	Used to report losses from casualties and thefts.
4797	Sales of Business Property	Used for reporting the sale or exchange of property used in a trade or business.
4835	Farm Rental Income and Expenses	Used by individuals to report farm rental income based on crops or livestock produced by the tenant.
4868	Application for Automatic Extension of Time To File U.S. Individual Income Tax Return	Used to apply for an automatic extension of time to file a U.S. individual income tax return.
4952	Investment Interest Expense Deduction	Used to calculate the amount of investment interest expense that can be deducted.
5305	Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)—Not for Use With a Designated Financial Institution	Used by small employers to set up a SIMPLE retirement plan that is not maintained by a financial institution.
5329	Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts	Used to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, and Coverdell ESAs.
5405	First-Time Homebuyer Credit and Repayment of the Credit	Used to claim the first-time homebuyer credit or to report the repayment of the credit.
5500	Annual Return/Report of Employee Benefit Plan	Used by employee benefit plans to report information concerning their qualification, financial condition, and operations.
5695	Residential Energy Credits	Used to calculate and claim tax credits for residential energy-efficient improvements and renewable energy equipment installations.
5884	Work Opportunity Credit	Provides businesses with a credit for hiring individuals from certain targeted groups who have consistently faced significant barriers to employment.
6251	Alternative Minimum Tax—Individuals	Used by individuals to figure the amount, if any, of their alternative minimum tax (AMT).
6252	Installment Sale Income	Used to report income from an installment sale on the installment method.
6781	Gains and Losses From Section 1256 Contracts and Straddles	Used to report gains and losses from section 1256 contracts and straddles.
7004	Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns	Used by businesses to request an automatic extension of time to file certain business income tax, information, and other returns.
706	United States Estate (and Generation-Skipping Transfer) Tax Return	Used by the executor of a decedent's estate to calculate estate tax owed according to the law in effect at the date of death.
720	Quarterly Federal Excise Tax Return	Used to report and pay federal excise taxes collected for certain goods and services.
7206	Placeholder for Future Form	Used for a specific purpose not yet determined at the time of this writing.
8283	Noncash Charitable Contributions	Used to report information about noncash charitable contributions.
8379	Injured Spouse Allocation	Allows a spouse to request their portion of a joint refund when it has been applied to a past-due obligation of the other spouse.
8396	Mortgage Interest Credit	Used by homeowners to claim a credit for a portion of the mortgage interest paid on a qualified home.
8453	U.S. Individual Income Tax Transmittal for an IRS e-file Return	Used to transmit paper documents to the IRS that cannot be electronically filed along with an e-filed tax return.
8582-CR	Passive Activity Credit Limitations	Used to calculate and report limitations on credits from passive activities.
8582	Passive Activity Loss Limitations	Used by taxpayers to report passive activity loss limitations.
8606	Nondeductible IRAs	Used by taxpayers to report transactions in nondeductible IRAs, including conversions from traditional to Roth IRAs.
8615	Tax for Certain Children Who Have Unearned Income	Used to calculate the tax on unearned income for children under a certain age threshold.
8801	Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts	Used to compute the minimum tax credit for amounts paid in prior years and to calculate the credit limit for the current year.
8814	Parents' Election To Report Child's Interest and Dividends	Allows parents to report a child's interest and dividends on the parent's tax return.
8815	Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989	Used to exclude from income interest from qualifying Series EE and I savings bonds used for higher education expenses.
8822	Change of Address	Used by taxpayers to notify the IRS of a change in home or business address.
8829	Expenses for Business Use of Your Home	Used by taxpayers to calculate and deduct expenses for business use of their home.
8832	Entity Classification Election	Used by eligible entities to choose how they are classified for federal tax purposes: as a corporation, a partnership, or an entity disregarded as separate from its owner.
8839	Qualified Adoption Expenses	Allows taxpayers to claim a credit for certain expenses related to the adoption of a child.
8853	Archer MSAs and Long-Term Care Insurance Contracts	Used to report contributions to an Archer MSA and to figure a deduction or report distributions from Archer MSAs or Medicare Advantage MSAs.
8862	Information To Claim Certain Credits After Disallowance	Used by taxpayers to claim certain credits such as the earned income credit, American opportunity credit, and child tax credit, after they were previously disallowed.
8863	Education Credits (American Opportunity and Lifetime Learning Credits)	Used to calculate and claim your education credits.
8867	Paid Preparer's Due Diligence Checklist	Used by tax preparers to ensure they meet due diligence requirements when claiming certain credits for taxpayers.
8878	IRS e-file Signature Authorization for Form 4868 or Form 2350	Authorizes an ERO to e-file a return and extend the filing deadline using Form 4868 or Form 2350.
8879	IRS e-file Signature Authorization	Used by taxpayers to authorize an electronic return originator (ERO) to e-file their tax return.
8880	Credit for Qualified Retirement Savings Contributions	Used to claim the saver's credit for contributions to a traditional or Roth IRA, 401(k), SIMPLE IRA, or other qualified retirement plan.
8888	Allocation of Refund (Including Savings Bond Purchases)	Allows taxpayers to split their tax refund among two or three financial accounts or to buy U.S. savings bonds.
8889	Health Savings Accounts (HSAs)	Used to report contributions to and distributions from Health Savings Accounts (HSAs).
8911	Alternative Fuel Vehicle Refueling Property Credit	Provides a credit for the cost of installing alternative fuel vehicle refueling equipment.
8915D	Qualified 2019 Disaster Retirement Plan Distributions and Repayments	Used for reporting distributions from retirement plans and IRAs due to 2019 qualified disasters, and repayments to those plans.
8915F	Qualified 2020 Disaster Retirement Plan Distributions and Repayments	Used for reporting distributions from retirement plans and IRAs due to 2020 qualified disasters, and repayments to those plans.
8917	Tuition and Fees Deduction	Used to claim a deduction for tuition and fees expenses for higher education.
8919	Uncollected Social Security and Medicare Tax on Wages	Used by workers who were misclassified as independent contractors to figure and report their share of uncollected social security and Medicare taxes.
8936	Qualified Plug-in Electric Drive Motor Vehicle Credit	Provides a credit for purchasers of qualified plug-in electric vehicles, including passenger vehicles and light trucks.
8938	Statement of Specified Foreign Financial Assets	Used by taxpayers to report specified foreign financial assets if the total value exceeds the applicable reporting threshold.
8941	Credit for Small Employer Health Insurance Premiums	Used by small employers to calculate the tax credit for employee health insurance premiums.
8948	Preparer's Explanation for Not Filing Electronically	Used by tax preparers to explain why a return was not filed electronically.
8949	Sales and Other Dispositions of Capital Assets	Used to report sales and exchanges of capital assets not reported on another form or schedule.
8959	Additional Medicare Tax	Used to calculate the Additional Medicare Tax on earnings above a threshold amount.
8960	Net Investment Income Tax—Individuals, Estates, and Trusts	Used by individuals, estates, and trusts to calculate and report the Net Investment Income Tax.
8962	Premium Tax Credit (PTC)	Used to calculate the amount of premium tax credit and reconcile it with any advance payments of the premium tax credit (APTC).
8995-A	Qualified Business Income Deduction	Provides a more detailed calculation for the qualified business income deduction under Section 199A for certain taxpayers.
8995	Qualified Business Income Deduction Simplified Computation	Used by taxpayers to calculate the qualified business income deduction under Section 199A.
940	Employer's Annual Federal Unemployment (FUTA) Tax Return	Used by employers to report annual Federal Unemployment Tax Act (FUTA) tax.
941	Employer's Quarterly Federal Tax Return	Used by employers to report income taxes, social security tax, or Medicare tax withheld from employee's paychecks.
9465	Installment Agreement Request	Used by taxpayers to request a monthly installment plan if they cannot pay the full amount of tax they owe.
982	Reduction of Tax Attributes Due to Discharge of Indebtedness	Used by taxpayers to report the reduction of tax attributes due to the discharge of indebtedness.
990-EZ	Short Form Return of Organization Exempt from Income Tax	A shorter version of Form 990 for smaller nonprofits to report their financial information.
990-N	Electronic Notice (e-Postcard) for Tax-Exempt Organizations Not Required To File Form 990 or 990-EZ	For small nonprofits to electronically submit basic information instead of filing Form 990 or 990-EZ.
990-PF	Return of Private Foundation	Used by private foundations to report income, expenses, and net assets.
990 Schedule A	Public Charity Status and Public Support	Details a nonprofit's public charity status and sources of public support.
990 Schedule B	Schedule of Contributors	Supplemental form to 990, 990-EZ, and 990-PF reporting names and addresses of significant contributors.
990-T	Exempt Organization Business Income Tax Return	Filed by tax-exempt organizations to report unrelated business income tax.
990	Return of Organization Exempt from Income Tax	Used by tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations to provide the IRS with the information required by section 6033.
Schedule A	Itemized Deductions	Used by taxpayers to list their itemized deductions on the tax return.
Schedule B	Interest and Ordinary Dividends	Used by taxpayers to report interest and ordinary dividend income.
Schedule C	Profit or Loss from Business (Sole Proprietorship)	Used to report income or loss from a business operated or a profession practiced as a sole proprietor.
Schedule D	Capital Gains and Losses	Used to report the sale or exchange of capital assets not reported on another form or schedule.
Schedule E	Supplemental Income and Loss	Used to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs.
Schedule F	Profit or Loss From Farming	Used to report farm income and expenses.
Schedule H	Household Employment Taxes	Used by employers to report taxes on wages paid to a household employee.
Schedule K-1	Partner's Share of Income, Deductions, Credits, etc.	Used by partnerships to report each partner's share of the partnership's income, deductions, credits, etc.
Schedule R	Credit for the Elderly or the Disabled	Used to figure the credit for the elderly or the disabled.
Schedule SE	Self-Employment Tax	Used to calculate and report self-employment tax owed by individuals who earn income from self-employment.
W-2	Wage and Tax Statement	Used by employers to report employee income and withholdings to the IRS.
W-4	Employee's Withholding Certificate	Used by employees to determine their income tax withholding.
W-9	Request for Taxpayer Identification Number and Certification	Used to provide your correct TIN to the person who is required to file an information return with the IRS.