Tax Forms & Resources List

Access commonly used federal and California tax forms, instructions and helpful resources in one convenient location. Whether you're preparing an individual tax return, managing business tax requirements, or looking for information about a specific tax form, our resource center provides direct access to reliable government resources from the IRS and California tax agencies.

Driscoll & Associates is here to help you understand your tax obligations and navigate the filing process with confidence. If you have questions about a form, notice, deadline, or tax requirement, our team can provide professional guidance tailored to your situation.

Common Federal Tax Forms

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Category	Form Number	Title	Description
INDIVIDUAL TAX FORMS	IRS Form 1040	US Individual Income Tax Return	Annual income tax return filed by citizens or residents of the United States.
INDIVIDUAL TAX FORMS	IRS Form 1040-X	Amended U.S. Individual Income Tax Return	Used to correct or amend a previously filed individual federal income tax return.
INDIVIDUAL TAX FORMS	IRS Form 1040-ES	Estimated Tax for Individuals	Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.
INDIVIDUAL TAX FORMS	IRS Form 4868	Application for Automatic Extension of Time to File U.S. Individual Income Tax Return	Used by individuals to request an automatic extension of time to file their federal income tax return.
INDIVIDUAL TAX FORMS	IRS 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.
BUSINESS & CORPORATE TAX FORMS	IRS Form 8832	Entity Classification Election	Used by eligible business entities to elect how they will be classified for federal tax purposes, such as a corporation, partnership, or disregarded entity.
BUSINESS & CORPORATE TAX FORMS	IRS Form 2553	Election by a Small Business Corporation	Used by eligible corporations and other qualifying entities to elect S corporation tax treatment.
BUSINESS & CORPORATE TAX FORMS	IRS Form 1065	U.S. Return of Partnership Income	Used by partnerships to report business income, deductions, gains, losses, and other financial information to the IRS.
BUSINESS & CORPORATE TAX FORMS	IRS Form 1120-S	U.S. Income Tax Return for an S Corporation	Used by S corporations to report income, deductions, credits, and other tax information to the IRS.
BUSINESS & CORPORATE TAX FORMS	IRS Form 1120	U.S. Corporation Income Tax Return	Used by C corporations to report income, deductions, credits, and federal income tax liability.
BUSINESS & CORPORATE TAX FORMS	IRS Form 7004	Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns	Used by eligible businesses to request an automatic extension of time to file certain federal business tax returns.
BUSINESS & SELF-EMPLOYMENT SCHEDULES	IRS Form Schedule SE	Self-Employment Tax	Used to calculate self-employment tax on net earnings from self-employment, including Social Security and Medicare taxes.
BUSINESS & SELF-EMPLOYMENT SCHEDULES	IRS Form Schedule E	Supplemental Income and Loss	Used to report income or loss from sources such as rental real estate, royalties, partnerships, S corporations, estates, and trusts.
BUSINESS & SELF-EMPLOYMENT SCHEDULES	IRS Form Schedule C	Profit or Loss From Business	Used by sole proprietors and other eligible taxpayers to report business income, expenses, and the resulting profit or loss.
PAYROLL & EMPLOYMENT TAX FORMS	IRS Form 940	Employer's Annual Federal Unemployment (FUTA) Tax Return	Used by employers to report their annual federal unemployment tax liability under the Federal Unemployment Tax Act.
PAYROLL & EMPLOYMENT TAX FORMS	IRS 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.
PAYROLL & EMPLOYMENT TAX FORMS	IRS Form W-4	Employee's Withholding Certificate	Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
INFORMATION RETURNS & 1099 FORMS	IRS Form 1099-NEC	Nonemployee Compensation	Used by businesses to report payments of $600 or more made to independent contractors and other nonemployees for services.
INFORMATION RETURNS & 1099 FORMS	IRS Form 1099-MISC	Miscellaneous Information	Form 1099-MISC is used to report rents, royalties, prizes and awards and other fixed determinable income. Use this form to report rents, royalties, prizes and awards and other fixed determinable income.
INFORMATION RETURNS & 1099 FORMS	IRS Form 1096	Annual Summary and Transmittal of U.S. Information Returns	Used to summarize and transmit certain paper-filed information returns, such as Forms 1099, to the IRS.
INFORMATION RETURNS & 1099 FORMS	IRS Form 1099-DIV	Dividends & Distributions	Used to report dividends, capital gain distributions, and certain other investment income paid to taxpayers.
INFORMATION RETURNS & 1099 FORMS	IRS Form 1099-INT	Interest Income	Used by financial institutions and other payers to report taxable interest income paid to individuals during the year.
INFORMATION RETURNS & 1099 FORMS	IRS 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.
INFORMATION RETURNS & 1099 FORMS	IRS 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.
TAXPAYER IDENTIFICATION FORMS	IRS 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.
TAXPAYER IDENTIFICATION FORMS	IRS Form SS-4	Application for Employer Identification Number (EIN)	Use this form to apply for an employer identification number (EIN).
TAXPAYER IDENTIFICATION FORMS	IRS 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).
MISCELLANEOUS FORMS	IRS Form 4547	Trump Account(s)	Use this form for elections to open an initial Trump account and to elect to request a one-time $1,000 pilot program contribution.

Common California Tax Forms

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Form Number	Title	Description
Form 3514	California Earned Income Tax Credit (EITC)	Use Form FTB 3514 to determine whether you qualify to claim the EITC, Young Child Tax Credit, and Foster Youth Tax Credit.
Form 3522	Limited Liability Company (LLC) Tax Voucher and Instructions	Use Form 3522 to pay the annual LLC fee of $800.
Form 540 NR	California Nonresident or Part-Year Resident Income Tax Return	Use Form 540 NR to report income as a California part-year resident or nonresident.
Form 593	Real Estate Withholding Statement	Report real estate withholding on sales, estimate loss or no gain on real estate sales, and certify exemption.
Form 568	Limited Liability Company Return of Income	Use Form 568 to report limited liability tax and fee.
Form 540 ES	Estimated Tax for Individuals	Use 540 ES to determine if you owe estimated tax and to figure the required amounts.
Form 540 2EZ	California Resident Income Tax Return	Use Form 540 2EZ to file a simple California resident income tax return.
Schedule CA 540	California Adjustments - Residents	Use Schedule CA (540) to adjust federal adjusted gross income and federal itemized deductions using California law.
Form 540	California Resident Income Tax Return	Use Form 540 to file California resident income tax return.