Tax Forms & Resources List

U.S. Return of Partnership Income

Used by partnerships to report business income, deductions, gains, losses, and other financial information to the IRS.

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.

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.

Profit or Loss From Business

Used by sole proprietors and other eligible taxpayers to report business income, expenses, and the resulting profit or loss.

Self-Employment Tax

Used to calculate self-employment tax on net earnings from self-employment, including Social Security and Medicare taxes.

Estimated Tax for Individuals

Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.

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.

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.

Interest Income

Used by financial institutions and other payers to report taxable interest income paid to individuals during the year.

Nonemployee Compensation

Used by businesses to report payments of $600 or more made to independent contractors and other nonemployees for services.

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.

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.

Employee's Withholding Certificate

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Application for Employer Identification Number (EIN)

Use this form to apply for an employer identification number (EIN).

U.S. Corporation Income Tax Return

Used by C corporations to report income, deductions, credits, and federal income tax liability.

Election by a Small Business Corporation

Used by eligible corporations and other qualifying entities to elect S corporation tax treatment.

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.

Supplemental Income and Loss

Used to report income or loss from sources such as rental real estate, royalties, partnerships, S corporations, estates, and trusts.

US Individual Income Tax Return

Annual income tax return filed by citizens or residents of the United States.

Amended U.S. Individual Income Tax Return

Used to correct or amend a previously filed individual federal income tax return.

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.

Dividends & Distributions

Used to report dividends, capital gain distributions, and certain other investment income paid to taxpayers.

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.

Wage and Tax Statement

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

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.

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.

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).

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.