IRS forms

Complete Guide to IRS Tax Forms: Description and Filing Tips

Tax season can be overwhelming, especially when you’re faced with a mountain of IRS tax forms. Which ones do you need? How do you fill them out correctly? In this comprehensive guide, we’ll walk you through the most common (and less common) IRS tax forms, provide detailed descriptions, and share tips to ensure you file them accurately. Let’s simplify tax season together!

104X Series

Form 1040-SR: U.S. Tax Return for Seniors

Guide to Form 1040-ES: Paying Estimated Taxes for Individuals

Form 1040, U.S. Individual Income Tax Return

Schedule F (Form 1040): Profit or Loss From Farming

Schedule H (Form 1040): Household Employment Taxes

Schedule I (Form 1041): Alternative Minimum Tax – Estates

Form 1040, U.S. Individual Income Tax Return

Guide to Form 1040-ES: Paying Estimated Taxes for Individuals

IRS Tax Form 1041 Filing Guide: Trusts and Estate Income Tax Returns

Schedule 1 (Form 1040): Additional Income and Adjustments to Income

Schedule 3 (Form 1040)

Schedule A: Lower Your Tax Bill with Itemized Deductions

Schedule B (Form 1040): Interest and Ordinary Dividends

Schedule C: Guide for Small Businesses (Sole Proprietorship)

Schedule SE (Form 1040): Self-Employment Tax

Schedule D (Form 1040): Track Your Capital Gains and Losses

Schedule R (Form 1040): Credit for the Elderly or Disabled

Schedule E (Form 1040): Supplemental Income and Loss

Schedule K-1 (Form 1041): Beneficiary’s Share of Income, Deductions, Credits

Schedule J (Form 1041): Accumulation Distribution for Certain Complex Trusts

Schedule J (Form 1040): Income Averaging for Farmers and Fishermen

Schedule D (Form 1041): Capital Gains and Losses

109X Series

Demystifying Form 1098-C for Vehicle Donations

Form 1095-B: Your Guide to Health Coverage Reporting

Form 1095-C: Employer-Provided Health Insurance Offer and Coverage

Form 1096: Annual Summary and Transmittal of U.S. Information Returns

Form 1098-E: Filing Requirements & Mistakes to Avoid

Form 1098-Q: Guide to Qualifying Longevity Annuity Contracts

Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts

Form 1099-SA Guide: Maximize HSA & MSA Contributions

Form 1099-S: Proceeds from Real Estate Transactions

Form 1098-T Guide: Claim Education Tax Credits

Form 1098: Understand Your Reporting Obligations as a Mortgage Lender

Form 1099-A: Acquisition or Abandonment of Secured Property

Form 1099-B: Proceeds from Broker and Barter Exchange Transactions

Form 1099-C: Cancellation of Debt

Form 1099-DIV: Dividends and Distributions

Form 1099-INT: Interest Income

Form 1099-K: Payment Card and Third Party Network Transactions

IRS Form 1098-F Guide: Reporting Fines & Penalties

1120 Series

Form 1120-S: U.S. Income Tax Return for an S Corporation

Form 1120: U.S. Corporation Income Tax Return

Form 1127: Application for Extension of Time for Payment of Tax Due to Undue Hardship

14157 Series

Form 14157: Return Preparer Complaint

Form 14157: Return Preparer Complaint

433 Series

Form 433-A: How to Prepare a Collection Information Statement

Form 433-F: Collection Information Statement

4506 Series

Form 4506: Request for Copy of Tax Return

Form 4506-T: Request for Transcript of Tax Return

547X Series

Form 5471: Information Return of U.S. Persons With Respect to Certain Foreign Corporations

Form 5472 Filing: Guide for Foreign-Owned US Corps

706 Series

Form 706-NA: United States Estate (and Generation-Skipping Transfer) Tax Return

Form 706: United States Estate (and Generation-Skipping Transfer) Tax Return

8038 Series

Form 8038-B: Information Return for Build America Bonds and Recovery Zone Economic Development Bonds

Form 8038-CP: Credit for Qualified Bonds Allowed to Issuer

Form 8038-GC: Consolidated Information Return for Small Tax-Exempt Government Bond Issues

Form 8038-G: Information Return for Government Purpose Tax-Exempt Bond Issues

Form 8038: Information Return for Tax-Exempt Private Activity Bond Issues

Form 8038-R: Request for Recovery of Overpayment Under Arbitrage Rebate Provisions

Form 8038-T: Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate

Form 8038-TC: Information Return for Tax Credit Bonds and Specified Tax Credit Bonds

8849 Series

Form 8849: Claim for Refund of Excise Taxes

Schedule 1 (Form 8849): Non-Taxable Use of Fuels

Schedule 2 (Form 8849): Sales by Registered Ultimate Vendors

Schedule 5 (Form 8849): Section 4081(e) Claim

Schedule 6 (Form 8849): Other Claims

Schedule 8 (Form 8849): Registered Credit Card Issuer

940 Series

File Form 940: A Simple Guide to FUTA Tax Returns

Filing Form 942: Guide for Household Employers

Form 940-Schedule R: Allocation Schedule for Aggregate Form 940 Filers

Form 941: Quarterly Federal Tax Return Guide

Form 943: A Guide for Agricultural Employers to File Federal Taxes

Form 944 Guide: Federal Tax Return for Small Businesses

965 Series

Form 965-A: Individual Report of Net 965 Tax Liability

Form 965-B: Corporate and Real Estate Investment Trust (REIT) Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts

Form 965-C: Transfer Agreement Under Section 965(h)(3)

Form 965-D: Transfer Agreement Under Section 965(i)(2)

Form 965-E: Consent Agreement Under Section 965(i)(4)(D)

990 Series

Form 990-PF: Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation

Form 990: Return of Organization Exempt from Income Tax

Form 990: Schedule K, Supplemental Information on Tax-Exempt Bonds

Others

Form 2555: Foreign Earned Income

540 Tax Form: California Resident Income Tax Return

401(K) Tax Form

Form 1065: U.S. Return of Partnership Income

Form 1116: Foreign Tax Credit

Form 11-C: Occupational Tax and Registration Return for Wagering

Form 1310: Statement of Person Claiming Refund Due a Deceased Taxpayer

Form 14429: Tax-Exempt Bonds Voluntary Closing Agreement Program Request

Form 2290: Heavy Highway Vehicle Use Tax Return

Form 2553: Election by a Small Business Corporation

Form 13909: Tax-Exempt Organization Complaint (Referral)

Form 2848: Power of Attorney and Declaration of Representative

Form 4137: Social Security and Medicare Tax on Unreported Tip Income

Form 4562: Depreciation and Amortization (Including Information on Listed Property)

Form 4684: Casualties and Thefts

Form 4810: Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)

Form 4868: Guide to File a Tax Extension

Form 5498: IRA Contribution Information

Form 5884-D: Employee Retention Credit for Certain Tax-Exempt Organizations Affected by Qualified Disasters

Form 6252: Installment Sale Income

Form 6627: Environmental Taxes

Form SS-4: Guide to Apply for an EIN

I-9 Tax Form: Employment Eligibility Verification

IRS Tax Form 3115: Application for Change in Accounting Method

IRS Tax Form 4797: Sales of Business Property

IRS Tax Form 56: Notice Concerning Fiduciary Relationship

IRS Tax Form 709: Gift Tax

IRS Tax Form 720: Quarterly Federal Excise Tax Return (Rev. June 2023)

IRS Tax Form 8990: Limitation on Business Interest Expense Under Section 163(j)

Letter 6416-A: Advance Child Tax Credit (AdvCTC) Payments

Tax Form 2441: Child and Dependent Care Expenses

Form 8822 Guide: Notify the IRS of an Address Change

Form 8832: Entity Classification Election

Form 8879 in E-Filing Taxes: Ensuring Compliance and Accuracy

Form 8908: Energy Efficient Home Credit

Form 8936: Qualified Commercial Clean Vehicle Credit

Form 8937: Report of Organizational Actions Affecting Basis of Securities

Form 8962: Premium Tax Credit

Form 9465: Installment Agreement Request

Form 966: Understanding Corporate Dissolution or Liquidation

Form CT-1: Employer’s Annual Railroad Retirement Tax Return

Form 7004: Your Guide to Business Tax Extension

Form 7205: Energy Efficient Commercial Buildings Deduction

Form 7207: Advanced Manufacturing Production Credit

Form 730: Monthly Tax Return for Wagers

Form 8027: Employer’s Annual Information Return of Tip Income and Allocated Tips

Form 8328: Carryforward Election of Unused Private Activity Bond Volume Cap

Form 8703: Annual Certification of a Residential Rental Project

W Series

Form W-2: Wage and Tax Statement

Form W-4R: Withholding Certificate for Non-Periodic Payments and Eligible Rollover Distributions

Form W-7: Apply for an ITIN

Form W-8BEN-E: Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

Form W-9: Request for Taxpayer Identification Number and Certification