Important IRS Forms to Know

There are hundreds of IRS tax forms and schedules out there that a tax filer can come across. Here are some of the more common ones that you should know about.

Tax Return Forms and Schedules

Form 1040, U.S. Individual Income Tax Return: used by U.S. taxpayers to file an annual income tax return

Form 1040-NR, U.S. Nonresident Alien Income Tax Return: used by U.S. nonresident taxpayers to file an annual income tax return

Form 1040-SR, U.S. Tax Return for Seniors: an optional alternative to using Form 1040 for taxpayers who are age 65 or older

Related Info: Tax Tips for Seniors and Retirees

Form 1040-X, Amended U.S. Individual Income Tax Return: used to amend or fix a submitted tax return

Form 1040-ES, Estimated Tax for Individuals: used to figure and pay your estimated tax

Form 1041, U.S. Income Tax Return for Estates and Trusts: used to report income, deductions, gains, losses, liabilities, etc. of an estate or trust.

Schedule A, Itemized Deductions: used to figure your itemized deductions

Schedule B, Interest and Ordinary Dividends: used in some scenarios when you’ve earned taxable interest or dividends

Related Info: Tax Guide for New Investors

Schedule C, Profit or Loss from Business (Sole Proprietorship): used to report income or losses from a business you operated or a profession you practiced as a sole proprietor

Schedule D, Capital Gains and Losses: used to report capital gains and losses for the year

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 real estate mortgage investment conduits (REMICs)

Related Info: What is Supplemental Income?

Schedule EIC, Earned Income Credit: used to give the IRS information about your qualifying child(ren)

Related Info: Dependents & Your Taxes

Schedule F, Profit or Loss From Farming: used to report farm income and expenses

Schedule H, Household Employment Taxes: used to report household employment taxes if you paid cash wages to a household employee and the wages were subject to social security, Medicare, or FUTA taxes, or if you withheld federal income tax

Schedule J, Income Averaging for Farmers and Fishermen used to figure your income tax by averaging, over the previous 3 years, all or some of your taxable income from your farming or fishing business

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 figure the tax due on net earnings from self-employment

Schedule 8812, Credits for Qualifying Children and Other Dependents: used to figure your child tax credits

Related Info: Dependents & Your Taxes

Application Forms

Form SS-4, Application for Employer Identification Number: used to apply for an Employer Identification Number (EIN), a nine-digit number assigned to sole proprietors, corporations, partnerships, estates, trusts and other entities for tax filing and reporting purposes

Related Info: Tax Planning for the Self-Employed

Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return: used to request an automatic extension of time to file a U.S. individual income tax return

Related Info: Should I File a Tax Extension?

Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns: used to request an automatic 6-month extension of time to file certain business income tax, information, and other returns.

Related Info: Should I File a Tax Extension?

Form W-7, Application for IRS Individual Taxpayer Identification Number: used to apply for an IRS individual taxpayer identification number (ITIN)

Related Info: End of Year Tax Planning

Income and Payment Reporting Forms

Form W-2, Wage and Tax Statement: used to report wages paid to employees and the taxes withheld from them

Related Info: I Lost My W-2. Now What?

Form W-2G, Certain Gambling Winnings: to report gambling winnings and any federal income tax withheld on those winnings.

Form W-4, Employee’s Withholding Certificate: used so that your employer can withhold the correct federal income tax from your pay

Form W-9, Request for Taxpayer Identification Number and Certification: employers or other entities to verify the name, address, and tax identification number of an individual, usually a citizen or a resident alien, receiving income.

Related Info: What is a W-9 Form?

Form 1098, Mortgage Interest Statement: used to report mortgage interest of $600 or more received by you during the year

Related Info: Tax Implications of Buying a House

Form 1098-T, Tuition Statement: used to report tuition payments received and payments due from the paying student

Form 1098-E, Student Loan Interest Statement: used to report the amount of interest you paid on student loans in a calendar year

Form 1099-B, Proceeds from Broker and Barter Exchange Transactions: used to report any gains and losses from stock and bond transactions made throughout the tax year

Form 1099-DIV, Dividends and Distributions: used to report dividends and other distributions to taxpayers and to the IRS

Form 1099-G, Certain Government Payments: used to report payments received from federal, state, or local governments, such as unemployment benefits, tax refunds, grants, etc.

Form 1099-INT, Interest Income: used to report interest income you received, any taxes withheld, and if any of the interest is tax-exempt

Form 1099-K, Payment Card and Third Party Network Transactions: used to report payments and transactions from online platforms, apps or payment card processors

Form 1099-MISC, Miscellaneous Income: used to report miscellaneous compensation such as rents, prizes, medical payments, and others

Form 1099-NEC, Nonemployee Compensation: used to report self-employment or contract work, such as freelance work or rideshare driving

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.: used to report distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts, or pensions

Form 1099-S, Proceeds from Real Estate Transactions: used to report the sale or exchange of real estate

Business Forms

Form 1120, U.S. Corporation Income Tax Return: used to report income, gains, losses, deductions, credits of domestic corporations.

Form 1120-S, U.S. Income Tax Return for an S Corporation: used to report the income, gains, losses, deductions, credits, etc., of a domestic corporation or other entity for any tax year covered by an election to be an S corporation

Form 2106, Employee Business Expenses: used to deduct ordinary and necessary expenses for your job

Related Info: Vehicles for Business Use

Form 4562, Depreciation and Amortization (Including Information on Listed Property): used to record the depreciation and amortization of property you’ve purchased for your business

Form 8829, Expenses for Business Use of Your Home: used to figure the allowable expenses for business use of your home on Schedule C

Form 941, Employer’s Quarterly Federal Tax Return: used to report income taxes, Social Security tax, or Medicare tax withheld from employee’s paychecks

Tax Resolution Forms

Form 1127, Application for Extension of Time for Payment of Tax Due to Undue Hardship: used to request an extension of time under Internal Revenue Code section 6161 for payment of tax due

Form 11277, Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien: used to request a tax lien removal.

Related Info: What Assets Can the IRS Seize?

Form 12153, Request for a Collection Due Process or Equivalent Hearing: used to request a Collection Due Process (CDP) or Equivalent Hearing (EH) with the IRS Independent Office of Appeals

Related Info: Common IRS Notices & What They Mean

Form 433-A, Collection Information Statement for Wage Earners and Self-Employed Individuals: used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability

Form 433-B, Collection Information Statement for Businesses: used to obtain current financial information necessary for determining how a business can satisfy an outstanding tax liability

Form 656, Offer in Compromise: used to apply for an Offer in Compromise (OIC)

Related Info: How Tax Relief Works

Form 843, Claim for Refund and Request for Abatement: used to claim a refund or request an abatement of certain taxes, interest, penalties, fees, and additions to tax

Form 8857, Request for Innocent Spouse Relief: used to request relief from tax liability, plus related penalties and interest, when you believe only your spouse or former spouse should be held responsible for all or part of the tax

Form 911, Request for Taxpayer Advocate Service Assistance: used to request taxpayer assistance if you have been unable to resolve your tax issues through normal channels

Form 9423, Collection Appeal Request: used to request an appeal of a notice of federal tax lien, levy, seizure, or termination of an installment agreement.

Form 9465, Installment Agreement Request: used to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return

Related Info: How IRS Installment Agreements Work

Tax Return Forms and Schedules

Application Forms

Income and Payment Reporting Forms

Business Forms

Tax Resolution Forms

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