IRS Tax Form Library

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To find the particular Form – hold down the CTRL key and click “f” for find. Example: I want to search for Form W-8, so I hold down CTRL and type “f”, a “find in page” box opens on the bottom left corner. Type W-8 in the box and everywhere the results are found will be highlighted. Click “Match Case” and it will take you directly there.

IRS Form 1040: Understanding U.S Individual Income Tax Return

IRS Form 1040 is one of the most commonly used tax IRS forms. If you income has reached a specific level and you certain type of items on your return, you will need to file Form 1040. Form 1040 is the most complicated and allows for the most deductions and credits

Form 1040-SS

IRS Form 1040-SS is used if you are self-employed in a U.S. Territory but are not required to file a U.S. income tax return. By filing your earnings with the IRS, you will be able to able to pay Social Security and Medicare taxes and potentially receive benefits under Social Security and Medicare

Form 1040A

IRS Form 1040A is a simplified version of the standard 1040 is used your income is under $100,000 and you are not itemizing. It is very different from the standard Form 1040, because allows for only certain deductions and credits

Form 1040X: Amended U.S Individual Income Tax Return

IRS Form 1040X is used to amended an originally filed Form 1040, 1040A or 1040EZ when a mistake needs to be corrected or changes need to be made to the original return.

Form 1095-B

What is Form 1095-B? This tax season, you might receive one or more forms related to your health coverage. This includes Form 1095-A, Form 1095-B, and Form1095-C. Form 1095-B provides vital information about your health care coverage you should keep in your records. These forms are par

Form 1095-C

Form 1095-C provides proof to the government that you’re insured by your employer for health insurance.

Form 1099-S

If you sold real estate during the tax year, you may receive Form 1099-S. Below is everything you need to know about IRS Form 1099-S reporting.

Form W-4

IRS Form W-4 is the Employee’s Withholding Allowance Certificate. It’s is completed by the employee to indicate his or her desired tax withholdings.

IRS Form 1098-T: Tuition Statement

IRS Form 1098-T is provided by your educational institution to provide details about educational expenses incurred.

IRS Form 4506-T: Instructions & Information

IRS Form 4506-T is a request tax records from the IRS

IRS Form 941, Employer’s Quarterly Federal Tax Return: Filing Instructions and Tips You Need to Know

As a business operator, you are required to file Form 941 on a quarterly basis for all of your employees. The four-page form notifies the IRS of your employees’ taxable income and liability every quarter, reporting the withholdings for federal income tax and Social Security/Medicare taxes.

IRS Form 9465: Installment Agreement Request

IRS Form 9465 is used to formally request a monthly installment payment plan.

IRS Form W-9: Purpose, What You Need & Other Information

IRS Form W-9 is required to be completed by independent contractors, self-employed workers, and consultants. The information is used to prepare Form 1099

W2 Tax Form

IRS Form W-2- “Wage and Tax Statement,” is used by your employer, then your employer will send you a W-2 tax form when the tax year ends. Form W-2 is sent by employers that pay an individual at least $600 in non-cash income, if income taxes and FICA taxes (Social Security and Medicare) were withheld. Taxpayers report this income and the associated withholdings on their income tax returns, such as Form 1040. Form W-2 will be used to report withheld taxes if the individual meets the exemption criteria.

Form 911

This form is used for requesting assistance from the Taxpayer Advocate’s Office (TPA) in your local area.

Form 2553

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a). A corporation are treated as C corporations unless the proper steps are taken to become an S corporation.

Form 8822

Form 8822 is used to change your mailing address—the place where you receive your mail—which can be different than the address of your permanent home.

Form 8822- B

Beginning January 1, 2014, any entity with an EIN (Employer Identification Number), such as a corporation, LLC, tax exempt organization, or retirement plan sponsor, must file Form 8822-B Change of Address or Responsible Party – Business to report the latest change to its responsible party. The newly required form must be filed within 60 days of the change.

Form 1099-K

Form 1099-K, Payment Card and Third-Party Network Transactions, is used to report transactions that are made via payment settlement entities. If you use a service to process credit or debit card transactions, that service is a payment settlement entity, and the amount of those types of transactions for the year should be reported on the Form 1099-K.

Form 7004

IRS Form 7004 is used to file for an automatic extension of time when filing business tax returns for a partnership, a multiple member LLC filing as a partnership, a corporation, or s-corporation. The IRS form 7004 will provide your businesses with the convenience of a 5-1/2-Month, 6-Month or 7-Month extension before the original due date of the tax return. Form 7004 must be filed on or before the due date of March 15th of the applicable tax year. To avoid any late fees and penalties, be sure to file your extension before the recommended due date. Otherwise you may be subject to receiving a penalty from the IRS, which can be as much as 25%.

Form 1127

Form 1127 is used to to request an extension of time under Internal Revenue Code section 6161 for payment of the following amounts 1) The tax shown or required to be shown on a return. 2) An amount determined as a deficiency (an amount you owe after an examination of your return).

Form 8915-E

Form 8915-E is used by taxpayers who were adversely affected by the coronavirus in 2020 and who received a retirement plan distribution that qualifies for favorable tax treatment. The distribution, whether an actual distribution or a plan loan offset, can be made from a variety of retirement plans:

An IRA: traditional, SEP, SIMPLE, or Roth.

A qualified pension, profit-sharing, or stock bonus plan (including a 401(k) plan).

A qualified annuity plan.

A tax-sheltered annuity contract.

A governmental section 457 deferred compensation plan.

Form 3520 or Form 3520-A

U.S. persons (and executors of estates of U.S. decedents) file Form 3520 or 3520-A with the Internal Revenue Service (IRS) to report: Certain transactions with foreign trusts, Ownership of foreign trusts under the rules of sections 671 through 679, and. Receipt of certain large gifts or bequests from certain foreign persons..

4506-C

Form 4506-C is used to request tax return information through an authorized IVES participant. The taxpayer would designate an IVES participant to receive the information on line 5a. of the form. IVES participant are typically is used by those firm that do not participate in IRS E-services.

5754

Payers use this form to prepare Form W-2 G when the person receiving gambling winnings subject to reporting or withholding is not the actual winner or is a member of a group of two or more people sharing the winnings. The person receiving the winnings furnishes all the information required by this form to the payer (the gambing institution)

W-2G

1099-K

A payment settlement entity (PSE) must file Form 1099-K, Payment Card and Third Party Network Transactions, for payments made in settlement of reportable payment transactions for each calendar year.

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