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Tax
Tax Documents
1040
U.S. Individual Income Tax Return
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INSTRUCTIONS
1040 SR
U.S. Individual Income Tax Return for Taxpayers 65 and Older
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INSTRUCTIONS
1040 ES
Estimated Tax - Tax not Subject to Withholding - for Individuals such as Self-Employment, Interest, Dividents, Rents, or Alimony
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1040 X
Amended U.S. Individual Income Tax Return
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INSTRUCTIONS
5305 SIMPLE
Savings Incentive Match Plan for Employees of Small Employers
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INSTRUCTIONS
Schedule 1 (1040)
Additional Income and Adjustments to Income
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INSTRUCTIONS
Schedule 2 (1040)
Additional Taxes
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INSTRUCTIONS
Schedule 3 (1040)
Additional Credits and Payments
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INSTRUCTIONS
Schedule A (1040)
Itemized Deductions - such as medical and dental expenses, un-reimbursed employee business expenses, and amounts paid to certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
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INSTRUCTIONS
Schedule B (1040)
Interest and Ordinary Dividends
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INSTRUCTIONS
Schedule C (1040)
Profit or Loss from Business (Sole Proprietorship)
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INSTRUCTIONS
Schedule D (1040)
Capital Gains and Losses - form used to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than casualty or theft) of captial assets nothelf for business of profit, capital gain distributions not report directly of Form 1040, and non-business bad debts.
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INSTRUCTIONS
Schedule E (1040)
Supplemental Income and Loss - form 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).
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INSTRUCTIONS
Schedule SE (1040)
Self-Employment Tax - form used to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
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INSTRUCTIONS
W-4
Employee's Withholding Allowance Certificate - complete this form so your employer can withhold the correct federal income tax from your pay.
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W-2
Wage and Tax Statement - every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee, even if the employee is related to the employer.
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INSTRUCTIONS
W-9
Request for Tax Payer Identification Number and Certification - information required to file information return with the IRS regarding income, real estate transactions, mortgage, interest, aquisition or abandonment of secured property, cancellation of debt, or contributions to an IRA.
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INSTRUCTIONS
1099
Request for Tax Payer Identification Number and Certification - information required to file information return with the IRS regarding income, real estate transactions, mortgage, interest, aquisition or abandonment of secured property, cancellation of debt, or contributions to an IRA.
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INSTRUCTIONS
1099 NEC
Report Nonemployee Compensation
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INSTRUCTIONS
941
Employer's Quarterly Federal Tax Return
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INSTRUCTIONS
5868
Application for Automatic Extension of Time to File U.S. Individual Tax Return
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8863
Education Credits (American Opportunity and Lifetime Learning Credits) - form used to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary education institution.
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INSTRUCTIONS
