What Are Tax Forms?
Income tax forms are the official government documents the IRS requires you to fill out when you file your taxes. Usually the more complicated your finances are the more tax forms you may need to fill out.
On top of the federal tax forms, many states and cities have their own tax forms you may need to complete. Often times, the local tax forms are modeled after the federal forms.
Where To Get IRS Tax Forms?
You can download tax forms from many places, including the IRS website. Many of those sites don’t help you fill out the forms, however. They also don’t offer a maximum refund guarantee, which is available through TaxAct.
Below is a list of the most common IRS tax forms you may need to file your taxes.
- Form 941 – Employer’s Quarterly Federal Tax Form
- Form 990 – Return of Organization Exempt From Income Tax
- Form 1040 – Long – Individual Federal Income Tax Return (1040 Instructions)
- Form 1040-A – Middle – Individual Federal Income Tax Return (Note: This form has been eliminated for 2018 tax returns.)
- Form 1040-EZ – Short – Individual Federal Income Tax Return (Note: This form has been eliminated for 2018 tax returns.)
- Form 1040-ES – Estimated Tax for Individuals
- Form 1040-V – IRS Payment Voucher
- Form 1040-X – File Amended Tax Return
- Form 8863 – Education Credits
- Form 8962 – Premium Tax Credits
- Form W-4 -Employee Federal Withholding
- Form W-7 – Individual Taxpayer Identification number
- Form W-9 – Request Your Tax Information
Informational Tax Statements
- Form 1095-A – Health Insurance Marketplace Statement
- Form 1095-B Form – Health Coverage
- Form 1095-C – Employer-Provided Health Insurance Offer and Coverage
- Form 1099-B – Stocks & Investment Sales
- Form 1099-G – Unemployment Compensation
- Form 1099-K – Payment Card and Third Party Network Transactions
- Form 1099-R – Retirement Distributions
- Form 1099-S – Real Estate Proceeds
- Form 1099 – Self Employment, Interest and Dividend Earnings
- Form 1099-Misc. – Self-Employment Income
- Form 1098-T – Tuition Statement
- Form 5498 – IRA Contributions
- Form W-2 – Federal Tax Withheld
What Are Tax Schedules?
Tax schedules are another type of tax form you may be required to prepare and submit with your tax return when you have certain types of income or deductions.
That can include income from interest, the sale of property, or charitable contributions. Here’s a list of common schedules.
- Schedule A Tax Form – Report Itemized Deductions
- Schedule B Tax Form – Interest & Dividend Income
- Schedule C Tax Form – Self Employed Income
- Schedule D Tax Form – Capital Gain or Losses
- Schedule E Tax Form – Real Estate Gain or Losses
- Schedule SE Tax Form – Self-employment Tax
- Schedule K-1 – Business Tax Form