Updated for tax year 2024.
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 (like Portland) have their own tax forms you may need to complete. Often, 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. However, many of those sites don’t help you fill out the forms. TaxAct® can help you fill out your tax forms if you file using our intuitive tax preparation software.
Below is a list of the most common IRS tax forms you may need to file your taxes this year.
Federal tax forms
- Form 941 – Employer’s Quarterly Federal Tax Form
- Form 1040 – Long – Individual Federal Income Tax Return
- Form 1040-SR – Tax Return for Seniors
- 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 Credit
- Form W-4 -Employee Federal Withholding
- Form W-7 – Individual Taxpayer Identification Number
- Form W-9 – Request Your Tax Information
Informational tax statements
- Form W-2 – Federal Tax Withheld
- 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-NEC, Nonemployee Compensation
- Form 1099-MISC – Miscellaneous Information
- Form 1098-T – Tuition Statement
- Form 5498 – IRA Contributions
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. This can include income from interest, the sale of property, or charitable contributions. Here’s a list of common schedules.
Tax 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
The bottom line
Navigating tax forms can feel overwhelming, but understanding which forms and schedules apply to your financial situation is the first step to a smooth tax season. Whether you’re filing a straightforward return with a Form 1040 or tackling more complex filings with additional schedules, having the right tools and resources makes all the difference. When e-filing with TaxAct, we can help you confidently complete your tax forms and maximize your tax benefits. Stay informed, stay prepared, and let us help make tax season stress-free.
This article is for informational purposes only and not legal or financial advice.
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