IRS Tax Form Library

IRS Tax Form Library

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 1040EZ

IRS Form 1040EZ is the easiest of the three versions of the US Individual tax returns. Form 1040EZ has a very small section devoted to 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 1065

IRS Form 1065 is used to file a US Partnership return. It is used to report Partnership income, gains, losses, deductions, credit and the related financial of the Partnership

Form 1095

IRS Form 1095 was instituted by the Affordable Care Act in 2010. This IRS form is sent to everyone who received health insurance through a health insurance provider.

Form 1095-A

Form 1095-A, Health Insurance Marketplace Statement is a tax document that reports health insurance purchased through the “Marketplace.

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 1098: Mortgage Interest Statement

IRS Form 1098 Mortgage Interest Statement, is completed by mortgage providers for loans (for individuals or sole proprietorships) that have received over $600 of interest on throughout the year.

Form 1099-R

IRS Form 1099-R is used to report distribution of Profit-sharing or retirement plans, Individual retirement arrangements (IRAs), Annuities, pensions, insurance contracts, survivor income benefit plans, Permanent and total disability payments under life insurance contracts and Charitable gift annuities

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 2106

IRS Form 2106 is used to itemize “ordinary and necessary” business expenses that aren’t reimbursed by your employer.

Form 2210 Instructions: Penalty for Underpaying Estimated Taxes

IRS Form 2210 is used to penalties for underpayment of estimated taxes

Form 2441

IRS Form 2441 is used to report dependent care expenses and supporting information

Form 2555-EZ: U.S Expat Taxes

IRS Form 2555-EZ is used by Expat to exclude the Foreign Earned Income Exclusion to reduce taxable foreign earned income

Form 2555: Foreign Earned Income Exclusion

IRS Form 2555 is used by Expat to exclude the Foreign Earned Income and housing Exclusion to reduce taxable foreign earned income

Form 2848 (IRS POA)

IRS Form 2848 Power of Attorney (POA) is a document that grants an agent or third party the legal right to act on your behalf. The situations and context in which the agent can act are contingent upon what is specified in the form.

Form 433-A

IRS Form 433-A is used to provide financial information to the IRS regarding your income, expenses, assets and liabilities. If the individual has a business that is NOT a sole proprietorship, a Form 433-B would also be required

Form 433-A

IRS Form 433-B is used to provide financial information for a partnership, a corporation, limited liability company (classified as a corporation or other), or another type of entity, regarding the businesses income, expenses, assets and liabilities. If the business owner also has personal tax debt, Form 433-A would also be required

Form 433-D: Installment Agreement

IRS Form 433-D is used to apply for an Installment Agreement and to provide the bank account information for the US Treasury to automatically withdraw the agreed-upon funds every month.

Form 433-F

IRS Form 433-F is used by the Automated Collections Unit to receive financial information regarding your income, expenses, assets and liabilities. If the individual has a business that is NOT a sole proprietorship, a Form 433-B would also be required

Form 5329

IRS Form 5329 is used to disclose the early withdrawal penalty on qualified retirement accounts

Form 5498

IRS Form 5498 is used to disclose distributions from health savings account, or HSA. Qualifying accounts include Archer Medical Savings Account (Archer MSA), Health Savings Account (HSA), and Medicare Advantage MSA (MA MSA).

Form 5695

IRS Form 5695 is used to calculate your residential energy credit and must be submitted with Form 1040. It’s divided into two parts based on the two different tax incentive programs, but you only need to complete whichever portion(s) are relevant to your home improvement project.

IRS Form 656 Instructions (Offer in Compromise)

IRS Form 656 is a contract between a taxpayer and the IRS, through which the taxpayer proposes to settle an outstanding tax debt. It is the contract portion of the Offer in Compromise that provides information about you, your household, employment, assets, expenses, and more. This form will list the minimum offer, reasons for offer submitted and the method of payment. It is submitted along with any evidence or documentation to support the offer conclusion.

Form 656-B, Offer in Compromise (OIC)

IRS Form 656-B is a contract between a business and the IRS, through which the business proposes to settle an outstanding tax debt. It is the contract portion of the Offer in Compromise that provides information about the business, assets, expenses, and more. This form will list the minimum offer, reasons for offer submitted and the method of payment. It is submitted along with any evidence or documentation to support the offer conclusion.

Form 8300

IRS Form 8300 is a document that must be filed with the IRS when an individual or business receives a cash payment over $10,000. The form is an effort to make sure businesses report cash transactions.

Form 843 Explained: Penalty Abatement Request Instructions & Details

IRS Form 843 is used to request refunds of penalties, fees, and interest as a result of taxes withheld in error, abatement of penalties due to incorrect written advise, abatement of penalties due to reasonable cause, , abatement of penalties due to IRS related error or delays.

Form 8863

IRS Form 8863 is used to report education credit under the American Opportunity Credit (AOTC) or the Lifetime Learning Credit (LLC).

Form 8917

IRS Form 8917 is used to report education deduction for Qualified Education Expenses.

Form 8965

After the Affordable Care Act was signed into legislation, all taxpayers are required to either have health insurance or pay a penalty. IRS Form 8965 is how taxpayer report their compliance with health insurance requirements.

Form 940 Explained: When to File + Instructions

IRS Form 940 is a form used by employers to record and remit the Federal Unemployment Tax Act (FUTA) tax when they pay more than $1,500 of wages to employees during a calendar quarter. Those who had more than one employee for more than 20 total weeks in a calendar year must also file IRS Form 940.

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 12153: Request for a Collection Due Process or Equivalent Hearing

IRS Form 12153 is used to appeal the IRS’ collection efforts through a Collection Due Process Hearing. Form 12153 is the form to request that hearing.

IRS Form 12277: Application to Withdraw Federal Tax Lien from Credit Report

IRS Form 2277 is used to request the withdrawal of a tax lien.

IRS Form 13844: Application for Reduced User Fee for Installment Agreements

IRS Form 13844 is used to apply for a reduction of the user fee for an Installment Agreements. The taxpayers must be classified as low-income and be applying for an IRS payment plan.

IRS Form 14039: Guide to the Identity Theft Affidavit Form

IRS Form 14039 is used to inform the IRS of a fraudulent tax return filed using your Social Security Number or to report identity theft.

IRS Form 4137: Social Security and Medicare Tax on Unreported Tip Income

IRS Form 4137 is used to report unreported tip income and to calculate the amount owed in Social Security and Medicare taxes.

IRS Form 4506-T: Instructions & Information

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

IRS Form 4868: IRS Tax Extension Form

IRS Form 4868 is used to file an extension for the current year Form 1040.

Form 6166: Certification of U.S. Tax Residency

IRS Form 6166 is used to confirm to treaty partners that the taxpayer has a legitimate claim to the benefits defined by the tax treaty between a foreign country and the United States.

IRS Form 8283: Noncash Charitable Contributions

IRS Form 8283 is used to report qualifying non-cash charitable contribution as part of Form 1040.

IRS Form 8802: Application for United States Residency Certification

IRS Form 8802 is used to allows individuals and companies to claim tax treaty benefits while working or operating in foreign countries by proving their U.S. residency.

IRS Form 8821: Tax Information Authorization

IRS Form 8821 is basically an information authorization form. It allows a taxpayer to authorize the right of any person or company to review their personal tax information from prior returns.

IRS Form 8962

IRS Form 8962 allows the taxpayer to claim the Premium Tax Credit, if not used during the year. If you had APTC payments during the year, you’ll use Form 8962 to determine whether you’re owed some of your credit on your tax refund, or whether you owe money to 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 944

As a business operator, you are required to file Form 944 on an annual basis for all of your employees, due to the size of the payroll. 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 990

IRS uses Form 990 to ensure nonprofit organizations conduct business properly and stay consistent with their responsibilities—thus ensuring the protection of your tax-exempt status. Generally all federally tax exempt organizations must file, with the exception of churches and state institutions.

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

IRS Schedule 8812: Child Tax Credit Form

IRS Schedule 8812 is completed to be able to claim the federal additional child tax credit. The additional child tax credit is considered a refundable credit which means that it entitles qualifying taxpayers to claim a refunded amount of the child tax credit if it exceeds their tax liability.

Notice 703

A Notice 703 is a brief worksheet the Internal Revenue Service uses to help taxpayers determine whether their Social Security benefits are taxable in a given year. It is sent with the SSA-1099 form you should automatically receive each year.

Tax Form 1120: Corporation Income Tax Return Form

IRS Form 1120, the U.S. Corporation Income Tax Return, is the central filing document for incorporated businesses, like corporations and LLCs. This document totals “the corporation’s income, gains, losses, deductions, credits, and to figure the income tax liability of a corporation.

Tax Form 8889

IRS uses Form 8889 for HSA reporting. If you hold an HSA account (or are the beneficiary of a deceased HSA holder), you’re required to attach Form 8889 to your Form 1040 when filing your personal income tax or information return. If you fail to do so, you’ll be unable to deduct your HSA contributions.

Tax Form 8949

While Schedule D (included on Form 1040) is typically used to report capital gain or loss transactions, Form 8949 must be completed first. The transactions you report on Form 8949 are reported by brokerages every year to the IRS, and will be reported to you on Form 1099-B. Form 1099-B reports the cost basis of your buy and sell transactions. Therefore, Form 8949 is used to reflect information about transactions recorded on Form 1099-B, as well as those recorded on your own tax filings.

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.

W8 Form

A W-8 form is a grouping of tax forms specifically for non-resident aliens and foreign businesses who have either worked in or earned income in the US. It declares the applicant’s status as a non-resident alien or foreign national and informs financial companies that they will be taxed differently than a resident. They are only for foreign people and/or entities without citizenship or residency—a US resident or resident alien will never be required to fill out a W-8 tax form.

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 2350

Form 2350 to ask for an extension of time to file their tax return only if they expect to file Form 2555 or 2555-EZ and need the time to meet either the bona fide residence test or the physical presence test to qualify for the foreign earned income exclusion and/or the foreign housing exclusion or deduction.

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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