IRS Forms and Templates

978
total templates

Documents

978

IRS Form W-7 Application for IRS Individual Taxpayer Identification Number

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4.8(4.8 / 5) 65 votes
Size: 92 KB
1 page

This form is an individual tax identification number application. It is completed by the foreigners in the United States to apply for the issuance or renewal of their Individual Taxpayer Identification Number (ITIN).

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IRS Form W-4 2019 Employee's Withholding Allowance Certificate

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4.3(4.3 / 5) 19 votes
Size: 124 KB
4 pages

This form is also known as the IRS employee withholding form. It is completed by employees to inform the employer about the amount to withhold for federal taxes from their paychecks.

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Tax Forms

IRS Form W-2 2019 Wage and Tax Statement

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4.4(4.4 / 5) 89 votes
Size: 1 MB
11 pages

Use this document to report the amount of withheld wages and taxes to the employee and appropriate authorities. The form is also known as the W-2 and is one of the crucial annual tax documents.

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IRS W-2 Forms

IRS Form W-3 2019 Transmittal of Wage and Tax Statements

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4.5(4.5 / 5) 51 votes
Size: 124 KB
2 pages

If you are an employer and have to file Form W-2, Wage and Tax Statement, you need to fill out this form. This form is needed for transmitting a paper Copy A of Form W-2, to the SSA. Make sure you supply your employees with a copy of Form W-2.

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IRS W-3 Forms

Instructions for IRS Form W-7 - Application for IRS Individual Taxpayer Identification Number

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4.3(4.3 / 5) 16 votes
Size: 246 KB
14 pages

These are the IRS-issued Instructions for ‚Äčthe IRS Form W-7, Application for IRS Individual Taxpayer Identification Number - also known as the individual tax identification number application.

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IRS Form W-4V Voluntary Withholding Request

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4.5(4.5 / 5) 100 votes
Size: 69 KB
2 pages

This form is also known as the IRS voluntary withholding request. File it if you receive certain government payments in order to inquire about the amount of a federal tax to withhold.

IRS Form W-2G 2019 Certain Gambling Winnings

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4.7(4.7 / 5) 37 votes
Size: 131 KB
8 pages

Use this form to inform the Internal Revenue Service (IRS) about the amount of gambling winnings, as well as to report any federal tax withholdings. Find more information and instructions in the form description.

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IRS W-2 Forms

IRS Form W-4P 2019 Withholding Certificate for Pension or Annuity Payments

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4.5(4.5 / 5) 66 votes
Size: 137 KB
6 pages

This form is also known as the pension withholding tax form. Use it if you are a U.S. citizen, or a resident alien to inform payers of the accurate amount of the federal income tax to be withheld from the payments.

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IRS W-4 Forms

IRS Form W-3C Transmittal of Corrected Wage and Tax Statements

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4.5(4.5 / 5) 54 votes
Size: 44 KB
2 pages

Download this form for transmitting Copy A of Form W-2C to the Social Security Administration (SSA). You file this form to fix errors on previously filed forms W-2, W-2 (AS), W-2 (CM), W-2 (GU), W-2 (VI), and W 2C.

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IRS W-3 Forms

IRS Form W-2C Corrected Wage and Tax Statement

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4.7(4.7 / 5) 41 votes
Size: 1 MB
9 pages

This form is mainly used to correct errors on Form W-2, Wage and Tax Statement. This document was issued by the IRS, which can send you this form in a paper format, if you wish.

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IRS W-2 Forms

IRS Form 941 2019 Employer's Quarterly Federal Tax Return

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4.7(4.7 / 5) 72 votes
Size: 1 MB
4 pages

Use this form to inform the IRS of the withholdings of your income taxes, social security taxes or Medicare taxes from your paycheck. This document is also required to compensate your share of social security or Medicare tax.

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IRS 941 Forms

IRS Form 982 Reduction of Tax Attributes Due to Discharge of Indebtedness (And Section 1082 Basis Adjustment)

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4.4(4.4 / 5) 52 votes
Size: 68 KB
1 page

Fill out this IRS form in order to figure and request the exclusion of the monetary amount of discharged debts from your gross income. A list of situations that prompt you to apply for a reduction of the taxes is given in the instructions for the form.

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IRS Form W-2AS 2019 American Samoa Wage and Tax Statement

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4.8(4.8 / 5) 71 votes
Size: 186 KB
9 pages

This form is filed to report American Samoa wages and withheld taxes. It is not used for reporting income taxes in the United States. IRS Form W-2, Wage and Tax Statement is used in these cases.

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IRS W-2 Forms

IRS Form W-3SS 2019 Transmittal of Wage and Tax Statements

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4.8(4.8 / 5) 46 votes
Size: 158 KB
3 pages

File this document with the Social Security Administration (SSA) if you are a payer or employer who needs to transmit a paper Copy A of forms W-2 (AS), W-2 (CM), W-2 (GU), and W-2 (VI) to the above-mentioned organization.

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IRS Form W-2VI 2019 Amended U.S. Individual Income Tax Return

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4.6(4.6 / 5) 82 votes
Size: 185 KB
9 pages

This document is designed to inform the Internal Revenue Service (IRS) about the United States Virgin Islands salaries and the amount of taxes deducted from them. This document was issued by the IRS, which can send you this form in a paper format, if you wish.

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IRS Form W-2GU 2019 Guam Wage and Tax Statement

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4.3(4.3 / 5) 39 votes
Size: 186 KB
9 pages

This form is filed to report Guam wages and tax deductions. The document was issued by the Internal Revenue Service (IRS), which can send you this form in a paper format, if you wish.

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IRS W-2 Forms

IRS Form 5405 Repayment of the First-Time Homebuyer Credit

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4.5(4.5 / 5) 52 votes
Size: 70 KB
1 page

Use this document to inform the Internal Revenue Service (IRS) that you no longer reside in the home for which you claimed credit on the tax return form. This form is also used in order to calculate the amount you have to repay.

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IRS Form 2553 Election by a Small Business Corporation

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4.7(4.7 / 5) 99 votes
Size: 112 KB
4 pages

Use this form if you are a corporation or another entity eligible to be treated as a corporation in order to elect, under Section 1362(a), to be an S corporation. Your income, however, will most likely be taxed to the shareholders rather than to your corporation.

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IRS Form 3921 Exercise of an Incentive Stock Option Under Section 422(B)

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4.6(4.6 / 5) 31 votes
Size: 126 KB
7 pages

Submit this form to the Internal Revenue Service (IRS) if you are a corporation that offers their employees an incentive stock option (ISO) to report to the IRS about your transfers of stock made to any transferee when that transferee exercises an ISO under Section 422(b).

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IRS Form 3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(C)

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4.3(4.3 / 5) 59 votes
Size: 80 KB
5 pages

This form is also known as the Employee Stock Purchase Plan Tax Form. Corporations are required to submit this document for each legal title of a share the employee acquired under the employee stock purchase plan.

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FinCEN Form 114A Record of Authorization to Electronically File Fbars

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4.8(4.8 / 5) 38 votes
Size: 493 KB
1 page

Use this document for releasing your authorization to an individual or organization to complete and file the FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). You can file using a third-party preparer.

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FinCEN Form Financial

IRS Form 5213 Election to Postpone Determination as to Whether the Presumption Applies That an Activity Is Engaged in for Profit

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4.7(4.7 / 5) 76 votes
Size: 60 KB
2 pages

You file this form to ask for a postponement of the determination whether your business is profitable or non-profit. The document is filed by persons, estates, trusts, and S corporations.

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IRS Form 4070 Employee's Report of Tips to Employer

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4.6(4.6 / 5) 50 votes
Size: 42 KB
2 pages

This form is also known as the IRS tip reporting form. It is used by employees receiving tips to report them to their employers, who in turn use this information for proper tax withholding and to report the employee's earnings to the Social Security Administration (SSA).

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IRS 4070 Forms Financial

IRS Form 1098 2019 Mortgage Interest Statement

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4.3(4.3 / 5) 74 votes
Size: 143 KB
6 pages

This form is used to report a mortgage interest paid by an individual or sole proprietor during a tax year to the government, in order to receive a mortgage interest deduction on the borrower's federal income tax return.

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IRS 1098 Forms

IRS Form 5498 2019 Ira Contribution Information

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4.6(4.6 / 5) 46 votes
Size: 156 KB
6 pages

File this form if you represent a financial institution acting as a trustee or issuer of an individual retirement arrangement (IRA). The form is filed for each person with the IRAs during the calendar year.

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IRS 5498 Forms

IRS Form 8582 2018 Passive Activity Loss Limitations

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4.7(4.7 / 5) 41 votes
Size: 118 KB
3 pages

Download this form if you are a noncorporate taxpayer. The main purpose of this document is to help you calculate the amount of the passive activity loss (PAL). You can also use this form to claim for the unallowed PALs for the past tax year.

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IRS Form 8396 2018 Mortgage Interest Credit (For Holders of Qualified Mortgage Credit Certificates Issued by State or Local Governmental Units or Agencies)

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4.8(4.8 / 5) 37 votes
Size: 85 KB
2 pages

This form is also known as the IRS mortgage interest credit form. The document is filed every year to claim the tax credit on your mortgage interest for the current tax year. You can also use this form to request a credit extension for the following year.

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IRS Form 4562 2018 Depreciation and Amortization (Including Information on Listed Property)

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4.3(4.3 / 5) 61 votes
Size: 228 KB
2 pages

Download the form to request depreciation and amortization deductions. Alternatively, you can use this document to make the election under Section 179 or to provide information in regards to the investment or usage of vehicles and property.

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IRS Form 1040 2018 Schedule a - Itemized Deductions

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4.7(4.7 / 5) 97 votes
Size: 80 KB
1 page

This form is also known as the IRS itemized deductions form. It belongs to the IRS 1040 series. This document is used in order to calculate the amount of your itemized deductions.

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IRS 1040 Forms

IRS Form 1040 2018 Schedule C-Ez - Net Profit From Business (Sole Proprietorship)

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4.5(4.5 / 5) 42 votes
Size: 93 KB
2 pages

Complete this form in order to report income and loss from a business, qualified joint venture, or profession where you were the sole proprietor. This form is a simplified version of Schedule C. The document relates to the series of IRS 140 form series that is used for reporting and deducting of various types of income and losses.

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IRS 1040 Forms

IRS Form 1040 2018 Schedule E - Supplemental Income and Loss

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4.4(4.4 / 5) 30 votes
Size: 152 KB
2 pages

This form is part of the IRS 1040 series, which is used to calculate and submit different types of federal individual income tax returns. File this form to inform the Internal Revenue Service (IRS) about your income and loss from royalties, rental real estate, trusts, and S corporations among others.

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IRS 1040 Forms

IRS Form 1096 2019 Annual Summary and Transmittal of U.S. Information Returns

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4.7(4.7 / 5) 75 votes
Size: 157 KB
3 pages

Use this document as a compilation or a summary information sheet to physically transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the Internal Revenue Service (IRS). If you opt to file the forms electronically, you are not required to submit a 1096 transmittal form.

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

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4.5(4.5 / 5) 41 votes
Size: 140 KB
2 pages

This document is used for correcting records on your tax return form. A separate form is used every year for which information is changed. Do not submit this document to request a refund of interest and penalties, or addition to the tax you have already paid.

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IRS 1040 Forms

IRS Form 1065X Amended Return or Administrative Adjustment Request (Aar)

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4.5(4.5 / 5) 48 votes
Size: 186 KB
5 pages

Use this form to correct items on the previously filed IRS Form 1065, IRS Form 1065-B, IRS Form 1066; make an AAR for the previously filed form; file an amended return by a partnership-partner of a Bipartisan Budget Act of 2015 (BBA) partnership.

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IRS 1065 Forms

IRS Form 944-x Adjusted Employer's Annual Federal Tax Return or Claim for Refund

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4.8(4.8 / 5) 55 votes
Size: 136 KB
4 pages

Download this form, otherwise known as the Adjusted Employer's Annual Federal Tax Return or Claim for Refund to correct mistakes you made on IRS Form 944, Employer's Annual Federal Tax Return.

IRS Form 945-A Annual Record of Federal Tax Liability

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4.8(4.8 / 5) 99 votes
Size: 191 KB
4 pages

This form is also known among the taxpayers as Annual Record of Federal Tax Liability. Use it to report tax liability for the following forms: IRS Form 945, 945-X, CT-1, CT-1 X, 944 and 944-X. File this document by semi-weekly depositors and monthly depositors if you accumulated tax liability more than $100,000.

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IRS 945 Forms

IRS Form 941-X Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund

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4.7(4.7 / 5) 59 votes
Size: 82 KB
3 pages

You may know this form as the Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund. Use it if you need to correct mistakes (wages, tips and other compensations) on previously filed forms 941 or 941-SS. If you have any underreported or overreported amounts on Form 941, you can fill it out to make corrections there as well.

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IRS 941 Forms

IRS Form 945-X Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund

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4.8(4.8 / 5) 27 votes
Size: 75 KB
2 pages

Download this document, otherwise known as the Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund to correct administrative errors on IRS Form 945 you filed earlier. An administrative error is defined as an error that has occurred when the reported amount of the withheld income tax is different from the actual amount.

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IRS 945 Forms

IRS Form 4070A Employee's Daily Record of Tips

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4.4(4.4 / 5) 27 votes
Size: 27 KB
4 pages

Download this form if you are an employee receiving daily tips in order to keep track of tips you received from customers. These tips may include cash tips, as well as tips received from customers' debit or credit cards and items of value, such as tickets or passes.

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IRS 4070 Forms Financial

IRS Form 990-N 2019 Electronic Notice (E-Postcard)

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4.6(4.6 / 5) 16 votes
Size: 1 MB
1 page

Download this annual report form if you are a small tax-exempt organization and not required to file Form 990 or Form 990-EZ. This document, also known as the IRS annual electronic notice e-postcard, only exists in an electronic format.

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Tax Forms