U.S. Department of the Treasury - Internal Revenue Service Forms

1474
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1474

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

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4.8(4.8 / 5) 66 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).

IRS Form W-2 "Wage and Tax Statement", 2019

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4.4(4.4 / 5) 90 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.

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

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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.

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

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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.

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.

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-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.

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.

IRS Form W-2G "Certain Gambling Winnings", 2019

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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.

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

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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.

IRS Form 941 "Employer's Quarterly Federal Tax Return", 2019

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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.

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.

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

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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.

IRS Form 943 "Employer's Annual Federal Tax Return for Agricultural Employees", 2019

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4.4(4.4 / 5) 53 votes
Size: 105 KB
2 pages

If you paid wages in the reported tax year to one or more farm workers, file this form for your annual federal tax return in case the wages you paid to your farmworkers were subject to the federal income, Medicare, or social security tax withholdings.

IRS Form 944 "Employer's Annual Federal Tax Return", 2019

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4.6(4.6 / 5) 82 votes
Size: 113 KB
4 pages

You may have heard of this form as being called the Employer's Annual Federal Tax Return. Download this document if you are the smallest employer to report Medicare, Social security and income taxes withheld from your paycheck and pay your share of Medicare and Social Security taxes.

IRS Form 945 "Annual Return of Withheld Federal Income Tax", 2019

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4.8(4.8 / 5) 60 votes
Size: 98 KB
2 pages

Use this document, also known as the Annual Return of Withheld Federal Income Tax to inform the IRS of the so-called nonpayroll payments (taxes that are withheld from pensions, gambling winnings, backup tax withholding, military retirement and so on).

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

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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.

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

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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.

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

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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.

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.

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.

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).

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.

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.

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.

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).

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

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4.7(4.7 / 5) 76 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.

IRS Form 1098 "Mortgage Interest Statement", 2019

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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.

IRS Form 5498 "Ira Contribution Information", 2019

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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.

IRS Form 8027 "Employer's Annual Information Return of Tip Income and Allocated Tips", 2019

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4.8(4.8 / 5) 74 votes
Size: 72 KB
1 page

Every year, this form is filled out by employers wishing to report to the Internal Revenue Service (IRS) the receipts and tips their employee received, as well as to determine allocated tips.

IRS Form 8840 "Closer Connection Exception Statement for Aliens", 2018

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4.3(4.3 / 5) 84 votes
Size: 113 KB
4 pages

This is an application issued by the Internal Revenue Service (IRS) especially for alien individuals who use it to claim the closer connection to a foreign country exception to the substantial presence test.

IRS Form 8606 "Nondeductible Iras", 2018

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4.3(4.3 / 5) 43 votes
Size: 91 KB
2 pages

The purpose of this form is to provide the IRS with information on taxpayers who make nondeductible contributions to their Individual Retirement Account (IRA).

IRS Form 8582 "Passive Activity Loss Limitations", 2018

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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.

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

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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.

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

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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.

IRS Form 1040 Schedule A "Itemized Deductions", 2018

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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.

IRS Form 1040 Schedule C-EZ "Net Profit From Business (Sole Proprietorship)", 2018

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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.

IRS Form 1040 Schedule E "Supplemental Income and Loss", 2018

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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.

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

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4.5(4.5 / 5) 42 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.

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.