U.S. Department of the Treasury Forms




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Download this form to report the interest amount paid on a qualified student loan during the past calendar year in cases when the amount exceeded $600.


Download this form if you are an educational institution and need information about qualified tuition and related fees paid during the tax year. The information can be used by the paying student to calculate their education-related tax deductions and credits.

This IRS document reports the gross distribution, the taxable amount applicable to this gross distribution, a portion of federal income tax that was withheld, and capital gains associated with the distribution.

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.

This form is filed by the trustees or issuers of a Coverdell education savings account (ESA) for all clients having an ESA. The form allows to report the contributions to a Coverdell ESA, and the account's fair market value (FMV) for every calendar year.

Download this form if you are an issuer of the savings account called Achieving a Better Life Experience (ABLE). This form is used to report the rollover contributions and program-to-program transfers, as well as other types of contributions made to an ABLE account.

File this form if you are a trustee or custodian of a Health Savings Account (HSA), Medicare Advantage MSA (MA MSA), or Archer Medical Savings Account (Archer MSA). You are required to fill out a separate form for every plan and for every person having one of these savings accounts.

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.

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.

This form, also known as the IRS estimated tax form, is a set of worksheets and payment vouchers and is used to calculate the estimated tax. You can also use this form to pay taxes on income not subject to withholdings and on other taxable income.

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.

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.

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.

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.

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.

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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