U.S. Department of the Treasury Forms

328
total templates

Documents

328

IRS Form W-2 "Wage and Tax Statement", 2020

Rate (4.5 / 5) 235 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", 2020

Rate (4.6 / 5) 139 votes
Size: 134 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-4V "Voluntary Withholding Request"

Rate (4.4 / 5) 107 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"

Rate (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"

Rate (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", 2020

Rate (4.6 / 5) 145 votes
Size: 129 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", 2020

Rate (4.4 / 5) 178 votes
Size: 136 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

Rate (4.7 / 5) 150 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 944 "Employer's Annual Federal Tax Return", 2019

Rate (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

Rate (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-2AS "American Samoa Wage and Tax Statement", 2020

Rate (4.7 / 5) 159 votes
Size: 199 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 W-2GU "Guam Wage and Tax Statement", 2020

Rate (4.5 / 5) 106 votes
Size: 196 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 8944 "Preparer E-File Hardship Waiver Request"

Rate (4.2 / 5) 92 votes
Size: 102 KB
3 pages

This is a formal statement completed by specified tax return preparers that cannot e-file income tax returns because of economic hardship, bankruptcy, or presidentially declared disaster.

IRS Form 1098 "Mortgage Interest Statement", 2020

Rate (4.4 / 5) 143 votes
Size: 156 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", 2021

Rate (4.6 / 5) 186 votes
Size: 510 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", 2020

Rate (4.7 / 5) 90 votes
Size: 73 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 1040 Schedule A "Itemized Deductions", 2020

Rate (4.7 / 5) 223 votes
Size: 73 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

Rate (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", 2020

Rate (4.5 / 5) 45 votes
Size: 135 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"

Rate (4.4 / 5) 107 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)"

Rate (4.4 / 5) 110 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.

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

Rate (4.7 / 5) 74 votes
Size: 163 KB
5 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"

Rate (4.8 / 5) 118 votes
Size: 154 KB
2 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.

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

Rate (4.7 / 5) 70 votes
Size: 168 KB
5 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.

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

Rate (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.

Form SF-1199A "Direct Deposit Sign-Up Form"

Rate (4.3 / 5) 24 votes
Size: 141 KB
4 pages

This form is a legal document released by the U.S. Department of the Treasury. This is the document for you if you are a retiree who receives Social Security benefits, a veteran receiving a pension, or an active service member receiving a salary.

IRS Form 4506-T "Request for Transcript of Tax Return"

Rate (4.4 / 5) 85 votes
Size: 94 KB
2 pages

Fill in this form if you would like to request tax return information, such as different types of transcripts, a record of an account, and/or verification of nonfiling.

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

Rate (4.6 / 5) 158 votes
Size: 125 KB
4 pages

This document, otherwise known as the Employer's Quarterly Federal Tax Return, is a form downloaded to report about your social security and Medicare taxes. This form is used only if the official place of business is located within the specified territories.

IRS Form 1120-X "Amended U.S. Corporation Income Tax Return"

Rate (4.7 / 5) 54 votes
Size: 99 KB
4 pages

This document is filled out by corporations in order to correct Form 1120 (or Form 1120-A), a claim for a refund, or an examination, as well as to make certain elections after the prescribed deadline.

IRS Form 1040-V "Payment Voucher", 2019

Rate (4.8 / 5) 68 votes
Size: 87 KB
2 pages

Another word for this form is a Payment Voucher. A Payment Voucher is merely a statement. Send it with a check or money order for the amount indicated in the "Amount You Owe" line of the Forms 1040 or 1040-NR.

IRS Form 1040-C "U.S. Departing Alien Income Tax Return", 2020

Rate (4.4 / 5) 167 votes
Size: 171 KB
4 pages

Use this form to report the income you received or expect to receive for the tax year and to pay the expected tax on that income (only if you are required to do so).

IRS Form 1095-A "Health Insurance Marketplace Statement", 2020

Rate (4.4 / 5) 105 votes
Size: 132 KB
3 pages

This form is also known as the healthcare marketplace tax form. It is used to inform the IRS about individuals and families enrolled in a health plan via the Health Insurance Marketplace.

IRS Form 1098-E "Student Loan Interest Statement", 2020

Rate (4.5 / 5) 172 votes
Size: 135 KB
6 pages

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.

IRS Form 1098-C "Contributions of Motor Vehicles, Boats, and Airplanes", 2019

Rate (4.3 / 5) 64 votes
Size: 129 KB
6 pages

This form lists and details the donations of automobiles, boats, and airplanes made to charitable organizations. It is filed with the Internal Revenue Service (IRS) by the recipient organization.

IRS Form 1098-Q "Qualifying Longevity Annuity Contract Information", 2019

Rate (4.4 / 5) 28 votes
Size: 146 KB
6 pages

File this form if you are in charge of a contract intended as a Qualifying Longevity Annuity Contract (QLAC), so that the annuity holder can claim deductions on their distribution taxes.

IRS Form 1098-T "Tuition Statement", 2020

Rate (4.6 / 5) 143 votes
Size: 97 KB
5 pages

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.

IRS Form 1120-W "Estimated Tax for Corporations", 2020

Rate (4.3 / 5) 223 votes
Size: 119 KB
3 pages

File this form if you are a corporation and expect your estimated tax to be $500 or more in order to estimate your tax payments to the Internal Revenue Service (IRS).

IRS Form 8027-T "Transmittal of Employer's Annual Information Return of Tip Income and Allocated Tips", 2020

Rate (4.3 / 5) 99 votes
Size: 47 KB
1 page

Download this supplemental form if you are an employer who owns one or more food or beverage establishments and wishes to submit Form 8027 in a paper format.

IRS Form 1065-B "U.S. Return of Income for Electing Large Partnerships", 2017

Rate (4.4 / 5) 37 votes
Size: 212 KB
5 pages

Use this form to report information on deductions, credits, and income relevant to the operation of an electing large partnership (e.g. engaged in the business of farming) to the Internal Revenue Service (IRS).

IRS Form 1040-ES "Estimated Tax for Individuals", 2019

Rate (4.5 / 5) 204 votes
Size: 268 KB
12 pages

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.