These links will let you download the Internal Revenue Service’s most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website (you will be leaving this website when you click on any of these forms).
1040 U.S. Individual Income Tax Return
Form https://www.irs.gov/pub/irs-pdf/f1040.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040gi.pdf
1040-SR An alternative to the Form 1040 for taxpayers who are 65 and older
Form https://www.irs.gov/pub/irs-pdf/f1040s.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040gi.pdf
1040ES Estimated Tax for Individuals
Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).
Form https://www.irs.gov/pub/irs-pdf/f1040es.pdf
Instructions https://www.irs.gov/pub/irs-pdf/f1040es.pdf
1040X Amended U.S. Individual Income Tax Return
Form https://www.irs.gov/pub/irs-pdf/f1040x.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040x.pdf
Schedule A (1040) Itemized Deductions
If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Form https://www.irs.gov/pub/irs-pdf/f1040sa.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040sca.pdf
Schedule B (Form 1040) Interest and Ordinary Dividends
Form https://www.irs.gov/pub/irs-pdf/f1040sb.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040sb.pdf
Schedule C (Form 1040) Profit or Loss from Business (Sole Proprietorship)
Form https://www.irs.gov/pub/irs-pdf/f1040sc.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040sc.pdf
Schedule D (Form 1040) Capital Gains and Losses
Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
Form https://www.irs.gov/pub/irs-pdf/f1040sd.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040sd.pdf
Schedule M (Form 990) Making Work Pay Credit
Use Schedule M to figure the making work pay credit. This credit may give you a refund even if you do not owe tax.
Form & Instructions https://www.irs.gov/pub/irs-pdf/f990sm.pdf
Schedule SE (Form 1040) Self-Employment Tax
Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
Form https://www.irs.gov/pub/irs-pdf/f1040sse.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1040sse.pdf
W-4 Employee’s Withholding Allowance Certificate
Complete this form so your employer can withhold the correct federal income tax from your pay.
Form & Instructions https://www.irs.gov/pub/irs-pdf/fw4.pdf
W-2 Wage and Tax Statement
Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee – even if the employee is related to the employer.
Form https://www.irs.gov/pub/irs-pdf/fw2.pdf
Instructions https://www.irs.gov/pub/irs-pdf/iw2w3.pdf
W-9 Request for Taxpayer Identification Number and Certification
Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Form https://www.irs.gov/pub/irs-pdf/fw9.pdf
Instructions https://www.irs.gov/pub/irs-pdf/iw9.pdf
1099-MISC Miscellaneous Income Statement
Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.
Form https://www.irs.gov/pub/irs-pdf/f1099msc.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1099mec_21.pdf
1099-NEC Form to report non employee compensation
Form https://www.irs.gov/pub/irs-pdf/f1099nec.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1099mec_21.pdf
1099-R File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.,
for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. Also, report on Form 1099-R death benefit payments made by employers that are not made as part of a pension, profit-sharing, or retirement plan.
Form https://www.irs.gov/pub/irs-pdf/f1099r.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i1099r_21.pdf
941 Employer’s Quarterly Federal Tax Return
Form https://www.irs.gov/pub/irs-pdf/f941.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i941.pdf
4868 Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
Use this form to apply for 6 more months to file Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-PR, or 1040-SS.
Form & Instructions https://www.irs.gov/pub/irs-pdf/f4868.pdf
8863 Education Credits (American Opportunity and Lifetime Learning Credits)
Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.
Form https://www.irs.gov/pub/irs-pdf/f8863.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i8863.pdf
8606 Use Form 8606, Nondeductible IRAs
Use this form to report nondeductible contributions you made to traditional IRAs, distributions from traditional, SEP, or SIMPLE IRAs, if you have a basis in these IRAs, conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs, and distributions from Roth IRAs.
Form https://www.irs.gov/pub/irs-pdf/f8606.pdf
Instructions https://www.irs.gov/pub/irs-pdf/i8606.pdf
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
