IRS TAX FORMS AND PUBLICATIONS
EASY ACCESS TO FORMS YOU MIGHT NEED
Below is a list of the most widely used IRS tax forms and publications. We’ve conveniently broken them out for both individuals and businesses. If you’re not seeing what you’re looking for, click on the link below for a complete list:
FORMS FOR INDIVIDUALS
Shorter version of Form 1040 allows you to report limited types of income and to claim certain adjustments.
Instructions for Form 1040A
Estimated Tax for Individuals. Figure and pay your estimated tax on income that is not subject to withholding.
Premium Tax Credit (PTC). Use Form 8962 to figure the amount of your premium tax credit (PTC) and reconcile it with any advance payments of premium tax credit (APTC).
Instructions for Form 8962
Employee’s Withholding Allowance Certificate. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
Use the IRS Withholding Calculator
Your Federal Income Tax. Publication 17 explains the general rules for filing a federal income tax return.
FORMS FOR BUSINESSES
Miscellaneous Income. File this form for each person to whom you have paid various income during the year.
Instructions for Form 1099-MISC
Employer’s Quarterly Federal Tax Return. Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.
Instructions for Form 941
Circular E, Employer’s Tax Guide. This publication explains your tax responsibilities as an employer.
See a list of items related to publication 15.
Schedule B – FORM 941
Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.
Instructions for Schedule B (Form 941)
Wage and Tax Statement. Every employer who pays remuneration, including noncash payments of $600 or more for the year for services performed by an employee must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.
Instructions for Forms W-2 and W-3
Mortgage Interest Statement. A person engaged in a trade or business who received from you at least $600 of mortgage interest must provide this statement to you..
Instructions for Form 1098
Withholding Certificate for Pension or Annuity Payments. U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities, and certain other deferred compensation use this form to tell payers the correct amount of federal income tax to withhold from their payment(s).
See also Publication 505
Proceeds from Broker and Barter Exchange Transactions. This form reports proceeds from brokers and barter exchanges to IRS and seller.
Instructions for Form 1099-B