 Common
Tax
Forms
Here are links to the most common tax forms needed to prepare your income tax
returns.
All tax forms are in the portable document format (PDF) and require Adobe Acrobat
Reader.
 The
"W"
Forms
Form W-2: W-2 Form, Wage and Tax Statement, is the form U.S. employers
are required by the IRS to issue for each employee before February 28th of the following year. The W2 form lists
the employee's total wages or compensation
and taxes withheld within the calendar year of the year preceding.
Form W-3: W-3 Form, Transmittal of Wage and Tax Statements, is a form employers
must use when filing paper W-2s with the Social Security Administration. Form W-3 summarizes the total wages,
Social Security wages, federal income tax withheld, and FICA tax withheld from employees during the year and lists
the number of W-2s being transmitted.
Form W-4:
W-4 Form, Employee's Withholding Allowance Certification, is completed by
each employee so that the employer can withhold the correct federal income tax from the employee's pay. Because tax
situations may change, employees may want to refigure their withholding each year. Complete Form W-4 so that
your employer can withhold the correct federal
income tax from your pay. Consider completing a new Form W-4 each year
and when your personal or financial situation
changes.
Form CT W-4: CT W-4 Form, All employees,
citizens and non citizens, hired after November 6, 1986, must complete Section 1 of this form at the time of hire,
which is the actual beginning of employment. The employer is responsible for ensuring that Section 1 is timely and
properly completed.
Form
W-9: The
W -9
Form is a Request for Taxpayer Identification
Number and Certification.
Form
I-9: The I-9 Form, Employment Eligibility
Verification.
1099
Forms
Form 1099-A Acquisition or Abandonment of Secured
Property, IRS
Instructions
Form 1099-B Proceeds from Broker and Barter Exchange
Transactions, IRS
Instructions
Form 1099-C Cancellation of
Debt
Form 1099-CAP Changes in
Corporate Control and Capital Structure, IRS
Instructions
Form
1099-DIV Dividends and Distributions, IRS
Instructions
Form 1099-G Certain Government
Payments, IRS
Instructions
Form 1099-H Health Coverage Tax
Credit (HCTC) Advance Payments, IRS
Instructions
Form 1099-INT Interest
Income, IRS
Instructions
Form 1099-LTC Long Term
Care and Accelerated Death Benefits, IRS
Instructions
Form 1099-MISC
Miscellaneous Income, IRS
Instructions
Form 1099-OID Original
Issue Discount
Form 1099-PATR Taxable
Distributions Received From Cooperatives, IRS
Instructions
Form 1099-Q Payments from
Qualified Education Programs (Under Sections 529 and 530),
IRS
Instructions
Form 1099-R Distributions
From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
IRS
Instructions
Form 1099-S Proceeds from
Real Estate Transactions, IRS
Instructions
Form 1099-SA Distributions
From an HSA, Archer MSA,or Medicare Advantage MSA, IRS
Instructions
1040EZ Series for
Individuals
Form 1040EZ
IRS Instructions for Form 1040EZ
IRS Instructions for Form 1040EZ on the
Web
1040A Series for
Individuals
Form 1040A
IRS Instructions for Form 1040A
IRS Instructions for Form 1040A on the
Web
Schedule 1: Interest & Dividends
Schedule 2: Child & Dependent Care
Expenses, IRS Instructions
Schedule 3: Credit for the Elderly or
Disabled, IRS Instructions
1040
Series for Individuals
Form 1040
IRS Instructions for Form 1040
IRS Instructions for Form 1040 on the
Web
Schedules A&B: Itemized Deductions, Interest &
Dividends, IRS Instructions
Schedule C: Net Profit or Loss from
Business, IRS Instructions
Schedule C-EZ: Net-Profit from
Business
Schedule D: Capital Gains &
Losses, D-1Continuation of Schedule D, IRS Instructions
Schedule E: Supplemental Income &
Loss, IRS Instructions
Schedule EIC: Earned Income Credit
Schedule F: Net Profit or Loss from
Farming, IRS Instructions
Schedule H: Household Employment
Taxes, IRS Instructions
Schedule J: Farm Income
Averaging, IRS Instructions
Schedule R: Credit for the Elderly or
Disabled, IRS Instructions
Schedule SE: Self Employment
Tax, IRS Instructions
Other Supporting 1040
Forms
Form 1116
Foreign Tax Credit, Instructions
Form
2106 or 2106-EZ Employee Business Expenses, IRS
Instructions
Form
2441 Credit for Child
and Dependent Care Expenses, IRS
Instructions
Form
2555 or 2555-EZ Foreign Earned Income Exclusion, IRS
Instructions
Form 3903
Moving Expenses
Form 4137
Taxes on Unreported Tips
Form 4797
Sale of Business Property, IRS
Instructions
Form 5329
Additional Tax on IRAs and other Retirement Accounts , IRS
Instructions
Form 6251
Alternative Minimum Tax, IRS
Instructions
Form 8812
Additional Child Tax Credit
Form 8839
Adoption Credit, IRS
Instructions
Form 8863
Education Credits
Form 8880
Retirement Savings Contributions Credit
Form 8889
Health Savings Account Deduction, IRS
Instructions
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