Tax Form Library

Form 1040

IRS Form 1040 is the standard individual income tax return form for United States taxpayers. While this is one of the most common forms taxpayers encounter, it can be complicated to manage. Form 1040 tends to undergo many changes each year as the complex tax code faces new legislation. It is import

Form 1040-SS

IRS Form 1040-SS is a tax return form that is filed by those that are self-employed in the United States. Form 1040-SS impacts taxpayers residing in the U.S. Virgin Islands, American Samoa, Puerto Rico, the Commonwealth of the Northern Mariana Islands and Guam that are not required by law to file s

Form 1040A

Form 1040A is a simplified version of the standard 1040 income tax form that you file with the IRS to report your annual earnings and calculate federal taxes. Because there are a few different versions of the standard Form 1040, it’s

Form 1040EZ

What Is a 1040EZ? The Internal Revenue Service (IRS) offers three different filing options for individual taxpayers: Form 1040, Form 10

Form 1040X

Even the most careful of taxpayers may later discover a mistake on an already-filed return. If you discover an error on your personal income tax return Form 1040, 1040A or 1040EZ, the next step depends on what kind

Form 1065

Have you recently formed a partnership and heard the term “Form 1065” tossed around? Not sure about Form 1065 instructions, or who’s required to file? Failing to follow the protocol for IRS Form 1065 could land you in some hot water with the government, so keep reading to learn the ins and ou

Form 1095

What is Form 1095? When tax season comes around, you might receive Form 1095. This form is related to your medical coverage, and was instituted after the Affordable Care Act, or Obamacare, was signed into law by President Barack Obama in 2010. This law overhauled and expanded medical cove

Form 1095-A

What Is Form 1095-A? When the Affordable Care Act, also known as Obamacare, was signed into law by President Barack Obama in 2010, federal law expanded medical coverage to more citizens across the country. This law provides consumers with subsidies, or premium tax credits, for households

Form 1095-B

What is Form 1095-B? This tax season, you might receive one or more forms related to your health coverage. This includes Form 1095-A, Form 1095-B, and Form1095-C. Form 1095-B provides vital information about your health care coverage you should keep in your records. These forms are par

Form 1095-C

What Is Form 1095-C? When the Affordable Care Act was signed into law in 2010 by President Barack Obama, it changed the way we do taxes. This law expanded medical insurance to cover more citizens in the U.S., and gave us new tax forms for our annual filing processes. Form 1095-C is one

Form 1098

IRS Form 1098 must be used by those who, in their business, receive $600 of mortgage interest or more during the course of a calendar year. Those who receive this amount or more for a personal residence or for a former personal residence do not file IRS Form 1098. For the purposes of filing IRS For

Form 1098-T

What Is a Tuition Statement? When you have to pay your own school tuition, it’s time to sort-out your tax documents to find where you can get the most refunds. You might be familiar with tax documents like Form W-2, Form 1040, and Form 1099, but if you recently took out a student loan,

Form 1099-R

If you’re one of over 44 million retired Americans, there’s a good chance you’ve come across tax form 1099-R. In addition to completing your standard IRS Form 1040, you’re required to complete form 1099-R if you’ve received any distributions from profit-sharing or retirement plans, IRAs,

Form 2106

If you travel often for work, chances are you’ve racked up quite a number of business-related expenses. Ideally, your employer would reimburse you for any expense related to your work, but that’s not always the case. If your employer falls into the latter category, fear not; you’re not totall

Form 2210 Instructions: Penalty for Underpaying Estimated Taxes

What is Estimated Tax? Paying taxes to the Internal Revenue Service (IRS) comes in all shapes and sizes. Most people pay taxes out of their paychecks every time their employer withholds income. But for some taxpayers, routine withholding does not make sense because they do not work in suc

Form 2441

Taking care of a child or disabled loved one is a difficult financial strain. The cost of childcare becomes more and more expensive every year, and if your disabled loved one doesn’t have the best insurance, dependent care can cost you a huge portion of your income. Fortunately, you

Form 2555

IRS Form 2555, which should always been attached to form 1040, is intended for the reporting of Foreign Earned Income. Among other information, taxpayers using this form need to submit information about where they are currently living, overseas employment and may need to determine whether they qual

Form 2555-EZ

IRS Form 2555-EZ can be used by qualifying taxpayers who would otherwise have to use IRS Form 2555 to exclude part of their earned foreign income from IRS Form 1040. To be able to use IRS Form 2555-EZ, a taxpayer has to live outside of the US for a full tax year, beginning January 1 to December 31

Form 2848 (IRS POA)

During a time of crisis, you or a loved one may not be mentally competent to make important financial decisions in the future. Granting power attorney to someone is the easiest way to make sure that your financial wishes are carried out after you are no longer capable of doing so yourself. The IRS

Form 433-A

The purpose of IRS Form 433-A is to provide the IRS with information about your income, expenses, and assets. IRS Form 433-A is a form filled out by a taxpayer who has been asked by the IRS to provide financial information in order that the IRS can begin to calculate how that taxpayer can pay off a

Form 433-D

IRS Form 433-D is one of the many forms used to set taxpayers up with a tax resolution. This particular form is used to apply for an Installment Agreement, which breaks up an overdue tax balance into smaller monthly payments. Filing Form 433-D carefully and accurately is very important, as it can i

Form 433-F

In hot water with the IRS? Don’t panic. If you owe IRS back taxes, finding your way out of debt may not be as impossible as it seems. The United States federal government has created ways for taxpayers to resolve their outstanding obligations and clear their name from collections. Before figuring

Form 4868

How Long Is a 4868 Extension? When you want more time to file your taxes after the deadline, submit Tax Form 4868. Form 4868 offers you an automatic six-month extension to file your federal income tax return. If you’re unprepared to pay the taxes you owe, filing a Form 4868 allows you t

Form 5329

If you are under 59-year-old and have a retirement plan or education savings account (ESA), you need to file Form 5329. This form is called “Additional Taxes on Qualified Retirement Plans (including IRAs) and Other Tax-F

Form 5498

What Is Tax Form 5498? As life gets more complex, so do our taxes. New tax forms might appear in the mail each year, such as Tax Form 5498. When you receive a Tax Form 5498 for the first time, it might be confusing. Any unfamiliar tax document coming from the IRS or your employer can feel

Form 5695

Going green benefits both the environment and your bank account. Energy-efficient home upgrades help shave dollars off your utility bills, but they can also earn you some sizable savings on your tax bill. In an effort to incentivize citizens to opt into the green movement and consume fewer resource

Form 656-B, Offer in Compromise (OIC)

IRS Form 56 must be filled out by those who want to represent another taxpayer as a fiduciary. The difference between filing IRS Form 56 and a Power of Attorney is that when one is a fiduciary, one can make decisions as if they were the taxpayer whereas with a Power of Attorney, one can only carry

Form 8300

Form 8300 is a document that must be filed with the IRS when an individual or business receives a cash payment over $10,000. Businesses that deal in large cash transactions are required to report all of their dealings accurately and honestly with the IRS. One way the IRS makes sure that businesses

Form 8863

Good news: if you’re struggling to cover the costs of tuition, books, and necessary school supplies, you might be eligible for tax relief help. The United States federal government helps students offset the costs of postsecondary education through IRS t

Form 8917

It’s no secret that higher education can be outrageously expensive. From tuition and housing to textbooks and classroom supplies, pursuing post-secondary schooling can take a major chunk out of your bank account. When it comes time for tax season, filling out Form 8917 can help alleviate some of

Form 8962

What Is a Premium Tax Credit? A premium tax credit, or PTC, is a type of refundable tax credit that allows low income and middle income individuals and families cover the premiums of health insurance bought in the Health Insurance Marketplace. The Health Insurance Marketplace is an online

Form 8965

If you don’t have health insurance, you might get a little uneasy around tax season. After the Affordable Care Act was signed into legislation, all tax payers are required to either have health insurance or pay a penalty—which puts people who can’t afford health care and those who missed open

Form 940

IRS Form 940 is a form primarily used by employers to pay the Federal Unemployment Tax Act (FUTA) tax when they pay more than $1,500 of wages to employees during a calendar quarter. Those who had more than one employee for more than 20 total weeks in a calendar year must also file IRS Form 940. Pay

Form 944

Are you a small business owner looking for an easier way to file your taxes? Depending on the number of employees and amount of money you pay them, you might be able to save yourself a ton of time and trouble when filing your monthly federal payroll taxes. What is Form 944 IRS READ MORE

Form W-2

IRS Form W-2 is one of the most common tax forms an individual may receive. This form is sent to taxpayers after the fiscal year ends if they have earned income from a W-2 employer. Form W-2, or the Wage and Tax Statement, is sent by employers that pay an individual at least $600 in noncash income

Form W-4

What Is a W-4? A Form W-4 is otherwise known as the Employee’s Withholding Allowance Certificate. It’s an Internal Revenue Service (IRS) document completed by an employee to indicate his or her tax situation to the employer. By selecting certain details such as allowances, exemptions,

Form W-9

What Is a W-9? IRS Form W-9 is typically reserved for independent contractors, self-employed workers, and consultants. If you are a business owner and you pay independent contractors more than $600 dollars during the tax year, you’re required to report these payments to the IRS by filin

IRS Form 12153: Request for a Collection Due Process or Equivalent Hearing

If you don’t settle a tax debt, the IRS has systems in place to legally lay claim to your assets in order to satisfy repayment. One such method is placing a tax lien or levy on your property or other assets. To do so, the IRS must formally notify you through registered mail with proof of receipt

IRS Form 12277: Application to Withdraw Federal Tax Lien from Credit Report

If you’ve recently resolved debts from a tax lien on your file, your next step to a better credit score and better financial health may mean filing IRS Form 12277. Filing a request to withdraw from a tax lien on your file may help you repair your standing with the

IRS Form 13844: Application for Reduced User Fee for Installment Agreements

IRS Form 13844 is also called the Application For Reduced User Fee For Installment Agreements. This form requests a reduced user fee for taxpayers who have not already been classified as low-income and are applying for an IRS payment plan. READ MORE

IRS Form 14039: Guide to the Identity Theft Affidavit Form

Realizing you’re a victim of identity theft can be an extremely stressful experience. Not knowing what information has been compromised and what your information will be used for can cause serious financial panic. If you’re thinking to yourself “where’s my ta

IRS Form 4137: Social Security and Medicare Tax on Unreported Tip Income

It can be very difficult to file taxes on income you earned from a service job. When you’re working a service job, you won’t know exactly how much you’ll earn in a given year until you receive your W-2 in January. That’s because

IRS Form 4506-T: Instructions & Information

IRS Form 4506-T is a transcript of your tax return for a given year. It’s not to be confused with Form 4506, which is a copy of your tax return and differs in some key ways discussed below. One common situation where you may have to fill out one of these forms is when you apply for a loan, esp

IRS Form 540: California Resident Income Tax Return

While the Golden State is known for its incredible climate and vibrant cities, it’s also infamous for being one of the most expensive places to live. Each spring, California residents use Form 540 to file their state income tax return. READ MORE

IRS Form 56

Form 56 is filed with the IRS at the beginning and end of a fiduciary relationship. Form 56 must also be filed whenever the fiduciary relationship changes. Filing Form 56 notifies federal agencies and cr

IRS Form 6166: Certification of U.S. Tax Residency

The United States has negotiated tax treaties with many countries around the world that can benefit U.S residents and companies who do business abroad. Reduced tax rates, exemption from double taxation, and other significant benefits can be applied to various forms of international income, includin

IRS Form 8283: Noncash Charitable Contributions

For individuals who make noncash charitable donations during a given tax year, the IRS offers tax deductions for qualified gifts. What is Form 8283? When taxpayers make qualified noncash donations to IRS-accepted charitable donations, they may qualify for a tax deduction. A qualified cha

IRS Form 843

The IRS is notorious for tacking on penalties wherever they can. Did you know that Form 843 can be used to request refunds of penalties, fees, and interest? You can only get rid of interest if it’s related to an IRS error or delay, but certain taxes and other fees may be completely erased in othe

IRS Form 8802: Application for United States Residency Certification

For U.S. residents living and working in a foreign country, taxation rates can be much higher than in the United States. However, there are international tax treaty laws in place that can make tax withholding rates extremely low on certain types of income for expatriates. Many countries require pro

IRS Form 8821: Tax Information Authorization

The IRS is required by federal law to keep your tax information confidential. If you’d like a tax professional, lawyer, or bank loan officer to look at your current or previous returns, you will need Form 8821. This document allows you to authorize a person, corporation, firm, or organization the

IRS Form 9465: Installment Agreement Request

What is Form 9465? IRS Form 9465 is a document you can file to formally request a monthly installment payment plan in the instance you cannot pay what you owe on your federal tax return. In most cases, it is a good idea to pay part of your tax debt and then ask for an installment plan for

IRS Form 990

If you own a non-profit, you may wonder “Do I owe the IRS?” The use of IRS form 990 will give you the answe

Notice 703

Many taxpayers who collect social security may be surprised to find that it’s not always a tax-free benefit. Depending on the amount of your other retirement income and your filing status, you could owe taxes on up to 85% of your Social Security benefits. If you currently collect Social Secur

Schedule 8812

If you have children, make sure you’re not missing out on any available tax credits! The United States federal tax law allows you to claim refundable credits on your tax return for qualifying children, which can lead to some pretty significant savings. Based on the amount of qualifying dependents

Tax Form 8889

If you have a Health Savings Account (HSA), you might be a bit confused come tax season. You’re probably already aware that a tax-sheltered HSA offers incredible financial benefits, but figuring out how to get the most out of your tax savings can become a little fuzzy. To ensure your contribution

Tax Form 8949

If you must report capital gains and losses from an investment in the past year, you’ll need to file Form 8949. This is an IRS form used by individuals, partnerships, and corporations to report both short- and long-term capital gains and losses from investment exchanges and sales. Up until 201

Tax Form 941

Regardless of whether you own and operate a small business or a multibillion-dollar corporation, if you pay employees a wage, you have to file Form 941. The IRS is diligent in the way it keeps track of employee wages and how much needs to be taken out of those wages in the form of taxes. Form 941 m

W8 Form

No matter your resident or employment status, filing taxes in the United States can be incredibly confusing. The language is complex and often refers to terms most of us have never heard before. On top of that, the pressure of what may happen if you get something wrong can be overwhelming and even

Tax Form Library

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