Important IRS Forms to Know

There are hundreds of IRS tax forms and schedules that filers may encounter. Below are some of the most common forms:

Individual Income Tax Returns

U.S. Individual Income Tax Return—Used by U.S. taxpayers to file an annual income tax return.

U.S. Nonresident Alien Income Tax Return—Used by nonresident taxpayers to file an annual income tax return.

U.S. Tax Return for Seniors—An optional alternative for taxpayers aged 65 or older.

Amended U.S. Individual Income Tax Return—Used to amend or correct a previously submitted tax return.

Estimated Tax for Individuals—Used to calculate and pay estimated taxes.

U.S. Income Tax Return for Estates and Trusts—Used to report income, deductions, gains, losses, and liabilities of estates and trusts.

Itemized Deductions—Used to figure your itemized deductions. 

Interest and Ordinary Dividends—Used in some scenarios when you’ve earned taxable interest or dividends.

Profit or Loss from Business (Sole Proprietorship)—Used to report income or losses from a business you operated or a profession you practiced as a sole proprietor.

Capital Gains and Losses—Used to report capital gains and losses for the year.

Supplemental Income and Loss—Used to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs). 

Earned Income Credit—Used to give the IRS information about your qualifying child(ren). 

Profit or Loss From Farming—Used to report farm income and expenses. 

Household Employment Taxes—Used to report household employment taxes if you paid cash wages to a household employee and the wages were subject to social security, Medicare, or FUTA taxes, or if you withheld federal income tax.

Income Averaging for Farmers and Fishermen—Used to figure your income tax by averaging, over the previous 3 years, all or some of your taxable income from your farming or fishing business. 

Credit for the Elderly or the Disabled—Used to figure the credit for the elderly or the disabled. 

Self-Employment Tax—Used to figure the tax due on net earnings from self-employment. 

Credits for Qualifying Children and Other Dependents—Used to figure your child tax credits. 

Tax Resolution Forms

Application for Extension of Time for Payment of Tax Due to Undue Hardship—Used to request an extension of time under Internal Revenue Code section 6161 for payment of tax due.

Request for a Collection Due Process or Equivalent Hearing—Used to request a Collection Due Process (CDP) or Equivalent Hearing (EH) with the IRS Independent Office of Appeals. 

Collection Information Statement for Wage Earners and Self-Employed Individuals—Used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.

Collection Information Statement for Businesses—Used to obtain current financial information necessary for determining how a business can satisfy an outstanding tax liability. 

Offer in Compromise—Used to apply for an Offer in Compromise (OIC).

Claim for Refund and Request for Abatement—Used to claim a refund or request an abatement of certain taxes, interest, penalties, fees, and additions to tax.

Request for Innocent Spouse Relief—Used to request relief from tax liability, plus related penalties and interest, when you believe only your spouse or former spouse should be held responsible for all or part of the tax. 

Request for Taxpayer Advocate Service Assistance—Used to request taxpayer assistance if you have been unable to resolve your tax issues through normal channels.

Collection Appeal Request—Used to request an appeal of a notice of federal tax lien, levy, seizure, or termination of an installment agreement. 

Installment Agreement Request—Used to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return. 

Income and Payment Reporting Forms

Wage and Tax Statement—Reports wages paid to employees and taxes withheld. 

Certain Gambling Winnings—Reports certain gambling winnings and any federal income tax withheld on those winnings.

Employee’s Withholding Certificate—Helps employers withhold the correct federal income tax from paychecks.

Request for Taxpayer Identification Number and Certification—Used by employers or other entities to verify the name, address and tax identification number of an individual, usually a citizen or a resident alien, receiving income. 

Mortgage Interest Statement—Reports mortgage interest of $600 or more received during the year.

Tuition Statement—Reports tuition payments received and payments due from students.

Student Loan Interest Statement—Reports interest paid on student loans within the calendar year.

Proceeds from Broker and Barter Exchange Transactions—Reports gains and losses from stock and bond transactions.

Dividends and Distributions—Reports dividends and other distributions to taxpayers and the IRS.

Certain Government Payments—Reports payments received from government sources, such as unemployment benefits and tax refunds.

Interest Income—Reports interest income received, any taxes withheld, and whether any interest is tax-exempt.

Payment Card and Third Party Network Transactions—Reports transactions from online platforms and payment processors.

Miscellaneous Income—Reports various types of compensation, including rents, prizes, and medical payments.

Nonemployee Compensation—Reports income from self-employment or contract work, such as freelance or gig work.

Distributions From Pensions, Annuities, Retirement Plans, etc.—Reports distributions from pensions, IRAs, and other retirement accounts.

Proceeds from Real Estate Transactions—Reports the sale or exchange of real estate.

Business Forms

U.S. Corporation Income Tax Return—Used to report income, gains, losses, deductions, credits of domestic corporations.

U.S. Income Tax Return for an S Corporation—Used to report the income, gains, losses, deductions, credits, etc., of a domestic corporation or other entity for any tax year covered by an election to be an S corporation.

Employee Business Expenses—Used to deduct ordinary and necessary expenses for your job. 

Depreciation and Amortization (Including Information on Listed Property)—Used to record the depreciation and amortization of property you’ve purchased for your business.

Expenses for Business Use of Your Home—Used to figure the allowable expenses for business use of your home on Schedule C.

Employer’s Quarterly Federal Tax Return—Used to report income taxes, Social Security tax, or Medicare tax withheld from employee’s paychecks. 

Application Forms

Application for Employer Identification Number—Used to apply for an Employer Identification Number (EIN), a nine-digit number assigned to sole proprietors, corporations, partnerships, estates, trusts and other entities for tax filing and reporting purposes.

Application for Automatic Extension of Time to File U.S. Individual Income Tax Return—Used to request an automatic extension of time to file a U.S. individual tax return.

Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns—Used to request an automatic 6-month extension of time to file certain business income tax, information, and other returns.

Application for IRS Individual Taxpayer Identification Number—Used to apply for an IRS individual taxpayer identification number (ITIN).

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