Federal Income Tax Forms

The Internal Revenue Service (IRS) is a wealth of information when it comes to federal income tax forms. To help round out this section of this website, we've taken some of the most common income tax forms and grouped them together by topic in this article.

Listing of Tax Forms

In the sections below, we've compiled a list of nearly 100 of the most commonly filed tax forms published by the IRS.  These forms include those used to calculate wage withholdings, Form 1040 income tax returns, and supporting schedules.  There are forms for dividends, tax credits and expenses, as well as those for non-deductible IRAs and qualified retirement plans.

Readers may want to bookmark this page, since it can serve as a valuable reference document during tax season.

Wage and Withholding Statements

Wage and Tax Statement:  Form W-2
Certain Gambling Winnings:  Form W-2G
Employee Withholding Allowance Certificate:  Form W-4

Income Tax Returns Form 1040

Individual Income Tax Return:  Form 1040
Individual Income Tax Return - Short Form:  Form 1040A
Individual Income Tax Return - EZ Form:  Form 1040EZ
Estimated Tax for Individuals:  Form 1040ES
Estimated Tax for Nonresident Alien Individuals:  Form 1040ES (NR)
Nonresident Alien Income Tax Return:  Form 1040NR
Payment Voucher:  Form 1040V
Amended Individual Income Tax Return:  Form 1040X

Schedules to Form 1040

Itemized Deductions & Interest and Dividend Income:  Form 1040, Schedules A & Schedule B
Profit or Loss From Business:  Form 1040, Schedule C
Capital Gains and Losses (& Home Sales):  Form 1040, Schedule D
Long & Short Term Capital Gains/Losses:  Form 1041, Schedule D-1
Supplemental Income and Loss:  Form 1040, Schedule E
Earned Income Credit:  Form 1040/1040A, Schedule EIC
Profit or Loss from Farming:  Form 1040, Schedule F
Household Employment Taxes:  Form 1040, Schedule H
Income Averaging for Farming and Fishing:  Form 1040, Schedule J
Credit for the Elderly or the Disabled:  Form 1040, Schedule R
Self-Employment Tax:  Form 1040, Schedule SE

Dividend and Income Distributions

Dividends and Distributions:  Form 1099DIV
Miscellaneous Income:  Form 1099MISC
Distributions from Medical Savings Account:  Form 1099-MSA
Distributions from Pensions, IRAs, & Other:  Form 1099-R

Individual Tax Credits and Expenses

Foreign Tax Credit:  Form 1116
Employee Business Expenses:  Form 2106
Multiple Support Declaration:  Form 2120
Child and Dependent Care Expenses:  Form 2441
Foreign Earned Income:  Form 2555
Investment Credit:  Form 3468
Moving Expenses:  Form 3903
Credit for Federal Tax on Fuel:  Form 4136
Recapture of Investment Credit:  Form 4255
Depreciation and Amortization:   Form 4562
Casualties and Thefts:  Form 4684
Investment Interest Expense Deduction:  Form 4952
Non-cash Charitable Contributions:  Form 8283
Qualified Adoption Expenses:  Form 8839
Education Credits:   Form 8863
Mortgage Interest Credit:  Form 8396

Business Tax Credits and Expenses

General Business Credit:  Form 3800
Sales of Business Property:  Form 4797
Farm Rental Income and Expenses:   Form 4835
Underpayment of Estimated Tax:  Form 2210
Underpayment of Estimated Tax, Farmers and Fishermen:  Form 2210F
Expenses for Business Use of Your Home:  Form 8829
Credit for Increasing Research Activities:  Form 6765

Tax Extensions and Time to File

Application for Additional Extension of Time to File:  Form 2688 - Starting in January 2006, only Form 4868 is used.
Application for Automatic Extension of Time:  Form 4868

401k Plans, IRAs and Other Qualified Retirement Plans

Return for IRA and Qualified Retirement Plans:  Form 5329
Nondeductible IRAs:  Form 8606

Minimum Tax and Low Income Tax Forms

Alternative Minimum Tax:  Form 6251
Low-Income Housing Credit:  Form 8586
Recapture of Low-Income Housing Credit:  Form 8611
Credit For Prior Year Minimum Tax:  Form 8801
Additional Child Tax Credit:  Form 8812

Tax Forms Involving Assets

Tax on Accumulated Distribution of Trusts:  Form 4970
Tax on Lump-Sum Distributions:  Form 4972
Installment Sale Income:  Form 6252
Gains and Losses from Section 1256 Contracts and Straddles:  Form 6781
Asset Acquisition Statement:   Form 8594
Like-Kind Exchanges:  Form 8824
Passive Activity Loss Limitations:  Form 8582
Passive Activity Credit Limitations:  Form 8582CR

Miscellaneous Tax Forms

Release of Claim to Exemption for Child:  Form 8332
Tax for Children under Age 14:  Form 8615
Election to Report Child's Interest and Dividends:  Form 8814
Change of Address:  Form 8822

About the Author - Federal Income Tax Forms