Tax Resources

U.S. Individual Income Tax Return — the standard form for most individual filers.

Alternative to Form 1040 for taxpayers age 65 and older. Uses a larger-print format with the same tax rules.

Estimated Tax for Individuals. Used to pay tax on income not subject to withholding — self-employment, interest, dividends, rents, alimony, and similar.

Amended U.S. Individual Income Tax Return. Use this form to correct a previously filed 1040.

Application for Automatic Extension of Time to File. Grants a 6-month filing extension. Does not extend time to pay taxes owed.

Itemized Deductions — medical and dental expenses, certain taxes paid, mortgage interest, charitable contributions, casualty and theft losses.

Interest and Ordinary Dividends. Required when total taxable interest or ordinary dividends exceed $1,500.

Profit or Loss from Business (Sole Proprietorship). Reports income and deductible expenses from a business operated as a sole proprietor.

Capital Gains and Losses. Reports the sale or exchange of capital assets, capital gain distributions, and non-business bad debts.

Supplemental Income and Loss. Reports income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and REMICs.

Self-Employment Tax. Calculates the Social Security and Medicare tax owed on net earnings from self-employment.

Additional Income and Adjustments — alimony received, business income, capital gain distributions, educator expenses, student loan interest, and more.

Additional Taxes — alternative minimum tax, self-employment tax, household employment taxes, and other taxes not included on Form 1040 directly.

Additional Credits and Payments — foreign tax credit, education credits, retirement savings credit, child and dependent care credit, and more.

Wage and Tax Statement. Filed by employers for every employee paid during the year, including non-cash payments.

Employee's Withholding Certificate. Completed so your employer can withhold the correct amount of federal income tax from your pay.

Request for Taxpayer Identification Number and Certification. Provides your TIN to businesses that must report payments made to you on information returns.

Miscellaneous Information. Filed by businesses for payments such as rents, prizes, attorney fees, and other miscellaneous income to non-employees.

Nonemployee Compensation. Reports payments of $600 or more made to non-employees for services rendered during the tax year.

Employer's Quarterly Federal Tax Return. Reports income taxes, Social Security, and Medicare taxes withheld from employees' paychecks.

Savings Incentive Match Plan for Employees (SIMPLE IRA) for small employers. Establishes a plan allowing employee salary deferrals and employer matching.

Education Credits (American Opportunity and Lifetime Learning Credits). Calculates and claims credits for qualified education expenses paid to eligible institutions.