Moneyzine
/Tax/Federal Income Tax Forms

Federal Income Tax Forms

Moneyzine Editor
Author: 
Moneyzine Editor
4 mins
October 4th, 2023
Advertiser Disclosure

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 CCapital 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 2106Multiple 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


Related Content

  • What Can Help You Meet Your Budget While Shopping for Important Items?
    Budgeting while ensuring you don't compromise on quality can seem daunting. Whether filling your pantry, updating your wardrobe, or keeping up with the latest tech, smart shopping strategies are crucial for keeping your finances in check.
    April 2nd, 2024
  • How to Make a Million Dollars in 10 Years
    Truthfully, this title should actually be “How to Make a Million Dollars in 10 Years Without Going Into Debt", but that is just getting a little too winded for my liking. It’s true though!
    December 6th, 2024
  • How to Apply Maslow’s Hierarchy to Your Money This Year
    You might vaguely remember your psychology teacher talking about Maslow. He pointed at a picture of a triangle as you nodded off in the back of the school room.
    November 18th, 2024
  • How to Tackle Multiple Savings Goals
    When there’s only so much money to go around, there are often multiple savings goals competing for your money. Think of the young professional who’d like to get a more reliable car, buy a house, and save for retirement. Or consider the young family that’s saving for college, retirement, and a bigger house.
    March 22nd, 2024
  • The Countdown to Early Retirement: 10 Expenses to Eliminate
    Dreaming of waving goodbye to the daily grind five years ahead of schedule? The road to early retirement is paved with more than good intentions; it requires a meticulously crafted strategy with surprising twists. It's not solely about what you should be doing—like diligently saving a portion of your income or investing wisely—but also about what you need to stop doing.
    March 22nd, 2024

Contributors

Moneyzine Editor
The Moneyzine editorial team consists of writers and content specialists with diverse backgrounds.
Moneyzine 2024. All Rights Reserved.