Important IRS Forms to Know
There are hundreds of IRS tax forms and schedules that taxpayers may need to use. Here are some of the most common ones that you should be familiar with.
Tax Return Forms and Schedules
These are the primary forms used for filing your annual tax returns.
Form 1040-NR
Used by U.S. nonresident taxpayers to file an annual income tax return.
Form 1040-SR
An optional alternative to using Form 1040 for taxpayers who are age 65 or older.
Application Forms
Forms used for various tax-related applications and registrations.
Form SS-4
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.
Form 4868
Used to request an automatic extension of time to file a U.S. individual income tax return.
Form W-7
Used to apply for an IRS individual taxpayer identification number (ITIN).
Income and Payment Reporting Forms
Forms used to report various types of income and payments.
Form W-4
Used so that your employer can withhold the correct federal income tax from your pay.
Form 1099-B
Used to report any gains and losses from stock and bond transactions made throughout the tax year.
Tax Resolution Forms
Forms used for resolving tax issues and negotiating with the IRS.
Form 433-A
Used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.
Form 8857
Used to request relief from tax liability when you believe only your spouse or former spouse should be held responsible for all or part of the tax.
Form 9465
Used to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return.
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