IRS Forms Library

The main federal income tax return for individuals — the form almost every other schedule and credit flows into.

The voucher and worksheet for paying income tax in four quarterly installments when no employer withholds for you.

The form that changes a return you already filed — income, credits, filing status, dependents.

The form that tells your employer how much federal tax to hold out of each paycheck.

Applies for an ITIN — the tax-processing number for people who must file or be claimed but are not eligible for a Social Security number.

Applies for an EIN — the tax ID number for a business, estate, trust, or nonprofit, used on payroll, banking, and entity returns.

Buys six more months to FILE your individual return — automatically, no reason needed.

The election that makes an eligible corporation (or LLC electing corporate status) taxed as an S corporation, passing income through to the owners.

Claims the Child and Dependent Care Credit — 20% to 35% of up to $3,000 of care expenses for one dependent ($6,000 for two or more) so you can work or look for work.

The custodial parent's signed release letting the noncustodial parent claim the child as a dependent and take the child tax credit.

Gets back your share of a joint refund that the Treasury took to pay your SPOUSE's separate debt (back child support, student loans, state tax, federal nontax debts).

Asks to be relieved of tax, interest, and penalties from a joint return when your spouse (or former spouse) caused the problem and it would be unfair to hold you responsible.

Opens a case with the Taxpayer Advocate Service — the IRS's own independent help organization — when the normal system is causing you economic harm or has failed to resolve your problem.

Asks to pay a tax balance in monthly installments instead of all at once.

The full financial disclosure the IRS uses to judge what an individual can actually pay — the foundation for offers in compromise, hardship status, and non-streamlined agreements.

The business version of the collection financial statement — assets, receivables, income, and expenses the IRS uses to judge a business's ability to pay.

Asks the IRS to settle a tax debt for less than the full amount, based on doubt as to collectibility (the common ground), doubt as to liability, or effective tax administration.

Claims a refund or asks for abatement of certain taxes, penalties, and interest — for everything OTHER than income tax on a filed return.

Asks the IRS to WITHDRAW a filed tax lien notice — removing it from public record as if it had not been filed — in the limited situations where withdrawal is allowed.

Requests FREE IRS transcripts — account, return, and wage & income transcripts that show what the IRS has on file for you, including income reported by employers and payers.

The form lenders and other authorized participants in the IRS Income Verification Express Service (IVES) use to pull your tax transcripts with your signed consent — the document behind most mortgage income verifications.

Reports wages paid and income tax, Social Security, and Medicare tax withheld each quarter, reconciled against your payroll deposits.

Reports and pays the federal unemployment tax (FUTA) — 6.0% on the first $7,000 of each employee's wages, usually offset by up to 5.4% credit for state unemployment taxes paid on time.

The cover sheet that transmits a batch of paper information returns (1099s and similar) to the IRS, summarizing the totals.

Reports payments of $600 or more to independent contractors and other nonemployees for services — the form that tells a freelancer what the IRS already knows they earned.

Reports rents, royalties, prizes, medical payments, attorney gross proceeds, and other payments that do NOT belong on 1099-NEC.

Reports each employee's annual wages and withholding — to the employee, the Social Security Administration, and the IRS.

The summary cover sheet that transmits Copy A of all your W-2s to the Social Security Administration, with control totals that must equal the stack of W-2s beneath it.

The annual income tax return for C corporations — revenue, deductions, and the flat 21% corporate tax.

The S corporation's annual return — the entity pays no federal income tax itself; income, losses, and credits flow to shareholders on Schedule K-1.

The partnership's annual information return — income flows to partners on Schedule K-1 rather than being taxed at the entity level.

Reports the income and expenses of a one-owner business on the owner's personal return — where most freelancers and gig workers meet the tax code.

Computes Social Security and Medicare tax (15.3% combined) on 92.35% of net self-employment earnings — the tax that replaces the FICA withholding employees split with an employer.

Summarizes sales of stocks, crypto, real estate, and other capital assets, applying the lower long-term capital-gains rates and the $3,000 annual loss limit against other income.

The transaction-by-transaction listing behind Schedule D — each sale with its dates, proceeds, basis, and any adjustment code.

The fiduciary income tax return for estates and trusts — income is taxed to the entity or passed to beneficiaries on Schedule K-1 depending on distributions.

The annual information return for tax-exempt organizations — governance, finances, and activities, open to public inspection.

The shorter annual return for mid-sized exempt organizations — under $200,000 of gross receipts AND under $500,000 of total assets.

Reports federal excise taxes — fuel, communications, air travel, environmental and other levies — and, from 2026, the 1% excise on cash-funded remittance transfers, which transfer providers report on this return.

Reports large foreign gifts and bequests and transactions with foreign trusts. For most people it is an information return — no tax is due with it — but the reporting duty is real.

Reconciles the health-insurance Marketplace subsidy: the advance premium tax credit paid toward your premiums during the year is settled against the credit your final income actually allows.

Claims the residential clean energy credit (§25D — solar, batteries, geothermal) and the energy efficient home improvement credit (§25C) for work on your home.

⚠️ TERMINATED for property placed in service after Dec 31, 2025 — prior-year claims and amendments inside the window still use this form.