Tax Forms and Filing

Form 1040 is the main individual income tax return used to report income, deductions, credits, and the final filing result.

Form 1040-ES is the estimated-tax form used to help individual taxpayers calculate and manage federal estimated tax payments.

Form 1040-SR is the individual income-tax return form variant designed for older taxpayers within the Form 1040 filing framework.

Form W-2 reports wages and tax withholding from employment and is one of the main records used to prepare an individual return.

Terms for the core forms, filing documents, and return mechanics that taxpayers encounter during tax season.

Form 1099-NEC reports nonemployee compensation and often appears when a taxpayer is paid as an independent contractor instead of as an employee.

Form W-4 is the employee withholding certificate used to help determine how much federal income tax is withheld from paychecks.

Form 1099-INT reports interest income and helps taxpayers carry interest-related information into the annual return.

A tax return is the filing package used to report tax information, calculate tax, and determine whether a refund or balance due results.

Form 1099-DIV reports dividend income and related items that need to be reflected in the annual return.

Schedule A is the form used to report itemized deductions instead of taking the standard deduction.

Schedule B is the tax form used to report certain interest and dividend information as part of the annual return.

Form 1099-MISC reports certain miscellaneous income items and is distinct from the forms used for wages, interest, dividends, or nonemployee compensation.

An information return is a tax reporting document that tells the IRS and the taxpayer about payments, income, or other reportable items without serving as the taxpayer's full tax return.

Schedule C is the form used to report profit or loss from a sole proprietorship or other self-employment activity.

Schedule D is the form used to report capital gains and losses from sales or exchanges of capital assets.

Schedule SE is the tax form used to calculate self-employment tax as part of the annual return workflow.

Schedule K-1 is the reporting document used to show an owner's or beneficiary's share of certain tax items from a pass-through structure or related arrangement.

An amended return is a corrected tax return filed after the original return when the taxpayer needs to change reported information.

Form 1065 is the partnership return form used in the partnership tax-reporting workflow.

Form 1120 is the corporate income-tax return form used in the C corporation reporting workflow.

Form 1120-S is the S corporation return form used in the S corporation tax-reporting workflow.

An extension to file gives the taxpayer more time to submit the return, but it does not automatically remove the need to address tax owed on time.