Tax forms and filing pages focus on the documents that carry tax information from wages, records, and schedules onto a filed return. Use this section when you need to identify a form, understand what it reports, or see how filing pieces connect.
- Amended Return
An amended return is a corrected tax return filed after the original return when the taxpayer needs to change reported information.
- Extension to File
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.
- Form 1040
Form 1040 is the main individual income tax return used to report income, deductions, credits, and the final filing result.
- Form 1040-ES
Form 1040-ES is the estimated-tax form used to help individual taxpayers calculate and manage federal estimated tax payments.
- Form 1040-SR
Form 1040-SR is the individual income-tax return form variant designed for older taxpayers within the Form 1040 filing framework.
- Form 1065
Form 1065 is the partnership return form used in the partnership tax-reporting workflow.
- Form 1099-DIV
Form 1099-DIV reports dividend income and related items that need to be reflected in the annual return.
- Form 1099-INT
Form 1099-INT reports interest income and helps taxpayers carry interest-related information into the annual return.
- Form 1099-MISC
Form 1099-MISC reports certain miscellaneous income items and is distinct from the forms used for wages, interest, dividends, or nonemployee compensation.
- Form 1099-NEC
Form 1099-NEC reports nonemployee compensation and often appears when a taxpayer is paid as an independent contractor instead of as an employee.
- Form 1120
Form 1120 is the corporate income-tax return form used in the C corporation reporting workflow.
- Form 1120-S
Form 1120-S is the S corporation return form used in the S corporation tax-reporting workflow.
- Form W-2
Form W-2 reports wages and tax withholding from employment and is one of the main records used to prepare an individual return.
- Form W-4
Form W-4 is the employee withholding certificate used to help determine how much federal income tax is withheld from paychecks.
- Information Return
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 A
Schedule A is the form used to report itemized deductions instead of taking the standard deduction.
- Schedule B
Schedule B is the tax form used to report certain interest and dividend information as part of the annual return.
- Schedule C
Schedule C is the form used to report profit or loss from a sole proprietorship or other self-employment activity.
- Schedule D
Schedule D is the form used to report capital gains and losses from sales or exchanges of capital assets.
- Schedule K-1
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.
- Schedule SE
Schedule SE is the tax form used to calculate self-employment tax as part of the annual return workflow.
- Tax Return
A tax return is the filing package used to report tax information, calculate tax, and determine whether a refund or balance due results.