IRS Tax Forms - Startup Geek

When it comes to U.S. taxes, there’s a form for just about everything—and finding the right one can be a challenge. To make things easier, we’ve created a master table of all IRS tax forms in one place. This list will be updated regularly as new forms are released or existing ones change, so you’ll always have the most current version at your fingertips. Whether you’re filing as an individual, business, or nonprofit, this resource is designed to save you time and frustration.

Form Number	Form Name	Category	Purpose / Description	Who Must File	Filing Frequency	Due Date
1040	U.S. Individual Income Tax Return	Individual Tax	Standard annual return for most taxpayers	Individuals	Annual	Apr 15
1040-SR	U.S. Tax Return for Seniors	Individual Tax	Simplified version of Form 1040 for taxpayers 65+	Individuals age 65+	Annual	Apr 15
1040-NR	U.S. Nonresident Alien Income Tax Return	Individual Tax	Reports U.S. income for nonresident aliens	Nonresident aliens	Annual	Apr 15
1040-X	Amended U.S. Individual Income Tax Return	Individual Tax	Used to correct a previously filed 1040	Individuals amending a prior return	As needed	N/A
Schedule 1	Additional Income and Adjustments to Income	Individual Tax	Reports additional income like unemployment or prize money, and adjustments like student loan interest	Individuals with applicable income/adjustments	Annual	Apr 15
Schedule 2	Additional Taxes	Individual Tax	Reports additional taxes like AMT or excess APTC repayment	Individuals owing additional taxes	Annual	Apr 15
Schedule 3	Additional Credits and Payments	Individual Tax	Reports nonrefundable/refundable credits like foreign tax or education credits	Individuals claiming additional credits	Annual	Apr 15
Schedule A	Itemized Deductions	Individual Tax	Reports deductions like mortgage interest, state/local taxes, charity	Individuals itemizing deductions	Annual	Apr 15
Schedule B	Interest and Ordinary Dividends	Individual Tax	Reports taxable interest and dividends	Individuals with certain interest/dividend income	Annual	Apr 15
Schedule C	Profit or Loss from Business (Sole Proprietorship)	Individual/Business Tax	Reports income/expenses from sole proprietorship	Self-employed individuals	Annual	Apr 15
Schedule D	Capital Gains and Losses	Individual Tax	Reports sales/exchanges of capital assets	Individuals with capital asset transactions	Annual	Apr 15
Schedule E	Supplemental Income and Loss	Individual Tax	Reports rental real estate, royalties, partnerships, S corps, trusts	Individuals with applicable income	Annual	Apr 15
Schedule F	Profit or Loss from Farming	Individual/Business Tax	Reports farm income and expenses	Farmers	Annual	Apr 15
Schedule H	Household Employment Taxes	Individual Tax	Reports SS, Medicare, FUTA for household employees	Individuals with household employees	Annual	Apr 15
Schedule SE	Self-Employment Tax	Individual Tax	Calculates SS and Medicare tax for self-employment income	Self-employed individuals	Annual	Apr 15
1040-ES	Estimated Tax for Individuals	Individual Tax	Used to pay quarterly estimated tax	Self-employed, freelancers, investors	Quarterly	Apr, Jun, Sep, Jan
1040-V	Payment Voucher	Individual Tax	Voucher for paying tax due with a 1040 return	Individuals owing tax	Annual	Apr 15
1040-SS	U.S. Self-Employment Tax Return (U.S. Territories)	Individual Tax	Self-employment tax for certain U.S. territories	Residents of U.S. territories	Annual	Apr 15
1040-PR	Federal Self-Employment Contribution Statement (Spanish)	Individual Tax	Spanish version of 1040-SS	Residents of U.S. territories	Annual	Apr 15
1040 Schedule LEP	Request for Language Preference	Individual Tax	Request to receive IRS notices in a preferred language	Individuals	As needed	N/A
1116	Foreign Tax Credit	Individual Tax	Claim credit for foreign income taxes paid	Individuals with foreign-source income	Annual	Apr 15
2106	Employee Business Expenses	Individual Tax	Unreimbursed employee expenses (limited eligibility)	Eligible employees (e.g., Armed Forces reservists)	Annual	Apr 15
2210	Underpayment of Estimated Tax	Individual Tax	Figure penalty for underpaid estimated tax	Individuals who underpaid estimates	Annual	Apr 15
2441	Child and Dependent Care Expenses	Individual Tax	Claim credit for child/dependent care costs	Individuals with qualifying care expenses	Annual	Apr 15
2555	Foreign Earned Income	Individual Tax	Exclusion/deduction for foreign earned income & housing	U.S. persons living/working abroad	Annual	Apr 15
3903	Moving Expenses	Individual Tax	Deduct allowed moving expenses (limited eligibility)	Eligible taxpayers (e.g., active-duty military)	Annual	Apr 15
4952	Investment Interest Expense Deduction	Individual Tax	Deduct investment interest expense	Individuals with investment interest	Annual	Apr 15
5329	Additional Taxes on IRAs, etc.	Individual Tax	Report additional taxes on retirement accounts	Individuals with early/late distributions, etc.	Annual	Apr 15
5695	Residential Energy Credits	Individual Tax	Claim home energy efficiency/clean energy credits	Homeowners making qualifying improvements	Annual	Apr 15
6251	Alternative Minimum Tax—Individuals	Individual Tax	Compute individual AMT	Individuals potentially subject to AMT	Annual	Apr 15
8283	Noncash Charitable Contributions	Individual Tax	Report noncash donations over thresholds	Donors of property to charities	Annual	Apr 15
8332	Release/Revocation of Claim to Exemption	Individual Tax	Release a claim to child’s exemption/credit	Parents of qualifying child	As needed	N/A
8379	Injured Spouse Allocation	Individual Tax	Claim share of refund if spouse’s debts offset refund	Injured spouses	As needed	N/A
8606	Nondeductible IRAs	Individual Tax	Track basis & certain IRA distributions/conversions	Individuals with nondeductible IRAs/Roth conversions	Annual	Apr 15
8615	Tax for Certain Children (Kiddie Tax)	Individual Tax	Compute tax on a child’s unearned income	Children with unearned income over threshold	Annual	Apr 15
Schedule 8812	Credits for Qualifying Children & Other Dependents	Individual Tax	Calculate CTC/ODC and refundable amounts	Individuals claiming CTC/ODC	Annual	Apr 15
8814	Parents’ Election to Report Child’s Interest/Dividends	Individual Tax	Elect to include child’s income on parent’s return	Parents of qualifying children	Annual	Apr 15
8822	Change of Address	Individual Tax	Notify IRS of address change	Individuals	As needed	N/A
8822-B	Change of Address or Responsible Party—Business	Individual Tax	(Include if sole prop EIN change relevant)	Sole proprietors w/ EIN	As needed	N/A
8862	Info to Claim Certain Credits After Disallowance	Individual Tax	Reclaim EITC/CTC/AOC/ACTC after disallowance	Individuals re-claiming credits	Annual	Apr 15
8863	Education Credits (AOTC, LLC)	Individual Tax	Claim education credits	Students/parents with qualified expenses	Annual	Apr 15
8880	Credit for Qualified Retirement Savings	Individual Tax	Saver’s Credit for retirement contributions	Eligible low/moderate-income filers	Annual	Apr 15
8888	Allocation of Refund	Individual Tax	Split refund or buy savings bonds	Individuals getting a refund	Annual	Apr 15
8889	Health Savings Accounts (HSA)	Individual Tax	Report HSA contributions/distributions	HSA participants	Annual	Apr 15
8949	Sales and Other Dispositions of Capital Assets	Individual Tax	Detail capital asset transactions (with Sch D)	Individuals with asset sales	Annual	Apr 15
8960	Net Investment Income Tax	Individual Tax	Compute 3.8% NIIT	Individuals over NIIT thresholds	Annual	Apr 15
8962	Premium Tax Credit	Individual Tax	Reconcile advance PTC with actual credit	Marketplace health plan enrollees	Annual	Apr 15
8995	Qualified Business Income Deduction (Simplified)	Individual Tax	Compute QBI deduction	Qualified pass-through owners	Annual	Apr 15
8995-A	Qualified Business Income Deduction	Individual Tax	Detailed QBI computation	Pass-through owners w/ complex QBI	Annual	Apr 15
4868	Application for Automatic Extension	Individual Tax	Request automatic filing extension	Individuals needing more time	Annual	Apr 15
4506	Request for Copy of Tax Return	Individual Tax	Request full copy of filed return	Individuals	As needed	N/A
4506-T	Request for Transcript of Tax Return	Individual Tax	Request IRS transcript of return info	Individuals	As needed	N/A
Schedule R	Credit for the Elderly or the Disabled	Individual Tax	Claim credit for qualifying taxpayers	Elderly/disabled individuals	Annual	Apr 15
W-2	Wage and Tax Statement	Employment / Payroll	Reports wages paid and taxes withheld for employees	Employers	Annual	Jan 31
W-3	Transmittal of Wage and Tax Statements	Employment / Payroll	Summary transmittal form for all W-2s sent to SSA	Employers	Annual	Jan 31
W-4	Employee’s Withholding Certificate	Employment / Payroll	Determines amount of federal income tax withheld from employee paychecks	Employees	As needed	N/A
W-9	Request for Taxpayer Identification Number	Employment / Payroll	Provides TIN to employers/clients for tax reporting	Contractors, vendors	As needed	N/A
W-2C	Corrected Wage and Tax Statement	Employment / Payroll	Corrects errors on a previously filed W-2	Employers	As needed	N/A
941	Employer’s Quarterly Federal Tax Return	Employment / Payroll	Reports income tax, Social Security, and Medicare withheld	Employers	Quarterly	Apr 30, Jul 31, Oct 31, Jan 31
941-X	Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund	Employment / Payroll	Corrects a previously filed Form 941	Employers	As needed	N/A
940	Employer’s Annual Federal Unemployment (FUTA) Tax Return	Employment / Payroll	Reports federal unemployment taxes	Employers	Annual	Jan 31
940-PR	Spanish Version - Employer’s Annual FUTA Return	Employment / Payroll	Spanish version of Form 940	Employers	Annual	Jan 31
941-PR	Spanish Version - Employer’s Quarterly Federal Tax Return	Employment / Payroll	Spanish version of Form 941	Employers	Quarterly	Apr 30, Jul 31, Oct 31, Jan 31
W-4R	Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions	Employment / Payroll	Directs withholding on lump-sum retirement distributions	Retirement payees	As needed	N/A
W-4P	Withholding Certificate for Periodic Pension or Annuity Payments	Employment / Payroll	Directs withholding on periodic pension or annuity payments	Pension/annuity payees	As needed	N/A
W-4S	Request for Federal Income Tax Withholding from Sick Pay	Employment / Payroll	Requests withholding on sick pay	Employees receiving sick pay	As needed	N/A
941-SS	Employer’s Quarterly Federal Tax Return (U.S. Territories)	Employment / Payroll	Reports payroll taxes for employers in U.S. territories	Territorial employers	Quarterly	Apr 30, Jul 31, Oct 31, Jan 31
Schedule B (Form 941)	Report of Tax Liability for Semiweekly Schedule Depositors	Employment / Payroll	Reports daily payroll tax liability for semiweekly depositors	Semiweekly depositors	Quarterly	Apr 30, Jul 31, Oct 31, Jan 31
Schedule R (Form 941)	Allocation Schedule for Aggregate Form 941 Filers	Employment / Payroll	Allocation schedule for aggregate/PEO filers	Aggregate filers/PEOs	Quarterly	Apr 30, Jul 31, Oct 31, Jan 31
943	Employer’s Annual Tax Return for Agricultural Employees	Employment / Payroll	Reports payroll taxes for agricultural workers	Agricultural employers	Annual	Jan 31
943-PR	Spanish Version – Employer’s Annual Tax Return for Agricultural Employees	Employment / Payroll	Spanish version of Form 943	Agricultural employers	Annual	Jan 31
943-A	Agricultural Employer’s Record of Federal Tax Liability	Employment / Payroll	Records daily payroll tax liability (farm employers)	Semiweekly agricultural depositors	Annual	Jan 31
Schedule R (Form 943)	Allocation Schedule for Aggregate Form 943 Filers	Employment / Payroll	Allocation schedule for aggregate agricultural filers	Aggregate filers/PEOs	Annual	Jan 31
944	Employer’s Annual Federal Tax Return	Employment / Payroll	Annual version of Form 941 for small employers	Small employers (IRS-designated)	Annual	Jan 31
944(SP)	Employer’s Annual Federal Tax Return (Spanish Version)	Employment / Payroll	Spanish version of Form 944	Small employers (IRS-designated)	Annual	Jan 31
945	Annual Return of Withheld Federal Income Tax	Employment / Payroll	Reports FIT withheld on nonpayroll payments (pensions, etc.)	Payers of nonpayroll items	Annual	Jan 31
945-A	Annual Record of Federal Tax Liability	Employment / Payroll	Record of tax liability for semiweekly depositors (Form 945)	Semiweekly depositors	Annual	Jan 31
CT-1	Employer’s Annual Railroad Retirement Tax Return	Employment / Payroll	Reports Railroad Retirement Tax Act (RRTA) Tier I & II taxes	Railroad employers	Annual	Feb 28
Schedule A (Form 940)	Multi-State Employer and Credit Reduction Information	Employment / Payroll	Reports state unemployment info for FUTA	Multi-state employers	Annual	Jan 31
8027	Employer’s Annual Information Return of Tip Income	Employment / Payroll	Reports tip income and allocated tips	Large food & beverage establishments	Annual	Feb 28
SS-4	Application for Employer Identification Number	Business Tax	Used to apply for a federal EIN	New businesses, trusts, estates	One-time	N/A
SS-4A	Application for EIN (International Applicants)	Business Tax	Used by international applicants to obtain an EIN	Foreign entities	One-time	N/A
1065	U.S. Return of Partnership Income	Business Tax	Reports income, deductions, gains, losses for partnerships	Partnerships	Annual	Mar 15
1065-B	Return of Income for Electing Large Partnerships	Business Tax	Specialized return for large partnerships	Large partnerships	Annual	Mar 15
990	Return of Organization Exempt From Income Tax	Business Tax	Reports financials for tax-exempt organizations	Tax-exempt organizations	Annual	May 15
990-EZ	Short Form Return of Organization Exempt From Income Tax	Business Tax	Simplified version of Form 990 for small nonprofits	Small tax-exempt organizations	Annual	May 15
990-PF	Return of Private Foundation	Business Tax	Reports financials for private foundations	Private foundations	Annual	May 15
1120	U.S. Corporation Income Tax Return	Business Tax	Reports income, gains, losses, deductions, and credits for domestic C corporations	Domestic C corporations	Annual	Apr 15
1120-S	U.S. Income Tax Return for an S Corporation	Business Tax	Reports income, deductions, gains, losses for S corps, passes through to shareholders	S corporations	Annual	Mar 15
1120-F	U.S. Income Tax Return of a Foreign Corporation	Business Tax	Reports U.S. income for foreign corporations	Foreign corporations doing business in the U.S.	Annual	Apr 15 (or 15th day of 6th month after year-end)
1120-POL	U.S. Income Tax Return for Certain Political Organizations	Specialty Tax	Reports income of political organizations	Political organizations	Annual	May 15
1120-REIT	U.S. Income Tax Return for Real Estate Investment Trusts	Specialty Tax	Reports income of REITs	REIT entities	Annual	Apr 15
1120-RIC	U.S. Income Tax Return for R	Specialty Tax	Reports income for designated settlement funds	Qualified settlement funds	Annual	Apr 15
1120-SF	U.S. Income Tax Return for Settlement Funds	Specialty Tax	Reports income for designated settlement funds	Qualified settlement funds	Annual	Apr 15
1120-PC	U.S. Property and Casualty Insurance Company Income Tax Return	Specialty Tax	Reports income for property and casualty insurance companies	Insurance companies	Annual	Apr 15
1120-L	U.S. Life Insurance Company Income Tax Return	Specialty Tax	Reports income for life insurance companies	Life insurance companies	Annual	Apr 15
1066	U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return	Business Tax	Reports income for REMIC entities	REMICs	Annual	Mar 15
1120-H	U.S. Income Tax Return for Homeowners Associations	Specialty Tax	Reports income for homeowners associations	HOAs	Annual	Apr 15
1120-C	U.S. Income Tax Return for Cooperative Associations	Specialty Tax	Reports income for cooperative associations	Cooperatives	Annual	Sep 15
1120-FSC	U.S. Income Tax Return of a Foreign Sales Corporation	Specialty Tax	Legacy form for FSCs (limited use)	Foreign sales corporations	Annual	Apr 15
2553	Election by a Small Business Corporation	Business Tax	Elect to be treated as an S corporation	Corporations eligible for S election	As needed	Mar 15 (1st year)
8832	Entity Classification Election	Business Tax	Choose classification for entity taxation	Eligible entities (LLCs, etc.)	As needed	N/A
8871	Political Organization Notice of Section 527 Status	Specialty Tax	Notify IRS of Section 527 political organization	Political organizations	One-time	N/A
8872	Political Organization Report of Contributions and Expenditures	Specialty Tax	Reports contributions and expenditures of political organizations	Political organizations	Periodic	Varies
8879-C	IRS e-file Signature Authorization for Form 1120	Business Tax	Authorizes e-file submission of Form 1120	Corporations filing Form 1120 electronically	As needed	N/A
8879-PE	IRS e-file Signature Authorization for Form 1065	Business Tax	Authorizes e-file submission of Form 1065	Partnerships filing Form 1065 electronically	As needed	N/A
8879-EO	IRS e-file Signature Authorization for Form 990	Business Tax	Authorizes e-file submission of Form 990	Exempt organizations filing Form 990 electronically	As needed	N/A
1099-NEC	Nonemployee Compensation	Information Return	Reports $600+ paid to independent contractors	Businesses making payments to contractors	Annual	Jan 31
1099-MISC	Miscellaneous Information	Information Return	Reports various payments like rents, prizes, awards	Businesses, nonprofits	Annual	Jan 31
1099-INT	Interest Income	Information Return	Reports interest income of $10+	Banks, lenders, businesses	Annual	Jan 31
1099-DIV	Dividends and Distributions	Information Return	Reports dividends, capital gains, other distributions	Corporations, brokers	Annual	Jan 31
1099-B	Proceeds from Broker and Barter Exchange Transactions	Information Return	Reports sale of stocks, securities, barter transactions	Brokers, barter exchanges	Annual	Feb 15
1099-S	Proceeds from Real Estate Transactions	Information Return	Reports sale/exchange of real estate	Real estate agents, closing agents	Annual	Feb 15
1099-R	Distributions from Pensions, Annuities, Retirement Plans, IRAs	Information Return	Reports retirement plan distributions	Plan administrators, insurance companies	Annual	Jan 31
1099-G	Certain Government Payments	Information Return	Reports unemployment, state tax refunds, agricultural payments	Government agencies	Annual	Jan 31
1099-C	Cancellation of Debt	Information Return	Reports forgiven or canceled debt of $600+	Lenders, creditors	Annual	Jan 31
1099-K	Payment Card and Third Party Network Transactions	Information Return	Reports payment transactions processed via cards or networks	Payment processors, third-party networks	Annual	Jan 31
1099-LTC	Long-Term Care and Accelerated Death Benefits	Information Return	Reports certain insurance payouts	Insurance companies	Annual	Jan 31
1099-Q	Payments from Qualified Education Programs	Information Return	Reports 529 plan and Coverdell ESA distributions	Plan administrators	Annual	Jan 31
1099-SA	Distributions from an HSA, Archer MSA, or Medicare Advantage MSA	Information Return	Reports distributions from HSAs or MSAs	Account trustees, custodians	Annual	Jan 31
1099-OID	Original Issue Discount	Information Return	Reports taxable interest from OID debt instruments	Lenders, brokers	Annual	Jan 31
1099-H	Health Coverage Tax Credit (HCTC) Advance Payments	Information Return	Reports advance payments of HCTC	Health plan administrators	Annual	Jan 31
1099-A	Acquisition or Abandonment of Secured Property	Information Return	Reports acquisition/abandonment of secured property	Lenders, creditors	Annual	Jan 31
1099-PATR	Taxable Distributions Received from Cooperatives	Information Return	Reports patronage dividends/distributions	Cooperatives	Annual	Jan 31
1099-CAP	Changes in Corporate Control and Capital Structure	Information Return	Reports shareholder gains from corporate actions	Corporations	Annual	Jan 31
1099-QA	Distributions from ABLE Accounts	Information Return	Reports distributions from ABLE accounts	ABLE program administrators	Annual	Jan 31
1099-SSA	Social Security Benefit Statement	Information Return	Reports Social Security benefits received	Social Security Administration	Annual	Jan 31
1099-INTL	Foreign Interest Income (variation of 1099-INT)	Information Return	Reports foreign-sourced interest income	Banks, lenders, brokers	Annual	Jan 31
1099-P	Payments of Certain Income	Information Return	Reports payments of certain income (new form TY 2025)	Payers making applicable payments	Annual	Jan 31
1098	Mortgage Interest Statement	Information Return	Reports mortgage interest received from individuals	Lenders receiving mortgage interest	Annual	Jan 31
1098-C	Contributions of Motor Vehicles, Boats, and Airplanes	Information Return	Reports contributions of qualified vehicles to charities	Charities receiving vehicle donations	Annual	Jan 31
1098-E	Student Loan Interest Statement	Information Return	Reports student loan interest paid	Lenders receiving $600+ student loan interest	Annual	Jan 31
1098-T	Tuition Statement	Information Return	Reports qualified tuition and related educational expenses	Eligible educational institutions	Annual	Jan 31
1098-Q	Qualifying Longevity Annuity Contract Information	Information Return	Reports contracts under retirement plans/IRAs	Issuers of annuity contracts	Annual	Jan 31
5498	IRA Contribution Information	Information Return	Reports IRA contributions, rollovers, conversions, and year-end FMV	Financial institutions managing IRAs	Annual	May 31
5498-ESA	Coverdell ESA Contribution Information	Information Return	Reports Coverdell ESA contributions	Trustees or custodians of ESAs	Annual	Apr 30
5498-QA	ABLE Account Contribution Information	Information Return	Reports ABLE account contributions and rollovers	ABLE program trustees/custodians	Annual	Mar 15
5498-SA	HSA, Archer MSA, or Medicare Advantage MSA Information	Information Return	Reports contributions to HSAs, Archer MSAs, Medicare Advantage MSAs	Trustees or custodians	Annual	May 31

About the author: Oran Yehiel