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 |
Request for Language Preference | Individual Tax | Request to receive IRS notices in a preferred language | Individuals | As needed | N/A | |
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 |
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 |
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 |