IRS Tax Forms

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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 NumberForm NameCategoryPurpose / DescriptionWho Must FileFiling FrequencyDue Date
1040U.S. Individual Income Tax ReturnIndividual TaxStandard annual return for most taxpayersIndividualsAnnualApr 15
1040-SRU.S. Tax Return for SeniorsIndividual TaxSimplified version of Form 1040 for taxpayers 65+Individuals age 65+AnnualApr 15
1040-NRU.S. Nonresident Alien Income Tax ReturnIndividual TaxReports U.S. income for nonresident aliensNonresident aliensAnnualApr 15
1040-XAmended U.S. Individual Income Tax ReturnIndividual TaxUsed to correct a previously filed 1040Individuals amending a prior returnAs neededN/A
Schedule 1Additional Income and Adjustments to IncomeIndividual TaxReports additional income like unemployment or prize money, and adjustments like student loan interestIndividuals with applicable income/adjustmentsAnnualApr 15
Schedule 2Additional TaxesIndividual TaxReports additional taxes like AMT or excess APTC repaymentIndividuals owing additional taxesAnnualApr 15
Schedule 3Additional Credits and PaymentsIndividual TaxReports nonrefundable/refundable credits like foreign tax or education creditsIndividuals claiming additional creditsAnnualApr 15
Schedule AItemized DeductionsIndividual TaxReports deductions like mortgage interest, state/local taxes, charityIndividuals itemizing deductionsAnnualApr 15
Schedule BInterest and Ordinary DividendsIndividual TaxReports taxable interest and dividendsIndividuals with certain interest/dividend incomeAnnualApr 15
Schedule CProfit or Loss from Business (Sole Proprietorship)Individual/Business TaxReports income/expenses from sole proprietorshipSelf-employed individualsAnnualApr 15
Schedule DCapital Gains and LossesIndividual TaxReports sales/exchanges of capital assetsIndividuals with capital asset transactionsAnnualApr 15
Schedule ESupplemental Income and LossIndividual TaxReports rental real estate, royalties, partnerships, S corps, trustsIndividuals with applicable incomeAnnualApr 15
Schedule FProfit or Loss from FarmingIndividual/Business TaxReports farm income and expensesFarmersAnnualApr 15
Schedule HHousehold Employment TaxesIndividual TaxReports SS, Medicare, FUTA for household employeesIndividuals with household employeesAnnualApr 15
Schedule SESelf-Employment TaxIndividual TaxCalculates SS and Medicare tax for self-employment incomeSelf-employed individualsAnnualApr 15
1040-ESEstimated Tax for IndividualsIndividual TaxUsed to pay quarterly estimated taxSelf-employed, freelancers, investorsQuarterlyApr, Jun, Sep, Jan
1040-VPayment VoucherIndividual TaxVoucher for paying tax due with a 1040 returnIndividuals owing taxAnnualApr 15
1040-SSU.S. Self-Employment Tax Return (U.S. Territories)Individual TaxSelf-employment tax for certain U.S. territoriesResidents of U.S. territoriesAnnualApr 15
1040-PRFederal Self-Employment Contribution Statement (Spanish)Individual TaxSpanish version of 1040-SSResidents of U.S. territoriesAnnualApr 15
Request for Language PreferenceIndividual TaxRequest to receive IRS notices in a preferred languageIndividualsAs neededN/A
W-2Wage and Tax StatementEmployment / PayrollReports wages paid and taxes withheld for employeesEmployersAnnualJan 31
W-3Transmittal of Wage and Tax StatementsEmployment / PayrollSummary transmittal form for all W-2s sent to SSAEmployersAnnualJan 31
W-4Employee’s Withholding CertificateEmployment / PayrollDetermines amount of federal income tax withheld from employee paychecksEmployeesAs neededN/A
W-9Request for Taxpayer Identification NumberEmployment / PayrollProvides TIN to employers/clients for tax reportingContractors, vendorsAs neededN/A
W-2CCorrected Wage and Tax StatementEmployment / PayrollCorrects errors on a previously filed W-2EmployersAs neededN/A
941Employer’s Quarterly Federal Tax ReturnEmployment / PayrollReports income tax, Social Security, and Medicare withheldEmployersQuarterlyApr 30, Jul 31, Oct 31, Jan 31
941-XAdjusted Employer’s Quarterly Federal Tax Return or Claim for RefundEmployment / PayrollCorrects a previously filed Form 941EmployersAs neededN/A
940Employer’s Annual Federal Unemployment (FUTA) Tax ReturnEmployment / PayrollReports federal unemployment taxesEmployersAnnualJan 31
940-PRSpanish Version - Employer’s Annual FUTA ReturnEmployment / PayrollSpanish version of Form 940EmployersAnnualJan 31
941-PRSpanish Version - Employer’s Quarterly Federal Tax ReturnEmployment / PayrollSpanish version of Form 941EmployersQuarterlyApr 30, Jul 31, Oct 31, Jan 31
SS-4Application for Employer Identification NumberBusiness TaxUsed to apply for a federal EINNew businesses, trusts, estatesOne-timeN/A
SS-4AApplication for EIN (International Applicants)Business TaxUsed by international applicants to obtain an EINForeign entitiesOne-timeN/A
1065U.S. Return of Partnership IncomeBusiness TaxReports income, deductions, gains, losses for partnershipsPartnershipsAnnualMar 15
1065-BReturn of Income for Electing Large PartnershipsBusiness TaxSpecialized return for large partnershipsLarge partnershipsAnnualMar 15
990Return of Organization Exempt From Income TaxBusiness TaxReports financials for tax-exempt organizationsTax-exempt organizationsAnnualMay 15
990-EZShort Form Return of Organization Exempt From Income TaxBusiness TaxSimplified version of Form 990 for small nonprofitsSmall tax-exempt organizationsAnnualMay 15
990-PFReturn of Private FoundationBusiness TaxReports financials for private foundationsPrivate foundationsAnnualMay 15
1120U.S. Corporation Income Tax ReturnBusiness TaxReports income, gains, losses, deductions, and credits for domestic C corporationsDomestic C corporationsAnnualApr 15
1120-SU.S. Income Tax Return for an S CorporationBusiness TaxReports income, deductions, gains, losses for S corps, passes through to shareholdersS corporationsAnnualMar 15
1120-FU.S. Income Tax Return of a Foreign CorporationBusiness TaxReports U.S. income for foreign corporationsForeign corporations doing business in the U.S.AnnualApr 15 (or 15th day of 6th month after year-end)
1120-POLU.S. Income Tax Return for Certain Political OrganizationsSpecialty TaxReports income of political organizationsPolitical organizationsAnnualMay 15
1120-REITU.S. Income Tax Return for Real Estate Investment TrustsSpecialty TaxReports income of REITsREIT entitiesAnnualApr 15
1120-RICU.S. Income Tax Return for RSpecialty TaxReports income for designated settlement fundsQualified settlement fundsAnnualApr 15
1120-SFU.S. Income Tax Return for Settlement FundsSpecialty TaxReports income for designated settlement fundsQualified settlement fundsAnnualApr 15
1120-PCU.S. Property and Casualty Insurance Company Income Tax ReturnSpecialty TaxReports income for property and casualty insurance companiesInsurance companiesAnnualApr 15
1120-LU.S. Life Insurance Company Income Tax ReturnSpecialty TaxReports income for life insurance companiesLife insurance companiesAnnualApr 15
1099-NECNonemployee CompensationInformation ReturnReports $600+ paid to independent contractorsBusinesses making payments to contractorsAnnualJan 31
1099-MISCMiscellaneous InformationInformation ReturnReports various payments like rents, prizes, awardsBusinesses, nonprofitsAnnualJan 31
1099-INTInterest IncomeInformation ReturnReports interest income of $10+Banks, lenders, businessesAnnualJan 31
1099-DIVDividends and DistributionsInformation ReturnReports dividends, capital gains, other distributionsCorporations, brokersAnnualJan 31
1099-BProceeds from Broker and Barter Exchange TransactionsInformation ReturnReports sale of stocks, securities, barter transactionsBrokers, barter exchangesAnnualFeb 15
1099-SProceeds from Real Estate TransactionsInformation ReturnReports sale/exchange of real estateReal estate agents, closing agentsAnnualFeb 15
1099-RDistributions from Pensions, Annuities, Retirement Plans, IRAsInformation ReturnReports retirement plan distributionsPlan administrators, insurance companiesAnnualJan 31
1099-GCertain Government PaymentsInformation ReturnReports unemployment, state tax refunds, agricultural paymentsGovernment agenciesAnnualJan 31
1099-CCancellation of DebtInformation ReturnReports forgiven or canceled debt of $600+Lenders, creditorsAnnualJan 31
1099-KPayment Card and Third Party Network TransactionsInformation ReturnReports payment transactions processed via cards or networksPayment processors, third-party networksAnnualJan 31
1099-LTCLong-Term Care and Accelerated Death BenefitsInformation ReturnReports certain insurance payoutsInsurance companiesAnnualJan 31
1099-QPayments from Qualified Education ProgramsInformation ReturnReports 529 plan and Coverdell ESA distributionsPlan administratorsAnnualJan 31
1099-SADistributions from an HSA, Archer MSA, or Medicare Advantage MSAInformation ReturnReports distributions from HSAs or MSAsAccount trustees, custodiansAnnualJan 31
1099-OIDOriginal Issue DiscountInformation ReturnReports taxable interest from OID debt instrumentsLenders, brokersAnnualJan 31
1099-HHealth Coverage Tax Credit (HCTC) Advance PaymentsInformation ReturnReports advance payments of HCTCHealth plan administratorsAnnualJan 31
1099-AAcquisition or Abandonment of Secured PropertyInformation ReturnReports acquisition/abandonment of secured propertyLenders, creditorsAnnualJan 31
1099-PATRTaxable Distributions Received from CooperativesInformation ReturnReports patronage dividends/distributionsCooperativesAnnualJan 31
1099-CAPChanges in Corporate Control and Capital StructureInformation ReturnReports shareholder gains from corporate actionsCorporationsAnnualJan 31
1099-QADistributions from ABLE AccountsInformation ReturnReports distributions from ABLE accountsABLE program administratorsAnnualJan 31
1099-SSASocial Security Benefit StatementInformation ReturnReports Social Security benefits receivedSocial Security AdministrationAnnualJan 31
1099-INTLForeign Interest Income (variation of 1099-INT)Information ReturnReports foreign-sourced interest incomeBanks, lenders, brokersAnnualJan 31
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About the author: Oran Yehiel

Oran Yehiel is the founder of Startup Geek, with an MBA specializing in financial management and a background in Deloitte. As a Certified Public Accountant and Digital Marketing Professional, he writes about venture capital, marketing, entrepreneurship, and more, bringing a wealth of experience to businesses seeking growth and success.