Form 1040 U.S. Individual Income Tax Return
The annual federal income tax return for U.S. citizens and residents.
When: April 15 for calendar-year filers
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A quick reference, not tax advice. Due dates are for calendar-year filers; a deadline that falls on a weekend or legal holiday moves to the next business day. Always confirm with IRS.gov or your tax professional.
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Individual returns & credits
Form 1040-SR U.S. Tax Return for Seniors
An optional, larger-print version of Form 1040 for filers age 65 or older.
When: April 15 for calendar-year filers
Form 1040-NR U.S. Nonresident Alien Income Tax Return
The income tax return for nonresident aliens with U.S.-source income.
When: April 15 if you had wages subject to withholding; otherwise June 15
Form 1040-ES Estimated Tax for Individuals
Quarterly estimated tax payments for income without withholding — self-employment, rent, investments.
When: April 15, June 15, September 15 and January 15
Form 8962 Premium Tax Credit (PTC)
Reconciles the health-insurance premium credit for coverage bought through the Marketplace.
When: Filed with Form 1040
Form 8863 Education Credits (American Opportunity and Lifetime Learning Credits)
Claims the American Opportunity and Lifetime Learning credits for college tuition.
When: Filed with Form 1040
Form 2441 Child and Dependent Care Expenses
Claims the credit for paying someone to care for a child or dependent so you can work.
When: Filed with Form 1040
Form 8889 Health Savings Accounts (HSAs)
Reports HSA contributions, deductions and distributions.
When: Filed with Form 1040
Form 8949 Sales and Other Dispositions of Capital Assets
Lists each sale of stocks, crypto or other capital assets; the totals flow to Schedule D.
When: Filed with Schedule D
Form 8829 Expenses for Business Use of Your Home
Calculates the home-office deduction for a sole proprietor filing Schedule C.
When: Filed with Schedule C
Form 1040 schedules
Schedule 1 Additional Income and Adjustments to Income
Income not reported on Form 1040 itself — business, rental, unemployment — and adjustments such as student-loan interest.
When: Filed with Form 1040
Schedule 2 Additional Taxes
Additional taxes such as self-employment tax and the alternative minimum tax.
When: Filed with Form 1040
Schedule 3 Additional Credits and Payments
Nonrefundable credits and other payments, such as the foreign tax credit and an extension payment.
When: Filed with Form 1040
Schedule A Itemized Deductions
Itemized deductions — mortgage interest, state and local taxes, charitable gifts, medical expenses.
When: Filed with Form 1040
Schedule B Interest and Ordinary Dividends
Lists interest and dividend income above the reporting threshold, plus foreign-account questions.
When: Filed with Form 1040
Schedule C Profit or Loss From Business (Sole Proprietorship)
Business income and expenses for sole proprietors and single-member LLCs.
When: Filed with Form 1040
Schedule D Capital Gains and Losses
Totals capital gains and losses from Form 8949 and other sources.
When: Filed with Form 1040
Schedule E Supplemental Income and Loss
Rental real estate, royalties, and income from partnerships, S corporations, estates and trusts.
When: Filed with Form 1040
Schedule SE Self-Employment Tax
Calculates Social Security and Medicare tax on self-employment earnings.
When: Filed with Form 1040
Schedule 8812 Credits for Qualifying Children and Other Dependents
Calculates the child tax credit and the credit for other dependents.
When: Filed with Form 1040
Business & entity returns
Form 1065 U.S. Return of Partnership Income
The annual information return for partnerships and multi-member LLCs.
When: March 15 for calendar-year partnerships
Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc.
Each partner's share of the partnership's income, deductions and credits.
When: To partners by the Form 1065 due date
Form 1120 U.S. Corporation Income Tax Return
The annual income tax return for C corporations.
When: April 15 for calendar-year corporations
Form 1120-S U.S. Income Tax Return for an S Corporation
The annual return for S corporations, which pass income through to shareholders.
When: March 15 for calendar-year S corporations
Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc.
Each shareholder's share of the S corporation's income, deductions and credits.
When: To shareholders by the Form 1120-S due date
Form 2553 Election by a Small Business Corporation
Elects S corporation status for an eligible corporation or LLC.
When: Generally within 2 months and 15 days of the start of the tax year it applies to
Form 8832 Entity Classification Election
Chooses how an eligible entity, such as an LLC, is classified for federal tax purposes.
When: When electing or changing classification
Form 4562 Depreciation and Amortization
Claims depreciation, Section 179 expensing and amortization on business assets.
When: Filed with the return claiming the deduction
Form 990 Return of Organization Exempt From Income Tax
The annual information return for most tax-exempt organizations.
When: 15th day of the 5th month after year end (May 15 for calendar years)
Employers & payroll
Form W-4 Employee's Withholding Certificate
An employee tells the employer how much federal income tax to withhold. Given to the employer, not filed with the IRS.
When: At hire, and whenever your situation changes
Form W-2 Wage and Tax Statement
Reports an employee's annual wages and the taxes withheld from them.
When: To employees and the SSA by January 31
Form W-3 Transmittal of Wage and Tax Statements
The summary that accompanies paper W-2s sent to the Social Security Administration.
When: To the SSA by January 31
Form 941 Employer's Quarterly Federal Tax Return
Reports income tax withheld and Social Security and Medicare taxes each quarter.
When: April 30, July 31, October 31 and January 31
Form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return
Reports the employer's annual federal unemployment tax.
When: January 31
Form 944 Employer's Annual Federal Tax Return
An annual replacement for Form 941 for very small employers the IRS has notified to use it.
When: January 31
Information returns (W-9, 1099, 1098)
Form W-9 Request for Taxpayer Identification Number and Certification
A contractor or vendor gives you their taxpayer ID so you can issue a 1099. Kept on file, not sent to the IRS.
When: Before you pay a contractor or vendor
Form 1099-NEC Nonemployee Compensation
Reports payments to independent contractors.
When: To recipients and the IRS by January 31
Form 1099-MISC Miscellaneous Information
Reports rents, royalties, prizes and other miscellaneous income.
When: To recipients by January 31
Form 1099-INT Interest Income
Reports interest paid by banks and other payers.
When: To recipients by January 31
Form 1099-DIV Dividends and Distributions
Reports dividends and other distributions paid to shareholders.
When: To recipients by January 31
Form 1099-B Proceeds From Broker and Barter Exchange Transactions
Reports sales of stocks and other securities through a broker.
When: To recipients by February 15
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Reports distributions from retirement plans, pensions, IRAs and annuities.
When: To recipients by January 31
Form 1099-K Payment Card and Third Party Network Transactions
Reports payments received through card processors and payment apps.
When: To recipients by January 31
Form 1098 Mortgage Interest Statement
Reports the mortgage interest a lender received from a borrower.
When: To recipients by January 31
Form 1098-T Tuition Statement
Reports tuition billed or paid, used to claim education credits.
When: To recipients by January 31
Form 1095-A Health Insurance Marketplace Statement
Sent by the Marketplace; the figures are needed to complete Form 8962.
When: To recipients by January 31
Form 1096 Annual Summary and Transmittal of U.S. Information Returns
The cover summary sent with paper-filed 1099s and other information returns.
When: With the paper returns it transmits
Extensions, amendments & IDs
Form 4868 Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
Extends the individual filing deadline to October 15. It does not extend the time to pay.
When: April 15 for calendar-year filers
Form 7004 Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
Extends the filing deadline for business returns such as 1065, 1120 and 1120-S.
When: By the original due date of the return
Form 1040-X Amended U.S. Individual Income Tax Return
Corrects a Form 1040 you have already filed.
When: Generally within 3 years of filing, or 2 years of paying the tax, whichever is later
Form SS-4 Application for Employer Identification Number (EIN)
Applies for an EIN for a business, trust, estate or employer.
When: Before you need the EIN
Form W-7 Application for IRS Individual Taxpayer Identification Number
Applies for an ITIN for people who need a U.S. taxpayer ID but cannot get a Social Security number.
When: Usually with the first tax return that needs it
Form 2848 Power of Attorney and Declaration of Representative
Authorizes a CPA, attorney or enrolled agent to represent you before the IRS.
When: When you appoint a representative
Form 8821 Tax Information Authorization
Lets a person you name see your tax information, without representing you.
When: When you grant access
Form 8879 IRS e-file Signature Authorization
Authorizes your tax preparer to e-file your return using your PIN.
When: Before the preparer e-files
Form 9465 Installment Agreement Request
Asks to pay a tax balance in monthly installments.
When: When you cannot pay in full
Form 8822 Change of Address
Tells the IRS your home mailing address has changed.
When: When you move
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