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IRS Tax Forms and Uses

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Form 1040

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U.S. Individual Income Tax Return; used by individuals to file their annual income tax return.

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Form 1040-ES

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Estimated Tax for Individuals; used to pay estimated taxes for income not subject to withholding tax.

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Form 1040-X

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Amended U.S. Individual Income Tax Return; used to make changes to a previously filed Form 1040.

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Form 1065

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U.S. Return of Partnership Income; used by partnerships to report their income, gains, losses, deductions, etc.

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Form 1120

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U.S. Corporation Income Tax Return; used by C corporations to report their income, losses, and dividends.

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Form 1120-S

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U.S. Income Tax Return for an S Corporation; used by S corporations for reporting income, losses, dividends, etc.

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Form 990

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Return of Organization Exempt from Income Tax; used by non-profit and tax-exempt organizations to provide the IRS with the information required by section 6033.

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Form W-2

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Wage and Tax Statement; used to report an employee's annual wages and the amount of taxes withheld from their paycheck.

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Form W-4

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Employee's Withholding Certificate; used by employees to indicate their tax situation to their employer so that the employer can withhold the correct amount of federal income tax from their pay.

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Form W-9

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Request for Taxpayer Identification Number and Certification; used by individuals and entities to provide their taxpayer identification number to entities that will pay them income during the tax year.

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Form 1099-MISC

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Miscellaneous Information; used to report payments made in the course of a trade or business to others for rent, services performed by a non-employee, prizes and awards, other income payments, medical and health care payments, crop insurance proceeds, cash payments for fish (or other aquatic life), etc.

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Form 1099-INT

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Interest Income; used to report interest income from banks and other financial institutions.

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Form 1098

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Mortgage Interest Statement; used to report mortgage interest (including points) of 600ormorereceivedbythetaxpayerduringtheyearinthecourseoftradeorbusinessfromanindividual.600 or more received by the taxpayer during the year in the course of trade or business from an individual.

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Form 4868

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Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; provides taxpayers with an additional six months to file their Form 1040, 1040A, or 1040EZ.

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Form 940

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Employer's Annual Federal Unemployment (FUTA) Tax Return; used to report the amount of unemployment taxes owed by employers at the end of the year.

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