U.S. Individual Income Tax Return - Known Limitations
U.S. Tax Return for Seniors
Payment Voucher
Estimated Tax Payments
Distributions From Pensions
Itemized Deductions - Known Limitations
Interest and Ordinary Dividends
Profit or Loss From Business
Capital Gains and Losses
Supplemental Income and Loss - Known Limitations
Earned Income Credit - Known Limitations
Profit or Loss From Farming
Household Employment Taxes
Farm Income Averaging
Credit for the Elderly or the Disabled
Self-Employment Tax
Foreign Tax Credit - Known Limitations
Statement of Person Claiming Refund Due of a Deceased Taxpayer (You cannot e-file a return with this form attached. You can complete the form and mail it with your return.)
Employee Business Expenses
Unreimbursed Employee Business Expenses
Multiple Support Declaration
Underpayment of Estimated Tax by Farmers and Fishermen
Notice to Shareholder of Undistributed Long-Term Capital Gains
Child and Dependent Care Expenses - Known Limitations (Complete line 1 columns (a) through (d) for each person or organization that provided the care. Don't forget to include their SSN or EIN.)
Foreign Earned Income
Investment Credit
General Business Credit
Moving Expenses
Credit for Federal Tax Paid on Fuels
Social Security and Medicare Tax on Unreported Tip Income
Recapture of Investment Credit
Casualties and Thefts
Sales of Business Property - Known Limitations
Farm Rental Income and Expenses
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
Investment Interest Expense Deduction
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
First-Time Homebuyer Credit - (Only Page 2
Residential Energy Credits
Noncash Charitable Contribution - Known Limitations
Expenses for Business Use of Your Home - Known Limitations (Add from the Schedule C)
Information To Claim Earned Income Credit After Disallowance
Education Credits (Hope and Lifetime Learning Credits) - Known Limitations (Complete First Page 2
Credit for Qualified Retirement Savings Contributions - Known Limitations
Direct Deposit of Refund to more than 1 account
Health Savings Accounts (HSAs) - Known Limitations
Tuition and Fees Deduction
Sales and other Dispositions of Capital Assets - Known Limitation
Premium Tax Credit - Known Limitations
Health Coverage Exemptions - Known Limitations
Reduction of Tax Attributes Due to Discharge of Indebtedness (And Section 1082 Basis Adjustment)
Employees Withholding Certificate
Request for Taxpayer Identification Number (TIN) and Certification
IRS Tax Forms
When filing your federal income taxes you will need to know which IRS tax forms you need to use. There
are different IRS tax forms for different situations. Everyone's situation is different so there are
different forms for those situations.
The 1040EZ is the simplest of all the IRS tax forms. Individuals who earn a wage that is below a certain
amount and who do not have a lot of interest income can use the 1040EZ. There is only one tax credit
that can be taken advantage of with this form, which is the earned income credit. If you wish to take
advantage of other tax credits then you will need to use one of the other IRS tax forms. You should also
note that you may only use the 1040EZ if you are single or you are married filing jointly.
The 1040A is for situations where the taxes are somewhat more complicated. You cannot itemize deductions
on the 1040A. You do have the opportunity to subtract possible contributions to IRAs as well as interest
that has been paid on student loans on the 1040A. There are other credits that can be taken
advantage of on this form including education, adoption, dependent care and child care credits.
The most complicated of all the individual IRS tax forms is the 1040. Although the 1040 is the most
complicated of the IRS tax forms, it also offers the most opportunities for reducing taxes. Along with
student loan interest and IRA contributions, the 1040 also allows other deductions such as medical
savings account contributions, alimony payments and moving expenses. If you are self-employed the 1040
also allows you to deduct part of your self-employment taxes as well as health insurance. You can also
itemize your deductions with the 1040, which is something that you cannot do with other IRS tax forms.
There are other tax credits which can be taken on the 1040 that are not allowed to be taken on the
other two individual IRS tax forms. You are required to use the 1040 if you have specific types of
income, including self-employment earnings or capital gains and if you pay household help.
If you use a tax preparation program or you consult a professional to help you in preparing your taxes
you will receive guidance that will help you to make sure that you are using the correct IRS tax forms.