Updated for tax year 2023.
What are tax forms?
Income tax forms are the official government documents the IRS requires you to fill out when you file your taxes. Usually, the more complicated your finances are the more tax forms you may need to fill out.
On top of the federal tax forms, many states and cities (like Portland) have their own tax forms you may need to complete. Often, the local tax forms are modeled after the federal forms.
Where to get IRS tax forms?
You can download tax forms from many places, including the IRS website. However, many of those sites don’t help you fill out the forms. TaxAct® can help you fill out your tax forms if you file using our intuitive tax prep software.
Below is a list of the most common IRS tax forms you may need to file your taxes this year.
Federal tax forms
Form 941 – Employer’s Quarterly Federal Tax Form
Form 1040 – Long – Individual Federal Income Tax Return
Form 1040-SR – Tax Return for Seniors
Form 1040-ES – Estimated Tax for Individuals
Form 1040-V – IRS Payment Voucher
Form 1040-X – File Amended Tax Return
Form 8863 – Education Credits
Form 8962 – Premium Tax Credit
Form W-4 -Employee Federal Withholding
Form W-7 – Individual Taxpayer Identification Number
Form W-9 – Request Your Tax Information
Informational tax statements
Form W-2 – Federal Tax Withheld
Form 1095-A – Health Insurance Marketplace Statement
Form 1095-B Form – Health Coverage
Form 1095-C – Employer-Provided Health Insurance Offer and Coverage
Form 1099-B – Stocks & Investment Sales
Form 1099-G – Unemployment Compensation
Form 1099-K – Payment Card and Third-Party Network Transactions
Form 1099-R – Retirement Distributions
Form 1099-S – Real Estate Proceeds
Form 1099-NEC, Nonemployee Compensation
Form 1099-MISC – Miscellaneous Information
Form 1098-T – Tuition Statement
Form 5498 – IRA Contributions
What are tax schedules?
Tax schedules are another type of tax form you may be required to prepare and submit with your tax return when you have certain types of income or deductions. This can include income from interest, the sale of property, or charitable contributions. Here’s a list of common schedules.
Tax schedules
Schedule A Tax Form – Report Itemized Deductions
Schedule B Tax Form – Interest & Dividend Income
Schedule C Tax Form – Self-Employed Income
Schedule D Tax Form – Capital Gain or Losses
Schedule E Tax Form – Real Estate Gain or Losses
Schedule SE Tax Form – Self-employment Tax
Schedule K-1 – Business Tax Form
This article is for informational purposes only and not legal or financial advice.
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