Tax Checklist & Forms

1040

U.S. Individual Income Tax Return.

Form | Instructions

1040ES

Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).

Form & Instructions

1040X

Amended U.S. Individual Income Tax Return.

Form | Instructions

Schedule A (1040) 

Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.

Form | Instructions

Schedule B (Form 1040)

Interest and Ordinary Dividends.

Form & Instructions

Schedule C (Form 1040)

Profit or Loss from Business (Sole Proprietorship).

Form | Instructions

Schedule SE (From 1040)

Self Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program. 

Form | Instructions

W-4

Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay. 

Form & Instructions

W-9

Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA. 

Form | Instruction

1099

Miscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee. 

Form

941

Employer's Quarterly Federal Tax Return.

Form | Instructions

4868

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Use this form to apply for 6 more months to file Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-PR, or 1040-SS.

Form & Instructions

8863

Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible post-secondary educational institution. 

Form | Instructions

8917

Tuition and Fees Deduction.

Form & Instructions