
A quick reference to the forms you will see most often in a tax office. Each link opens the official IRS page with the current form and instructions. Use the search box to filter.
| Form | Type | What it is for | Official link |
|---|---|---|---|
| Form 1040 | Return | U.S. Individual Income Tax Return. The main return for individuals. | IRS page |
| Form 1040-SR | Return | Version of Form 1040 with larger print for taxpayers age 65 or older. | IRS page |
| Schedule 1 (Form 1040) | Schedule | Additional income (such as business income and unemployment) and adjustments to income. | IRS page |
| Schedule A (Form 1040) | Schedule | Itemized deductions: medical expenses, taxes paid, mortgage interest, gifts to charity, casualty losses. | IRS page |
| Schedule C (Form 1040) | Schedule | Profit or loss from a business or side gig. | IRS page |
| Schedule SE (Form 1040) | Schedule | Self-employment tax on net earnings of $400 or more. | IRS page |
| Schedule EIC (Form 1040) | Schedule | Information about qualifying children for the earned income credit. | IRS page |
| Schedule 8812 (Form 1040) | Schedule | Child tax credit, credit for other dependents and additional child tax credit. | IRS page |
| Form W-2 | Income document | Wage and Tax Statement from an employer. | IRS page |
| Form 1099-NEC | Income document | Nonemployee compensation paid to independent contractors. | IRS page |
| Form 1099-K | Income document | Payments received through payment cards and third-party payment apps or platforms. | IRS page |
| Form 1099-MISC | Income document | Miscellaneous income such as rents, prizes and awards. | IRS page |
| Form 1099-INT | Income document | Interest income. | IRS page |
| Form 1099-DIV | Income document | Dividends and distributions. | IRS page |
| Form 1099-G | Income document | Unemployment compensation and state or local tax refunds. | IRS page |
| Form 1099-R | Income document | Distributions from pensions, annuities, retirement plans and IRAs. | IRS page |
| Form 1098 | Deduction document | Mortgage interest paid (used for Schedule A). | IRS page |
| Form 1098-T | Deduction document | Tuition statement used for education credits. | IRS page |
| Form 1098-E | Deduction document | Student loan interest paid. | IRS page |
| Form 1095-A | Health coverage | Health Insurance Marketplace statement, needed to complete Form 8962. | IRS page |
| Form 8962 | Credit | Premium tax credit for Marketplace health insurance. | IRS page |
| Form 2441 | Credit | Child and dependent care expenses credit. | IRS page |
| Form 8863 | Credit | Education credits (American Opportunity and Lifetime Learning). | IRS page |
| Form 8867 | Preparer | Paid preparer due diligence checklist for EITC, CTC/ACTC/ODC, AOTC and head of household. | IRS page |
| Form 8879 | Preparer | IRS e-file signature authorization signed by the taxpayer. | IRS page |
| Form 8888 | Refund | Allocation of refund among accounts, including split direct deposit. | IRS page |
| Form 4868 | Extension | Application for automatic extension of time to file. | IRS page |
| Form 4684 | Deduction | Casualties and thefts. | IRS page |
| Form W-7 | ID | Application for an IRS Individual Taxpayer Identification Number (ITIN). | IRS page |
| Form W-12 | Preparer | Application for a Preparer Tax Identification Number (PTIN) on paper. | IRS page |
| Form 8633 | Preparer | Application to become an authorized IRS e-file provider (today done online through IRS e-Services). | IRS page |
Always use the current-year form from IRS.gov.


