Tax Forms Reference Library
Tax forms reference library illustration

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.