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www.taxworld.org
Tax World
The Summary of Major United States Tax Forms from the IRS
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Major IRS Tax Forms
The IRS (created in 1952) is the United States government agency that collects taxes and enforces the tax laws. It is a bureau of the Treasury Department. The US tax system, which the IRS oversees and administers, is largely based on the principle of voluntary compliance.
This section identifies the source of the major US tax forms on the IRS website.
The following forms are now included:
Form 706 - United States Estate (and Generation-Skipping Transfer) Tax Return
Form 706-A - United States Additional Estate Tax Return
Form 706-D - United States Additional Estate Tax Return Under Code Section 2057
Form 706-GS(D) - Generation-Skipping Transfer Tax Return for Distributions
Form 706-GS(D-1) - Notification of Distribution From a Generation-Skipping Trust
Form 706-GS(T) - Generation-Skipping Transfer Tax Return for Terminations
Form 706-NA - United States Estate (and Generation-Skipping Transfer) Tax Return
Form 706-QDT - U.S. Estate Tax Return for Qualified Domestic Trusts
Form 709 - United States Gift (and Generation-Skipping Transfer) Tax Return
Form 720 - Quarterly Federal Excise Tax Return
Forms 720-TO and 720-CS - Terminal Operator Report and Carrier Summary Report
Form 843 - Claim for Refund and Request for Abatement
Form 940 - Employer's Annual Federal Unemployment (FUTA) Tax Return
Form 940-EZ - Employer's Annual Federal Unemployment (FUTA) Tax Return
Form 941 - Employer's QUARTERLY Federal Tax Return
Form 941-M - Employer's MONTHLY Federal Tax Return
Form 941-SS - Employer's QUARTERLY Federal Tax Return
Form 943 - Employer's Annual Federal Tax Return for Agricultural Employees
Form 945 - Annual Return of Withheld Federal Income Tax
Form 990 and Form 990-EZ - Return of Organization Exempt From Income Tax and Short Form Return of Organization Exempt From Income Tax
Form 990-BL - Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons
Form 990-C - Farmers' Cooperative Association Income Tax Return
Form 990-PF - Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
Form 990-T. Exempt Organization Business Income Tax Return
Form 1028 - Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code
Form 1040-C - U.S. Departing Alien Income Tax Return
Form 1040-EZ - Income Tax Return for Single and Joint Filers With No Dependents
Form 1040NR-EZ - U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents
Form 1040-SS - U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)
Form 1040X - Amended U.S. Individual Income Tax Return
Form 1041 and Schedules A, B, D, G, I, J, and K-1 - U.S. Income Tax Return for Estates and Trusts
Form 1041-N - U.S. Income Tax Return for Electing Alaska Native Settlement Trusts
Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
Form 1045 (Rev. February 2006) - Application for Tentative Refund
Form 1065 - U.S. Return of Partnership Income
Form 1065-B - U.S. Return of Income for Electing Large Partnerships
Form 1066 - U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return
Form 1098 - Mortgage Interest Statement
Form 1098-C - Contributions of Motor Vehicles, Boats, and Airplanes
Forms 1098-E and 1098-T - Student Loan Interest Statement and Tuition Payments Statement
Forms 1099-A and 1099-C - Acquisition or Abandonment of Secured Property || Cancellation of Debt.
Form 1099-B - Proceeds from Broker and Barter Exchange Transactions
Form 1099-DIV - Dividends and Distributions (Info Copy Only)
Form 1099-G - Certain Government Payments
Form 1099-H - Health Insurance Advance Payments
Forms 1099-INT and 1099-OID - Interest Income and Original Issue Discount
Form 1099-LTC - Long Term Care and Accelerated Death Benefits
Form 1099-MISC - Miscellaneous Income
Form 1099-PATR - Taxable Distributions Received From Cooperatives
Forms 1099-R and 5498 - Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1099-S - Proceeds from Real Estate Transactions
Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust)
Form 1118 - Foreign Tax Credit - Corporations
Forms 1120 and 1120-A - U.S. Corporation Income Tax Return || U.S. Corporation Short-Form Income Tax Return
Form 1120-F - U.S. Income Tax Return of a Foreign Corporation
Form 1120-FSC - U.S. Income Tax Return of a Foreign Sales Corporation
Form 1120-IC-DISC - Interest Charge Domestic International Sales Corporation Return
Form 1120-L - U.S. Life Insurance Company Income Tax Return
Form 1120-PC - U.S. Property and Casualty Insurance Company
Form 1120-REIT - U.S. Income Tax Return for Real Estate Investment Trusts
Form 1120-RIC - U.S. Income Tax Return for Regulated Investment Companies
Form 1120S - U.S. Income Tax Return for an S Corporation
Form 1120-SF - U.S. Income Tax Return for Settlement Funds
Form 1139 - Corporation Application for Tentative Refund
Form 2106 - Employee Business Expenses
Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts
Form 2220 - Underpayment of Estimated Tax by Corporations
Form 2290 - Heavy Highway Vehicle Use Tax Return
Form 2441 - Child and Dependent Care Expenses
Form 2553 - Election by a Small Business Corporation
Form 2555 - Foreign Earned Income
Form 2555-EZ - Foreign Earned Income Exclusion
Form 2848 - Power of Attorney and Declaration of Representative
Form 3115 - Application for Change in Accounting Method
Form 3520 - Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Form 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner
Form 4562 - Depreciation and Amortization (Including Information on Listed Property)
Form 4626 - Alternative Minimum Tax - Corporations
Form 4684 - Casualties and Thefts
Form 4720 - Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code
Form 4768 - Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
Form 4797 - Sales of Business Property
Form 5227 - Split-Interest Trust Information Return
Form 5300 - Application for Determination for Employee Benefit Plan
Form 5307 - Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans
Form 5310 - Application for Determination for Terminating Plan
Form 5310-A - Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Form 5329 - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 5471 - Information Return of U.S. Persons With Respect to Certain Foreign Corporations
Form 5498-ESA - Coverdell ESA Contribution Information
Form 5500 - Annual Return/Report of Employee Benefit Plan
Form 5500-EZ - Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Form 5713 - International Boycott Report
Form 5735 - Possessions Corporation Tax Credit
Form 6198 - At-Risk Limitations
Form 6251 - Alternative Minimum Tax - Individuals
Form 8023 - Elections Under Section 338 for Corporations Making Qualified Stock Purchases
Form 8027 - Employer's Annual Information Return of Tip Income and Allocated Tip
Form 8038-G - Information Return for Tax-Exempt Governmental Obligations
Form 8038-T - Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate
Form 8082 - Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
Form 8264 - Application for Registration of a Tax Shelter
Form 8275 - Disclosure Statement
Form 8275-R - Regulation Disclosure Statement
Form 8390 - Information Return for Determination of Life Insurance Company Earnings Rate Under Section 809
Form 8582 - Passive Activity Loss Limitations
Form 8582-CR - Passive Activity Credit Limitations
Form 8594 - Asset Acquisition Statement Under Section 1060
Form 8606 - Nondeductible IRAs
Form 8615 - Tax for Children Under Age 14 With Investment Income of More Than $1,600
Form 8621 - Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
Form 8697 - Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
Forms 8804, 8805, and 8813 - Annual Return for Partnership Withholding Tax || Foreign Partner's Information Statement of Section 1446 Withholding tax || Partnership Withholding Tax Payment.
Form 8810 - Corporate Passive Activity Loss and Credit Limitations
Form 8828 - Recapture of Federal Mortgage Subsidy
Form 8829 - Expenses for Business Use of Your Home
Form 8839 - Qualified Adoption Expenses
Form 8850 - Pre-Screening Notice and Certification Request for the Work Opportunity and Welfare-to-Work Credits
Form 8853 - Archer MSAs and Long-Term Care Insurance Contracts
Form 8854 - Initial and Annual Expatriation Information Statement
Form 8866 - Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
Form CT-1 - Employer's Annual Railroad Retirement Tax Return
Form SS-4 - Application for Employer Identification Number
Form T - Forest Activities Schedule
Form W-9 - Request for Taxpayer Identification Number and Certification
The IRS
In 2004 the IRS collected more than $2 trillion in tax revenue, processing more than 224 million tax returns. Its address is: IRS, 1111 Constitution Avenue, NW Washington, DC 20224, USA. Its main website is: www.irs.gov
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To provide easy to access information to all tax payers and students of taxation systems.
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| Coming Soon: |
| We are currently expanding this section to include a wider range of forms. |
| Popular IRS Forms |
Currently, the most commonly downloded forms are as follows:
Form W-4
Form W-9
Form SS-4
Form 8822
Form 1040
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| Tax Resources |
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