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Tax Center >> Tax Forms & Applications >>
Tax Forms- Individuals
We have compiled a list of important informational packets for individuals and businesses- take a look at our Taxpayer Education center for more information.
U.S. Individual Income Tax Return (Form 1040)
Form 1040 and schedules are used by individuals to report their income tax liability. The data is used to verify that the items reported on the forms are correct, and also for general statistical use.
Income Tax Return for Single and Joint Filers with No Dependents (Form 1040 EZ)
U.S. citizens or residents who file as single or joint with no dependents can use the shorter Form 1040-EZ to report income, taxes, and payments.
Estimated Tax for Individuals (Form 1040-ES)
Persons with income not subject to tax withholding use Form 1040-ES to figure and pay estimated tax.
U.S. Income Tax Return for Estates and Trusts (Form 1041)
IRC section 6012 requires that an annual income tax return be filed for estates and trusts. Data is used to determine that the estates, trusts, and beneficiaries filed the proper returns and paid the correct tax. IRC section 59 requires the fiduciary to re-compute the distributable net income on a minimum tax basis.
Unreimbursed Employee Business Expenses
Employees who are not reimbursed by their employer and who, if claiming vehicle expenses, use the standard mileage rate, use Form 2106-EZ to support deductions for ordinary and necessary business travel, transportation, and entertainment expenses.
Wage and Tax Statement- Form W 2
Employers file Form W-2 to report wages, tips, and other compensation paid to employees as well as FICA and withheld income taxes.
Employee’s Withholding Allowance Certificate- Form W 4
Employees complete Form W-4 and gives it to their employer so their employer withholds the correct Federal income tax from their pay.
Request for Taxpayer Identification Number and Certification- Form W 9
U.S. persons use Form W-9 to provide their correct taxpayer identification number (TIN) to payers (or brokers) who are required to file information returns with IRS.
IRS Withholding Calculator
** You can find all of these forms and hundreds more on the IRS Forms Catalog website. |
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