Tax forms, guides and key dates
The official forms and publications our clients ask about most, always linked to the current version on IRS.gov, plus the dates that matter.
Everyday forms
Form 1040, U.S. Individual Income Tax Return
The main individual tax form and its instructions.
Open on IRS.gov →Form W-4, Employee's Withholding Certificate
Tell your employer how much tax to withhold.
Open on IRS.gov →Form W-9, Request for Taxpayer Identification Number
Give your TIN to someone who will pay you.
Open on IRS.gov →Form 4868, Extension of Time to File
Request an automatic six-month filing extension.
Open on IRS.gov →Form 1040-ES, Estimated Tax for Individuals
Worksheets and vouchers for quarterly payments.
Open on IRS.gov →Form 2848, Power of Attorney
Let your CPA represent you before the IRS.
Open on IRS.gov →Business forms
Form SS-4, Application for an EIN
Get an employer identification number (or apply online).
Open on IRS.gov →Form 1120-S, S Corporation Return
The yearly return for S corporations.
Open on IRS.gov →Form 1065, Partnership Return
The yearly return for partnerships and multi-member LLCs.
Open on IRS.gov →Form 941, Employer's Quarterly Federal Tax Return
Report payroll taxes each quarter.
Open on IRS.gov →Foreign accounts and international
FBAR: Report of Foreign Bank and Financial Accounts
FinCEN information and the BSA E-Filing System.
Open on FinCEN.gov →Form 8938, Statement of Specified Foreign Financial Assets
Filed with your tax return when thresholds are met.
Open on IRS.gov →Publication 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad
Foreign income, exclusions and credits.
Open on IRS.gov →Publication 519, U.S. Tax Guide for Aliens
Residency rules and taxes for non-U.S. citizens.
Open on IRS.gov →Guides
Publication 17, Your Federal Income Tax
The comprehensive guide for individuals.
Open on IRS.gov →Publication 334, Tax Guide for Small Business
Schedule C filers and sole proprietors.
Open on IRS.gov →Publication 463, Travel, Gift and Car Expenses
Mileage, meals and travel rules.
Open on IRS.gov →Publication 527, Residential Rental Property
Landlord income, expenses and depreciation.
Open on IRS.gov →Publication 550, Investment Income and Expenses
Stocks, bonds, wash sales and capital gains.
Open on IRS.gov →Publication 15, Employer's Tax Guide
Payroll withholding and deposit rules.
Open on IRS.gov →Publication 509, Tax Calendars
Official deadlines for individuals and businesses.
Open on IRS.gov →Help from the IRS
Where's My Refund?
Check the status of your federal refund.
Open on IRS.gov →Get a tax transcript
Copies of your past returns and account information.
Open on IRS.gov →Pay your taxes
Direct Pay, payment plans and other options.
Open on IRS.gov →Tax Withholding Estimator
Check that your paycheck withholding is on track.
Open on IRS.gov →Let's talk about your taxes, your business, your plans.
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