Small Business Taxes & Management

IRS Forms


Small Business Taxes & Management--Copyright 2017, A/N Group, Inc.

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Introduction

We've compiled a list of the most popular IRS forms. We've broken the list down into two categories -- Personal and Business. There are actually many more forms; by deleting the more arcane ones we've made the list more usable. (For example, Form 6197 is for auto manufacturers to pay the gas guzzler tax. You won't find that in our list.) You can also use the find feature in your browser (CTRL F) to search the list. When you find the form you want, just click on the link to go directly to the IRS site and the latest PDF version of the form. Be sure to check the date on the form carefully. The link below should take you to the current-year version. Many forms are revised annually and the IRS keeps older forms on line. Many revisions occur after a major tax law change or near the end of the year. For the most popular forms on the list we've also included a quick link to the instructions. Click on the INST to the right of the form name.

Note. In the Forms for Business section we've included a link to the I-9, Employment Eligibility Verification form.

Employment forms such as W-2, W-3, 1099-MISC, etc. can be ordered from the IRS at www.irs.gov/businesses/page/0,,id=23108,00.html

To review all the forms or download a form not listed here, go to the IRS web site at IRS Forms and Publications

 

Forms for Individuals

Form No. Form Name Instructions
   
56 Notice Concerning Fiduciary Relationship
709 United States Gift (and Generation-Skipping Transfer) Tax Return INST
720 Quarterly Federal Excise Tax Return
843 Claim for Refund and Request for Abatement
911 Application for Taxpayer Assistance Order
982 Reduction of Tax Attributes Discharge of Indebtedness
1040 U.S. Individual Income Tax Return INST
1040A U.S. Individual Income Tax Return
1040EZ U.S. Individual Income Tax Return
1040ES Estimated Tax for Individuals
Schd A Itemized Deductions INST
Schd B Interest and Dividends
Schd C Profit or Loss from Business (Sole Proprietorship) INST
Schd C-EZ Profit or Loss from Business (Sole Proprietorship)
Schd D Capital Gains and Losses INST
Schd E Supplemental Income and Loss (Rental Income; S Corporation and Partnerships) INST
Schd EIC Earned Income Credit
Schd F Profit or Loss From Farming
Schd H Household Employment Taxes INST
Schd J Income Averaging for Farmers and Fishermen INST
Schd R Credit for the Elderly or the Disabled
Schd SE Self-Employment Tax INST
1040NR U.S. Nonresident Alien Income Tax Return
1040X Amended U.S. Individual Income Tax Return INST
1045 Application for Tentative Refund INST
1116 Foreign Tax Credit (Individual, Estate, or Trust) INST
1127 Application for Extension of Time for Payment of Tax Due to Undue Hardship
1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
2106 Employee Business Expenses INST
2106-EZ Unreimbursed Employee Business Expenses
2120 Multiple Support Declaration
2210 Underpayment of Estimated Tax by Individuals INST
2210F Underpayment of Estimated Tax by Farmers and Fishermen
2350 Application for Extension of Time to File U.S. Income Tax Return (for U.S. citizens and resident aliens abroad)
2441 Child and Dependent Care Expenses INST
2555 Foreign Earned Income Exclusion INST
2555EZ Foreign Earned Income Exclusion
2848 Power of Attorney and Declaration of Representative INST
3468 Investment Credit
3520 Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
3800 General Business Credit
3903 Moving Expenses
3911 Taxpayer Statement Regarding Refund
4136 Credit for Federal Tax Paid on Fuels
4137 Social Security and Medicare Tax on Unreported Tip Income
4255 Recapture of Investment Credit
4506 Request for Copy of Tax Return
4506-T Request for Transcript of Tax Return
4506T-EZ Short Form Request for Individual Tax Return Transcript
4562 Depreciation and Amortization INST
4684 Casualties and Thefts INST
4797 Sales of Business Property INST
4835 Farm Rental Income and Expenses
4852 Substitute for Form W-2, Wage and Tax Statement
4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
4952 Investment Interest Expense Deduction
4972 Tax on Lump-Sum Distributions
5304-SIMPLE Savings Incentive Match Plan for Employee
5305-R Roth Individual Retirement Trust Account
5329 Additional Taxes on Qualified Plans INST
5405 First-Time Homebuyer Credit INST
5500-EZ Annual Return of One-Participant Retirement Plan
5695 Residential Energy Credits
6198 At-Risk Limitations INST
6251 Alternative Minimum Tax INST
6252 Installment Sale Income
6781 Gains and Losses From Section 1256 Contracts and Straddles
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request
8271 Reporting of Tax Shelter Registration Number
8283 Non-Cash Charitable Contributions INST
8332 Release of Claim to Exemption
8396 Mortgage Interest Credit
8453 Transmittal for an IRS e-file Return (1040)
8582 Passive Activity Loss Limitation INST
8606 Nondeductible IRAs INST
8615 Child With Investment Income INST
8801 Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts INST
8812 Additional Child Tax Credit
8814 Parent's Election for Child's Income
8815 Exclusion of Interest From Savings Bonds
8818 Optional Form To Record Redemption of EE and I U.S. Savings Bonds Issued After 1989
8821 Tax Information Authorization
8822 Change of Address
8824 Like Kind Exchange INST
8829 Expenses for Business Use of Your Home INST
8839 Qualified Adoption Expenses
8857 Request for Innocent Spouse Treatment
8859 District of Columbia First-Time Homebuyer Credit
8862 Information to Claim EIC After Disallowance
8863 Education Credits INST
8880 Credit for Qualified Retirement Savings Contribution
8888 Direct Deposit of Refund
8889 Health Savings Accounts (HSAs) INST
8892 Payment of Gift/GST Tax and/or Application for Extension of Time to File Form 709
8910 Alternative Motor Vehicle Credit
8917 Tuition and Fees Deduction
8938 Statment of Specified Foreign Financial Assets INST
8949 Sales and Other Dispositions of Capital AssetsINST
8959 Additional Medicare Tax INST
8960 Net Investment Income Tax--Individuals, Estates and Trusts INST
8962 Premium Tax Credit INST
8965 Health Coverage Exemptions INST
9465 Installment Agreement Request INST
FinCEN 114 Report of Foreign Bank and Financial Accounts--Electronic Only

 

Forms for Businesses

Form No.      Form Name
I-9 Employment Eligibility Verification
W-4 Employee's Withholding Allowance Certificate
W-9 Request for Taxpayer Identification Number and Certification INST
941 Employer's QUARTERLY Federal Tax Return INST
941 Schd B Schedule B for Form 941 INST
941-X Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund INST
966 Corporate Dissolution or Liquidation
982 Reduction of Tax Attributes Due to Discharge of Indebtedness
1041 U.S. Income Tax Return for Estates and Trusts INST
Schd D Capital Gains and Losses (Form 1041) INST
Schd I Alternative Minimum Tax (Form 1041) INST
Schd K-1 Beneficiary's Share of Income, Deductions, Credits, etc.
1065 U.S. Partnership Return of Income INST
Schd D Capital Gains and Losses (Partnership)
Schd K-1 Partner's Share of Income, Credits, Deductions, etc. INST
1099-Inst General Instructions for Certain Information Returns
1099-MISC Miscellaneous Income INST
1118 Foreign Tax Credit - Corporations
1120 U.S. Corporation Income Tax Return INST
Schd G Information on Certain Persons Owning the Corporation's Voting Stock
Schd H Section 280H Limitations for a Personal Service Corporation (PSC)
Schd PH U.S. Personal Holding Company (PHC) Tax
1120S U.S. Income Tax Return for an S Corporation INST
1125A Cost of Goods Sold
Schd D Capital Gains and Losses
Schd K-1 Shareholder's Share of Income, Credits, Deductions, etc. INST
1120W Estimated Tax for Corporations
1120X Amended U.S. Corporation Income Tax Return
1122 Authorization and Consent of Subsidiary Corporation to be Included in Consolidated Income Tax Return
1127 Application and Extension of Time for Payment of Tax
1128 Application to Adopt, Change or Retain a Tax Year
1138 Extension of Time for Payment of Taxes By a Corporation Expecting a Net Operating Loss Carry-Back
1139 Corporation Application for Tentative Refund
2220 Underpayment of Estimated Tax by Corporation
2553 Election by a Small Business Corporation (S election) INST
2848 Power of Attorney and Declaration of Representative
3115 Application for Change in Accounting Method INST
4136 Credit For Federal Tax Paid on Fuels
4255 Recapture of Investment Credit
4466 Corporation Application for Quick Refund of Overpayment of Estimated Tax
4562 Depreciation and Amortization INST
4626 Alternative Minimum Tax - Corporation
4797 Sales of Business Property INST
4835 Farm Rental Income and Expenses
5452 Corporate Report of Nondividend Distribution
5500-EZ Annual Return of One-Participant Retirement Plan INST
5735 Possessions Corporation Tax Credit
5884 Work Opportunity Credit INST
6252 Installment Sale Income
7004 Application for Automatic Extension of Time to File Corporation Income Tax Return INST
8027 Employer's Annual Information Return of Tip Income and Allocated Tips
8275 Disclosure Statement
8275R Regulation Disclosure Statement
8300 Report of Cash Payments Over $10,000 Received in a Trade or Business
8308 Report of a Sale or Exchange of Certain Partnership Interests
8594 Asset Acquisition Statement INST
8716 Election to Have a Tax Year Other Than a Required Tax Year
8809 Request for Extension of Time to File Information Returns
8810 Corporate Passive Activity Loss and Credit Limitations
8822-B Change of Address or Responsible Party-Business
8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation
8826 Disabled Access Credit
8827 Credit for Prior Year Minimum Tax - Corporations
8832 Entity Classification Election
8842 Election to Use Different Annualization periods for Corporation Estimated Tax
8846 Credit for Employer Social Security and Madicare Taxes Paid on Certain Employee Tips
8850 Pre-Screening Notice and Certification Request for the Work Opportunity Credit INST
8869 Qualified Subchapter S Subsidiary Election
8874 New Markets Credit
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Child Care Facilities and Services
8883 Asset Allocation Statement Under Section 338 INST
8908 Energy Efficient Home Credit
8919 Uncollected Social Security and Medicare Tax on Wages
8941 Credit for Small Employer Health Insurance Premiums INST
8952 Application for Voluntary Classification Settlement Program (VCSP) INST

 


Copyright 2009-2017 by A/N Group, Inc. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is distributed with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional should be sought. The information is not necessarily a complete summary of all materials on the subject.--ISSN 1089-1536


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Last Update--07/05/16