Individual Income Tax Forms

Looking for Individual Income Tax Forms? Find the IRS forms and resources you need for accurate individual tax filing.

Still looking? Contact us for a consultation.

Browse Tax Forms by Tax Subcatagory

Search Our Tax Forms Subcatagories Below

Form 1040 — U.S. Individual Income Tax Return

Use Form 1040 to file your annual federal individual income tax return with the IRS and report income, deductions, credits, and taxes owed or refunded.

This form is the primary federal tax return used by individuals to calculate their annual tax liability and determine whether they receive a refund or owe additional taxes.

Form 1040-SR — U.S. Individual Income Tax Return for Seniors

Form 1040-SR is a federal income tax return designed for eligible taxpayers age 65 or older, featuring a larger, easier-to-read format.

Eligible seniors can use this form to report their income, claim applicable deductions and credits, and calculate their federal income tax for the year.

Form 1040-X — Amended U.S. Individual Income Tax Return

Use Form 1040-X to correct or amend a previously filed individual federal tax return, including changes to income, deductions, credits, or tax liability.

Taxpayers may use this amended return when they need to make corrections to information previously reported on their original federal income tax return.

Form 1040-ES — Estimated Tax for Individuals

Form 1040-ES helps individuals calculate and pay estimated federal income taxes when taxes are not fully withheld from income throughout the year.

It is commonly used by self-employed individuals and others who receive income without sufficient federal tax withholding during the tax year.

Form 1040-NR — U.S. Nonresident Alien Income Tax Return

Form 1040-NR is used by eligible nonresident aliens to report U.S. income and calculate their federal income tax obligations.

The form helps qualifying nonresident taxpayers report income connected with the United States and determine the amount of federal tax they may owe.

Schedule A (Form 1040) — Itemized Deductions

Schedule A allows taxpayers who itemize deductions to report qualifying expenses, including certain medical expenses, taxes, mortgage interest, charitable contributions, and other deductions.

Taxpayers can use this schedule to calculate eligible itemized deductions and determine the amount that may be reported on their federal income tax return.

Schedule B (Form 1040) — Interest and Ordinary Dividends

Schedule B is used to report certain interest and ordinary dividend income and provide information about financial accounts and foreign trusts when required.

This schedule helps taxpayers report qualifying investment income and provide additional financial account information when federal reporting requirements apply.

Schedule C (Form 1040) — Profit or Loss From Business

Schedule C is used by sole proprietors and other eligible individuals to report business income, expenses, and the resulting profit or loss from a business.

Business owners can use this schedule to calculate net business income or loss and report qualifying business expenses on their federal tax return.

Schedule D (Form 1040) — Capital Gains and Losses

Schedule D is used to report capital gains and losses from the sale or exchange of investments and other capital assets.

Taxpayers use this schedule to calculate gains and losses from qualifying transactions and determine how those amounts affect their federal income tax.

Schedule E (Form 1040) — Supplemental Income and Loss

Schedule E is used to report supplemental income or losses from rental real estate, royalties, partnerships, S corporations, estates, trusts, and other qualifying sources.

This schedule helps taxpayers calculate income or losses from qualifying supplemental activities and report the applicable amounts with their federal tax return.

Schedule F (Form 1040) — Profit or Loss From Farming

Schedule F is used by farmers to report farming income and deductible expenses and calculate the resulting profit or loss from farming activities.

Eligible farmers can use this schedule to organize agricultural income and expenses and determine the net profit or loss from their farming business.

Schedule SE (Form 1040) — Self-Employment Tax

Schedule SE helps eligible self-employed individuals calculate self-employment tax on net earnings from self-employment.

The schedule is used to determine Social Security and Medicare taxes that may apply to qualifying earnings from self-employment activities.

Schedule H (Form 1040) — Household Employment Taxes

Schedule H is used by household employers to report certain employment taxes, including Social Security, Medicare, federal unemployment, and federal income tax withholding when applicable.

Household employers can use this schedule to calculate and report applicable employment taxes for qualifying household employees.

Schedule 1 (Form 1040) — Additional Income and Adjustments to Income

Schedule 1 is used to report certain types of additional income and adjustments to income that are not entered directly on Form 1040.

Taxpayers may use this schedule to report qualifying income sources and adjustments that affect their overall federal taxable income.

Schedule 1-A (Form 1040) — Additional Deductions and Credits

Schedule 1-A is used by eligible taxpayers to calculate and claim certain additional deductions and credits that may apply to their federal income tax return.

This schedule provides a way for qualifying taxpayers to report specific tax benefits and calculate amounts that may reduce their federal tax liability.

Schedule 2 (Form 1040) — Additional Taxes

Schedule 2 is used to report certain additional federal taxes that are not entered directly on Form 1040, including specific tax liabilities that may apply to taxpayers.

Taxpayers who have qualifying additional tax obligations can use this schedule to calculate and report those amounts with their federal income tax return.

Schedule 3 (Form 1040) — Additional Credits and Payments

Schedule 3 is used to report certain nonrefundable credits and other qualifying payments that may reduce a taxpayer’s federal income tax liability.

Eligible taxpayers can use this schedule to calculate applicable tax credits and report qualifying payments that are not entered directly on Form 1040.

Schedule 8812 — Credits for Qualifying Children and Other Dependents

Schedule 8812 is used to calculate the Child Tax Credit, Credit for Other Dependents, and certain additional refundable credits for eligible taxpayers.

The schedule helps qualifying taxpayers determine available credits based on eligible children and dependents and calculate the amounts that may be claimed.

Form 2441 — Child and Dependent Care Expenses

Form 2441 is used to report qualifying child and dependent care expenses and calculate the Child and Dependent Care Credit for eligible taxpayers.

Taxpayers who paid qualifying care expenses may use this form to determine whether they qualify for the related federal tax credit.

Form 4852 — Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R

Form 4852 may be used as a substitute when a taxpayer has not received or has received an incorrect Form W-2 or Form 1099-R and needs to report income and withholding.

The form provides a way to report wages, retirement distributions, and withholding information when the original tax document is unavailable or contains incorrect information.

Form 4868 — Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

Form 4868 is used to request an automatic extension of time to file an individual federal income tax return. An extension to file does not generally extend the time to pay taxes owed.

Filing this form can provide eligible taxpayers with additional time to prepare and submit their federal individual income tax return.

Form 5329 — Additional Taxes on Qualified Plans and Other Tax-Favored Accounts

Form 5329 is used to report and calculate certain additional taxes related to retirement plans, individual retirement accounts, and other tax-favored accounts.

Taxpayers may need this form when reporting certain retirement account transactions, excess contributions, or additional taxes associated with qualified plans.

Form 8379 — Injured Spouse Allocation

Form 8379 allows an eligible spouse to request allocation of a joint tax refund when the other spouse has certain past-due federal or state obligations.

The form may help protect the portion of a joint refund attributable to one spouse when the other spouse has qualifying outstanding debts.

Form 8857 — Request for Innocent Spouse Relief

Form 8857 is used to request relief from certain tax liabilities arising from a joint federal income tax return when specific eligibility requirements are met.

Eligible taxpayers can use this form to ask the IRS for relief when they believe they should not be responsible for certain joint tax obligations.

Form 8862 — Information To Claim Certain Credits After Disallowance

Form 8862 is used by eligible taxpayers to provide required information when claiming certain tax credits after a previous claim for the credit was disallowed.

Taxpayers may need to complete this form before claiming certain credits again after the IRS has previously denied or disallowed a claim.

Form 8889 — Health Savings Accounts (HSAs)

Form 8889 is used to report contributions to and distributions from a Health Savings Account and calculate the related HSA tax treatment.

Individuals with an HSA may use this form to report account activity and determine applicable deductions, distributions, and additional taxes.

Form W-2G — Certain Gambling Winnings

Form W-2G is used to report certain gambling winnings and federal income tax withheld from gambling proceeds when reporting requirements apply.

Recipients may receive this form when their gambling winnings meet applicable IRS reporting thresholds or withholding requirements.

Form W-4 — Employee's Withholding Certificate

Form W-4 is completed by employees to provide their employer with information used to determine the appropriate amount of federal income tax withholding from their pay.

Employees can update this form when their personal or financial circumstances change or when they want to adjust federal tax withholding.

Form W-7 — Application for IRS Individual Taxpayer Identification Number

Form W-7 is used by eligible individuals who need to apply for or renew an Individual Taxpayer Identification Number, commonly known as an ITIN.

An ITIN is generally used for federal tax purposes by individuals who need a taxpayer identification number but are not eligible for a Social Security number.

Form W-9 — Request for Taxpayer Identification Number and Certification

Form W-9 is generally used by individuals and businesses to provide their correct taxpayer identification number and certification to a person or business that must report payments to the IRS.

The information provided on Form W-9 may be used by the requesting party to prepare required information returns for payments made during the tax year.

Form 14039 — Identity Theft Affidavit

Form 14039 is used to notify the IRS when an individual believes they are a victim of identity theft or that their taxpayer identification information may have been misused.

Submitting this form can alert the IRS to suspected identity theft and help address potential fraudulent tax activity associated with a taxpayer’s information.