Warning: While all personal income tax forms (1040, 1040A and 1040EZ) are designed so an individual maybe able to complete it and pay the correct amount of the money to the IRS, without carefully studying the differences between these forms, you could end up overpaying. Call today to get the right answers. We are here to help.
Following are links to IRS website to the current tax forms. Please call us if you need any assistance. Requires Adobe Acrobat Reader to view the files.
- Publication 17, Your Federal Income Tax (PDF)Explains the general rules for filing a federal income tax return. It supplements the information contained in your tax form instruction booklet. It explains the tax law to make sure you pay only the tax you owe and no more.
- Form 1040, U.S. Individual Income Tax Return (PDF) Annual income tax return filed by citizens or residents of the United States
- Form 1040A, U.S. Individual Income Tax Return (PDF) Shorter version of Form 1040 allows you to report limited types of income and to claim certain adjustments. You cannot itemize deductions if you file Form 1040-A
- Form 1040-ES, Estimated Tax for Individuals (PDF) Figure and pay your estimated tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, alimony, etc.)
- Form 1040EZ, Income Tax Return for Single and Joint Filers With No Dependents (PDF) Simplest individual income tax return form to fill out. If you file Form 1040EZ, you cannot itemize deductions or claim any adjustments to income or tax credits (other than the earned income credit).
- Form W-4, Employee’s Withholding Allowance Certificate (PDF)Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.
- Form W-9, Request for Taxpayer Identification Number (TIN) and Certification (PDF) Provide your correct SSN or other TIN to the person who is required to file an information return with the IRS to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.