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IRS Tax Form Finder
Start with the document in your hand. Search its form number or payment type to find the boxes, tax treatment and next filing tool.
27 matching forms and filing tools
W-2
Wage and Tax Statement
Understand wages, federal withholding, FICA wages, benefits, and the most-used Box 12 codes.
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1099-NEC
Nonemployee Compensation
Trace contractor income and backup withholding from each box to Schedule C and Form 1040.
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1099-R
Retirement Distributions
Check the taxable amount, federal withholding, distribution code, rollover, QCD, and penalty treatment.
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SSA-1099
Social Security Benefit Statement
Find benefits paid, repayments, net benefits, and voluntary federal withholding before using the taxability worksheet.
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1040
Individual Income Tax Return
Estimate a refund or balance due and inspect the Form 1040 lines behind the result.
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Schedule A
Itemized Deductions
Work through medical expenses, state and local taxes, mortgage interest, gifts to charity, and other itemized deductions.
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4868
Extension of Time to File
Estimate the payment to make with an extension and compare filing and payment timing.
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1040-X
Amended Individual Return
Estimate the refund or additional tax from changing income, deductions, credits, or payments on a filed return.
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1099-INT
Interest Income
Separate taxable, Treasury, and tax-exempt interest, then check withholding, bond premium, and foreign-tax fields.
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1099-DIV
Dividends and Distributions
Trace ordinary and qualified dividends, capital gain distributions, return of capital, and foreign tax.
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1099-B
Broker Transactions
Reconcile proceeds, basis, holding period, adjustments, and federal withholding for reported sales.
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8949
Capital Asset Sales
Group transactions by IRS category, enter adjustments, and calculate short- and long-term subtotals.
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Schedule D
Capital Gains and Losses
Combine Form 8949 subtotals, capital gain distributions, carryovers, and other capital items.
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8606
Nondeductible IRAs
Track traditional IRA basis, Roth conversions, and the taxable share of applicable IRA distributions.
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5498
IRA Contribution Information
Reconcile contributions, rollovers, conversions, fair market value, and RMD information.
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5329
Additional Taxes on Tax-Favored Accounts
Find the correct part for early distributions, excess contributions, missed RMDs, and exceptions.
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1095-A
Health Insurance Marketplace Statement
Check covered individuals, monthly premiums, benchmark premiums, and advance credit payments.
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8962
Premium Tax Credit
Calculate the Premium Tax Credit and reconcile it with advance payments made to the insurer.
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W-4
Employee Withholding Certificate
Translate income, dependents, deductions, and other jobs into a practical federal withholding setup.
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W-4V
Voluntary Withholding Request
Compare the permitted federal withholding rates for Social Security benefit payments.
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709
United States Gift Tax Return
Check common annual-exclusion, gift-splitting, direct tuition or medical payment, and 529 election situations.
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1040-ES
Estimated Tax for Individuals
Size quarterly payments using projected income, withholding, credits, and safe-harbor rules.
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1098-T
Tuition Statement
Tuition and qualified education expenses reported by an eligible school
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1098-E
Student Loan Interest Statement
Student-loan interest reported by a lender or loan servicer
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1099-G
Certain Government Payments
Unemployment compensation, state tax refunds and certain government payments
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1099-K
Payment Card and Third Party Network Transactions
Gross payment volume processed by cards, marketplaces or third-party settlement organizations
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1099-MISC
Miscellaneous Information
Rents, royalties, prizes, awards, medical payments and other miscellaneous payments
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