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US tax forms, decoded
Pick the form number from your document. Each guide explains what the important boxes mean, where the amounts flow on your return, and which calculator to use next.
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Open the tax form finder →Form set 1
Income documents
Start with the statement you received from an employer, client, retirement plan, or the Social Security Administration.
Wage and Tax Statement
Understand wages, federal withholding, FICA wages, benefits, and the most-used Box 12 codes.
Read the W-2 box guide
Nonemployee Compensation
Trace contractor income and backup withholding from each box to Schedule C and Form 1040.
Read the 1099-NEC box guide
Retirement Distributions
Check the taxable amount, federal withholding, distribution code, rollover, QCD, and penalty treatment.
Open the 1099-R guide
Social Security Benefit Statement
Find benefits paid, repayments, net benefits, and voluntary federal withholding before using the taxability worksheet.
Open the SSA-1099 guide
Form set 2
Prepare and adjust your return
Use these tools when you are assembling Form 1040, comparing deductions, extending the filing deadline, or correcting a filed return.
Individual Income Tax Return
Estimate a refund or balance due and inspect the Form 1040 lines behind the result.
Build a Form 1040 estimate
Itemized Deductions
Work through medical expenses, state and local taxes, mortgage interest, gifts to charity, and other itemized deductions.
Open the Schedule A worksheet
Extension of Time to File
Estimate the payment to make with an extension and compare filing and payment timing.
Plan a filing extension
Amended Individual Return
Estimate the refund or additional tax from changing income, deductions, credits, or payments on a filed return.
Estimate an amended return
Form set 3
Investments and capital gains
Move from interest, dividend, and broker statements into the schedules that reconcile investment income and capital-asset sales.
Interest Income
Separate taxable, Treasury, and tax-exempt interest, then check withholding, bond premium, and foreign-tax fields.
Read the 1099-INT guide
Dividends and Distributions
Trace ordinary and qualified dividends, capital gain distributions, return of capital, and foreign tax.
Read the 1099-DIV guide
Broker Transactions
Reconcile proceeds, basis, holding period, adjustments, and federal withholding for reported sales.
Decode Form 1099-B
Capital Asset Sales
Group transactions by IRS category, enter adjustments, and calculate short- and long-term subtotals.
Open the Form 8949 worksheet
Capital Gains and Losses
Combine Form 8949 subtotals, capital gain distributions, carryovers, and other capital items.
Follow the Schedule D flow
Form set 4
IRA and retirement account forms
Preserve after-tax IRA basis, reconcile custodian information, and handle additional taxes or exceptions.
Nondeductible IRAs
Track traditional IRA basis, Roth conversions, and the taxable share of applicable IRA distributions.
Open the Form 8606 guide
IRA Contribution Information
Reconcile contributions, rollovers, conversions, fair market value, and RMD information.
Read the Form 5498 guide
Additional Taxes on Tax-Favored Accounts
Find the correct part for early distributions, excess contributions, missed RMDs, and exceptions.
Check the Form 5329 flow
Form set 5
Marketplace health coverage
Reconcile Marketplace policy data and advance Premium Tax Credit payments with the federal tax return.
Health Insurance Marketplace Statement
Check covered individuals, monthly premiums, benchmark premiums, and advance credit payments.
Read the Form 1095-A guide
Premium Tax Credit
Calculate the Premium Tax Credit and reconcile it with advance payments made to the insurer.
Follow the Form 8962 guide
Form set 6
Withholding and special filings
Use these when you need to change federal withholding or check whether a transaction creates a separate filing requirement.
Employee Withholding Certificate
Translate income, dependents, deductions, and other jobs into a practical federal withholding setup.
Calculate W-4 withholding
Voluntary Withholding Request
Compare the permitted federal withholding rates for Social Security benefit payments.
Compare W-4V rates
United States Gift Tax Return
Check common annual-exclusion, gift-splitting, direct tuition or medical payment, and 529 election situations.
Check the Form 709 requirement
Estimated Tax for Individuals
Size quarterly payments using projected income, withholding, credits, and safe-harbor rules.
Calculate estimated payments
Not sure what you need?
This directory helps you interpret common individual tax documents and choose a planning tool. For an official blank form, filing instructions, prior-year revision, or business return, use the IRS forms search.
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