| Individual Income Tax Forms & Instructions |
 |
| |
| Main Tax Forms |
|
| Form 1040 (Rev. 2010) (Fill-In Capable - 226 KB) Instructions(3.356 MB) |
| U.S. Individual Income Tax Return (Long Form) - These instructions include Schedules A, B, C, D, E, F, J, L, M, & SE |
| Form 1040 (Rev. 2010) (Fill-In Capable - 226 KB) Instructions(2.314 MB) |
| U.S. Individual Income Tax Return (Long Form) - These are shorter instructions & do NOT include Schedules |
| Form 1040A (Rev. 2010) (Fill-In Capable - 95 KB) Instructions(993 KB) |
| U.S. Individual Income Tax Return (Short Form) |
| Form 1040EZ (Rev. 2010) (Fill-In Capable - 123 KB) Instructions(2.027 MB) |
| Income Tax Return for Single and Joint Filers With No Dependents |
| Tax Tables, Tax Rate Schedules (Rev. 2010) (137 KB) |
| 2009 Tax Tables, Tax Rate Schedules, and Tax Computation Worksheet for Line 44, & Instructions for Line 44 |
| |
| Notice: Major Form Changes for 2009 |
| |
| Form 1040A (Schedule 1) IS NOW OBSOLETE |
| Interest and Ordinary Dividends for Form 1040A formerly reported on Form 1040A (Schedule 1), will now be reported on Schedule B (Form 1040A or 1040). |
| Form 1040A (Schedule 2) IS NOW OBSOLETE |
| Child and Dependent Care Expenses for Form 1040A Filers, formerly figured on Form 1040A (Schedule 2), will now be figured on Form 2441. |
| Form 1040A (Schedule 3) IS NOW OBSOLETE |
| Credit for the Elderly or the Disabled for Form 1040A Filers, formerly reported on Form 1040A (Schedule 3), will now be figured on Schedule R (Form 1040A or 1040). |
| Schedules A & B are now separate forms: |
| Form 1040 (Schedule A) (Rev. 2010) (Fill-In Capable - 162 KB) Instructions |
| Itemized Deductions |
| Form 1040A or 1040 (Schedule B) (Rev. 2010) (Fill-In Capable - 169 KB) Instrs. with Form |
| Interest and Ordinary Dividends |
| |
| Main Schedules |
| |
| Form 1040 (Schedule A) (Rev. 2010) (Fill-In Capable - 162 KB) Instructions |
| Itemized Deductions |
| Form 1040A or 1040 (Schedule B) (Rev. 2010) (Fill-In Capable - 169 KB) Instructions with Form |
| Interest and Ordinary Dividends |
| Form 1040 (Schedule C) (Rev. 2010) (Fill-In Capable - 203 KB) Instructions |
| Profit or Loss From Business (Sole Proprietorship) |
| Form 1040 (Schedule C-EZ) (Rev. 2010) (Fill-In Capable - 100 KB) Instructions with Form |
| Net Profit From Business |
| Form 1040 (Schedule D) (Rev. 2010) (Fill-In Capable - 75 KB) Instructions |
| Capital Gains and Losses |
| Form 1040 (Schedule D-1) (Rev. 2010) (Fill-In Capable - 228 KB) Instructions |
| Continuation Sheet for Schedule D (Form 1040) |
| Form 1040 (Schedule E) (Rev. 2010) (Fill-In Capable - 117 KB) Instructions |
| Supplemental Income and Loss |
| Form 1040 (Schedule EIC) (Rev. 2010) (Fill-In Capable - 75 KB) Instructions |
| Earned Income Credit |
| Form 1040 (Schedule F) (Rev. 2010) (Fill-In Capable - 236 KB) Instructions |
| Profit or Loss From Farming |
| Form 1040 (Schedule H) (Rev. 2010) (Fill-In Capable - 101 KB) Instructions |
| Household Employment Taxes |
| Form 1040 (Schedule J) (Rev. 2010) (Fill-In Capable - 61 KB) Instructions |
| Income Averaging for Farmers and Fishermen |
| Form 1040 (Schedule L) (Rev. 2010) (Fill-In Capable - 356 KB) Instructions with Form |
| Standard Deduction for Certain Filers |
| Form 1040 or 1040A (Schedule M) (Rev. 2010) (Fill-In Capable - 207 KB) Instructions |
| Making Work Pay Credit and Government Retiree Credits |
| Form 1040A or 1040 (Schedule R) (Rev. 2010) (Fill-In Capable - 78 KB) Instructions |
| Credit for the Elderly or the Disabled |
| Form 1040 (Schedule SE) (Rev. 2010) (Fill-In Capable - 68 KB) Instructions |
| Self-Employment Tax |
| |
| Other 1040 Series Forms |
| |
| Form 1040-C (Rev. 2010) (Fill-In Capable - 672 KB) Instructions |
| U.S. Departing Alien Income Tax Return |
| Form 1040-ES (OTC) (Rev. 2010) Fill-In Capable - 321 KB Instructions with Form |
| Estimated Tax for Individuals |
| Form 1040-ES (NR) (Rev. 2010) (Fill-In Capable - 258 KB) Instructions with Form |
| U.S. Estimated Tax for Nonresident Alien Individuals |
| Form 1040-V (Rev. 2010) (Fill-In Capable - 75 KB) Instructions with Form |
| Payment Voucher |
| Form 1040-ES(PR) (Rev. 2010) (Fill-In Capable - 263 KB) Instructions with Form |
| Contribuciones Federales Estimadas del Trabajo por Cuenta Propia y sobre el Empleo de Empleados Dom�esticos�Puerto Rico |
| Form 1040NR (Rev. 2010) Fill-In Capable - 545 KB Instructions |
| U.S. Nonresident Alien Income Tax Return |
| Form 1040NR-EZ (Rev. 2010) Fill-In Capable - 91 KB Instructions |
| U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents |
| Form 1040PR (Rev. 2010) (Fill-In Capable - 440 KB) Instructions |
| Planilla para la Declaraci�n de la Contribuci�n Federal sobre el Trabajo por Cuenta Propia (Incluyendo el Cr�dito Tributario Adicional por Hijos para Residentes Bona Fide de Puerto Rico) |
| Form 1040X (Rev. 1107) (Fill-In Capable - 390 KB) Instructions |
| Amended U.S. Individual Income Tax Return |
| |
| Other Tax Forms for Filing by Individuals |
| |
| Form 1116 (Rev. 2010) (Fill-In Capable - 80 KB) Instructions |
| Foreign Tax Credit |
| Form 1310 (Rev. 1105) (Fill-In Capable - 59 KB) Instructions with Form |
| Statement of Person Claiming Refund Due a Deceased Taxpayer |
| Form 2063 (Rev. 0906) (Fill-In Capable - 230 KB) No Separate Instructions |
| U.S. Departing Alien Income Tax Statement |
| Form 2106 (Rev. 2010) (Fill-In Capable - 183 KB) Instructions |
| Employee Business Expenses |
| Form 2106-EZ (Rev. 2010) (Fill-In Capable - 213 KB) Instructions with Form |
| Unreimbursed Employee Business Expenses |
| Form 2120 (Rev. 1005) (Fill-In Capable - 46 KB) Instructions with Form |
| Multiple Support Declaration |
| Form 2210 (Rev. 2010) (Fill-In Capable - 355 KB) Instructions |
| Underpayment of Estimated Tax by Individuals, Estates, and Trusts |
| Form 2210-F (Rev. 2010) (Fill-In Capable - 89 KB) Instructions |
| Underpayment of Estimated Tax by Farmers and Fishermen |
| Form 2350 (Rev. 2010) (Fill-In Capable - 118 KB) Instructions with Form |
| Application for Extension of Time to File U.S. Income Tax Return |
| Form 2350(SP) (Rev. 2010) Fill-In Capable - 105 KB Instructions with Form |
| Application for Extension of Time to File U.S. Income Tax Return (Spanish Version) |
| Form 2441 (Rev. 2010) (Fill-In Capable - 122 KB) Instructions |
| Child and Dependent Care Expenses |
| Form 2555 (Rev. 2010) (Fill-In Capable - 211 KB) Instructions |
| Foreign Earned Income |
| Form 2555-EZ (Rev. 2010) (Fill-In Capable - 153 KB) Instructions |
| Foreign Earned Income Exclusion |
| Form 3115 (Rev. 1203) (Fill-In Capable - 229 KB) Instructions |
| Application for Change in Accounting Method |
| Form 3800 (Rev. 2010) (Fill-In Capable - 225 KB) Instructions with Form |
| General Business Credit |
| Form 3903 (Rev. 2010) (Fill-In Capable - 76 KB) Instructions with Form |
| Moving Expenses |
| Form 4029 (Rev. 1108) (Fill-In Capable - 225 KB) Instructions with Form |
| Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits |
| Form 4136 (Rev. 2010) (Fill-In Capable - 192 KB) Instructions |
| Credit for Federal Tax Paid on Fuels |
| Form 4137 (Rev. 2010) (Fill-In Capable - 66 KB) Instructions with Form |
| Social Security and Medicare Tax on Unreported Tip Income |
| Form 4255 (Rev. 0206) (Fill-In Capable - 71 KB) Instructions with Form |
| Recapture of Investment Credit |
| Form 4361 (Rev. 1107) (Fill-In Capable - 286 KB) Instructions with Form |
| Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners |
| Form 4562 (Rev. 2010) (Fill-In Capable - 302 KB) Instructions |
| Depreciation and Amortization (Including Information on Listed Property) |
| Form 4563 (Rev. 1208) (Fill-In Capable - 281 KB) Instructions with Form |
| Exclusion of Income for Bona Fide Residents of American Samoa |
| Form 4684 (Rev. 2010) (Fill-In Capable - 93 KB) Instructions |
| Casualties and Thefts |
| Form 4797 (Rev. 2010) (Fill-In Capable - 154 KB) Instructions |
| Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Sections 179 and 280F(B)(2)) |
| Form 4835 (Rev. 2010) (Fill-In Capable - 75 KB) Instructions with Form |
| Farm Rental Income and Expenses |
| Form 4852 (Rev. 0107) (Fill-In Capable - 195 KB) Instructions with Form |
| Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs Insurance Contracts, Etc. |
| Form 4868 (Rev. 2010) (Fill-In Capable - 123 KB) Instructions with Form |
| Application for Automatic Extension of Time To File U.S. Individual Income Tax Return |
| Form 4952 (Rev. 2010) (Fill-In Capable - 97 KB) Instructions with Form |
| Investment Interest Expense Deduction |
| Form 4972 (Rev. 2010) (Fill-In Capable - 122 KB) Instructions with Form |
| Tax on Lump-Sum Distributions |
| Form 5074 (Rev. 2010) (Fill-In Capable - 181 KB) Instructions with Form |
| Allocation of individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) |
| Form 5213 (Rev. 0206) (Fill-In Capable - 45 KB) Instructions with Form |
| Election to Postpone Determination As To Whether the Presumption Applies That an Activity is Engaged in for Profit |
| Form 5329 (Rev. 2010) (Fill-In Capable - 168 KB) Instructions |
| Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |
| Form 5405 (Rev. December 2009) Fill-In Capable - 264 KB Instructions |
| First-Time Homebuyer Credit and Repayment of the Credit |
| Form 5695 (Rev. 2010) Fill-In Capable - 109 KB Instructions with Form |
| Residential Energy Credits |
| Form 5884 (Rev. 2010) (Fill-In Capable - 205 KB) Instructions with Form |
| Work Opportunity Credit |
| Form 6198 (Rev. 2010) (Fill-In Capable - 262 KB) Instructions |
| At-Risk Limitations |
| Form 6251 (Rev. 2010) (Fill-In Capable - 130 KB) Instructions |
| Alternative Minimum Tax-Indviduals |
| Form 6252 (Rev. 2010) (Fill-In Capable - 98 KB) Instructions with Form |
| Installment Sale Income |
| Form 6781 (Rev. 2010) (Fill-In Capable - 139 KB) Instructions with Form |
| Gains and Losses From Section 1256 Contracts and Straddles |
| Form 8275 (Rev. 0808) (Fill-In Capable - 199 KB) Instructions |
| Disclosure Statement |
| Form 8275-R (Rev. 0208) (Fill-In Capable - 206 KB) Instructions |
| Regulation Disclosure Statement |
| Form 8283 (Rev. 1206) (Fill-In Capable - 237 KB) Instructions |
| Noncash Charitable Contributions |
| Form 8300 (Rev. 0308) (Fill-In Capable - 329 KB) Instructions with Form |
| Report of Cash Payments Over $10,000 Received in a Trade or Business |
| Form 8316 (Rev. 0106) (Fill-In Capable - 21 KB) No Separate Instructions |
| Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on an F, J, or M Type Visa |
| Form 8379 (Rev. 0106) (Fill-In Capable - 288 KB) Instructions with Form |
| Injured Spouse Claim and Allocation |
| Form 8396 (Rev. 2010) (Fill-In Capable - 117 KB) Instructions with Form |
| Mortgage Interest Credit |
| Form 8453 (Rev. 2010) (Fill-In Capable - 279 KB) Instructions with Form |
| U.S. Individual Income Tax Transmittal for an IRS e-file Return |
| Form 8453 (SP) (Rev. 2010) (Fill-In Capable - 128 KB) Instructions with Form |
| U.S. Individual Income Tax Declaration for an IRS e-file Return (Spanish Version) |
| Form 8582 (Rev. 2010) (Fill-In Capable - 278 KB) Instructions |
| Passive Activity Loss Limitations |
| Form 8582-CR (Rev. December 2009) Fill-In Capable - 73 KB Instructions |
| Passive Activity Credit Limitations |
| Form 8586 (Rev. 1206) (Fill-In Capable - 186 KB) Instructions with Form |
| Low-Income Housing Credit |
| Form 8594 (Rev. 0206) (Fill-In Capable - 63 KB) Instructions |
| Asset Acquisition Statement |
| Form 8606 (Rev. 2010) (Fill-In Capable - 66 KB) Instructions |
| Nondeductible IRAs |
| Form 8615 (Rev. 2010) (Fill-In Capable - 90 KB) Instructions |
| Tax for Certain Children Who Have Investment Income of More Than $1,900 |
| Form 8689 (Rev. 2010) (Fill-In Capable - 136 KB) Instructions with Form |
| Allocation of Individual Income Tax to the U.S. Virgin Islands |
| Form 8801 (Rev. 2010) (Fill-In Capable - 143 KB) Instructions |
| Credit for Prior Year Minimum Tax-Individuals, Estates, and Trusts |
| Form 8812 (Rev. 2010) (Fill-In Capable - 121 KB) Instructions with Form |
| Additional Child Tax Credit |
| Form 8814 (Rev. 2010) (Fill-In Capable - 191 KB) Instructions with Form |
| Parents' Election To Report Child's Interest and Dividends |
| Form 8815 (Rev. 2010) (Fill-In Capable - 119 KB) Instructions with Form |
| Exclusion of Interest from Series EE and I U.S. Savings Bonds Issued after 1989 |
| Form 8818 (Rev. 1207) (Fill-In Capable - 247 KB) Instructions with Form |
| Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 |
| Form 8824 (Rev. 2010) (Fill-In Capable - 125 KB) Instructions |
| Like-Kind Exchanges |
| Form 8826 (Rev. 2010) (Fill-In Capable - 251 KB) Instructions with Form |
| Disabled Access Credit |
| Form 8829 (Rev. 2010) (Fill-In Capable - 77 KB) Instructions |
| Expenses for Business Use of Your Home |
| Form 8834 (Rev. 2010) (Fill-In Capable - 78 KB) Instructions with Form |
| Qualified Electric Vehicle Credit |
| Form 8839 (Rev. 2010) (Fill-In Capable - 255 KB) Instructions |
| Qualified Adoption Expenses |
| Form 8840 (Rev. 2010) (Fill-In Capable - 313 KB) Instructions with Form |
| Closer Connection Exception Statement for Aliens |
| Form 8843 (Rev. 2010) (Fill-In Capable - 107 KB) Instructions with Form |
| Statement for Exempt Individuals and Individuals With a Medical Condition |
| Form 8846 (Rev. 2010) (Fill-In Capable - 75 KB) Instructions with Form |
| Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips |
| Form 8854 (Rev. 2010) Fill-In Capable - 136 KB Instructions |
| Expatriation Information Statement |
| Form 8863 (Rev. 2010) (Fill-In Capable - 186 KB) Instructions |
| Education Credits (American Opportunity, Hope, and Lifetime Learning Credits) |
| Form 8866 (Rev. 1102) (Fill-In Capable - 48 KB) Instructions |
| Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method |
| Form 8873 (Rev. 2010) Fill-In Capable - 105 KB Instructions |
| Extraterritorial Income Exclusion |
| Form 8878 (Rev. 2010) (Fill-In Capable - 275 KB) Instructions with Form |
| IRS e-file Signature Authorization for Form 4868 or Form 2350 |
| Form 8878 (SP) (Rev. 2010) (Fill-In Capable - 86 KB) Instructions with Form |
| IRS e-file Signature Authorization for Application for Extension of Time To File Form 4868 (SP) or Form 2350 (SP) (Spanish Version) |
| Form 8879 (Rev. 2010) (Fill-In Capable - 274 KB) Instructions with Form |
| IRS e-file Signature Authorization for Forms 1040, 1040A, or 1040EZ |
| Form 8879 (SP) (Rev. 2010) (Fill-In Capable - 279 KB) Instructions with Form |
| IRS e-file Signature Authorization (Spanish Version) |
| Form 8880 (Rev. 2010) (Fill-In Capable - 110 KB) Instructions with Form |
| Credit for Qualified Retirement Savings Contributions |
| Form 8885 (Rev. 2010) (Fill-In Capable - 266 KB) Instructions with Form |
| Health Coverage Tax Credit |
| Form 8888 (Rev. 2010) (Fill-In Capable - 102 KB) Instructions with Form |
| Direct Deposit of Refund to More Than One Account |
| Form 8889 (Rev. 2010) (Fill-In Capable - 124 KB) Instructions |
| Health Savings Accounts (HSAs) |
| Form 8914 (Rev. 2010) Fill-In Capable - 146 KB Instructions with Form |
| Exemption Amount for Taxpayers Housing Midwestern Displaced Individuals |
| Form 8915 (Rev. 2010) (Fill-In Capable - 89 KB) Instructions |
| Qualified Hurricane Retirement Plan Distributions and Repayments |
| Form 8917 (Rev. 2010) (Fill-In Capable - 76 KB) Instructions with Form |
| Tuition and Fees Deduction |
| Form 8919 (Rev. 2010) (Fill-In Capable - 357 KB) Instructions with Form |
| Uncollected Social Security and Medicare Tax on Wages |
| Form 12451 (Rev. 0105) (Fill-In Capable - 20 KB) No separate Instructions |
| Request for Relocation Expenses Allowance |
| Form SS-5 (Rev. 0809) (Fill-In Capable - 56 KB) Instructions with Form |
Application for a Social Security Number Card (Original, Replacement or Correction) -
Click HERE |
| Form T (Timber) (Rev. 1205) (Fill-In Capable - 169 KB) Instructions |
| Forest Activities Schedules |
| Form W-4 (Rev. 2010) (Fill-In Capable - 228 KB) Instructions with Form |
| Employee's Withholding Allowance Certificate |
| Form W-4P (Rev. 2010) (Fill-In Capable - 261 KB) Instructions with Form |
| Withholding Certificate for Pension or Annuity Payments |
| Form W-4S (Rev. 2010) (Fill-In Capable - 94 KB) Instructions with Form |
| Request for Federal Income Tax Withholding From Sick Pay |
| Form W-4(SP) (Rev. 2010) (Fill-In Capable - 305 KB) Instructions with Form |
| Employee's Withholding Allowance Certificate (Spanish Version) |
| Form W-4S (Rev. 2010) (Fill-In Capable - 227 KB) Instructions with Form |
| Request for Federal Income Tax Withholding From Sick Pay |
| Form W-4V (Rev. 0806) (Fill-In Capable - 212 KB) Instructions with Form |
| Voluntary Withholding Request |
| Form W-5 (Rev. 2010) (Fill-In Capable - 283 KB) Instructions with Form |
| Earned Income Credit Advance Payment Certificate |
| Form W-5 (SP) (Rev. 2010) (Fill-In Capable - 261 KB) Instructions with Form |
| Earned Income Credit Advance Payment Certificate (Spanish Version) |
| Form W-7 (Rev. 0208) (Fill-In Capable - 436 KB) Instructions with Form |
| Application for IRS Individual Taxpayer Identification Number |
| Form W-7A (Rev. 1008) (Fill-In Capable - 258 KB) Instructions with Form |
| Application for Taxpayer Identification Number for Pending U.S. Adoptions |
| Form W-8BEN (Rev. 0206) (Fill-In Capable - 66 KB) Instructions |
| Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding |
| Form W-8ECI (Rev. 0206) (Fill-In Capable - 56 KB) Instructions |
| Certificate of Foreign Person's Claim for Exemption From Withholding on Income Effectively Connected With the Conduct of a Trade or Business in the United States |
| Form W-8EXP (Rev. 0206) (Fill-In Capable - 59 KB) Instructions |
| Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding |
| Form W-8IMY (Rev. 0206) (Fill-In Capable - 65 KB) Instructions |
| Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding |
| Form W-9 (Rev. 1007) (Fill-In Capable - 250 KB) Instructions |
| Request for Taxpayer Identification Number and Certificate |
| Form W-9S (Rev. 1002) (Fill-In Capable - 208 KB) Instructions with Form |
| Request for Student's or Borrower's Social Security Number and Certification |
|
