Individual Returns
Income & Adjustments
Credits
Other Taxes
Specialized & Supporting Forms
100

This is the main form used to file an individual income tax return.

What is Form 1040?

100
This form reports wage income and is issued by an employer.

What is Form W-2?

100

This schedule is used to claim refundable and nonrefundable credits. 

What is Schedule 3 (Form 1040)

100

This schedule is used to report self-employment tax, additional Medicare Tax, and other taxes. 

What is Schedule 2 (Form 1040)?

100

This form allows a taxpayer to authorize someone else to represent them before the IRS.

What is Form 2848 (Power of Attorney)?

200

Seniors can use this simplified version of the individual return with larger text.

What is Form 1040-SR?

200
This form is used to report most self-employment and freelance income.

What is Schedule C?

200

Taxpayers use this form to reconcile advance payment of the Premium Tax Credit.

What is Form 8962?

200
This form calculates the tax owed on unreported tips or other wages not subject to withholding. 

What is Form 4137?

200

This form is used to file income earned by an estate or trust. 

What is Form 1041?

300

Taxpayers file this form to request a 6-month extension to file their return.

What is Form 4868?

300

This schedule reports various types of additional income and adjustments to income.

What is Schedule 1 (Form 1040)?

300

This form is used to claim education credits like the American Opportunity and lifetime Learning Credits.

What is Form 8863?

300

This form is used to figure the additional tax on early distributions from retirement plans.

What is Form 5329?

300

Nonresident aliens typically use this form to file their U.S. tax return. 

What is Form 1040-NR

400
This form is used to amend a previously filed individual tax return.

What is Form 1040-X?

400

Taxpayers report capital gains and losses from the sale of investments on this form.

What is Form 8949?

400

This form is used to calculatye the Child and Dependent Care Credit. 

What is Form 2441?

400

This form is used by people with household employees to report employment taxes.

What is Schedule H?

400

This form is used to report foreign bank and financial accounts if the total exceeds $10,000. 

Whis is FinCEN Form 114 (FBAR)?

500

This schedule is used by itemizers to report deductible expenses like taxes, mortgage interest and charitable donations. 

What is Schedule A?

500

This form is used by taxpayers to calculate and report IRA basis and nondeductible contributions.

What is Form 8606?

500
This form is used to claim the Credit for Qualified Retirement Savings contributions (Saver's Credit)

What is Form 8880?

500


This form is used to calculate the Net Investment Income Tax. 

What is Form 8960?

500

This form is used to elect portability of a deceased spouse's unused estate and gift tax exemption. 

What is Form 706?

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