Income Tax Forms
Everything you need to know about the Internal Revenue Service (IRS) forms required to pay your U.S. income taxes.
![2024 W-4 Form for Employee's Withholding Certificate.](https://www.investopedia.com/thmb/xN-KPmG-40kcm3RSJbPyTyO7J3Y=/2121x1414/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2071374861-8c661641993845418a9656e63de3a81a.jpg)
W-4: How to Fill Out the 2024 Tax Withholding Form
![W-8 Form](https://www.investopedia.com/thmb/LQI5xhjP4-YA3A1StSxXM9nLz4o=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/W8-Form-ed4e79f5dd814291afb3a3ea6127f493.jpg)
W-8BEN: When to Use It and Other Types of W-8 Tax Forms
![Form W2](https://www.investopedia.com/thmb/zYIQVRUcilBRumAb01paFTnnGvM=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/TermDefinition_Formw2.asp-c3449a39050e489489437053f874f533.jpg)
What Is Form W-2: Wage and Tax Statement?
![Form W9 definition](https://www.investopedia.com/thmb/BQ31gXAgaWqqdB4WihjMpvBx0rs=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/Investopedia-terms-w-9-edit-b52cc61f47044a94aa85d19ccdbeb7af.jpg)
What Is a W-9 Form? Who Can File and How to Fill It Out
![Life insurance policy](https://www.investopedia.com/thmb/cMdgH3OH-WqwPUTM4c1_MtBuHtQ=/2121x1414/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-185263144-8aa6cc35d90347b78f97d985afc4d25f.jpg)
IRS Section 7702: What It Is and Recent Tax Code Changes
![A woman reviews forms at a desk.](https://www.investopedia.com/thmb/ibfLzq3k7cp0fNfhJ4w58ZAUu-8=/2120x1414/filters:no_upscale():max_bytes(150000):strip_icc()/forms-626de6f54dac49418962434561d0fb45.jpg)
Form W-4: What It Is and How to File
![IRS Form 2441](https://www.investopedia.com/thmb/NANsx5_kXQxFd8q7zjhXYP3hq0I=/4000x2700/filters:no_upscale():max_bytes(150000):strip_icc()/form-2441-child-and-dependent-care-expenses-definition-4783504-final-0464752338624545a391b2f2db97b354.png)
IRS Form 2441: What It Is, Who Can File, and How to Fill It Out
![](https://www.investopedia.com/thmb/IMtAQXRZ28BQ-Zn_FtzMx5sijlk=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/ap675784005308-5bfc2b3fc9e77c00519a97d4.jpg)
What Is Schedule C? Who Can File and How to File for Taxes
![IRS Building in Washington](https://www.investopedia.com/thmb/az2suc6F127yNV1IKqZtBZGLslI=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-174879501-f4ca1ffa3f1d40dfa18aa94a3bbb949c.jpg)
The Purpose of IRS Form 8949
![An IRS building facade.](https://www.investopedia.com/thmb/3dFg_OVC6RUiK04aCdui0eLJoo8=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/shutterstock_131832332-5bfc36824cedfd0026c36aba.jpg)
What Is IRS Form 5498: IRA Contribution Information?
![The Internal Revenue Service (IRS) building stands on April 15, 2019 in Washington, DC.](https://www.investopedia.com/thmb/BRxHDgmrpxWZIE0DfcBISOJR7wQ=/4992x3328/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-1137410599-27899a879c9b470aba0c43f8790870ad.jpg)
Form 1310: Purpose for Taxes, Who Files, and How to File
![Affordable Care Act](https://www.investopedia.com/thmb/qySPzUO07v85oQ9ooPe1gKCJTOk=/3186x2141/filters:no_upscale():max_bytes(150000):strip_icc()/affordable_care_act-9765a407b10444bb98b60706b31b0426.jpg)
Form 8962: Premium Tax Credit. What It Is and How to File
![Calculator and charts](https://www.investopedia.com/thmb/yi8Lr_kZ_0aRnskna16zluPF-7Q=/2121x1414/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-160616076-5b11ad0952424bcbbaf08301bdd6515c.jpg)
What Is Schedule D: Capital Gains and Losses?
![The directors who sit on a company's board of directors are responsible for determining a company's dividend payout policy; one of the most important decisions they will make. An intelligent dividend payout policy depends upon several factors, including opportunities for profitable growth, current tax laws, and a host of other considerations.](https://www.investopedia.com/thmb/PBJaSORol1vEIcvBKd7dBACOZ1w=/5118x3412/filters:no_upscale():max_bytes(150000):strip_icc()/determining-dividend-policy-588d73e15f9b5874ee6d8af0.jpg)
What Is Schedule B (Form 1040): Interest and Ordinary Dividends?
![A woman reviews paperwork and uses a laptop in her kitchen](https://www.investopedia.com/thmb/CF-Xmrw_3Y2-bK2X23EwEdLUFfQ=/6046x4035/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-875247398-a5052cca4c90449684596405058a93f8.jpg)
Form 4868: 6-Month Extension to File a Tax Return
![Medium body shot of a person holding a mug and doing paper work on their desk](https://www.investopedia.com/thmb/2bg9OfFkddlV64FrGBgvb1hlAeY=/2121x1414/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-1309123898-a631a4eacecb4e1abaac9c705a8ba4b0.jpg)
Form 4797: Sales of Business Property Definition: What It Is and How to File
![An agricultural engineer works on his laptop.](https://www.investopedia.com/thmb/F1NqAbF83_dqg617SGdXJaIVUvw=/114x170/filters:no_upscale():max_bytes(150000):strip_icc()/agricultural-engineer114x170-56a0f0935f9b58eba4b56317.jpg)
Schedule F: Profit or Loss from Farming—Definition, Uses, and Filing
![Executor of estate sitting at desk with papers](https://www.investopedia.com/thmb/GUAHaSar1Dwr_04yPvPUstJiD1g=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/istock150684235.businessman.executor.black.cropped-5bfc2ed046e0fb0051be72f9.jpg)
IRS Form 706: Who Must File It and Related Forms
![4506-t form for tax time](https://www.investopedia.com/thmb/lV1EVOQUFddPhb-suPySvTLAp3s=/2121x1414/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-924525450-3309b862fb4542cabd4ef8b759b02d5d.jpg)
Form 4506, Request for Copy of Tax Return: Definition and Filing
![Mortgage Investment Credit Tax Form 8396](https://www.investopedia.com/thmb/EoFhnd-YvWWCmQRvu-uJ_QJtrTM=/5184x3456/filters:no_upscale():max_bytes(150000):strip_icc()/mortgage-investment-credit-tax-form-8396-610648134-5dea203e3c5c4d81b66a8566d80fa18b.jpg)
What Is Form 8396: Mortgage Interest Credit? How to Use
![1040 form surrounded by dollar bills](https://www.investopedia.com/thmb/ZVzAYd1mjHkcatnx2LYYGbZ4BU4=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/tax_refund-5bfc3577c9e77c005145c883.jpg)
What Is Form 8379: Injured Spouse Allocation? Definition
![Person using a calculator and holding a pen over tax papers](https://www.investopedia.com/thmb/aGMyg10nVHRVAGn9jgUP3ISrF7A=/6000x4000/filters:no_upscale():max_bytes(150000):strip_icc()/Section1341Credit-19fa42947b27494d87bfabac664ed965.jpg)
Section 1341 Credit: Definition, Purpose, and How It Works
![usa taxes concept](https://www.investopedia.com/thmb/n0rCGkG6pXHgElXbcDUEZkHQQiU=/5200x3678/filters:no_upscale():max_bytes(150000):strip_icc()/usa-taxes-concept-512524530-fd5efa8a34e54624a56f259a1d8fcdd6.jpg)
W-4 Form
![Internal Revenue Service building](https://www.investopedia.com/thmb/fvmlqgpG5MB-rYSRUTfWJMZxlcM=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/IRS_AP268395479134.cropped-fbc58fa4e4674b9699e9371e7c23b2e6.jpg)
Form 843: Claim for Refund and Request for Abatement: How to File
![](https://www.investopedia.com/thmb/53ys2EX2e4VqUAiAKL4ojujB5mw=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/thinkstockphotos100421901-5bfc2b324cedfd0026c1083d.jpg)
P45 Form: United Kingdom Tax Form, What it is, How it Works
![Internal Revenue Service Building](https://www.investopedia.com/thmb/NIVJ_H36L28evGuHB-AVBHhjE5E=/3260x2328/filters:no_upscale():max_bytes(150000):strip_icc()/IRS-b90d1bca51b449e59cfd7e60b5e5cbb2.jpg)
Form 2848: Power of Attorney and Declaration of Representative Definition
![](https://www.investopedia.com/thmb/sUF0mBeybFELxisvMimrFb7DvEk=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/148985994-5bfc2b8c46e0fb0083c07ba8.jpg)
Form 9465: Installment Agreement Request: Meaning, Overview
![Internal Revenue Service building, with stop light](https://www.investopedia.com/thmb/73vTtHZyFnlCd2XGezuPy-BUEdE=/3260x2328/filters:no_upscale():max_bytes(150000):strip_icc()/IRS-cc3039d033ae4d668ebd45d167a2c14d.jpg)
Form 6251: Alternative Minimum Tax-Individuals Overview
![Tax refund on tax form, with pencil](https://www.investopedia.com/thmb/TI15TS2_2qNR41Na7Eg5EhhlVek=/2133x1406/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-91627653-5c4e07264cedfd0001ddb487.jpeg)
Form 8888: Allocation of Refund (Including Savings Bond Purchases) Definition
![](https://www.investopedia.com/thmb/oQdRFJ4uAkMd7jqkmQIlTS5xnCo=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/thinkstockphotos-467507748-5bfc34f246e0fb0051469708.jpg)
Form 990: Return of Organization Exempt from Income Tax Overview
![](https://www.investopedia.com/thmb/pjhV6WOZNMxd5ToBSUiWMLDj6rU=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/147323400-5bfc2b8c4cedfd0026c11901.jpg)
Schedule L: Transactions with Interested Persons Overview
![](https://www.investopedia.com/thmb/AfoCzIXmwG_Pav82drefDlg1cLA=/380x254/filters:no_upscale():max_bytes(150000):strip_icc()/aa014176-5bfc2b8bc9e77c002630643b.jpg)
Form 6252: Installment Sale Income: What it is, How it Works
![](https://www.investopedia.com/thmb/urBQuEnIfqkSIUDNUy9ggD9QHF0=/380x254/filters:no_upscale():max_bytes(150000):strip_icc()/200393273-001-5bfc2b8bc9e77c0026b4f8ce.jpg)
Form 2439: Notice to Shareholder of Undistributed Long-Term Capital Gains
![](https://www.investopedia.com/thmb/wUgWD5ffp8opIubQGfOw82DGroo=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/shutterstock_222298069-5bfc362246e0fb005146d808.jpg)
The Purpose of IRS Form 2848
![Tax papers with a cell phone on them](https://www.investopedia.com/thmb/L-RrHpceXYdkbtreFB_afA3PCvk=/2121x1414/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-185121670-5d80bd4899c94a0c8bdaef9cfffe85ca.jpg)
Form 8689: Allocation of Individual Income Tax to the U.S. Virgin Islands
![Panel Recommends Major Tax Law Changes](https://www.investopedia.com/thmb/hjEj6Orm5QfCgF7Ctz5IT_216go=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-56043781-1a2cdb581d4d4f10801a93e0da9f2283.jpg)
IRS Publication 525: What It is, How It Works
![](https://www.investopedia.com/thmb/ptKsh0XVQvyOTqizIfRgwR0tEsk=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/125183558-5bfc2b8c46e0fb00517be02c.jpg)
Free File Fillable Tax Forms: What They Are, How They Work
![](https://www.investopedia.com/thmb/urBQuEnIfqkSIUDNUy9ggD9QHF0=/380x254/filters:no_upscale():max_bytes(150000):strip_icc()/200393273-001-5bfc2b8bc9e77c0026b4f8ce.jpg)
NR6 Form: What It Means, How It Works in Income Tax
![](https://www.investopedia.com/thmb/AIsvAlNV5yjf-P8iVBRHEN1Ib_Y=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/101405194-5bfc2b8c46e0fb0051bddfc9.jpg)
Form 4070A: Employee'S Daily Record Of Tips Overview
![](https://www.investopedia.com/thmb/ptKsh0XVQvyOTqizIfRgwR0tEsk=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/125183558-5bfc2b8c46e0fb00517be02c.jpg)
IRS Form 4868: What It is and how It Works
![](https://www.investopedia.com/thmb/sUF0mBeybFELxisvMimrFb7DvEk=/680x440/filters:no_upscale():max_bytes(150000):strip_icc()/148985994-5bfc2b8c46e0fb0083c07ba8.jpg)
IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits
![](https://www.investopedia.com/thmb/Pa04VKy0HXWehjWDHRXFrCysdp0=/380x254/filters:no_upscale():max_bytes(150000):strip_icc()/dv740090-5bfc2b8b46e0fb00265bea71.jpg)
IRS Form 706-GS(D): Generation-Skipping Transfer Tax Return For Distributions
![IRS Publication 17](https://www.investopedia.com/thmb/DbiMujsKbWmidMFVu41FDW4FyvE=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/IRSPublication17_Final_4194241-634b79b70e164387b200080513ad8a7d.png)
IRS Publication 17: What It is, How it Works
![IRS Publication 544](https://www.investopedia.com/thmb/SyQlpVi3a5dK7pg3zvpyHIu2yRI=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/irs-pub-544.asp_final-a3b03cf41bca414982c9729109f94f06.png)
IRS Publication 544: What It is, How It Works
![IRS Publication 225 or Farmer's Tax Guide](https://www.investopedia.com/thmb/9pfmdKAg1NzsaxbfzD5AmDeTQu0=/1500x1000/filters:no_upscale():max_bytes(150000):strip_icc()/irs-pub-225.asp_final-18cbd9ae73c440f0a5e310e4a9dd8ad5.png)
IRS Publication 225 or Farmer's Tax Guide: Overview
![Form 4563](https://www.investopedia.com/thmb/l3JqRc0OGx2TIvU-PQj-4ptI3qk=/4000x2700/filters:no_upscale():max_bytes(150000):strip_icc()/form-4563.asp-final-ac1376da2b4b40fdad50d2c593a18d9c.png)
Form 4563 Definition
![IRS Publication 570](https://www.investopedia.com/thmb/B7PZOSfTbj8PyhXRPaPzWe4tEYk=/4000x2700/filters:no_upscale():max_bytes(150000):strip_icc()/Irs-pub-570_final-86f1568a55c94050abd246460139fb8c.png)
IRS Publication 570: Tax Guide For Individuals With Income From U.S. Possessions
![IRS Publication 939: A guide on how to determine the tax treatment of pension and annuity income under the General Rule.](https://www.investopedia.com/thmb/7Zf03Wmnujfm0DKkClKQUmQ_bJw=/4000x2700/filters:no_upscale():max_bytes(150000):strip_icc()/irs-pub-939.asp-Final-ae84cfc58d034366bc29af29d80fdd4c.jpg)
IRS Publication 939
![IRS Publication 556](https://www.investopedia.com/thmb/TeToBzBRBH5yY_YqDoqz5TfMgmo=/4000x2700/filters:no_upscale():max_bytes(150000):strip_icc()/irs-pub-556.asp-Final-c3c7872d3b7a4b25a7029c5ff267bc6e.png)
IRS Publication 556: Examination Of Returns, Appeal Rights And Claims For Refund