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Accounting Documents

TAX FORMS

TAX FORMS

1040

U.S. Individual Income Tax Return


Form | Instructions

1040-SR

An alternative to Form 1040 for taxpayers who are 65 and older.


Form | Instructions

1040ES

Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).


Form & Instructions

1040X

Amended U.S. Individual Income Tax Return


Form | Instructions

SCHEDULE A (1040)

Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.


Form | Instructions

SCHEDULE B (FORM 1040)

Interest and Ordinary Dividends.


Form & Instructions

SCHEDULE C (FORM 1040)

Profit or Loss from Business (Sole Proprietorship)


Form | Instructions

SCHEDULE D (FORM 1040)

Capital Gains and Losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.


Form | Instructions

SCHEDULE M (FORM 990)

Making Work Pay Credit. Use Schedule M to figure the making work pay credit. This credit may give you a refund even if you do not owe tax.


Form

SCHEDULE SE (FORM 1040)

Self-Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.


Form | Instructions

W-4

Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.


Form & Instructions

W-2

Wage and Tax Statement. Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee - even if the employee is related to the employer.


Form | Instructions

W-9

Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.


Form | Instructions

1099

Miscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.


Form | Instructions

1099-NEC

Form to report nonemployee compensation.


Form | Instructions

941

Employer's Quarterly Federal Tax Return.


Form | Instructions

8863

Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.


Form | Instructions

The resources provided are believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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