Forms by who you are
IRS Forms for Individuals and Families
37 forms used by individuals and families. Each page explains the form in plain English and lets you fill out the official PDF in your browser.
Form SS-8Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax WithholdingThe form you send the IRS when you want an official ruling on whether a worker is an employee or an independent contractor.Form W-4Employee's Withholding CertificateThe form you give your employer so the right amount of federal income tax comes out of each paycheck.Form W-7Application for IRS Individual Taxpayer Identification NumberThe form you use to get a tax ID number from the IRS when you have to file a U.S. tax return but can't get a Social Security number.Form W-8BENCertificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)The form you give a U.S. payer or bank to show you are a foreign individual and to claim a treaty withholding rate if you qualify.Form W-9Request for Taxpayer Identification Number and CertificationYou fill this out when someone who pays you needs your correct tax ID number so they can report the payments to the IRS.Form 56Notice Concerning Fiduciary RelationshipThe form you file to tell the IRS you are acting for someone else on their taxes, as an executor, trustee, guardian or receiver.Form 709United States Gift (and Generation - Skipping Transfer) Tax ReturnThe return you file after you give someone more than $19,000 in a year, so the IRS can record those gifts and figure any tax due.Form 843Claim for Refund and Request for AbatementThe form you file to ask the IRS for a refund or to cancel certain taxes, penalties, interest, or fees you should not have been charged.Form 1040U.S. Individual Income Tax ReturnThe yearly tax return where you report your 2025 income, figure what you owe or get back, and claim credits like the child tax credit.Schedule C (Form 1040)Profit or Loss From Business (Sole Proprietorship)The form you attach to your tax return to report what your business took in, what it spent, and whether it ended the year at a profit.Schedule SE (Form 1040)Self-Employment TaxThe schedule you attach to your tax return to work out the social security and Medicare tax you owe on your self-employment earnings.Form 1040-ESEstimated Tax For IndividualsThe form you use to figure and pay tax during the year on income that has no withholding, like self-employment, interest, or rent.Form 1040-NRU.S. Nonresident Alien Income Tax ReturnThe U.S. tax return you file when you are a nonresident alien with income from the United States or tax withheld that you want back.Form 1040-SRU.S. Income Tax Return for SeniorsThe yearly federal income tax return for seniors, where you report your 2025 income and work out your refund or the amount you owe.Form 1040-XAmended U.S. Individual Income Tax ReturnThe form you file to fix a federal tax return you already sent in, whether that means you owe more or you are owed a refund.Form 1096Annual Summary and Transmittal of U.S. Information ReturnsThe cover sheet you mail to the IRS with a batch of paper 1099s, 1098s, or similar forms, showing how many you sent and what they total.Form 1099-INTInterest Income (Info Copy Only)The form your bank or other payer sends you and the IRS to report the interest they paid you during the year.Form 2848Power of Attorney and Declaration of RepresentativeThe form you sign to let an attorney, CPA, enrolled agent or other eligible person deal with the IRS on your behalf.Form 3911Taxpayer Statement Regarding RefundThe form you send the IRS when your federal tax refund never showed up, or the refund check you got was lost, stolen or destroyed.Form 4506-CIVES Request for Transcript of Tax ReturnThe form you sign so the IRS sends your tax transcript to an authorized IVES participant instead of to you.Form 4506-TRequest for Transcript of Tax ReturnThe form you send the IRS when you need a transcript of a past tax return, your wage records, or proof that you did not file.Form 4852Substitute 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.The form you attach to your tax return when your employer or payer never sent your W-2 or 1099-R, or sent one with wrong numbers.Form 4868Application for Automatic Extension of Time to File U.S. Individual Income Tax ReturnThe form you file to get 6 more months to turn in your federal income tax return, without giving the IRS a reason.Form 5329Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsThe form you attach to your tax return when a retirement, health, education, or ABLE account triggers an extra tax.Form 8379Injured Spouse AllocationThe form you file when the IRS takes your share of a joint refund to pay a past-due debt that belongs only to your spouse.Form 8606Nondeductible IRAsThe form that tracks IRA money you already paid tax on, so you are not taxed twice when you take it out or convert it to a Roth.Form 8821Tax Information AuthorizationThe form you sign to let a person or company you choose look at or receive your confidential IRS tax information.Form 8822Change of AddressThe form you send the IRS when your home mailing address changes, so notices about your taxes reach you.Form 8829Expenses for Business Use of Your HomeThe form self-employed people use to figure how much of their home costs they can deduct on Schedule C.Form 8843Statement for Exempt Individuals and Individuals With a Medical ConditionThe form you file as a foreign visitor to explain why certain days in the U.S. should not count toward the substantial presence test.Form 8857Request for Innocent Spouse ReliefThe form you file to ask the IRS to stop holding you responsible for tax from a joint return you filed with a spouse or former spouse.Form 8863Education Credits (American Opportunity and Lifetime Learning Credits)The form you attach to your Form 1040 to claim the American opportunity and lifetime learning credits for what you paid for college.Form 8889Health Savings Accounts (HSAs)The form you attach to your tax return to report money going into and out of your HSA and to claim your HSA deduction.Form 8949Sales and Other Dispositions of Capital AssetsThe form you attach to Schedule D to list every sale of stock, digital assets, or other property so the IRS can match your numbers.Form 8962Premium Tax Credit (PTC)The form you file with your tax return to figure your premium tax credit and settle up on the advance payments paid to your insurer.Form 9465Installment Agreement RequestThe form you send the IRS when you can't pay your tax bill in full and want to pay it off in monthly installments instead.Form 14039Identity Theft AffidavitThe affidavit you send the IRS when someone steals your identity, so it can document your case and sort out your tax records.
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