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IRS Forms: Withholding and W Forms
17 forms about withholding and w forms. Each page explains the form in plain English and lets you fill out the official PDF in your browser.
Form SS-4Application for Employer Identification NumberThe form you file to get an Employer Identification Number, the 9-digit number your business, trust, or estate uses on tax filings.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-2Wage and Tax StatementThe year-end statement you give each employee and send to the Social Security Administration, showing what you paid and what you withheld.Form W-3Transmittal of Wage and Tax Statements (Info Copy Only)The cover sheet that goes with paper Copy A of your Forms W-2 and totals the amounts on them for the Social Security Administration.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-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-8BEN-ECertificate of Entities Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)The form a foreign entity gives to a U.S. payer to show it is not a U.S. person and to claim a lower treaty rate of withholding.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 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 941Employer's QUARTERLY Federal Tax ReturnThe quarterly return where you report the wages you paid, the income tax you withheld, and the social security and Medicare tax you owe.Form 944Employer's Annual Federal Tax ReturnThe yearly payroll tax return you file instead of four quarterly Forms 941, but only if the IRS mailed you a notice telling you to.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 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 1099-MISCMiscellaneous InformationThe form a business files to report rent, prizes, attorney proceeds and other payments that are not wages or contractor pay.Form 1099-NECNonemployee Compensation - Form 1099 NECThe form your business files when you pay someone who is not an employee $2,000 or more for work during the year.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.
Other topics
Tax returns and schedules 371099s and information returns 8Payroll and employment tax 9Starting and structuring a business 6Credits and deductions 11IRAs, HSAs and retirement accounts 4Extensions and payment plans 9Transcripts, authorizations and address changes 8Refunds, identity theft and relief 6Estate and gift tax 4Nonprofit filings 2International and foreign status 6