The Form 1040 is the standard form used by U.S. taxpayers to file an annual income tax return. It reports income, calculates taxes owed, and determines any refund or additional tax due.
Form 1040-SR is a simplified version of the standard Form 1040 for taxpayers aged 65 and older. It features larger print and a simplified layout for ease of use.
Form 1040-ES is used by individuals to pay estimated tax on income that is not subject to withholding, such as self-employment income, dividends, or rental income.
Form 1040-X is used to amend a previously filed tax return, such as correcting errors in filing status, income, or deductions.
Schedule A is used to claim itemized deductions, such as medical expenses, mortgage interest, and charitable contributions, in lieu of the standard deduction.
The W-4 form is used by employees to inform their employer how much federal income tax should be withheld from their paychecks.
Form 1099-NEC is used to report payments made to non-employees for services rendered, such as independent contractors and freelancers.
Form 941 is used by employers to report payroll taxes, including Social Security, Medicare, and federal income tax withheld from employee paychecks.
Form 8863 is used to claim tax credits for educational expenses, such as the American Opportunity Credit and Lifetime Learning Credit.
