These links will let you download the Internal Revenue Service's most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website.
U.S. Individual Income Tax Return
Form | Instructions
An alternative to the Form 1040 for taxpayers who are 65 and older.
Form | Instructions
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
Amended U.S. Individual Income Tax Return
Form | Instructions
Savings Incentive Match Plan for Employees of Small Employers
Form | Instructions
Additional Income and Adjustments to Income
Form | Instructions
Additional Taxes
Form | Instructions
Additional Credits and Payments
Form | Instructions
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
Interest and Ordinary Dividends.
Form & Instructions
Profit or Loss from Business (Sole Proprietorship)
Form | Instructions
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
Supplemental Income and Loss. Use Schedule E to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts and residual interests in real estate mortgage investment conduits (REMICs).
Form | Instructions
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
Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.
Form & Instructions
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
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
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
Form to report non-employee compensation.
Form | Instructions
Employer's Quarterly Federal Tax Return.
Form | Instructions
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.
Form & Instructions
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
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Meyer Capital Group or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
Legal & Privacy | Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.