Tax Forms

I-9

The Employment Eligibility Verification Form ___ is a U.S. Citizenship and Immigration Services form

W-2

The Form your employer sends to you at the end of the year that shows your taxes payed and pay earned in gross for that year.

1040

The IRS Form ____ is one of the official documents that U.S. taxpayers can use to file their annual income tax return. The form is divided into sections where you can report your income and deductions to determine the amount of tax you owe or the refund you can expect to receive.

1040A

IRS Tax Form _____ is a simplified federal income tax form used to report an individual's income and calculate their taxes. It is also known as "the short form" because it is a two-page form that is less complex than IRS Tax Form 1040. Tax Form _____ covers more than Form 1040EZ, and it allows taxpayers to report common types of income, credits, and deductions.

1040X

IRS Tax Form _____ is the Amended U.S. Individual Income Tax Return. It is designed for taxpayers who need to correct mistakes made on Tax Form 1040, Tax Form 1040A, Tax Form 1040EZ, Tax Form 1040NR, or Tax Form 1040NR-EZ. To make a revision to your already-filed tax return, you'll need to submit Form _____ as well as a new completed tax return (Form 1040, etc.).

1040EZ

IRS Tax Form ______ is the shortest federal individual income tax form. It is designed for taxpayers whose filing status is "single" or "married filing jointly" with no dependents.

1099-MISC

If you are an independent contractor or self-employed you will receive a Form __________ from each client that pays you at least $600 during the tax year.

W-9

Individuals and entities use the form to provide their taxpayer identification number to entities that will pay them income during the tax year.

1099-INT

Other types of investments you have may pay periodic interest payments rather than dividends. These interest payments are also taxable and are reported to you on Form ________.

W-4

Used by your employer to withhold the proper amount of federal income tax from your paycheck.

1099-DIV

When you own a portfolio of stock investments or mutual funds, you may receive a Form ________ to report the dividends and other distributions you receive during the year.