Small Business Taxes & Management

We've compiled a list of the most popular IRS forms. We've broken the list down into two categories -- Personal and Business. There are actually many more forms; by deleting the more arcane ones we've made the list more usable. (For example, Form 6197 is for auto manufacturers to pay the gas guzzler tax. You won't find that in our list.) You can also use the find feature in your browser (CTRL F) to search the list. When you find the form you want, just click on the link to go directly to the IRS site and the latest PDF version of the form. Be sure to check the date on the form carefully. The link below should take you to the current-year version. Many forms are revised annually and the IRS keeps older forms on line. Many revisions occur after a major tax law change or near the end of the year. For the most popular forms on the list we've also included a quick link to the instructions. Click on the INST to the right of the form name.

Note. In the Forms for Business section we've included a link to the I-9, Employment Eligibility Verification form.

To review all the forms or download a form not listed here, go to the IRS web site at IRS Forms and Publications

* There is one additional form (8995-A) and four schedules (8995-A, B, C, and D) which may be needed depending on your situation.

Forms for Businesses

Form No.	Form Name
I-9	Employment Eligibility Verification	MORE INFO
W-4	Employee's Withholding Allowance Certificate
W-9	Request for Taxpayer Identification Number and Certification	INST
941	Employer's QUARTERLY Federal Tax Return	INST
941 Schd B	Schedule B for Form 941	INST
941-X	Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund	INST
966	Corporate Dissolution or Liquidation
982	Reduction of Tax Attributes Due to Discharge of Indebtedness
1041	U.S. Income Tax Return for Estates and Trusts	INST
Schd D	Capital Gains and Losses (Form 1041)	INST
Schd I	Alternative Minimum Tax (Form 1041)	INST
Schd K-1	Beneficiary's Share of Income, Deductions, Credits, etc.
1065	U.S. Partnership Return of Income	INST
Schd D	Capital Gains and Losses (Partnership)
Schd K-1	Partner's Share of Income, Credits, Deductions, etc.	INST
1099-Inst	General Instructions for Certain Information Returns
1099-MISC	Miscellaneous Income	INST
1118	Foreign Tax Credit - Corporations
1120	U.S. Corporation Income Tax Return	INST
Schd G	Information on Certain Persons Owning the Corporation's Voting Stock
Schd H	Section 280H Limitations for a Personal Service Corporation (PSC)
Schd PH	U.S. Personal Holding Company (PHC) Tax
1120S	U.S. Income Tax Return for an S Corporation	INST
1125A	Cost of Goods Sold
Schd D	Capital Gains and Losses
Schd K-1	Shareholder's Share of Income, Credits, Deductions, etc.	INST
1120W	Estimated Tax for Corporations
1120X	Amended U.S. Corporation Income Tax Return
1122	Authorization and Consent of Subsidiary Corporation to be Included in Consolidated Income Tax Return
1127	Application and Extension of Time for Payment of Tax
1128	Application to Adopt, Change or Retain a Tax Year
1138	Extension of Time for Payment of Taxes By a Corporation Expecting a Net Operating Loss Carry-Back
1139	Corporation Application for Tentative Refund
2220	Underpayment of Estimated Tax by Corporation
2553	Election by a Small Business Corporation (S election)	INST
2848	Power of Attorney and Declaration of Representative
3115	Application for Change in Accounting Method	INST
4136	Credit For Federal Tax Paid on Fuels
4255	Recapture of Investment Credit
4466	Corporation Application for Quick Refund of Overpayment of Estimated Tax
4562	Depreciation and Amortization	INST
4626	Alternative Minimum Tax - Corporation
4797	Sales of Business Property	INST
4835	Farm Rental Income and Expenses
5452	Corporate Report of Nondividend Distribution
5500-EZ	Annual Return of One-Participant Retirement Plan	INST
5735	Possessions Corporation Tax Credit
5884	Work Opportunity Credit	INST
5884-A	Credit for Affected Disaster Area Employers
6252	Installment Sale Income
6765	Credit for Increasng Research Activities	INST
7004	Application for Automatic Extension of Time to File Corporation Income Tax Return	INST
7200	Advance Payment of Employer Credits Due to COVID-19	INST
7203	S Corporation Shareholder Stock and Debt Basis Limitations
8027	Employer's Annual Information Return of Tip Income and Allocated Tips
8275	Disclosure Statement
8275R	Regulation Disclosure Statement
8300	Report of Cash Payments Over $10,000 Received in a Trade or Business
8308	Report of a Sale or Exchange of Certain Partnership Interests
8594	Asset Acquisition Statement	INST
8716	Election to Have a Tax Year Other Than a Required Tax Year
8809	Request for Extension of Time to File Information Returns
8810	Corporate Passive Activity Loss and Credit Limitations
8822-B	Change of Address or Responsible Party-Business
8825	Rental Real Estate Income and Expenses of a Partnership or an S Corporation
8826	Disabled Access Credit
8827	Credit for Prior Year Minimum Tax - Corporations
8832	Entity Classification Election
8842	Election to Use Different Annualization periods for Corporation Estimated Tax
8844	Empowerment Zone Employment Credit	INST
8846	Credit for Employer Social Security and Madicare Taxes Paid on Certain Employee Tips
8850	Pre-Screening Notice and Certification Request for the Work Opportunity Credit	INST
8869	Qualified Subchapter S Subsidiary Election
8874	New Markets Credit
8881	Credit for Small Employer Pension Plan Startup Costs
8882	Credit for Employer-Provided Child Care Facilities and Services
8883	Asset Allocation Statement Under Section 338	INST
8908	Energy Efficient Home Credit
8919	Uncollected Social Security and Medicare Tax on Wages
8932	Credit for Employer Differential Wage Payments	INST
8941	Credit for Small Employer Health Insurance Premiums	INST
8952	Application for Voluntary Classification Settlement Program (VCSP)	INST

Form No.	Form Name	Instructions

56	Notice Concerning Fiduciary Relationship
709	United States Gift (and Generation-Skipping Transfer) Tax Return	INST
720	Quarterly Federal Excise Tax Return
843	Claim for Refund and Request for Abatement
911	Application for Taxpayer Assistance Order
982	Reduction of Tax Attributes Discharge of Indebtedness
1040	U.S. Individual Income Tax Return	INST
Schd 1	Additional Income and Adjustments to Income
Schd 2	Additional Tax
Schd 3	Additional Credits and Payments
Schd A	Itemized Deductions	INST
Schd B	Interest and Dividends	INST
Schd C	Profit or Loss from Business (Sole Proprietorship)	INST
Schd C-EZ	Profit or Loss from Business (Sole Proprietorship)
Schd D	Capital Gains and Losses	INST
Schd E	Supplemental Income and Loss (Rental Income; S Corporation and Partnerships)	INST
Schd EIC	Earned Income Credit
Schd F	Profit or Loss From Farming	INST
Schd H	Household Employment Taxes	INST
Schd J	Income Averaging for Farmers and Fishermen	INST
Schd R	Credit for the Elderly or the Disabled
Schd SE	Self-Employment Tax	INST
461	Limitation on Business Losses	INST
1040NR	U.S. Nonresident Alien Income Tax Return
1040X	Amended U.S. Individual Income Tax Return	INST
1045	Application for Tentative Refund	INST
1116	Foreign Tax Credit (Individual, Estate, or Trust)	INST
1127	Application for Extension of Time for Payment of Tax Due to Undue Hardship
1310	Statement of Person Claiming Refund Due a Deceased Taxpayer
2106	Employee Business Expenses	INST
2106-EZ	Unreimbursed Employee Business Expenses
2120	Multiple Support Declaration
2210	Underpayment of Estimated Tax by Individuals	INST
2210F	Underpayment of Estimated Tax by Farmers and Fishermen
2350	Application for Extension of Time to File U.S. Income Tax Return (for U.S. citizens and resident aliens abroad)
2441	Child and Dependent Care Expenses	INST
2555	Foreign Earned Income Exclusion	INST
2555EZ	Foreign Earned Income Exclusion
2848	Power of Attorney and Declaration of Representative	INST
3468	Investment Credit
3520	Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
3800	General Business Credit
3903	Moving Expenses	INST
3911	Taxpayer Statement Regarding Refund
4136	Credit for Federal Tax Paid on Fuels
4137	Social Security and Medicare Tax on Unreported Tip Income
4255	Recapture of Investment Credit
4506	Request for Copy of Tax Return
4506-T	Request for Transcript of Tax Return
4506T-EZ	Short Form Request for Individual Tax Return Transcript
4562	Depreciation and Amortization	INST
4684	Casualties and Thefts	INST
4797	Sales of Business Property	INST
4835	Farm Rental Income and Expenses
4852	Substitute for Form W-2, Wage and Tax Statement
4868	Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
4952	Investment Interest Expense Deduction
4972	Tax on Lump-Sum Distributions
5304-SIMPLE	Savings Incentive Match Plan for Small Employer
5305-SIMPLE	Savings Incentive Match Plan for Small Employers Designated Financial Institution
5305-R	Roth Individual Retirement Trust Account
5305-SEP	Simplified Employee Pension
5329	Additional Taxes on Qualified Plans	INST
5405	First-Time Homebuyer Credit	INST
5500-EZ	Annual Return of One-Participant Retirement Plan
5695	Residential Energy Credits
6198	At-Risk Limitations	INST
6251	Alternative Minimum Tax	INST
6252	Installment Sale Income
6781	Gains and Losses From Section 1256 Contracts and Straddles
7202	Credits for Sick Leave and Family Leave Self-Employed	INST
7203	S Corporation Shareholder Stock and Debt Basis Limitation	INST
8082	Notice of Inconsistent Treatment or Administrative Adjustment Request
8271	Reporting of Tax Shelter Registration Number
8283	Non-Cash Charitable Contributions	INST
8332	Release of Claim to Exemption
8396	Mortgage Interest Credit
8453	Transmittal for an IRS e-file Return (1040)
8582	Passive Activity Loss Limitation	INST
8606	Nondeductible IRAs	INST
8615	Child With Investment Income	INST
8801	Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts	INST
8812	Additional Child Tax Credit
8814	Parent's Election for Child's Income
8815	Exclusion of Interest From Savings Bonds
8818	Optional Form To Record Redemption of EE and I U.S. Savings Bonds Issued After 1989
8821	Tax Information Authorization
8822	Change of Address
8824	Like Kind Exchange	INST
8829	Expenses for Business Use of Your Home	INST
8839	Qualified Adoption Expenses
8857	Request for Innocent Spouse Treatment
8862	Information to Claim EIC After Disallowance
8863	Education Credits	INST
8880	Credit for Qualified Retirement Savings Contribution
8885	Health Coverage Tax Credit	INST
8888	Direct Deposit of Refund
8889	Health Savings Accounts (HSAs)	INST
8892	Payment of Gift/GST Tax and/or Application for Extension of Time to File Form 709
8910	Alternative Motor Vehicle Credit
8917	Tuition and Fees Deduction
8938	Statment of Specified Foreign Financial Assets	INST
8949	Sales and Other Dispositions of Capital Assets	INST
8959	Additional Medicare Tax	INST
8960	Net Investment Income Tax--Individuals, Estates and Trusts	INST
8962	Premium Tax Credit	INST
8965	Health Coverage Exemptions	INST
8995	Qualified Business Income Deduction Simplified Computation*
9465	Installment Agreement Request	INST
FinCEN 114	Report of Foreign Bank and Financial Accounts--Electronic Only

IRS Forms

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