Tax Guides, Forms, and eFiling

The following federal tax forms are provided for download in .pdf format. For more tax forms, instructions, and information, visit the Forms and Publications of the Internal Revenue Service Web site.

Please note that clicking on following links means you will be leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are visiting. This information being provided is strictly as a courtesy. The following links will open an external site in a new browser.

Guides

• 2009 Tax Planning Guide This 2009 Tax Planning Guide contains many strategies for lowering your personal and business taxes. We hope you'll find it useful in your planning. Because your financial situation is unique, be sure to obtain professional advice before acting on any of the general suggestions you read about in the Guide.
• 2009 Tax Planning Guide Supplement This 2009 Tax Planning Guide Supplement reflects the recent changes as a result of the American Recovery and Reinvestment Act of 2009 signed on February 17, 2009.
• Older Americans' Tax Guide
  (IRS Publication 554)
• Your Federal Income Tax - For Individuals

Mutual Funds - Investments

• Mutual Fund Distributions
  (IRS Publication 564)
• Investment Income and Expenses (Including Capital Gains and Losses)
  (IRS Publication 550)
• Schedule A&B (Form 1040) interest and Ordinary Dividends
• Schedule D (Form 1040) Capital Gains and Losses
• Form 1099-B Proceeds from Broker and Barter Exchange Transactions
• Instructions for form 1099-B
• Form 1099-DIV Dividends and Distributions
• Instructions for Form 1099-DIV
• Form 1099-R
• Form 5498
• Instructions for Form 1099-R and 5498
• Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
• Form 4952 Investment Interest Expense Deduction

Forms

• 2008 Form 1040 U.S. Individual Income Tax Return
  The standard tax return form for individual taxpayers.
  Click here for instructions.
• 2008 Form 1040A U.S. Individual Income Tax Return
  Click here for instructions.
• 2008 Form 1040A (Schedule 1) Interest and Ordinary Dividends for Form 1040A Filers
  
• 2008 Form 1040EZ Income Tax Return for Single and Joint Filers with No Dependents
  Use if: Your filing status is single or married filing jointly; you do not claim any dependents; you do not claim a deduction for educator expenses, the student loan interest deduction, or the tuition and fees deduction; you do not claim an education credit, the retirement savings contributions credit, or the health insurance credit for eligible recipients; you (and your spouse if filing a joint return) were under age 65 and not blind at the end of 2003; your taxable income is less than $50,000; you had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500; you did not receive any advance earned income credit payments; and, you do not owe any household employment taxes on wages you paid to a household employee.
  Click here for instructions.
• 0103 Form W-9 Request for Taxpayer Identification Number and Certification
  Use Form W-9 to request the taxpayer identification number (TIN) of a U.S. person (including a resident alien) and to request certain certifications and claims for exemption.
  Click here for instructions.
• 2009 Form W-4P Withholding Certificate for Pension or Annuity Payments
  This form is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities, including commercial annuities, and certain other deferred compensation.

Links for Tax Professionals

• Tax Information for Tax Professionals
• Advance Notice for Tax Professionals
• IRS e-file Providers
• Office of Professional Responsibility Enrolled Agent Program
• Joint Board for the Enrollment of Actuaries
• Internal Revenue Manual (IRM)
• IRS Resources
• Subscription Services
• Tax Law Issues
• Tax Pro News and Events
• Subscribe to IRS Newswire

eFile

• The Electronic Federal Tax Payment System
• eFile for Individual Tax Payer
• eFile for Business and Self Employed Tax Payer
• eFile for Charities and Non-profits
• eFile for Tax Professionals
• eFile for Software Developers/Transmitters

En Español

• Cómo Preparar la Declaración de Impuesto Federal (How to Prepare the Federal Tax Return)
• EI IRS en Espanol (IRS in Spanish)
• eFile La Forma Electronica Para Presentar Sus Impuestos

How to Get Tax Help on the Internet
You can access the IRS web site 24 hours a day, 7 days a week at www.irs.gov to:

• E-file. Access commercial tax preparation and e-file services available for free to eligible taxpayers.
• Check the status of your 2008 refund. Click on Where's My Refund and then on Go Get My Refund Status. Be sure to wait at least 6 weeks from the date you filed your return (3 weeks if you filed electronically) and have your 2008 tax return available because you will need to know your filing status and the exact whole dollar amount of your refund.
• Download forms, instructions, and publications.
• Order IRS products on-line.
• See answers to frequently asked tax questions.
• Search publications on-line by topic or keyword.
• Figure your withholding allowances using our Form W-4 calculator.
• Send us comments or request help by e-mail.
• Sign up to receive local and national tax news by e-mail.
• Get information on starting and operating a small business.
• You can also reach us using File Transfer Protocol at ftp.irs.gov.
• Last Minute Filing – Need an Extension – or Just Last-Minute Tips?

Qualified Retirement Plans and IRAs
The rules in this publication do not apply to mutual fund shares held in individual retirement arrangements (IRAs), section 401(k) plans, and other qualified retirement plans. The value of the mutual fund shares and earnings allocated to you are included in your retirement plan assets and stay tax free generally until the plan distributes them to you. The tax rules that apply to retirement plan distributions are explained in the following publications:

• Publication 560, Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
• Publication 571, Tax-Sheltered Annuity Plans (403(b)plans)
• Publication 575, Pension and Annuity Income
• Publication 590, Individual Retirement Arrangements (IRAs)
• Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits

Tax Worksheets

• 2008 Instructions and worksheets for form 1040
• 2008 Instructions and worksheets for Schedule D
• 2008 Instructions and worksheets for Schedule A and B

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