TAX RESOURCES

We know it can be overwhelming to find the right tax forms and information when you need it most. Below, we’ve compiled some of the most necessary and helpful resources to keep you up-to-date, including Federal Tax Forms, State Tax Forms, and IRS Publications.

Federal Tax Forms – IRS Tax Form Library

• Individual Form 1040
• Corporate Forms 1120 & 1120S
• Partnership Form 1065
• Prior Year(s) Forms

Estate & Trust Forms:

• Form 1041 – U.S. Income Tax Return for Estates and Trusts
• Form 709 – United States Gift (and Generation-Skipping Transfer) Tax Return
• Form 706 – United States Estimate (and Generation Skipping Transfer) Tax Return

Forms 1099 & W-2s:

• Form 1098 – Mortgage Interest Statement
• Form W-7 – Application for IRS Individual Taxpayer Identification Number
• Form 1099-INT – Interest Income
• Form 1099-R – Distribution from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, ect.
• Form 1099-S – Proceeds from Real Estate Transactions
• Form 1099-C
• Form 1099-DIV – Dividends and Distributions
• Form 1099-MISC – Miscellaneous Income
• Form W-2 – Wage and Tax Statement

State Tax Forms – FTB Tax Forms Library

• Prior Year(s) Tax Forms

IRS Tax Publications Library

The IRS developed these helpful tax publications to assist taxpayers and help them understand various tax issues:

• Publication 1 – Your Rights as a Taxpayer
• Publication 1915 – Understanding Your IRS Individual Taxpayer Identification Number (ITIN)
• Publication 4492 – Information for Taxpayers Affected by Hurricanes Katrina, Rita and Wilma
• Publication 15 – Circular E, Employer’s Tax Guide
• Publication 17 – Your Federal Income Tax
• Publication 501 – Exemptions, Standard Deductions and Filing Information
• Publication 504 – Divorced or Separated Individuals
• Publication 505 – Tax Withholding and Estimated Tax
• Publication 509 – Tax Calendars
• Publication 521 – Moving Expenses
• Publication 523 – Selling Your Home
• Publication 525 – Taxable and Nontaxable Income
• Publication 530 – Tax Information for Homeowners
• Publication 555 – Community Property
• Publication 596 – Earned Income Credit (EIC)
• Publication 950 – Introduction to Estate and Gift Taxes
• Publication 972 – Child Tax Credit
• Publication 519 – U.S. Tax Guides for Aliens
• Publication 54 – Tax Guide for U.S. Citizens and Resident Aliens Abroad