IRS FORMS & PUBLICATIONS · TAX CENTER RESOURCE
IRS Tax Forms& Publications
Direct access to commonly used IRS forms, instructions, and publications for individual and business tax filings.
Common Tax Forms Directory · Filing & Compliance Reference
Licensed CPA-Led Support · 25+ Years of Experience
IRS Forms Reference Index
Official Federal Filing Directory
IRS.gov Sync
Individual Forms & Schedules
Form 1040, 1040-ES, Schedules A–F, SE, 6251
12 Primary Schedules
Corporate & Entity Returns
Form 1120, 1120-S, 941, 2553, 4562, Form 1125-A
9 Business Filings
Partnership & Flow-Through
Form 1065, Schedule K-1 (1065), Form 8308
3 Core Schedules
Information & 1099 Returns
W-2, W-9, W-2G, 1099-DIV, 1099-INT, 1099-R, 1099-G
7 Statutory Forms
Forms · Schedules · Publications
Jay & Co. Tax Center
FEDERAL COMPLIANCE DIRECTORY
Common Tax Forms
Structured reference catalog of individual returns, corporate filings, entity schedules, information returns, and IRS publications.
Individual Tax Forms
12 Forms
W-4
Individual Tax Forms
Employee's Withholding Certificate
Used by employers to withhold the correct federal income tax from pay.
IRS Ref #W-4
1040
Individual Tax Forms
U.S. Individual Income Tax Return
Main annual tax return for U.S. individuals.
IRS Ref #1040
1040-ES
Individual Tax Forms
Estimated Tax for Individuals
Used to calculate and pay quarterly estimated taxes.
IRS Ref #1040-ES
Schedule 1 (1040)
Individual Tax Forms
Additional Income and Adjustments to Income
Reports extra income and adjustments.
IRS Ref #Schedule 1 (1040)
Schedule A (1040)
Individual Tax Forms
Itemized Deductions
Used when claiming itemized deductions instead of standard deduction.
IRS Ref #Schedule A (1040)
Schedule B (1040)
Individual Tax Forms
Interest and Ordinary Dividends
Reports interest and ordinary dividends.
IRS Ref #Schedule B (1040)
Schedule C (1040)
Individual Tax Forms
Profit or Loss From Business
Reports income and expenses from a sole proprietorship.
IRS Ref #Schedule C (1040)
Schedule D (1040)
Individual Tax Forms
Capital Gains and Losses
Reports capital gains and losses.
IRS Ref #Schedule D (1040)
Schedule E (1040)
Individual Tax Forms
Supplemental Income and Loss
Reports rental real estate, royalties, partnerships, etc.
IRS Ref #Schedule E (1040)
Schedule F (1040)
Individual Tax Forms
Profit or Loss From Farming
Reports profit or loss from farming.
IRS Ref #Schedule F (1040)
Schedule SE (1040)
Individual Tax Forms
Self-Employment Tax
Calculates tax on net earnings from self-employment.
IRS Ref #Schedule SE (1040)
6251
Individual Tax Forms
Alternative Minimum Tax-Individuals
Determines whether you owe Alternative Minimum Tax.
IRS Ref #6251
Business & Entity Returns
9 Forms
941
Business & Entity Returns
Employer's QUARTERLY Federal Tax Return
Reports income taxes, social security tax, or Medicare tax withheld from employee’s paychecks.
IRS Ref #941
1120
Business & Entity Returns
U.S. Corporation Income Tax Return
Main tax return for C corporations.
IRS Ref #1120
1120-S
Business & Entity Returns
U.S. Income Tax Return for an S Corporation
Annual return for S corporations.
IRS Ref #1120-S
Schedule K-1 (1120-S)
Business & Entity Returns
Shareholder's Share of Income, Deductions, Credits, etc.
Reports an S corporation shareholder’s share of income.
IRS Ref #Schedule K-1 (1120-S)
1125-A
Business & Entity Returns
Cost of Goods Sold
Calculates and deducts cost of goods sold.
IRS Ref #1125-A
2553
Business & Entity Returns
Election by a Small Business Corporation
Used to elect S corporation status.
IRS Ref #2553
Schedule M-3 (1120)
Business & Entity Returns
Net Income (Loss) Reconciliation
Reconciliation for corporations with assets of $10 million or more.
IRS Ref #Schedule M-3 (1120)
Schedule PH (1120)
Business & Entity Returns
U.S. Personal Holding Company (PHC) Tax
Computes personal holding company tax.
IRS Ref #Schedule PH (1120)
4562
Business & Entity Returns
Depreciation and Amortization
Claims deductions for depreciation and amortization.
IRS Ref #4562
Partnership Tax Forms
3 Forms
1065
Partnership Tax Forms
U.S. Return of Partnership Income
Partnership information return reporting income, deductions.
IRS Ref #1065
Schedule K-1 (1065)
Partnership Tax Forms
Partner's Share of Income, Deductions, Credits, etc.
Reports a partner’s share of income, deductions, and credits.
IRS Ref #Schedule K-1 (1065)
8308
Partnership Tax Forms
Report of a Sale or Exchange of Certain Partnership Interests
Reports sale or exchange of partnership interests.
IRS Ref #8308
Information Returns
7 Forms
W-9
Information Returns
Request for Taxpayer Identification Number and Certification
Used to request a taxpayer identification number.
IRS Ref #W-9
W-2
Information Returns
Wage and Tax Statement
Reports employee wages and tax withholding.
IRS Ref #W-2
W-2G
Information Returns
Certain Gambling Winnings
Reports gambling winnings and tax withheld.
IRS Ref #W-2G
1099-DIV
Information Returns
Dividends and Distributions
Reports dividends and distributions.
IRS Ref #1099-DIV
1099-G
Information Returns
Certain Government Payments
Reports unemployment compensation, state/local refunds, etc.
IRS Ref #1099-G
1099-INT
Information Returns
Interest Income
Reports interest income.
IRS Ref #1099-INT
1099-R
Information Returns
Distributions From Pensions, Annuities, Retirement, etc.
Reports distributions from retirement accounts and pensions.
IRS Ref #1099-R
Estates, Trusts & Gift Tax
2 Forms
1041
Estates, Trusts & Gift Tax
U.S. Income Tax Return for Estates and Trusts
Income tax return for estates and trusts.
IRS Ref #1041
709
Estates, Trusts & Gift Tax
United States Gift (and Generation-Skipping Transfer) Tax Return
Reports transfers subject to gift and generation-skipping transfer taxes.
IRS Ref #709
Capital Gains & Dispositions
3 Forms
8949
Capital Gains & Dispositions
Sales and Other Dispositions of Capital Assets
Lists transactions for capital gains and losses.
IRS Ref #8949
6252
Capital Gains & Dispositions
Installment Sale Income
Reports income from installment sales.
IRS Ref #6252
4684
Capital Gains & Dispositions
Casualties and Thefts
Reports casualty and theft gains and losses.
IRS Ref #4684
International Tax Forms
3 Forms
8992
International Tax Forms
U.S. Shareholder Calculation of GILTI
Calculates Global Intangible Low-Taxed Income.
IRS Ref #8992
Schedule A (8992)
International Tax Forms
Schedule of CFC Information To Compute GILTI
Supports calculations for GILTI.
IRS Ref #Schedule A (8992)
Schedule M-1 (1120-F)
International Tax Forms
Reconciliation of Income and Analysis of Retained Earnings
For foreign corporations.
IRS Ref #Schedule M-1 (1120-F)
IRS Publications
1 Form
Pub 915
IRS Publications
Social Security and Equivalent Railroad Retirement Benefits
Explains taxability of social security and equivalent railroad retirement benefits.
IRS Ref #Pub 915
Official Federal Form Repository
Need official downloadable PDF versions and instructions directly from the Internal Revenue Service?
TAX DOCUMENT GUIDANCE
Navigating Federal Forms& Tax Compliance
Key principles for organizing supporting documentation, reconciling third-party information returns, and ensuring accurate schedule preparation.
CPA Filing Standards
01
Preparation
Document Organization & Schedule Identification
Understanding which IRS schedules apply to your entity—such as Schedule C for sole proprietorships or Schedule K-1 for flow-through entities—ensures all gross revenues, deductible expenses, and distributions are properly classified.
GUIDANCE #01
Professional Practice
02
Compliance
Information Return Matching (W-2 & 1099)
The IRS automatically matches information returns (W-2, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV) reported by third parties with your filed tax return. Ensuring exact matching avoids automated underreporter notices.
GUIDANCE #02
Professional Practice
03
Asset Tracking
Depreciation & Cost Basis Reporting
Business assets require structured depreciation under MACRS or Section 179 on Form 4562, while capital sales require detailed cost basis reconciliation on Form 8949 and Schedule D.
GUIDANCE #03
Professional Practice
04
Advisory
IRS Circular 230 Professional Standards
All tax return preparation, record retention guidelines, and filing positions prepared by Jay & Co. CPA PLLC strictly adhere to professional standards and certified CPA diligence requirements.
GUIDANCE #04
Professional Practice
TAX PREPARATION · SCHEDULE FILING · CPA COMPLIANCE
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