IRS Forms

Here is a list of IRS forms that you may find useful to you.

• Form 4868 (Application for Automatic Extension of Time To File U.S. Income Tax Return)
  • The form you need to extend the filing of your tax return if you choose to do it by yourself.
  • If you are looking for an extension form other than this one, please see the IRS website.
• Form 1040EZ (U.S. Individual Income Tax Return)
  • Use the 1040EZ if:
    • Your taxable income is below $100,000
    • Your filing status is Single or Married Filing Jointly
    • You (and spouse) are under age 65 and not blind
    • You are not claiming any dependents
    • Your interest income is $1,500 or less
• Form 1040A (U.S. Individual Income Tax Return)
  • Use the 1040A if:
    • Your taxable income is below $100,000
    • You have capital gain distributions
    • You claim certain tax credits
    • You claim deductions for IRA contributions, student loan interest, educator expenses or higher education tuition and fees
• Form 1040 (U.S. Individual Income Tax Return)
  • If you cannot use the 1040EZ or the 1040A, you’ll probably need to file using the 1040. You must use the 1040 if:
    • Your taxable income is $100,000 or more
    • You claim itemized deductions
    • You are reporting self-employment income
    • You are reporting income from sale of property
• Form 1040NR (U.S. Individual Income Tax Return)
  • U.S. Individual Income Tax Return for Non–Resident Aliens
• Form 1040NR-EZ (U.S. Individual Income Tax Return)
• U.S. Individual Income Tax Return for Non–Resident Aliens (1040EZ equivalent)