Tax Forms
Below are the most up-to-date versions of tax forms used in our outlines. These forms and the form excerpts are periodically updated as the latest versions are released by the IRS.
| Form Number | Form Name | Most up-to-date PDF |
| 709 | United States Gift (and Generation-Skipping Transfer) Tax Return | f709.pdf |
| 1040 | U.S. Individual Income Tax Return | f1040.pdf |
| 1040-ES | Estimated Tax for Individuals | f1040es.pdf |
| 1040 Schedule 1 | Additional Income and Adjustments to Income | f1040s1.pdf |
| 1040 Schedule A | Itemized Deductions | f1040sa.pdf |
| 1040 Schedule B | Interest and Ordinary Dividends | f1040sb.pdf |
| 1040 Schedule C | Profit or Loss From Business | f1040sc.pdf |
| 1040 Schedule D | Capital Gains and Losses | f1040sd.pdf |
| 1040 Schedule E | Supplemental Income and Loss | f1040se.pdf |
| 1040 Schedule F | Profit or Loss From Farming | f1040sf.pdf |
| 1040 Schedule SE | Self-Employment Tax | f1040sse.pdf |
| 1041 | U.S. Income Tax Return for Estates and Trusts | f1041.pdf |
| 1065 | U.S. Return of Partnership Income | f1065.pdf |
| 1065 Schedule K-1 | Partner’s Share of Income, Deductions, Credits, etc. | f1065sk1.pdf |
| 1099-DIV | Dividends and Distributions | f1099div.pdf |
| 1099-G | Certain Government Payments | f1099g.pdf |
| 1099-INT | Interest Income | f1099int.pdf |
| 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | f1099r.pdf |
| 1120 | U.S. Corporation Income Tax Return | f1120.pdf |
| 1120-F Schedules M-1 and M-2 | Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books | f1120fm1.pdf |
| 1120S | U.S. Income Tax Return for an S Corporation | f1120s.pdf |
| 1120 Schedule M-3 | Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More | f1120sm3.pdf |
| 1120 Schedule PH | U.S. Personal Holding Company (PHC) Tax | f1120sph.pdf |
| 1120S Schedule K-1 | Shareholder’s Share of Income, Deductions,Credits, etc. | f1120ssk.pdf |
| 1125-A | Cost of Goods Sold | f1125a.pdf |
| 2553 | Election by a Small Business Corporation | f2553.pdf |
| 4562 | Depreciation and Amortization | f4562.pdf |
| 4684 | Casualties and Thefts | f4684.pdf |
| 6251 | Alternative Minimum Tax-Individuals | f6251.pdf |
| 6252 | Installment Sale Income | f6252.pdf |
| 8308 | Report of a Sale or Exchange of Certain Partnership Interests | f8308.pdf |
| 8992 | U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) | f8992.pdf |
| 8992 Schedule A | Schedule of Controlled Foreign Corporation (CFC) Information to Compute Global Intangible Low-Taxed Income (GILTI) | f8992sa.pdf |
| SSA-1099 | SOCIAL SECURITY BENEFIT STATEMENT | p915.pdf |
| W-2 | Wage and Tax Statement | fw2.pdf |
| W-2G | Certain Gambling Winnings | fw2g.pdf |
