Home  /  Resources  /  Tax Forms

Tax Forms Reference Library.

A plain-English reference to the most common IRS and federal tax forms business owners encounter. What each form is for, who files it, and when it is due.

Business Income Tax Returns

Annual entity-level filings
1120
U.S. Corporation Income Tax ReturnAnnual return for C-corporations. Reports income, deductions, and corporate tax owed at 21% federal rate.
DueApril 15 (calendar year)
1120-S
S-Corporation Income Tax ReturnInformation return for S-corps. Income flows through to shareholder K-1s and is taxed at the individual level.
DueMarch 15 (calendar year)
1065
U.S. Return of Partnership IncomeInformation return filed by partnerships and multi-member LLCs. Generates K-1s for each partner.
DueMarch 15 (calendar year)
990
Return of Organization Exempt From TaxAnnual filing for 501(c)(3) and related nonprofit organizations.
DueMay 15 (calendar year)
1040
U.S. Individual Income Tax ReturnPersonal return, includes Schedule C for sole proprietors and Schedule E for pass-through K-1 income.
DueApril 15

Payroll & Employment Forms

Wages, withholding, and unemployment
941
Employer's Quarterly Federal Tax ReturnReports wages paid, federal income tax withheld, and Social Security and Medicare taxes.
DueLast day of month after each quarter
940
Annual Federal Unemployment Tax ReturnAnnual filing of Federal Unemployment Tax (FUTA) for employers paying $1,500+ in wages.
DueJanuary 31
W-2
Wage and Tax StatementAnnual statement of wages and withholding for each W-2 employee. Issued to employees and Social Security Administration.
DueJanuary 31
W-3
Transmittal of Wage and Tax StatementsSummary transmittal accompanying W-2s submitted to the Social Security Administration.
DueJanuary 31
W-4
Employee's Withholding CertificateCompleted by employees at hire to determine federal income tax withholding from their wages.
DueAt hire / on update
I-9
Employment Eligibility VerificationUSCIS form verifying employment authorization. Must be completed within three days of hire.
DueWithin 3 days of hire

Information Returns

Reporting payments to non-employees
1099-NEC
Nonemployee CompensationReports payments of $600+ to contractors and other non-employees during the calendar year.
DueJanuary 31
1099-MISC
Miscellaneous InformationReports rents, royalties, prizes, and certain other payments of $600+ during the calendar year.
DueJanuary 31 (recipients) / March 31 (IRS e-file)
1099-K
Payment Card & Third-Party TransactionsIssued by payment processors and marketplaces for gross merchant transactions over the reporting threshold.
DueJanuary 31
1099-INT
Interest IncomeReports interest income of $10+ paid by banks, brokerages, and other payers.
DueJanuary 31
1099-DIV
Dividends and DistributionsReports dividend payments and certain distributions of $10+ to shareholders.
DueJanuary 31
W-9
Request for Taxpayer Identification NumberCollected from contractors and other payees to obtain their TIN before issuing payment.
DueBefore payment

Elections & Structural Forms

Entity selection and administrative
SS-4
Application for Employer Identification NumberUsed to obtain an EIN from the IRS, required to operate a business, hire employees, or open a business account.
DueAt entity formation
2553
Election by a Small Business CorporationUsed to elect S-corporation tax treatment. Must be filed within 75 days of the desired effective date.
Due75 days after target effective date
8832
Entity Classification ElectionUsed by LLCs to elect to be taxed as a corporation rather than as a disregarded entity or partnership.
DuePer election date selected
7004
Application for Automatic Extension of TimeSix-month extension for partnership, corporate, and certain other business returns. Tax due must still be paid by original deadline.
DueBy original return deadline
4868
Personal Extension ApplicationSix-month extension for individual Form 1040 returns. Tax due must still be paid by April 15.
DueApril 15

Estimated Tax & Payment Vouchers

Quarterly payments and remittance
1040-ES
Estimated Tax for IndividualsVouchers for quarterly estimated tax payments by self-employed individuals and pass-through entity owners.
DueApr 15, Jun 15, Sep 15, Jan 15
1120-W
Estimated Tax for CorporationsWorksheet to calculate quarterly estimated tax payments for C-corporations.
DueApr 15, Jun 15, Sep 15, Dec 15
Schedule K-1
Partner's / Shareholder's Share of IncomeIssued by partnerships and S-corps to each owner reporting their share of income, deductions, and credits.
DueWith entity return (March 15)
8857
Request for Innocent Spouse ReliefUsed by spouses who believe they should not be held liable for tax errors on a joint return.
DueWithin 2 years of IRS action
A note on this reference

This library covers the most common forms business owners encounter. Specialized forms (Schedule K-3, Form 5471, Form 1042, etc.) apply to specific situations and are not listed here. State and local forms vary widely by jurisdiction. Always confirm requirements with a qualified professional before filing.

We handle every one of these forms for our clients.

Preparation, filing, deadline tracking, and IRS correspondence. Bundled into your monthly engagement, never billed extra.

Schedule Consultation Request Proposal