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Here's a brief rundown: Form W-2 Your form W-2, Wage and Tax Statement, is an information return But what the heck do they all mean? Understanding Your Tax Documents, Step by Step
Don’t file too early or you’ll miss forms: If you file too early, you may miss key tax forms. While banks and other form providers may be required to deliver forms by January 31, brokers and ...
Form 1040, U.S. Individual Income Tax Return; Form 1040A, U.S. Individual Income Tax Return; Form 1040EZ, Income Tax Return for Single and Joint Filers with No Dependents; Form 1041, U.S. Income Tax Return for Estates and Trusts (for 1993 and prior years, this was known as "U.S. Fiduciary Income Tax Return"); Form 1065, U.S. Return of ...
Form 1040-X (officially, the "Amended U.S. Individual Tax Return") is used to make corrections on Form 1040, Form 1040A, and Form 1040EZ tax returns that have been previously filed (note: forms 1040-A and 1040-EZ were discontinued starting with tax year 2018, but a 1040X may still be filed amending one of these tax forms filed for previous years).
As of the 2018 tax year, Form 1040, U.S. Individual Income Tax Return, is the only form used for personal (individual) federal income tax returns filed with the IRS. In prior years, it had been one of three forms (1040 [the "Long Form"], 1040A [the "Short Form"] and 1040EZ – see below for explanations of each) used for such returns.
Paper filers will need to submit Form 4868 to get a six-month extension on their tax deadline. This strategy helps you avoid being penalized for filing your taxes late, but note that the form ...
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