Tax Forms
The Tax Forms library gives you direct, one-click access to the IRS's most frequently requested federal forms — each link downloads the current PDF straight from the IRS website. You'll find the core individual returns (Form 1040 and the 1040-SR for filers 65 and older), the 1040-ES for estimated payments, and the 1040-X for amended returns, along with the common Schedules: A for itemized deductions, B for interest and dividends, C for business income, D for capital gains, and SE for self-employment tax. Employment and information forms are here too — W-2, W-4, W-9, 1099 and 1099-NEC, and Form 941 — plus the 4868 extension request and the 8863 education-credit form. Whether you're preparing your own return, gathering documents for your accountant, or double-checking which form fits a situation, this page saves you the hunt. The forms are provided for convenience and general information, not as tax advice. If you have questions about which forms apply to you, reach out to the Summit Wealth team or your tax professional.These links will let you download the Internal Revenue Service's most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website.
1040
U.S. Individual Income Tax Return
Form | Instructions
1040-SR
An alternative to the Form 1040 for taxpayers who are 65 and older.
Form | Instructions
1040ES
Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).
Form & Instructions
1040X
Amended U.S. Individual Income Tax Return
Form | Instructions
Schedule A (1040)
Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Form | Instructions
Schedule B (Form 1040)
Interest and Ordinary Dividends.
Form & Instructions
Schedule C (Form 1040)
Profit or Loss from Business (Sole Proprietorship)
Form | Instructions
Schedule D (Form 1040)
Capital Gains and Losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
Form | Instructions
Schedule M (Form 990)
Making Work Pay Credit. Use Schedule M to figure the making work pay credit. This credit may give you a refund even if you do not owe tax.
Form
Schedule SE (Form 1040)
Self-Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
Form | Instructions
W-4
Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.
Form & Instructions
W-2
Wage and Tax Statement. Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee - even if the employee is related to the employer.
Form | Instructions
W-9
Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Form | Instructions
1099
Miscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.
Form | Instructions
1099-NEC
Form to report nonemployee compensation.
Form | Instructions
941
Employer's Quarterly Federal Tax Return.
Form | Instructions
4868
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Use this form to apply for 6 more months to file Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-PR, or 1040-SS.
Form & Instructions
8863
Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.
Form | Instructions