Small Business
Tax Forms & Instructions

We’ve put together a selection of the most common tax forms for small businesses to help you prepare for filing your taxes and make sure you’re not leaving money on the table. Keep in mind that this is not a complete list and you should therefore check with the IRS to make sure you are using the correct form.

MOST COMMON TAX FORMS

Form 1040

US Individual Income Tax Return

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Form 1040 (Schedule A)

Itemized Deductions

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Form 1040 (Schedule B)

Interest and Ordinary Deductions

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Form 1040 (Schedule C)

Profit or Loss from Business

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Form 1040 (Schedule D)

Capital Gains and Losses

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Form 1040 (Schedule E)

Supplemental Income and Loss

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Form 1040 (Schedule F)

Profit or Loss from Farming

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Form 1040 (Schedule J)

Farm Income Averaging

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Form 1040 (Schedule R)

Credit for the Elderly or the Disabled

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Form 1040 (Schedule SE)

Self-Employment Tax

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Form 1065

U.S. Return of Partnership Income

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Form 1065 (Schedule K-1)

Partner’s Share of Income, Deductions, Credits, etc.

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Form 1099-K

Payment Card and Third Party Network Transactions

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Form 1120

U.S. Corporation Income Tax Return

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Form 1120-S

U.S. Income Tax Return for an S Corporation

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Form 1120-W

Estimated Tax for Corporations

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Form 2106

Employee Business Expenses

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Form 2106EZ

Unreimbursed Employee Business Expenses

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Form 3800

General Business Credit

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Form 3903

Moving Expenses

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Form 4562

Depreciation and Amortization

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Form 4797

Sales of Business Property

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Form 6252

Installment Sale Income

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Form 8029

Expenses for Business Use of Your Home

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Form 8300

Report of Cash Payments Over $10,000 Received In a Trade or Business

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Form 8582

Passive Activity Loss Limitations

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Form 8822

Change of Address

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Form 8829

Expenses for Business Use of Your Home

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Form 8832

Entity Classification Election

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Form SS-5

Application for Social Security Card

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EMPLOYMENT & PAYROLL TAX FORMS

Form 1040 (Schedule H)

Household Employment Taxes

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Form 1040-ES

Estimated Tax for Individuals

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Form 1042

Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

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Form 1096

Annual Summary and Transmittal of U.S. Information Returns

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Form 1099-MISC

Miscellaneous Income

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Form 1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

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Form 4137

Social Security and Medicare Tax on Unreported Tip Income

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Form 5300

Application for Determination for Employee Benefit Plan

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Form 5305

Traditional Individual Retirement Trust Account

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Form 5305-SEP

Simplified Employee Pension — Individual Retirement Accounts Contribution Agreement

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Form 5309

Application for Determination of Employee Stock Ownership Plan

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Form 8027

Employer’s Annual Information Return of Tip Income and Allocated Tips

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Form 8850

Pre-Screening Notice and Certification Request for the Work Opportunity and Welfare-to-Work Credits

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Form 940

Employer’s Annual Federal Unemployment Tax Return

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Form 941

Employer’s Quarterly Federal Tax Return

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Form 941 (Schedule B)

Employer’s Record of Federal Tax Liability

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Form 941-X

Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund

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Form 943

Employer’s Annual Tax Return for Agricultural Employees

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Form 944

Employer’s Annual Federal Tax Return

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Form 945

Annual Return of Withheld Federal Income Tax

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Form I-9

Employment Eligibility Verification

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Form SS-4

Application for Employer Identification Number

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Form SS-8

Determination of Worker Status

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Form W-2

Wage and Tax Statement

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Form W-2C

Corrected Wage and Tax Statement

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Form W-3

Transmittal of Wage and Tax Statements

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Form W-3C

Transmittal of Corrected Wage and Tax Statements

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Form W-4

Employee’s Withholding Allowance Certificate

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Form W-4P

Withholding Certificate for Pension or Annuity Payments

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EXCISE TAX FORMS

Form 11-C

Occupational Tax and Registration Return for Wagering

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Form 1363

Export Exemption Certificates

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Form 2290

Heavy Highway Vehicle Use Tax Return

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Form 4136

Credit for Federal Tax Paid on Fuels

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Form 6197

Gas Guzzler Tax

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Form 637

Application for Registration (For Certain Excise Tax Activities)

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Form 6478

Biofuel Producer Credit

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Form 6627

Environmental Taxes

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Form 720

Quarterly Federal Excise Tax Return

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Form 720-CS

Carrier Summary Report

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Form 720-TO

Terminal Operator Report

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Form 720-X

Amended Quarterly Federal Excise Tax Return

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Form 730

Monthly Tax Return for Wagers

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Form 8821

Tax Information Authorization

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Form 8849

Claim for Refund of Excise Taxes

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Form 8864

Biodiesel and Renewable Diesel Fuels Credit

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SPECIALIZED TAX FORMS

Form 2210

Underpayment of Estimated Tax by Individuals, Estates, and Trusts

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Form 5329

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

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Form 8283

Noncash Charitable Contributions

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Form 8606

Nondeductible IRAs

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