Federal Tax Forms

Form 1040, U.S. Individual Income Tax Return

Form 1040-ES, Estimated Tax for Individuals

Form 1040-SR, U.S. Income Tax Return for Seniors

Form 1040-V, Payment Voucher for Individuals

Form 1040-X, Amended U.S. Individual Income Tax Return

Schedules

Form 1040, Schedule 1, Additional Income and Adjustments to Income

Form 1040, Schedule 1-A, Additional Deductions

Form 1040, Schedule 2, Additional Taxes

Form 1040, Schedule 3, Additional Credits and Payments

Form 1040, Schedule A, Itemized Deductions

Form 1040, Schedule B, Interest and Ordinary Dividends

Form 1040, Schedule C, Profit or Loss From Business

Form 1040, Schedule D, Capital Gains and Losses

Form 1040, Schedule E, Supplemental Income and Loss

Form 1040, Schedule F, Profit or Loss From Farming

Form 1040, Schedule R, Credit for the Elderly or the Disabled

Form 1040, Schedule SE, Self-Employment Tax

Schedule K-1 (Form 1041), Beneficiary’s Share of Income, Deductions, Credits, etc.

Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc.

Schedule K-1 (Form 1120-S), Shareholder’s Share of Income, Deductions, Credits, etc.

Income

Form W-2, Wage and Tax Statement

Form 1099-A, Acquisition or Abandonment of Secured Property

Form 1099-B, Proceeds from the Sale of Stocks or Mutual Funds

Form 1099-C, Cancellation of Debt

Form 1099-DA, Digital Asset Proceeds From Broker Transactions

Form 1099-DIV, Dividends and Distributions

Form 1099-G, Certain Government Payments

Form 1099-INT, Interest Income

Form 1099-K, Payment Card and Third Party Network Transactions

Form 1099-LTC, Long-Term Care and Accelerated Death Benefits

Form 1099-MISC, Miscellaneous Information

Form 1099-NEC, Nonemployee Compensation

Form 1099-OID, Original Issue Discount

Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530)

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Form 1099-S, Proceeds From Real Estate Transactions

Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Expenses

Form 1098, Mortgage Interest Statement

Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes

Form 1098-E, Student Loan Interest Statement

Form 1098-T, Tuition Statement

Form 1098-VLI, Vehicle Loan Interest Statement

Affordable Care Act

Form 1095-A, Health Insurance Marketplace Statement

Form 1095-B, Health Coverage

Form 1095-C, Employer-Provided Health Insurance Offer and Coverage

Other

Form 13614-C, Intake/Interview and Quality Review Sheet

Form 2441, Child and Dependent Care Expenses

Form 2555, Foreign Earned Income

Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Form 5498, IRA Contribution Information

Form 5695, Residential Energy Credits

Form 6251, Alternative Minimum Tax—Individuals

Form 8332, Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent

Form 8606, Nondeductible IRAs

Form 8812, Additional Child Tax Credit

Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)

Form 8879, IRS e-file Signature Authorization

Form 8880, Credit for Qualified Retirement Savings Contributions

Form W-4, Employee’s Withholding Certificate

California Tax Forms

Form 540, California Resident Income Tax Return

Form CA (540), California Adjustments — Residents

Form 540-ES, Estimated Tax for Individuals

Form 3582, Payment Voucher for Individual e-filed Returns

Form 3582x, Payment Voucher for Individual e-filed Amended Returns