Reference Library
IRS Forms & Publications
A reference library of the IRS publications and forms we point clients to most — all hosted directly on IRS.gov.
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IRS Publications
83 publications- Publication 1: Your Rights As a Taxpayer
- Publication 3: Armed Forces’ Tax Guide
- Publication 15: Circular E, Employer’s Tax Guide
- Publication 15A: Employer’s Supplemental Tax Guide
- Publication 15B: Employer’s Tax Guide to Fringe Benefits
- Publication 17: Your Federal Income Tax
- Publication 51: Circular A, Agricultural Employer’s Tax Guide
- Publication 54: Tax Guide for U.S. Citizens and Resident Aliens Abroad
- Publication 80: Circular SS – Federal Tax Guide for Employers in the U.S. Virgin Islands, Guam, American Samoa, and the Commonwealth of the Northern Mariana Islands
- Publication 225: Farmer’s Tax Guide
- Publication 334: Tax Guide for Small Business
- Publication 463: Travel, Entertainment, Gift, and Car Expenses
- Publication 501: Exemptions, Standard Deduction, and Filing Information
- Publication 502: Medical and Dental Expenses
- Publication 503: Child and Dependent Care Expenses
- Publication 504: Divorced or Separated Individuals
- Publication 505: Tax Withholding and Estimated Tax
- Publication 509: Tax Calendars
- Publication 510: Excise Taxes (Including Fuel Tax Credits and Refunds)
- Publication 514: Foreign Tax Credit for Individuals
- Publication 515: Withholding of Tax on Nonresident Aliens and Foreign Corporations
- Publication 516: U.S. Government Civilian Employees Stationed Abroad
- Publication 517: Social Security and Other Information for Members of the Clergy & Religious Workers
- Publication 519: U.S. Tax Guide for Aliens
- Publication 521: Moving Expenses
- Publication 523: Selling Your Home
- Publication 524: Credit for the Elderly or the Disabled
- Publication 525: Taxable and Nontaxable Income
- Publication 526: Charitable Contributions
- Publication 527: Residential Rental Property (Including Rental of Vacation Homes)
- Publication 529: Miscellaneous Deductions
- Publication 530: Tax Information for First-Time Homeowners
- Publication 531: Reporting Tip Income
- Publication 535: Business Expenses
- Publication 536: Net Operating Losses
- Publication 537: Installment Sales
- Publication 538: Accounting Periods and Methods
- Publication 541: Partnerships
- Publication 542: Corporations
- Publication 544: Sales and other Dispositions of Assets
- Publication 547: Casualties, Disasters, and Thefts
- Publication 550: Investment Income and Expenses (Including Capital Gains and Losses and Mutual fund Distributions)
- Publication 554: Tax Guide for Seniors
- Publication 555: Community Property
- Publication 556: Examination of Returns, Appeal Rights, and Claims for Refund
- Publication 557: Tax-Exempt Status for Your Organization
- Publication 559: Survivors, Executors and Administrators
- Publication 560: Retirement Plans for Small Business
- Publication 570: Tax Guide for Individuals With Income from U.S. Possessions
- Publication 571: Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
- Publication 575: Pension and Annuity Income
- Publication 583: Starting a Business and Keeping Records
- Publication 587: Business Use of Your Home (Including Use by Day-Care Providers)
- Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)
- Publication 590-B: Distributions to Individual Retirement Arrangements (IRAs)
- Publication 595: Capital Construction Fund for Commercial Fishermen
- Publication 596: Earned Income Credit
- Publication 598: Tax on Unrelated Business Income of Exempt Organizations
- Publication 721: Tax Guide to U.S. Civil Service Retirement Benefits
- Publication 901: U.S. Tax Treaties
- Publication 907: Tax Highlights for Persons With Disabilities
- Form 911: Request for Taxpayer Advocate Service Assistance
- Publication 915: Social Security and Equivalent Railroad Retirement Benefits
- Publication 925: Passive Activity and At-Risk Rules
- Publication 926: Household Employers Tax Guide
- Publication 929: Tax Rules for Children and Dependents
- Publication 936: Home Mortgage Interest Deduction
- Publication 939: General Rule for Pensions and Annuities
- Publication 946: How to Depreciate Property
- Publication 957: Reporting Back Pay and Special Wage Payments to the Social Security Administration
- Form 8839: Qualified Adoption Expenses
- Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans
- Publication 970: Tax Benefits for Education
- Publication 1212: Guide to Original Issue Discount (OID) Instruments
- Publication 1345: Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns
- Publication 1544: Reporting Cash Payments of Over $10,000
- Publication 1771: Charitable Contributions – Substantiation and Disclosure Requirements
- Publication 1828: Tax Guide for Churches and Religious Organizations
- Publication 3079: Tax-Exempt Organizations and Gaming
- Publication 3402: Taxation of Limited Liability Companies
- Publication 4221-PC: Compliance Guide For 501(c)(3) Public Charities
- Publication 4221-NC: Compliance Guide for Tax Exempt Organizations (other than 501(c)(3) Public Charities and Private Foundations)
- Publication 4557: Safeguarding Taxpayer Data – A Guide for Your Business
Forms
17 forms- Form W-7: Application for IRS Individual Taxpayer Identification Number
- Form W-9: Request for Taxpayer Identification Number and Certification
- Form 1099-MISC: Used to report payments made for each person to whom you have paid during the year, including at least $10 in royalties or broker payments in lieu of dividends or tax-exempt interest, and at least $600 in rents, prizes and awards, other income payments, medical and health care payments, crop insurance proceeds, cash payments for fish (or other aquatic life), payments to an attorney, and any fishing boat proceeds.
- Form 1099-NEC: Used to report payments made for Nonemployee Compensation
- Form 1096: Summary Transmittal of Information Returns
- Form 1099-S: Proceeds From Real Estate Transactions
- Form 8821: Tax Information Authorization (allows an authorized user to access tax information on behalf of the company)
- Form 2848: Power of Attorney and Declaration of Representative (authorizes an authorized user to represent the company in tax matters)
- Form 941: Employer’s Quarterly Federal Tax Return
- Form 941-X: Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund
- Form 940: Employer’s Annual Federal Unemployment (FUTA) Tax Return
- Form W-2: Wage and Tax Statement for employees
- Form SS-4: Application for Employer Identification Number
- Tax Glossary: Tax glossary
- Schedule K-1 (Form 1065): Schedule K-1 (Form 1065)
- Schedule K-1 (Form 1120-S): Schedule K-1 (Form 1120-S)
- Schedule K-1 (Form 1041): Schedule K-1 (Form 1041)