What IRS Tax Forms Do I Need and Where Do I Get Them?

It’s tax time again and getting started on your taxes can be daunting. To help you get started, some of the most popular IRS forms are listed below with explanations for their use.  Using the right form is important to ensure your return is processed quickly. 
 

• 1040EZ – This form is used for single and joint taxpayers with no dependents.
• 1040A – Most taxpayers will use this form, which allows for claiming the most common adjustments to income.
• 1040 – This form is for taxpayers whose income is above $100,000, itemize their deductions or have more complex investments to report.
• 8824 – If you have completed a 1031 exchange, you will need to report it on this form.
• 4797 – This form is used to report the sale of business property as well as involuntary conversions (§ 1033).
• 6252 – This form is for taxpayers who sold real or personal property using an installment plan.

For a more complete list of tax forms and more details on the forms listed above, visit http://www.irs.gov.  

The IRS has discontinued mailing out forms to taxpayers; however, there are a number of different ways to get tax forms and publications:
 

• The IRS homepage (http://www.irs.gov) has a list of forms and publications available for download.
• Participating local libraries and post offices.
• There are Local Taxpayer Assistance Centers throughout the country.  Go to the IRS website; scroll down to the bottom of the page and click ‘Contact My Local IRS Office’ located under "Agency' to find a location near you.
• You can also call 1-800-TAX-FORM and request to receive these forms by mail.