Forms library

Federal & Massachusetts forms

Curated links to every IRS and Massachusetts DOR form a typical client might need. Every link opens the official .gov source on a new tab. Not finding what you need? Send us a note — we will track it down.

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Federal · IRS

Individual income tax

Form 1040 family, schedules, amended and prior-year returns.

Form 1040 U.S. Individual Income Tax Return. Open on IRS.gov Form 1040-SR U.S. Tax Return for Seniors (age 65+). Open on IRS.gov Form 1040-X Amended U.S. Individual Income Tax Return. Open on IRS.gov Form 1040-ES Estimated Tax for Individuals (quarterly vouchers). Open on IRS.gov Form 1040-NR Nonresident Alien Income Tax Return. Open on IRS.gov Form 4868 Application for Automatic Extension to File 1040. Open on IRS.gov Form W-7 Application for IRS Individual Taxpayer ID Number (ITIN). Open on IRS.gov Form W-4 Employee’s Withholding Certificate. Open on IRS.gov Form W-9 Request for Taxpayer ID Number and Certification. Open on IRS.gov
Federal · IRS

Common 1040 schedules

Itemized deductions, interest and dividends, self-employment, capital gains, rentals.

Schedule A Itemized Deductions. Open on IRS.gov Schedule B Interest and Ordinary Dividends. Open on IRS.gov Schedule C Profit or Loss From Business (sole proprietor). Open on IRS.gov Schedule D Capital Gains and Losses. Open on IRS.gov Schedule E Supplemental Income and Loss (rentals, royalties, K-1s). Open on IRS.gov Schedule SE Self-Employment Tax. Open on IRS.gov Schedule 1 Additional Income and Adjustments to Income. Open on IRS.gov Schedule 2 Additional Taxes. Open on IRS.gov Schedule 3 Additional Credits and Payments. Open on IRS.gov Schedule 8812 Credits for Qualifying Children and Other Dependents. Open on IRS.gov
Federal · IRS

Self-employed and small business

Depreciation, home office, capital sales, sole-prop add-ons.

Form 4562 Depreciation and Amortization. Open on IRS.gov Form 8829 Expenses for Business Use of Your Home. Open on IRS.gov Form 8949 Sales and Other Dispositions of Capital Assets. Open on IRS.gov Form 4797 Sales of Business Property. Open on IRS.gov Form 8606 Nondeductible IRAs and Roth conversions. Open on IRS.gov Form 8995 Qualified Business Income Deduction (Simplified). Open on IRS.gov Form 8995-A Qualified Business Income Deduction. Open on IRS.gov
Federal · IRS

Business entities

S-corps, partnerships, C-corps, LLCs, fiduciary, nonprofit.

Form 1120-S U.S. Income Tax Return for an S Corporation. Open on IRS.gov Form 1120 U.S. Corporation Income Tax Return. Open on IRS.gov Form 1065 U.S. Return of Partnership Income. Open on IRS.gov Form 1041 U.S. Income Tax Return for Estates and Trusts. Open on IRS.gov Form 990 Return of Organization Exempt From Income Tax. Open on IRS.gov Form 990-EZ Short Form Return of Organization Exempt From Income Tax. Open on IRS.gov Form 990-N e-Postcard for small exempt orgs (<$50k gross). Open on IRS.gov Form 7004 Application for Automatic Extension (entities). Open on IRS.gov Form 2553 Election by a Small Business Corporation (S election). Open on IRS.gov Form 8832 Entity Classification Election. Open on IRS.gov Form SS-4 Application for Employer Identification Number (EIN). Open on IRS.gov
Federal · IRS

Payroll and employment tax

Quarterly and annual filings, W-2/1099 reporting.

Form 941 Employer’s Quarterly Federal Tax Return. Open on IRS.gov Form 940 Employer’s Annual Federal Unemployment (FUTA) Tax Return. Open on IRS.gov Form 944 Employer’s Annual Federal Tax Return (small employers). Open on IRS.gov Form W-2 Wage and Tax Statement (employee). Open on IRS.gov Form W-3 Transmittal of Wage and Tax Statements. Open on IRS.gov Form 1099-NEC Nonemployee Compensation. Open on IRS.gov Form 1099-MISC Miscellaneous Information. Open on IRS.gov Form 1099-INT Interest Income. Open on IRS.gov Form 1099-DIV Dividends and Distributions. Open on IRS.gov Form 1099-R Distributions from Pensions and Retirement. Open on IRS.gov Form 1099-K Payment Card and Third-Party Network Transactions. Open on IRS.gov
Federal · IRS / FinCEN

International and foreign reporting

Expat returns, FBAR, FATCA, foreign income exclusion.

Form 2555 Foreign Earned Income Exclusion. Open on IRS.gov Form 1116 Foreign Tax Credit (Individual). Open on IRS.gov Form 8938 Statement of Specified Foreign Financial Assets (FATCA). Open on IRS.gov FinCEN 114 (FBAR) Report of Foreign Bank and Financial Accounts. Open on FinCEN Form 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations. Open on IRS.gov Form 8865 Return of U.S. Persons With Respect to Certain Foreign Partnerships. Open on IRS.gov Form 3520 Annual Return To Report Transactions With Foreign Trusts. Open on IRS.gov Form 8843 Statement for Exempt Individuals (students, teachers). Open on IRS.gov
Federal · IRS

IRS representation and disclosures

POA, third-party authorization, identity protection, installment plans.

Form 2848 Power of Attorney and Declaration of Representative. Open on IRS.gov Form 8821 Tax Information Authorization. Open on IRS.gov Form 9465 Installment Agreement Request. Open on IRS.gov Form 433-A (OIC) Collection Information Statement (Wage Earners and Self-Employed). Open on IRS.gov Form 433-B (OIC) Collection Information Statement for Businesses. Open on IRS.gov Form 656 Offer in Compromise. Open on IRS.gov Form 14157 Complaint: Tax Return Preparer. Open on IRS.gov Form 14039 Identity Theft Affidavit. Open on IRS.gov
Massachusetts · DOR

Massachusetts individual

MA Form 1, part-year/non-resident, health-care and credits.

Form 1 Massachusetts Resident Income Tax Return. Open on Mass.gov Form 1-NR/PY Nonresident or Part-Year Resident Income Tax Return. Open on Mass.gov Schedule HC Health Care Information (mandatory MA coverage). Open on Mass.gov Form M-4 Massachusetts Employee’s Withholding Exemption Certificate. Open on Mass.gov Form M-2210 Underpayment of Massachusetts Estimated Income Tax. Open on Mass.gov Form M-4868 Application for Automatic Six-Month Extension (MA). Open on Mass.gov Schedule X / Y Other Income / Other Deductions (MA). Open on Mass.gov
Massachusetts · DOR

Massachusetts business

Corporate excise, S-corp, partnership, employer tax filings.

Form 355 Massachusetts Corporation Excise Return. Open on Mass.gov Form 355S Massachusetts S Corporation Excise Return. Open on Mass.gov Form 3 Massachusetts Partnership Return of Income. Open on Mass.gov Form 2 Massachusetts Fiduciary Income Tax Return. Open on Mass.gov Form M-941 Employer’s Quarterly Return of Income Taxes Withheld. Open on Mass.gov Form M-3 Reconciliation of Mass. Income Taxes Withheld for Employers. Open on Mass.gov Form M-4-MS Annual Withholding Tax Exemption Certificate for Nonresidents. Open on Mass.gov Form ST-9 Sales and Use Tax Return. Open on Mass.gov

Authoritative sources only

This page links exclusively to irs.gov, mass.gov, and fincen.treas.gov. We do not host federal or state forms on this site — you should always download directly from the issuing agency to make sure you have the current revision. If a link breaks, please let us know and we will fix it.