Forms Flashcards
(93 cards)
Form 1040
Title: U.S. Individual Income Tax Return
Description: The primary form for individual tax returns.
Form 1040-C
Title: U.S. Departing Alien Income Tax Return
Description: Filed by aliens leaving the U.S. to report income received during the year.
Form 1040-ES
Title: Estimated Tax for Individuals
Description: Used by individuals to pay estimated taxes quarterly.
Form 1040-NR
Title: U.S. Nonresident Alien Income Tax Return
Description: For nonresident aliens to report income.
Form 1040-SR
Title: U.S. Tax Return for Seniors
Description: Simplified form for seniors (age 65 and older).
Form 1040-X
Title: Amended U.S. Individual Income Tax Return
Description: For making corrections to a previously filed 1040.
Form 1041
Title: U.S. Income Tax Return for Estates and Trusts
Description: Used by estates and trusts to report income, deductions, and distributions.
Form 1041-ES
Title: Estimated Income Tax for Estates and Trusts
Description: For paying estimated taxes on estate or trust income.
Form 1041-K1
Title: Beneficiary’s Share of Income, Deductions, Credits, etc.
Description: Reports a beneficiary’s share of income from an estate or trust.
Form 1065
Title: U.S. Return of Partnership Income
Description: Filed by partnerships to report income, deductions, and credits.
Form 1095-B
Title: Health Coverage
Description: Reports individuals with minimum essential health coverage.
Form 1095-A
Title: Health Insurance Marketplace Statement
Description: Reports coverage details from the Health Insurance Marketplace.
Form 1065-X
Title: Amended Return or Administrative Adjustment Request (AAR)
Description: Used to amend a previously filed partnership return.
Form 1098-C
Title: Contributions of Motor Vehicles, Boats, and Airplanes
Description: Reports charitable contributions of vehicles, boats, and airplanes.
Form 1095-C
Title: Employer-Provided Health Insurance Offer and Coverage
Description: Reports employer-provided health insurance coverage.
Form 1098
Title: Mortgage Interest Statement
Description: Reports mortgage interest paid by a borrower.
Form 1099-B
Title: Proceeds from Broker and Barter Exchange Transactions
Description: Reports proceeds from securities transactions.
Form 1098-E
Title: Student Loan Interest Statement
Description: Reports interest paid on student loans.
Form 1099-A
Title: Acquisition or Abandonment of Secured Property
Description: Reports information on foreclosures and abandonments.
Form 1098-T
Title: Tuition Statement
Description: Reports tuition payments and other educational expenses.
Form 1099-C
Title: Cancellation of Debt
Description: Reports cancellation of debt, which may be taxable.
Form 1099-DIV
Title: Dividends and Distributions
Description: Reports dividends and other distributions to shareholders.
Form 1099-G
Title: Certain Government Payments
Description: Reports government payments like unemployment compensation.
Form 1099-INT
Title: Interest Income
Description: Reports interest income earned.