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IRS Forms

This section provides access to commonly used IRS forms along with brief, plain-English explanations to help you understand their general purpose.

All forms link directly to the official IRS website to ensure accuracy and the most up-to-date information.

If you need help determining which forms apply to your situation, our team at Portentrade is here to help.

How to Use This Section

You can browse the forms below to:

Identify forms that may apply to your personal or business tax situation
Access official IRS PDFs and instructions
Become familiar with commonly requested IRS documents

For guidance on how these forms apply to you, we recommend speaking directly with a tax professional.

If you need personalized help,

our team is here to help.

📄Individual Tax Forms

Form 1040 – U.S. Individual Income Tax Return

Used by individuals to file their annual federal income tax return.
https://www.irs.gov/pub/irs-pdf/f1040.pdf

Form 1040-SR – U.S. Tax Return for Seniors

Use the same 1040 PDF above — IRS doesn’t provide a separate downloadable PDF for 1040-SR.

Schedule A (Form 1040) – Itemized Deductions

Used to report itemized deductions instead of claiming the standard deduction.
https://www.irs.gov/pub/irs-pdf/f1040sa.pdf

Schedule B (Form 1040) – Interest and Ordinary Dividends

Used to report interest and dividend income received during the tax year.
https://www.irs.gov/pub/irs-pdf/f1040sb.pdf

Schedule C (Form 1040) – Profit or Loss From Business

Used by self-employed individuals and sole proprietors to report business income and expenses. https://www.irs.gov/pub/irs-pdf/f1040sc.pdf

Schedule D (Form 1040) – Capital Gains and Losses

Used to report gains or losses from the sale of investments or other capital assets. https://www.irs.gov/pub/irs-pdf/f1040sd.pdf

Schedule E (Form 1040) – Supplemental Income and Loss

Used to report income or loss from rental real estate, partnerships, S corporations, estates, trusts, etc.
https://www.irs.gov/pub/irs-pdf/f1040se.pdf

Schedule SE (Form 1040) – Self-Employment Tax

Used to figure the tax due on net earnings from self-employment.
https://www.irs.gov/pub/irs-pdf/f1040sse.pdf

🧾 Business Tax Forms

Form W-9 – Request for Taxpayer Identification Number and Certification

Used by businesses to request a taxpayer’s Social Security Number or Employer Identification Number (EIN).
https://www.irs.gov/pub/irs-pdf/fw9.pdf

Form 1099-NEC – Nonemployee Compensation
Used by businesses to report payments made to independent contractors and nonemployees.
https://www.irs.gov/pub/irs-pdf/f1099nec.pdf

Form 1099-MISC – Miscellaneous Information
Used to report certain types of miscellaneous income, such as rents, prizes, and awards.
https://www.irs.gov/pub/irs-pdf/f1099msc.pdf

Form 1120 – U.S. Corporation Income Tax Return
Used by C corporations to report income, gains, losses, deductions, and credits.
https://www.irs.gov/pub/irs-pdf/f1120.pdf

Form 1120-S – U.S. Income Tax Return for an S Corporation
Used by S corporations to report income, deductions, gains, and losses.
https://www.irs.gov/pub/irs-pdf/f1120s.pdf

Form 1065 – U.S. Return of Partnership Income
Used by partnerships to report income, deductions, gains, and losses.
https://www.irs.gov/pub/irs-pdf/f1065.pdf

Schedule K-1 (Form 1065) – Partner’s Share of Income, Deductions, Credits, etc.
Provided to partners to report their share of partnership income and deductions.
https://www.irs.gov/pub/irs-pdf/f1065sk1.pdf

Schedule K-1 (Form 1120-S) – Shareholder’s Share of Income, Deductions, Credits, etc.
Provided to S corporation shareholders to report their share of income and deductions.
https://www.irs.gov/pub/irs-pdf/f1120ssk1.pdf

🧾 Payroll & Employer Forms

Form 941 – Employer’s Quarterly Federal Tax Return
Used by employers to report income taxes withheld, Social Security tax, and Medicare tax from employee wages.
https://www.irs.gov/pub/irs-pdf/f941.pdf

Form 940 – Employer’s Annual Federal Unemployment (FUTA) Tax Return
Used by employers to report and pay federal unemployment (FUTA) tax.
https://www.irs.gov/pub/irs-pdf/f940.pdf

Form W-2 – Wage and Tax Statement
Provided to employees to report wages paid and taxes withheld during the year.
https://www.irs.gov/pub/irs-pdf/fw2.pdf

Form W-3 – Transmittal of Wage and Tax Statements
Used by employers to transmit Form W-2 information to the Social Security Administration.
https://www.irs.gov/pub/irs-pdf/fw3.pdf

Form W-4 – Employee’s Withholding Certificate
Used by employees to determine the amount of federal income tax withheld from their pay.
https://www.irs.gov/pub/irs-pdf/fw4.pdf

🧾 Payments & Authorizations

Form 4868 – Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
Used by individuals to request an automatic extension to file their federal income tax return.
https://www.irs.gov/pub/irs-pdf/f4868.pdf

Form 7004 – Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
Used by businesses to request an automatic extension to file eligible federal tax returns.
https://www.irs.gov/pub/irs-pdf/f7004.pdf

Form 9465 – Installment Agreement Request
Used to request a monthly payment plan for federal tax balances owed.
https://www.irs.gov/pub/irs-pdf/f9465.pdf

Form 2848 – Power of Attorney and Declaration of Representative
Used to authorize a representative to act on your behalf before the IRS.
https://www.irs.gov/pub/irs-pdf/f2848.pdf

Form 8821 – Tax Information Authorization
Used to authorize a third party to receive or inspect your confidential tax information.
https://www.irs.gov/pub/irs-pdf/f8821.pdf

Form 4506-C – IVES Request for Transcript of Tax Return
Used to request tax return transcripts through the IRS Income Verification Express Service (IVES).
https://www.irs.gov/pub/irs-pdf/f4506c.pdf