Resources

Tax Forms

 

The Internal Revenue Service provides a list of tax frequently requested tax forms for individuals to download. Clicking the FORM link will download a PDF version of the form and the INSTRUCTIONS link will open a PDF of instructions to help complete the form; both links are directly to the Internal Revenue Service website.

1040: U.S. Individual Income Tax Return
Form | Instructions

 

1040A: U.S. Individual Income Tax Return
Form | Instructions

 

1040ES: Estimated Tax for Individuals.

Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).
Form & Instructions

 

1040EZ: U.S. Individual Income Tax Return for Single and Joint Filers with No Dependents
Form | Instructions

1040X: Amended U.S. Individual Income Tax Return
Form | Instructions

 

Schedule A (1040): Itemized Deductions.

If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Form | Instructions

 

Schedule B (Form 1040): Interest and Ordinary Dividends.
Form & Instructions

 

Schedule C (Form 1040): Profit or Loss from Business (Sole Proprietorship)
Form | Instructions

Schedule D (Form 1040): Capital Gains and Losses.

Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
Form | Instructions

 

Schedule M (Form 990): Making Work Pay Credit.

Use Schedule M to figure the making work pay credit. This credit may give you a refund even if you do not owe tax.
Form

Schedule SE (Form 1040): Self-Employment Tax.

Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
Form | Instructions

 

W-4: Employee's Withholding Allowance Certificate.

Complete this form so your employer can withhold the correct federal income tax from your pay.
Form & Instructions

W-2: Wage and Tax Statement.

Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee — even if the employee is related to the employer.
Form | Instructions

 

W-9: Request for Taxpayer Identification Number and Certification.

Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Form | Instructions

1099: Miscellaneous Income Statement.

Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.
Form | Instructions

 

941: Employer’s Quarterly Federal Tax Return.
Form | Instructions

4868: Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Use this form to apply for 6 more months to file Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-PR, or 1040-SS.
Form & Instructions

 

8863: Education Credits (American Opportunity and Lifetime Learning Credits).

Use this form to figure and claim tax credits for qualified education expenses paid to an eligible post-secondary educational institution.
Form | Instructions

 

8917: Tuition and Fees Deduction.
Form & Instructions

 

 

Contact Us

 

Whatever your current business situation, Sun Accounting Services will take the time and care need to discuss the applicable tax and legal implications. We will help you carefully evaluate your business and determine the type of structure most suited to your business needs.

 

Please call us today for a FREE consultation at 561.504.6075 or send us an email to set up a consultation.

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