Tax Forms
Here are a list of some major IRS tax forms that are commonly used, and every U.S. taxpayer should know about.
Form 4137, Social Security and Medicare Tax On Unreported Tip Income
You can use IRS Tax Form 4137 to calculate any additional tax you may owe on unreported tip income.
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Form 5695, Energy Efficient Home Improvement Credit (Part II)
If you made energy-efficient upgrades to your home, use Form 5695 to calculate your residential energy credit.
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Form 8829, Expenses for Business Use of Your Home
IRS Tax Form 8829 is a form you can use to claim a home office deduction on your business taxes.
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Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
If you need to claim the right education credits for your situation then you would use IRS Tax Form 8863.
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Form 8959: Additional Medicare Tax
Form 8959 is used to calculate the additional 0.9% Medicare tax on earned income above a certain threshold.
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Form 1099-NEC: Reporting Non-Employee Compensation
Learn to make proper use of Tax Form 1099-NEC, a crucial document for self-employed individuals and independent contractors. From understanding what 1099-NEC income entails to reporting it accurately on your tax return, this resource article provides valuable insights and tips to ensure compliance and maximize deductions.
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Form 1099-DIV: Reporting Dividends and Tax Strategies
Understand the uses of Form 1099-DIV with our comprehensive resource. From understanding reporting requirements to navigating taxable dividends, learn how to report income effectively on your taxes. Explore tax strategies, including investing in tax-efficient funds and utilizing tax-advantaged accounts, to minimize your tax burden. Follow our step-by-step instructions on ezTaxReturn to seamlessly report dividend income and ensure a hassle-free tax season.
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Form 5498: IRA Contribution Information
Discover the essential information about Form 5498, the document that details your contributions to diverse retirement arrangements. From IRA contributions to Roth conversions, this guide explains each box on the form, when to expect it, and why it's crucial for your records. Learn how to cross-check with your tax return, report contributions using ezTaxReturn, and differentiate between Form 5498 and 1099-R for a seamless tax-filing experience.
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Form 1099-INT: Reporting and Maximizing Interest Income
Unlock the full potential of your interest income with our expert resource on navigating Form 1099-INT. From understanding tax implications to identifying exemptions, we provide clear instructions and tips for seamless reporting, ensuring you get the most out of your tax return filing.
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Form 1098: Mortgage Interest Statement
What is Form 1098 used for? Our resource breaks down the intricacies, explaining how lenders report mortgage interest, insurance premiums, and points. Explore the key details the form provides and learn if you can leverage it for a mortgage interest deduction. Find out when and how to report Form 1098 on your tax return, ensuring you maximize your deductions with ease.
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Form SSA-1099: Reporting Social Security Income
Discover how to navigate Form SSA-1099 for reporting Social Security income seamlessly in your tax return. Our comprehensive resource article offers step-by-step instructions, answers to FAQs, and crucial insights into taxability, ensuring a smooth filing experience.
