Quick Reference

Social Security Retirement Benefits

Contribution Limits Tax Reference

Tax Forms

U.S. Individual Income Tax Return


**For Tax year 2018 and later, you will no longer use Form 1040-A, but instead, use the Form 1040 or Form 1040-SR.


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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).



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U.S. Individual Income Tax Return.



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U.S. Individual Income Tax Return


**For Tax year 2018 and later, you will no longer use Form 1040-A, but instead, use the Form 1040 or Form 1040-SR.



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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.



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Interest and Ordinary Dividends.



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Profit or Loss from Business (Sole Proprietorship)



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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.



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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.



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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.



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Employee’s Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.


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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.


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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.


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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.


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Employer’s Quarterly Federal Tax Return.


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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 postsecondary educational institution.


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Employer’s Quarterly Federal Tax Return.


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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 postsecondary educational institution.


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Tax Calendar

January 31

Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services.

February 28

Businesses must file paper copies of Form 1099 with the Internal Revenue Service.

April 15

2020 individual income tax returns due, along with any tax, interest, and penalties due. Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the 2020 tax year. Estimated tax for the 1st quarter of 2021 due for those who do not pay their income tax throughout the year through withholding. C Corporations must file form 1120 for the calendar year and pay any taxes due.

September 15

Estimated tax for the 3rd quarter of 2021 due for those who do not pay their income tax throughout the year through withholding. Partnerships tax returns due for those businesses that were given a 6-month extension to file returns for 2020. S Corporations tax returns due for those businesses that were given a 6-month extension to file returns for 2020.

January 15, 2021

Estimated tax for the 4th quarter of 2021 due for those who do not pay their income tax throughout the year through withholding.

February 15

If you claimed exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new Form W-4 by this date to continue your exemption for another year.

March 15

Partnerships must file for 1065 for the calendar year and pay any taxes due. S Corporations must file form 1120S for the calendar year and pay any taxes due.

June 15

2020 individual income tax returns due for those who live outside the United States. Estimated tax for the 2nd quarter of 2021 due for those who do not pay their income tax throughout the year through withholding.

October 15

Individual income tax returns due for those who were given a 6-month extension to file income tax returns for 2020, along with any tax, interest, and penalties due. C Corporations tax returns due for those businesses that were given a 6-month extension to file returns for 2020.