Federal Forms

Request a Tax Transcript

There is a new transcript format that better protects your data. This new format partially masks your personally identifiable information. Financial data will remain fully visible to allow for tax preparation, tax representation or income verification.  You can get various Form 1040-series transcript types online or by mail.  Use the link below for more information and to request your transcript either by mail or online.

Request a Tax Transcript – IRS

Form 1040

Beginning in the tax year 2018, Form 1040A and Form 1040EZ will no longer be used.  Instead, the redesigned Form 1040 will be used.

Form 1040 

Form 1040 and 1040-SR Instructions

Form 1040-SR

Form 1040-SR is available as an optional alternative to using Form 1040 for taxpayers who are age 65 or older. Form 1040-SR uses the same schedules and instructions as Form 1040 does.

Form 1040-SR

Form 1040 and 1040-SR Instructions

Form W9 – Request for Taxpayer Identification Number and Certification

Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS.

Form W9

Instructions for Form W9

Estimated Tax for Individuals

Form 1040-ES is used for income not subject to tax withholding to figure and pay estimated tax.

Form 1040-ES

Application for IRS Individual Taxpayer Identification Number

Use Form W-7 to get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social security number.

Form W-7