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IRS forms

Let us help you decode the most common IRS forms and publications that you may need when filing your taxes.

Common IRS tax forms

What Do You Do With a Form W-2?

The Form W-2 is a wage and tax statement that details how much you were paid by an employer during the year. If you have (or had) a job at any time of the year, you should receive a Form W-2 from each employer the following January containing income information to report on your tax return. Most Americans work for an employer. Almost 146 million tax returns reported wage income as of 2017.

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What You Need to Know About 1040 Tax Return Forms

A 1040 tax form is the main form for a tax return that gets filed with the IRS when you are a US citizen or resident with taxable income to report.

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-4 Form Changes: What You Need to Know for 2023

Starting a new job and going through other major life events often mean that you’ll have to think about filling out or revising your withholdings. In 2020, the IRS made significant changes to Form W-4 to help individuals withhold federal income tax more accurately from their paychecks. Read on to learn when what the major changes are, and how paying the right amount in taxes as you go could be the difference between a tax refund or a tax bill when you file your federal and state returns.

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How to get your W-2 from a previous employer

There are certain documents you need to have to file your tax return and your Form W-2, also known as your wage and tax statement, is one of them. If you do not receive a physical copy of your W-2 by mid-February, learn what steps you can take.

What are IRS FBAR filing requirements?

If you have $10,000 or more invested in a total of all foreign accounts or estates, and you are required to file a US tax return, you must file the Report of Foreign Bank and Financial Accounts (FBAR) annually.

A step-by-step guide to filling out 2020’s new W-4 Form

There’s a familiar ritual to starting a new job, isn’t there? You’re escorted to your desk, introduced to your new co-workers, and handed paperwork to fill out, especially a trusty old W-4. Well, the ritual remains, but how you fill out your W-4 is about to change.

Got a 1099-MISC or 1099-NEC when you expected a W-2? Meet IRS Form 8919

Are you a self-employed contractor or a company employee? Are you sure? Millions of workers are unsure of their worker status meaning they don’t know if they are an employee of the company they work for or an independent contractor (IC).

Use IRS transcripts to identify your stimulus payments

Taxpayers have been using the IRS tool to check the amount and the date of their stimulus payment. In many cases, taxpayers have not been able to utilize this tool. Many taxpayers will need to know the amount of their payment when filing their 2020 and 2021 tax returns.

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