There are numerous tax forms used during tax season. To help you with navigating through tax season, we’ve compiled a list of tax forms that might be applicable to you.

1. Form W-2 (Wage and Tax Statement)

Form W-2, or also known as the Wage and Tax Statement, is a tax form that reports an employee’s annual wages and the amount of taxes withheld from their paycheck, including federal, state, and other deductions like Social Security and Medicare.

This form is filled out and submitted to the IRS by an employer. The deadline to file this is on January 31.

2. Form 1040 (US Individual Income Tax Return)

Form 1040 is the U.S. Individual Income Tax Return form used by taxpayers to file their annual federal income tax returns with the IRS. 

It calculates total taxable income, determines tax liability, and applies credits and deductions to find the final amount owed or refunded.

This form is filled out and submitted to the IRS by an individual taxpayer. The deadline to file this is on April 15.

3. Form 1099-NEC (Nonemployee Compensation)

Form 1099-NEC is a form that is used to report nonemployee compensation to the IRS. This form covers “1099” jobs or more commonly known as independent contractors. 

Nonemployee compensation includes fees, commissions, and payments given to independent contractors.

This form is filled out and submitted to the IRS by an employer who paid $600 or more to a nonemployee in a tax year. The deadline to file this is on January 31.

4. Form 1099-MISC (Miscellaneous Income)

Form 1099-MISC is a form used to report other types of income given to nonemployees by businesses.

These include the following:

• Rent payments
• Prize and award winnings
• Medical and healthcare payments
• Royalties
• Direct sales of $5,000+ worth of consumer products

This form is filled out and submitted to the IRS by an employer. The deadline to file this is on February 28.

5. Form 1099-K (Payment Card and Third-Party Network Transactions)

Another form used for tax season is Form 1099-K. This is used to report gross payments processed through a third-party network (ex. Credit card companies, online payment platforms).

It is important to note that this form is not exclusive to non-employees. 

This form is filled out and submitted by the respective third-party network. The deadline to file this is on February 28.

6. Form 1099-INT (Interest Income)

Form 1099-INT is a tax form used to report interest income earned from banks, credit unions, brokerage firms, and other financial institutions. 

The IRS requires these institutions to send a 1099-INT if they pay $10 or more in interest to an individual or business in a tax year.

This form is filled out and submitted by financial institutions. The deadline to file this is on February 28.

7. Form 1098 (Mortgage Interest Statement)

Another tax form that is commonly used is Form 1098. This is used to report mortgage interest paid by a borrower to a lender.

This is issued to homeowners who paid $600 or more in mortgage interest during the tax year.

This is filled out and submitted by lenders. The deadline to file this is on February 28.

8. Form 1098-T (Tuition Statement)

Form 1098-T is a tax form used by colleges, universities, and eligible institutions to report tuition payments and education-related expenses made to them.

This helps students and parents claim education-related tax benefits, such as the American Opportunity Credit and the Lifetime Learning Credit.

This form is filled out and submitted by educational institutions. The deadline to file this is on February 28.

9. Form 1098-E (Student Loan Interest Statement)

Another tax form related to education is Form 1098-E. This form is used to report student loan interest payments made by a borrower during the tax year. 

This allows borrowers to claim the Student Loan Interest Deduction (up to $2,500) on their tax return.

This form is filled out and submitted by student loan lenders or servicers. The deadline to file this is on February 28.

10. Schedule C (Profit or Loss from Business)

Schedule C is a tax form used by sole proprietors and self-employed individuals to report business income and expenses. 

It determines the net profit or loss from a business, which is then reported on the individual’s Form 1040.

This form is filled out and submitted by sole proprietors and single-member LLCs. This is filed together with Form 1040.

Frequently Asked Questions

What is the deadline for filing federal income tax forms?

The deadline for filing  federal income tax forms for the 2024 tax season is on April 15, 2025.

How do I ask for a tax filing extension?

If you need an extension for filing your taxes, then you will need to submit a Form 4868 on or before the tax deadline for filing forms