Tax Declarations, Statement, Forms and Documents

Three distinct tax form types or groups are listed here. Some of these forms you File, eFile, or receive during calendar year 2021. Most tax forms should be received shortly after the tax year; for example, you should receive your 2021 Tax Forms in early 2022. Each section has a description with instructions on how process the forms by Tax Year.

Forms, Declarations, Statements during Calendar Year 2021
Forms or Declarations you submit to Employers, Contractors, IRS etc. but not part of a Tax Return.
You File
These 2021 Tax Year Tax Forms you either eFile with your online 2021 IRS or State Tax Return online on eFile.com. OR,
Complete the actual tax forms before you mail them to the IRS and/or to the State Income Tax Agencies.
You eFile
File
2021 Tax Year Income, Deduction, Expense, Donation, etc. statements, receipts, or forms you will receive during 2022 for preparing your 2021 Return. Most of them will arrive early 2022 and generally must be issued by January 31, 2022. You will need these documents in order to prepare and eFile your 2021 Tax Return in 2022.
You Receive

A: Declarations, Forms you Complete and File or Submit during 2021

These 2021 Forms or Declarations you can load, complete, and sign before you share or submit them to employers, contractors, etc. These forms in this section are ones you send or mail to the IRS or a State Tax Agency.

Document
Description
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Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
Tax Year 2021 Employee's Tax Withholding Form. eFile.com has an entire section dedicated to calculating, completing a W-4 - see this page for completing a W-4 for 2022.
Tax Year 2021 Tax Withholding Form for Pension or Annuity Payments
Tax Year 2021 Request for Federal Income Tax Withholding from Sick Pay
Tax Year 2021 Application for ITIN-Individual Taxpayer Identification Number
Tax Year 2021 Application for Taxpayer Identification Number for Pending U.S. Adoptions
Tax Year 2021 COA - Certificate of Accuracy for IRS Individual Taxpayer Identification Number
Tax Year 2021 Request for Taxpayer Identification Number and Certification
2021 Dependent Care Providers Identification and Certification

B: 2021 Tax Return Forms During 2022

These 2021 IRS Tax Return Forms you can either eFile online on eFile.com. OR,
Complete the actual tax forms before you mail them to the IRS and/or to the State Income Tax Agencies.

Tax Year
Description
e-FileIT
2021 Tax Return Forms you can e-File
2021 Tax Return Forms prepare and file as paper forms
Load, complete, sign, and download these 2021 IRS Income Tax Forms and mail them as a paper return to the IRS. Select your 2021 State Income Tax Return Forms and load, complete, sign, and download them before you mail them as paper form returns to State Tax Agencies.

C: 2021, 2022 Income, Deduction, Charity, Expense Forms, Documents or Receipts

Below is a list of the most frequently reported income, deduction, charity, expense forms, documents, or receipts your receive during a given tax year. These forms, statements, receipts, etc. are for any given IRS or state income tax return due by the Tax Day deadline. Keep in mind not all of them might apply to every taxpayer or you might receive forms not listed here. Make sure your review them carefully. Tip: Do not e-File your 2021 Tax Return unless you have received all you applicable forms, documents, or receipts. Per IRS regulation, you should have all forms by January 31 of the year you are preparing and filing your return.

Document
Description
Details
List of Forms issued by the payer and submitted to the payee and in most cases to the IRS: Form W-2, W-2G, 1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LS, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-R, 1099-S, 1099-SA, 1099-SB, 3921, 3922, 5498, 5498-ESA, 5498-QA, 5498-SA
Open this Prep-to-Tax-Prep List when you gather your forms and documents.
Wage and Tax Income Statement
4852 Substitute for Form W-2 1099-R etc. File this if you did not get a W-2, 1099-R etc.
Certain Gambling Winnings Income
Health Insurance Marketplace
Health Insurance Coverage, Offer or Statement
Employer-Provided Health Insurance Form
1098-T Student Tuition Statement
1098-E Student Loan Interest Statement
Home Mortgage Interest Statement
Acquisition or Abandonment of Secured Property
Proceeds from Broker and Barter Exchange Transactions
Cancelation of Debt
Changes in Corporate Control and Capital Structure
Dividends and Distributions
Unemployment Compensation, or Certain Government Payments
Health Coverage Tax Credit (HCTC) Advance Payments
Interest Income
Long-Term Care and Accelerated Death Benefits
Miscellaneous Income
Non Employee Compensation
Original Issue Discount
Taxable Distributions Received From Cooperatives
Payments From Qualified Education Programs
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Proceeds From Real Estate Transactions
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Railroad Retirement Board Statement
Nonresident Alien Railroad Retirement Benefits
Social Security Benefit Statement
Nonresident Social Security Benefits
Scholarships, Fellowship Grants, and Other Grants: Taxable money a student receives to help in the pursuit of studies.
Profit, Loss Statement
Farm, Fishing Income: You may be able to avoid making tax estimate payments by e-Filing your return and paying your entire tax due on or before March 1, 2022 for your 2021 return.
Receipts
Medical, Charity, etc. other expenses. For many these qualifying deductions or expenses, you will receive informal documents you need to keep as part of your 2021 tax records in case you get audited.
4506-T, 4506-T-EZ Tax Return Copy, Income Forms etc. If you did not receive any of the above Income forms check your online Transcript at your IRS account. Keep in mind, the IRS might have received the Income Form but not have posted it yet during the months of January - February for the previous year.
Coverdell ESA Contribution Information
Short Form Transcript Request for Individual Tax Return or other Tax Information: HSA, Archer MSA, or Medicare Advantage MSA Information.
You will need your 2020 Adjusted Gross Income - AGI - in order to eFile your 2021 Tax Return as proof of identity. See line 11 of your 2020 Form 1040. If you e-Filed your 2020 return via eFile.com, your 2020 Adjusted gross income will be in your eFile.com account.
4852 Substitute for Form W-2 1099-R, etc. File this if you did not get this form

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