Income Tax Forms, Schedules For 2023

The next online tax season is for Tax Year 2023; Tax Year 2023 is from January 1 until December 31, 2023. Prepare and e-File 2023 Tax Returns from January 2024 through October 2024.

This page is being updated for Tax Year 2023 as the forms, schedules, and instructions become available. 2023 Tax Returns are due on April 15, 2024, but can be e-filed through October 15, 2024 - late fees may apply if you owe taxes. You should at least e-File a tax extension by the April deadline and pay what you can afford.

Estimate and plan your 2023 Tax Return with the 2023 Tax Calculator. Tax plan your W-4 based tax withholding with the paycheck calculator so you can keep more of your hard-earned money during the tax year. A tax refund is often the result of poor tax return planning, thus use any of these 15 free tax return calculators and tools.

2020 Tax Forms

Understand your taxes:

Tax Forms for 2023

The 2023 Tax Forms listed below will be updated as they become available. All of these are forms you are able to e-file from January - October of 2024 by using the eFile Tax App. Instead of memorizing which forms you need and filling them out by hand, use online tax software to get the hard work done for you.

Otherwise, you can open, complete, and sign them online. Then download, print and mail the paper forms to the IRS. Detailed information on state income tax returns, forms, etc.

Form
Description
2023 Tax Tables
Installment Agreement
Collection Information Statement
Offer in Compromise Booklet
Reduction of Tax Attributes Due to Discharge of Indebtedness
Individual Income Tax Return - 1040
1040 Instructions
Additional Income and Adjustments to Income - Schedule 1
Nonrefundable Credits - Schedule 3
Itemized Deductions Schedule A
Interest and Ordinary Dividends
Profit or Loss from Business (Sole Proprietorship)
Capital Gains and Losses
Supplemental Income and Loss - Schedule E
Earned Income Tax Credit - Schedule EIC
Profit or Loss from Farming
Household Employment Taxes
Income Averaging for Farmers and Fishermen - Schedule J
Credit for the Elderly or the Disabled- Schedule R
Self-Employment Tax
Departing Alien Income Tax Return - 1040-C
Estimated Tax Payment for Individuals. You can pay tax estimates online at the IRS site, thus you do not have to file this Form 1040-ES.
Estimated Tax Payments For Nonresident Alien Individuals. You can pay tax estimates online at the IRS site, thus you do not have to file this Form 1040-ES.
Nonresident Alien Income Tax Return - 1040-NR
Payment Voucher. You can pay taxes online at the IRS site, thus you do not have to file this Form 1040-V.
Tax Amendment - Change, Amend Your Income Tax Return
Schedule K-1 - Beneficiary's Share of Income, Deductions, Credits, etc. - 1041
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
Foreign Person's Source Income Subject to Withholding
Net Profit from Business (Sole Proprietorship)
Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. - 1065
Health Insurance Marketplace Statement
Health Insurance Coverage
Employer-Provided Health Insurance Offer and Coverage
Mortgage Interest Statement
Tuition and Education Expenses
Proceeds from Broker and Barter Exchange Transactions
Cancelation of Debt
Cancelation of Debt
Unemployment Compensation and All Other Government Grants
Interest Income for Schedule B
Miscellaneous Income
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Schedule K-1 - Shareholder's Share of Income, Deductions, Credits, etc. - 1120S
Tax Payment Extension due to Hardship - 1127
Foreign Tax Credit - 1116
Refund Due a Deceased Taxpayer - 1310
Employee Business Expenses - 2106
Multiple Support Declaration - 2120
Underpayment of Estimated Tax -2210
Underpayment of Estimated Tax by Farmers and Fishermen - 2210-F
Tax Extension for U.S. Citizens and Resident Aliens Abroad - 2350
Child and Dependent Care Expenses - 2441
Foreign Earned Income - 2555
General Business Credit - 3800
Moving Expenses - 3903
Information Referral - 3949-A
Credit for Federal Tax Paid on Fuels - 4136
Social Security and Medicare Tax on Unreported Tip Income - 4137
Recapture of Investment Credit - 4255
Request for Copy of Tax Return. Or, get an online Transcript via an IRS Tax Transcript
Request a Transcript of a Tax Return or other Tax Information online. Your account has all your tax history.
Depreciation and Amortization - 4562
Casualties and Thefts - 4684
Sales of Business Property - 4797
Farm Rental Income and Expenses - 4835
Substitute for Form W-2
e-File Tax Extension for Income Tax Returns - 4868
Investment Interest Expense Deduction - 4952
Tax on Accumulation Distributions of Trusts - 4970
Tax on Lump-Sum Distributions - 4972
Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands - 5074
Coverdell Education Savings Trust Account - 5305-E
Coverdell Education Savings Custodial Account
Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
First-Time Homebuyer Credit and Repayment of the Credit - 5405
Residential Energy Credits - 5695
Work Opportunity Credit - 5884
Computation of Deductible Loss - 6198
Alternative Minimum Tax - 6251
Investment Sale Income - 6252
Biofuel Producer Credit - 6478
Gains/Losses on Contracts & Straddles - 6781
Noncash Charitable Contributions - 8283
Withholding Tax Return for Dispositions by Foreign Persons of US Real Property Interests - 8288
Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests - 8288-A
Application for Withholding Certificate for Dispositions by Foreign Persons of US Real Property Interests
Release of Claim to Exemption for Child by Custodial Parent
Injured Spouse Allocation
Mortgage Interest Credit - 8396
Activity Loss Limitations - 8582
Nondeductible IRAs
Low-Income Housing Credit Allocation
Tax For Certain Children Who Have Unearned Income
Credit For Prior Year Minimum Tax - 8801
Additional Child Tax Credit - 8812
Parents' Election to Report Child's Interest and Dividends - 8814
Exclusion of Interest from Series EE Bonds 8815
Orphan Drug Credit - 8820
Change of Address - 8822
Like-Kind Exchanges - 8824
Disabled Access Credit - 8826
Recapture of Federal Mortgage Subsidy - 8828
Expenses for Business Use of Your Home - 8829
Qualified Electric Vehicle Credit - 8834
Qualified Adoption Expenses - 8839
Closer Connection Exception Statement for Aliens - 8840
Empowerment Zone Credit - 8844
Indian Employment Credit - 8845
Employer SS and Medicare Taxes Paid on Certain Employees - 8846
Pre-Screening Notice and Certification Request for the Work Opportunity Credit - 8850
Archer MSAs and Long-Term Care Insurance Contacts - 8853
Request for Innocent Spouse Relief - 8857
Carryforward for District of Columbia First-Time Home-buyer Credit - 8859
Information To Claim Earned Income Credit After Disallowance - 8862
Education Credits - American Opportunity and Lifetime Learning Credits - 8863
Biodiesel and Renewable Diesel Fuels Credit - 8864
Return of U.S. Persons with Respect for Certain Foreign Partnerships - 8865
Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. - 8865
Not needed if you e-File. IRS e-file Signature Authorization - 8879
Credit for Qualified Retirement Savings Contributions - 8880
Employee Pension Plan - 8881
Employee Child Care - 8882
Allocation of Refund - 8888
Health Savings Accounts (HSAs) - 8889
Domestic Production Activities Deduction - 8903
Alternative Motor Vehicle Credit - 8910
Credit to Holders of Tax Credit Bonds - 8912
Tuition and Fees Deduction - 8917
Uncollected Social Security and Medicare Tax on Wages - 8919
Qualified Plug-in Electric Drive Motor Vehicle Credit - 8936
Statement of Specified Foreign Financial Assets - 8938
Sales and Other Dispositions of Capital Assets - 8949
Allocation of Tax Amounts Between Certain Individuals in Community Property States - 8958
Additional Medicare Tax - 8959
Net Investment Income Tax - 8960
Premium Tax Credit
Installment Agreement Request
Request for a Collection Due Process or Equivalent Hearing
Request for Appeal of Offer in Compromise - 13711
Application for Reduced User Fee for Installment Agreements - 13844
Application for Fast Track Settlement - 1401
Identity Theft Affidavit
Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
Wage Income and Tax Statement
Certain Gambling Winnings
2024 Employee's Tax Withholding Form
Tax Withholding Form for Pension or Annuity Payments
Request for Federal Income Tax Withholding from Sick Pay
Application for ITIN-Individual Taxpayer Identification Number
Application for Taxpayer Identification Number for Pending U.S. Adoptions
COA - Certificate of Accuracy for IRS Individual Taxpayer Identification Number
Request for Taxpayer Identification Number and Certification

Consider the following information when filing tax returns:

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