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.
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.
Tax Tables
2023 Tax Tables
ReadIT
433-D
Installment Agreement
FileIT
433-F
Collection Information Statement
FileIT
656-B
Offer in Compromise Booklet
FileIT
982
Reduction of Tax Attributes Due to Discharge of Indebtedness
FileIT
1040
Individual Income Tax Return - 1040
eFileIT
Instructions
1040 Instructions
ReadIT
Schedule 1
Additional Income and Adjustments to Income - Schedule 1
eFileIT
Schedule 2
Tax
eFileIT
Schedule 3
Nonrefundable Credits - Schedule 3
eFileIT
Schedule A
Itemized Deductions Schedule A
eFileIT
Schedule B
Interest and Ordinary Dividends
eFileIT
Schedule D
Capital Gains and Losses
eFileIT
Schedule E
Supplemental Income and Loss - Schedule E
eFileIT
Sched. EIC
Earned Income Tax Credit - Schedule EIC
eFileIT
Schedule F
Profit or Loss from Farming
eFileIT
Schedule H
Household Employment Taxes
eFileIT
Schedule J
Income Averaging for Farmers and Fishermen - Schedule J
eFileIT
Schedule R
Credit for the Elderly or the Disabled- Schedule R
eFileIT
Schedule SE
Self-Employment Tax
eFileIT
1040-C
Departing Alien Income Tax Return - 1040-C
eFileIT
1040-ES
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.
ePay
1040-ES NR
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.
ePay
1040-NR
Nonresident Alien Income Tax Return - 1040-NR
eFileIT
1040-V
Payment Voucher. You can pay taxes online at the IRS site, thus you do not have to file this Form 1040-V.
ePay
1040-X
Tax Amendment - Change, Amend Your Income Tax Return
FileIT
1041
Schedule K-1 - Beneficiary's Share of Income, Deductions, Credits, etc. - 1041
eFileIT
1042
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
eFileIT
1042-S
Foreign Person's Source Income Subject to Withholding
eFileIT
1065
Net Profit from Business (Sole Proprietorship)
eFileIT
1065
Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. - 1065
eFileIT
1095-C
Employer-Provided Health Insurance Offer and Coverage
eFileIT
1098
Mortgage Interest Statement
eFileIT
1098-T
Tuition and Education Expenses
eFileIT
1099-B
Proceeds from Broker and Barter Exchange Transactions
eFileIT
1099-C
Cancelation of Debt
1099-DIV
Cancelation of Debt
eFileIT
1099-INT
Interest Income for Schedule B
eFileIT
1099-MISC
Miscellaneous Income
eFileIT
1099-R
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
eFileIT
1120S
Schedule K-1 - Shareholder's Share of Income, Deductions, Credits, etc. - 1120S
eFileIT
1127
Tax Payment Extension due to Hardship - 1127
FileIT
1116
Foreign Tax Credit - 1116
eFileIT
1310
Refund Due a Deceased Taxpayer - 1310
eFileIT
2106
Employee Business Expenses - 2106
eFileIT
2120
Multiple Support Declaration - 2120
eFileIT
2210
Underpayment of Estimated Tax -2210
eFileIT
2210-F
Underpayment of Estimated Tax by Farmers and Fishermen - 2210-F
eFileIT
2350
Tax Extension for U.S. Citizens and Resident Aliens Abroad - 2350
eFileIT
2555
Foreign Earned Income - 2555
eFileIT
3800
General Business Credit - 3800
eFileIT
3903
Moving Expenses - 3903
eFileIT
3949-A
Information Referral - 3949-A
FileIT
4136
Credit for Federal Tax Paid on Fuels - 4136
eFileIT
4255
Recapture of Investment Credit - 4255
eFileIT
4506
Request for Copy of Tax Return. Or, get an online Transcript via an IRS Tax Transcript
FileIT
4506-T
Request a Transcript of a Tax Return or other Tax Information online. Your account has all your tax history.
FileIT
4506-T-EZ
Short Form Request Transcript for Individual Tax Return Tax Return or other Tax Information online now.
FileIT
4684
Casualties and Thefts - 4684
eFileIT
4562
Depreciation and Amortization - 4562
eFileIT
4797
Sales of Business Property - 4797
eFileIT
4835
Farm Rental Income and Expenses - 4835
eFileIT
4852
Substitute for Form W-2
eFileIT
4868
e-File Tax Extension for Income Tax Returns - 4868
eFileIT
4952
Investment Interest Expense Deduction - 4952
eFileIT
4970
Tax on Accumulation Distributions of Trusts - 4970
eFileIT
4972
Tax on Lump-Sum Distributions - 4972
eFileIT
5074
Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands - 5074
FileIT
5305-E
Coverdell Education Savings Trust Account - 5305-E
eFileIT
5305-EA
Coverdell Education Savings Custodial Account
eFileIT
5329
Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
eFileIT
5405
First-Time Homebuyer Credit and Repayment of the Credit - 5405
eFileIT
5695
Residential Energy Credits - 5695
eFileIT
5884
Work Opportunity Credit - 5884
eFileIT
6198
Computation of Deductible Loss - 6198
eFileIT
6251
Alternative Minimum Tax - 6251
eFileIT
6252
Investment Sale Income - 6252
eFileIT
6478
Biofuel Producer Credit - 6478
FileIT
6781
Gains/Losses on Contracts & Straddles - 6781
eFileIT
8283
Noncash Charitable Contributions - 8283
eFileIT
8288
Withholding Tax Return for Dispositions by Foreign Persons of US Real Property Interests - 8288
FileIT
8288-A
Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests - 8288-A
FileIT
8288-B
Application for Withholding Certificate for Dispositions by Foreign Persons of US Real Property Interests
FileIT
8379
Injured Spouse Allocation
eFileIT
8396
Mortgage Interest Credit - 8396
eFileIT
8582
Activity Loss Limitations - 8582
eFileIT
8606
Nondeductible IRAs
eFileIT
8609
Low-Income Housing Credit Allocation
eFileIT
8801
Credit For Prior Year Minimum Tax - 8801
eFileIT
Schedule 8812
Additional Child Tax Credit - 8812
eFileIT
8815
Exclusion of Interest from Series EE Bonds 8815
eFileIT
8820
Orphan Drug Credit - 8820
eFileIT
8822
Change of Address - 8822
FileIT
8824
Like-Kind Exchanges - 8824
eFileIT
8826
Disabled Access Credit - 8826
eFileIT
8828
Recapture of Federal Mortgage Subsidy - 8828
FileIT
8829
Expenses for Business Use of Your Home - 8829
eFileIT
8834
Qualified Electric Vehicle Credit - 8834
eFileIT
8839
Qualified Adoption Expenses - 8839
eFileIT
8840
Closer Connection Exception Statement for Aliens - 8840
FileIT
8844
Empowerment Zone Credit - 8844
eFileIT
8845
Indian Employment Credit - 8845
eFileIT
8846
Employer SS and Medicare Taxes Paid on Certain Employees - 8846
eFileIT
8850
Pre-Screening Notice and Certification Request for the Work Opportunity Credit - 8850
FileIT
8853
Archer MSAs and Long-Term Care Insurance Contacts - 8853
eFileIT
8857
Request for Innocent Spouse Relief - 8857
eFileIT
8859
Carryforward for District of Columbia First-Time Home-buyer Credit - 8859
eFileIT
8862
Information To Claim Earned Income Credit After Disallowance - 8862
eFileIT
8863
Education Credits - American Opportunity and Lifetime Learning Credits - 8863
eFileIT
8864
Biodiesel and Renewable Diesel Fuels Credit - 8864
eFileIT
8865
Return of U.S. Persons with Respect for Certain Foreign Partnerships - 8865
eFileIT
8865
Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. - 8865
eFileIT
8879
Not needed if you e-File. IRS e-file Signature Authorization - 8879
eFileIT
8880
Credit for Qualified Retirement Savings Contributions - 8880
eFileIT
8881
Employee Pension Plan - 8881
eFileIT
8882
Employee Child Care - 8882
eFileIT
8885
Health Coverage Tax Credit - 8885
eFileIT
8888
Allocation of Refund - 8888
eFileIT
8889
Health Savings Accounts (HSAs) - 8889
eFileIT
8903
Domestic Production Activities Deduction - 8903
eFileIT
8910
Alternative Motor Vehicle Credit - 8910
eFileIT
8912
Credit to Holders of Tax Credit Bonds - 8912
eFileIT
8917
Tuition and Fees Deduction - 8917
eFileIT
8919
Uncollected Social Security and Medicare Tax on Wages - 8919
eFileIT
8936
Qualified Plug-in Electric Drive Motor Vehicle Credit - 8936
eFileIT
8938
Statement of Specified Foreign Financial Assets - 8938
eFileIT
8949
Sales and Other Dispositions of Capital Assets - 8949
eFileIT
8958
Allocation of Tax Amounts Between Certain Individuals in Community Property States - 8958
eFileIT
8959
Additional Medicare Tax - 8959
eFileIT
8960
Net Investment Income Tax - 8960
eFileIT
8962
Premium Tax Credit
eFileIT
9465
Installment Agreement Request
FileIT
12153
Request for a Collection Due Process or Equivalent Hearing
FileIT
13711
Request for Appeal of Offer in Compromise - 13711
FileIT
13844
Application for Reduced User Fee for Installment Agreements - 13844
FileIT
1401
Application for Fast Track Settlement - 1401
FileIT
14039
Identity Theft Affidavit
FileIT
SS-8
Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
FileIT
W-2
Wage Income and Tax Statement
eFileIT
W-2G
Certain Gambling Winnings
eFileIT
W-4
2024 Employee's Tax Withholding Form
FileIT
W-4P
Tax Withholding Form for Pension or Annuity Payments
FileIT
W-4S
Request for Federal Income Tax Withholding from Sick Pay
FileIT
W-7
Application for ITIN-Individual Taxpayer Identification Number
FileIT
W-7A
Application for Taxpayer Identification Number for Pending U.S. Adoptions
FileIT
W-7
COA - Certificate of Accuracy for IRS Individual Taxpayer Identification Number
FileIT
W-9
Request for Taxpayer Identification Number and Certification
FileIT
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I'm a seasoned tax professional with a comprehensive understanding of the intricacies surrounding tax preparation, filing, and compliance. My expertise spans across various tax forms, schedules, credits, and extensions, enabling me to navigate the complexities of tax laws and procedures efficiently.
Regarding the information provided on the upcoming Tax Year 2023 and the associated filing deadlines, it's crucial to comprehend several fundamental concepts and terms involved in tax preparation:
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Tax Year 2023: This period spans from January 1, 2023, to December 31, 2023. Taxpayers will report their income and other financial information earned within this time frame.
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Filing Deadline and Extensions: The deadline to file 2023 Tax Returns is April 15, 2024. However, taxpayers can request an extension until October 15, 2024, to file their returns, though any taxes owed must still be paid by the April deadline to avoid late fees or penalties.
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e-Filing: The IRS encourages electronic filing (e-filing) of tax returns. Taxpayers can utilize various software applications such as the eFile Tax App, TurboTax®, or H&R Block® to ease the filing process, avoiding manual form completion.
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Tax Forms and Schedules: A myriad of tax forms and schedules are used to report different types of income, deductions, credits, and other financial details. Some notable forms include:
- Form 1040 (Individual Income Tax Return)
- Schedules 1, 2, 3, A, B, C, D, E, and others that specify additional income, adjustments, credits, and deductions.
- Various 1099 forms for reporting income from sources like interest, dividends, and self-employment.
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Extensions and Estimated Tax Payments: Taxpayers can file for extensions like Form 4868 to get additional time to file but must still estimate and pay their taxes by the original deadline to avoid penalties.
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Specialized Tax Situations: Certain taxpayers, such as non-resident aliens, may have specific forms tailored to their circ*mstances, like Form 1040-NR.
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Tax Credits and Deductions: Multiple credits and deductions (e.g., Earned Income Tax Credit, Child Tax Credit, Itemized Deductions) can reduce tax liability, and taxpayers need to use corresponding schedules or forms to claim these benefits accurately.
Understanding these concepts and the extensive list of tax forms and schedules is vital for accurate tax preparation, ensuring compliance with IRS regulations, and optimizing tax benefits for individuals and businesses.
For any specific tax situation or clarification, I'm equipped to provide detailed insights or guidance.
