Form W-9 PDF. Wage and Tax Statement. Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld. Form W-2 PDF. Get or renew an individual taxpayer identification number ITIN for federal tax purposes if you are not eligible for a social security number.
These types of income do not include wages, salaries, or tips. Contact the business or government agency if:. Send a copy to the IRS and yourself. You should receive your copy by early February or mid-February for Form B. Wait times to speak with a representative may be long.
Ask a real person any government-related question for free. They'll get you the answer or let you know where to find it.
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While we strive to provide a wide range offers, Bankrate does not include information about every financial or credit product or service. Filling out a tax form is about as much fun as owing taxes to Uncle Sam. The complexity of the task intensifies as your tax life becomes more complicated. But choose carefully. There are three personal income tax forms — , A and EZ — with each designed to get the appropriate amount of your money to the IRS.
The EZ is the shortest and simplest form, Form A is a bit more complex and the long Form is the most detailed and potentially difficult. But even if your tax life is simple and straightforward, it might be worthwhile to investigate the other two forms. Generally, the longer the form, the more opportunities for tax breaks. If you previously filed Form EZ, but bought health insurance through an Affordable Care Act state or federal exchange, known as the marketplace, you can no longer file this simplest form.
When individuals purchase a policy through an exchange, they have an option to receive advance payment of the premium tax credit. This tax credit helps cover some of the insurance costs. The advance credit amount, however, must be accounted for when the policy recipient files his or her tax return. If the advance premium amount was too small, the taxpayer will get the extra. However, if too large of an advance premium credit was paid, the taxpayer must make up the difference, either by paying any tax due or by having the amount taken from an expected refund.
Such calculations are made on Form , which only can be filed with Form A or If you received advance payments of the premium tax credit, you must file one of these longer forms instead of the EZ. Even if you did not get the premium credit in advance but got health care through an exchange and want to claim it when you file, you must complete A or Take the case of tax filer Joe P. A perfect EZ filer, right? You could use the tax tables in the instructions to find the amount of tax you owed for your filing status and taxable income.
If your total tax payments and credits exceeded the calculated tax on your income, then you were entitled to a refund for overpayment. If you calculated a refund, you could enter your bank information and have it deposited directly to your account. If you had underpaid, then you needed to make a payment for the remaining balance. A tax return is not valid without signatures.
While it may seem obvious, many taxpayers forget to sign their returns before mailing them to the IRS. For this part, you needed to be sure to sign it in the last section. If you filed jointly, your spouse needed to sign it, too. If you filed electronically, you would have signed your tax return electronically. Remember, with TurboTax , we'll ask you simple questions about your life and help you fill out all the right tax forms.
Whether you have a simple or complex tax situation, we've got you covered. Feel confident doing your own taxes. Just answer simple questions about your life, and TurboTax Free Edition will take care of the rest. For Simple Tax Returns Only. Need More Tax Time? File a Tax Extension. What is Form V? Claiming the Foreign Tax Credit with Form
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