If you prefer to file your taxes by hand or simply want to see the forms before you load tax preparation software onto your computer, you can use this page to access downloadable tax forms to file your 2009 return. Most of the forms are current, but in some cases the IRS has not yet released the 2009 document. Please check back periodically for the latest documents. As the IRS makes the 2009 versions available, they will be downloadable here.

To download most of the forms, you will need to install a free copy of Adobe Acrobat Reader. Forms that are linked in the tables below lead you to downloadable files. The IRS offers additional downloadable forms on its Web site.

  Primary forms for individuals

  Forms for individuals claiming deductions

  Forms for businesses

  Most popular IRS publications

Which individual forms to use for tax liabilities
If you are (a/an): You may be liable for: Use form:
Farmer or fisherman Income tax 1040-ES, 2009 payment No. 4 due Jan. 15, 2010.

1040-ES, 2010 payment No. 1 due April 15, 2010; IRS should update this link to 2010 form following the final 2009 ES due date.
Earning tips Income tax 1244
Executor of trusts or estates Estimated tax 1041-ES
Income tax return 1041
Late filer Income tax 4868 for tax due in April.
Individual Income tax 1040, 1040A or 1040EZ; late changes to tax law, especially the alternative minimum tax, could require special filing procedures, so check periodically with Bankrate.com and the IRS for details.
Independent contractor Estimated tax 1040-ES, 2009 payment No. 4 due Jan. 15, 2010.

1040-ES, 2010 payment No. 1 due April 15, 2009; IRS should update this link to 2010 form following the final 2009 ES due date.
Self-employment tax Schedule SE
Hiring a household employee Employment taxes Schedule H (with 1040)
Reporting wage compensation or nonwage compensation W-2, 2008 version

1099-MISC, 2008 version

Primary forms for individuals | Forms for individuals claiming deductions |

Forms for businesses | Most popular IRS publications

Which individual forms to use for deductions
Type of expense/category: You may be eligible for: Use form:
Moving Deducting moving expenses. 3903
8822
Medical and dental expenses Deducting medical and dental expenses that are more than 7.5 percent of your adjusted gross income. Schedule A (File with Form 1040.)
Child care expenses Deducting child, household employee and dependent care expenses. 2441, Schedule 2 (Form 1040A) Child and Dependent Care Expenses for Form 1040A Filers, Schedule H (Form 1040) or W-10.
Selling your home Excluding any gain from income up to a limit of $250,000 ($500,000 if married filing jointly). Schedule D (Form 1040) Capital Gains and Losses.
Making charitable contributions Deducting charitable contributions. Schedule A (Form 1040) Itemized Deductions.

8283 Noncash Charitable Contributions.
Divorced or separated Claiming innocent spouse relief, which applies to all joint filers.

An election to allocate a deficiency, which applies to joint filers who are divorced, widowed, legally separated or have not lived together for the past 12 months.

Equitable relief, which applies to all joint filers and married couples filing separate returns in community property states.

8857 to request any of these kinds of relief.

Publication 971 explains these kinds of relief and who may qualify for them.

8332 Release of Claim to Exemption for Child of Divorced or Separated Parents.

Primary forms for individuals | Forms for individuals claiming deductions |

Forms for businesses | Most popular IRS publications

Which business forms to use
If you are a(n): You may be liable for: Use form:
Sole proprietor Income tax 1040 and Schedule C or C-EZ (File a separate schedule for each business.)
Self-employment tax 1040 and Schedule SE
Estimated tax 1040-ES, 2009 payment No. 4 due Jan. 15, 2010.

1040-ES, 2010 payment No. 1 due April 15, 2010; IRS should update this link to 2010 form following the final 2009 ES due date.
Employment taxes

Social Security and Medicare taxes and income tax withholding

Federal unemployment tax (FUTA)

Depositing employment taxes

941 (Farm employees use 943.)

944940 (Form 940-EZ has been replaced by the revised Form 940.)

8109 B* (Do not deposit electronically.)
Excise taxes See Publication 510
Nonpayroll federal income tax and withholding (backup withholding, withholding on pensions, annuities and gambling winnings) 945.
Reporting wage compensation or non-wage compensation W-2, 2008
Independent contractor Estimated tax 1040-ES, 2009 payment No. 4 due Jan. 15, 2010.

1040-ES, 2010 payment No. 1 due April 15, 2010; IRS should update link to 2010 form following the final 2009 ES due date.
Self-employment tax Schedule SE
Partnership Annual return of income 1065
Employment taxes Same as sole proprietor.
Excise taxes See Publication 510.
Nonpayroll federal income tax and withholding Same as sole proprietor.
Reporting wage compensation or non-wage compensation W-2, 2008 version, or 1099-MISC
Corporation or

S corporation

Income tax 1120 (Corporation) or 1120S (S Corporation)
Estimated tax 1120-W (Corporation only) and 8109 B*
Employment taxes Same as sole proprietor.
Nonpayroll federal income tax and withholding Same as sole proprietor.
Reporting wage compensation or non-wage compensation W-2, 2008 version, or 1099-MISC
S corporation shareholder Income tax 1040 and Schedule E, Schedule K-1, and/or various other schedules.
Estimated tax 1040-ES, 2009 payment No. 4 due Jan. 15, 2010.

1040-ES, 2010 payment No. 1 due April 15, 2010; IRS should update this link to 2010 form following the final 2009 ES due date.

*For new employers, the IRS will send you a coupon book of preprinted Forms 8109 after receiving an employer identification number, or EIN. If you do not receive a new coupon book before a tax deposit is due, you may use Form 8109-B, an over-the-counter FTD coupon.

Primary forms for individuals | Forms for individuals claiming deductions |

Forms for businesses | Most popular IRS publications

Here are some of the most popular publications available from the IRS. Because of the volume of materials that the IRS must update, some publications might not yet contain 2009 tax-year information. Check back periodically for the latest information.

<< Back to Bankrate’s 2010 Tax guide table of contents.

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