Bankrate's 2009 Tax Guide
Forms & charts
taxes
2008 tax forms you need

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 proprietorIncome tax1040 and Schedule C or C-EZ (file a separate schedule for each business)
Self-employment tax1040 and Schedule SE
Estimated tax1040-ES, 2008 payment #4 due Jan. 15, 2009
1040-ES, 2009 payment #1 due April 15, 2009; 2009 payment; IRS should update this link to 2009 form following the final 2008 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)

944


940 (Form 940-EZ has been replaced by the revised Form 940)

8109 B* (do not deposit electronically)
Excise taxesSee Publication 510
Nonpayroll federal income tax and withholding (backup withholding, withholding on pensions, annuities and gambling winnings)945
Reporting wage compensation or non-wage compensationW-2, 2008
Independent contractorEstimated tax1040-ES, 2008 payment #4 due Jan. 15, 2009
1040-ES, 2009 payment #1 due April 15, 2009; IRS should update link to 2009 form following the final 2008 ES due date
Self-employment taxSchedule SE
PartnershipAnnual return of income1065
Employment taxesSame as sole proprietor
Excise taxesSee Publication 510
Nonpayroll federal income tax and withholdingSame as sole proprietor
Reporting wage compensation or non-wage compensationW-2, 2008 version, or 1099-MISC
Corporation or
S corporation
Income tax1120 (corporation) or 1120S (S corporation)
Estimated tax1120-W (corporation only) and 8109 B*
Employment taxesSame as sole proprietor
Nonpayroll federal income tax and withholdingSame as sole proprietor
Reporting wage compensation or non-wage compensationW-2, 2008 version, or 1099-MISC
S corporation shareholderIncome tax1040 and Schedule E, Schedule K-1, and/or various other schedules
Estimated tax1040-ES, 2008 payment #4 due Jan. 15, 2009
1040-ES, 2009 payment #1 due April 15, 2009; IRS should update this link to 2009 form following the final 2008 ES due date

*For new employers, the IRS will send you a coupon book of preprinted Forms 8109 after receiving an employer identification number (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.

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