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Bankrate's 2009 Tax Guide
Forms & charts
Search here for all the new tax rates, exemption and deduction amounts, plus estate and gift tax exclusions.
 
Tax forms
2008 tax forms you need


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 2008 return. Most of the forms are current, but in some cases the IRS has not yet released the 2008 document. Please check back periodically for the latest documents. As the IRS makes the 2008 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, 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
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, 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

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
-- Updated: Jan. 5, 2009
 
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