Tax Preparation Checklists To Help You Get Your Tax Documentation In Order

IRS Free File Fillable Forms Checklist

Free File Fillable Tax Forms' are electronic versions of the United States Internal Revenue Service’s tax forms.

The IRS Free File Fillable Tax Forms were initiated in 2009 in an effort to promote the effort og getting more taxpayers to file their tax returns using the digital filing process. The Free File Fillable tax forms system allow taxpayers to file their taxes online at no cost, regardless of income.

IRS Free File Supported Electronic Fillable Forms

The IRS Free File system modernizes the process for tax payers to receive their income tax refunds faster by direct deposit. These electronic forms have made a difference in minimizing the number of errors generally found in the past on income tax returns. Taxpayers can access the Free File Fillable tax forms through the IRS website, prepare federal taxes for free! Taxpayer can download the forms needed, fill them out and sign them electronically on their computer, then file the forms electronically with the IRS.

Free File Fillable Forms Listings

click to print free file fillable forms checklist

This list of the forms supported by Free File Fillable Forms and offers taxpayers easy access to each tax form description.

Form Number Form Name
Form 1040 U.S. Individual Income Tax Return
Form 1040A U.S. Individual Income Tax Return
Form 1040EZ Income Tax Return for Single and Joint Filers With No Dependents
Form 1040V Payment Voucher
Form 1040ES Estimated Tax Payments
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Schedule A Itemized Deductions
Schedule B Interest and Ordinary Dividends
Schedule C Profit or Loss From Business
Schedule C-EZ Net Profit from Business
Schedule D Capital Gains and Losses
Schedule E Supplemental Income and Loss
Schedule EIC Earned Income Credit
Schedule F Profit or Loss From Farming
Schedule H Household Employment Taxes
Schedule J Farm Income Averaging
Schedule R Credit for the Elderly or the Disabled
Schedule SE Self-Employment Tax
Form 1116 Foreign Tax Credit
Form 1310 Statement of Person Claiming Refund Due of a Deceased Taxpayer (cannot e-file! mail it with your return.)
Form 2106 Employee Business Expenses
Form 2106EZ Unreimbursed Employee Business Expenses
Form 2120 Multiple Support Declaration
Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts
Form 2210F Underpayment of Estimated Tax by Farmers and Fishermen
Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 2441 Child and Dependent Care Expenses (Don't forget to include SSN or EIN #s.)
Form 2555 Foreign Earned Income
Form 2555EZ 2555EZ Foreign Earned Income Exclusion
Form 3468 Investment Credit
Form 3800 General Business Credit
Form 3903 Moving Expenses
Form 4136 Credit for Federal Tax Paid on Fuels
Form 4137 Social Security and Medicare Tax on Unreported Tip Income
Form 4255 Recapture of Investment Credit
Form 4562 Depreciation and Amortization
Form 4684 Casualties and Thefts
Form 4797 Sales of Business Property
Form 4835 Farm Rental Income and Expenses
Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
Form 4952 Investment Interest Expense Deduction
Form 4972 Tax on Lump Sum Distributions
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 5405 First-Time Homebuyer Credit
Form 5695 Residential Energy Credits
Form 5884 Work Opportunity Credit
Form 6198 At-Risk Limitations
Form 6251 Alternative Minimum Tax-Individuals
Form 6252 Installment Sale Income
Form 6765 Credit for Increasing Research Activities
Form 6781 Gains and Losses from Section 1256 Contracts & Straddles
Form 8082 Notice of Inconsistent Treatment or Administrative Adjustment Request
Form 8275 Disclosure Statement
Form 8275R Regulation Disclosure Statement
Form 8283 Noncash Charitable Contribution
Form 8379 Injured Spouse Allocation
Form 8396 Mortgage Interest Credit
Form 8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return (can't be e-filed. must be mailed in.)
Form 8582 Passive Activity Loss Limitations
Form 8582-CR Passive Activity Credit Limitations
Form 8586 Low-Income Housing Credit
Form 8594 Asset Acquisition Statement
Form 8606 Nondeductible IRAs (For 1040 and 1040A)
Form 8609A Annual Statement for Low-Income Housing Credit
Form 8611 Recapture of Low-income Housing Credit
Form 8615 Tax for Children Under Age 18/24 With Investment Income of More Than $1,800
Form 8689 Allocation of Individual Income Tax to the US Virgin Islands
Form 8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
Form 8801 Credit for Prior Year Minimum Tax - Individuals, Estates and Trusts
Schedule 8812 Additional Child Tax Credit
Form 8814 Parents' Election To Report Child's Interest and Dividends
Form 8815 Exclusion of Interest From Series EE US Savings Bonds Issued After 1989
Form 8820 Orphan Drug Credit
Form 8824 Like-Kind Exchanges
Form 8826 Disabled Access Credit
Form 8828 Recapture of Federal Mortgage Subsidy
Form 8829 Expenses for Business Use of Your Home -  (Add from Schedule C)
Form 8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
Form 8834 Qualified Electric Vehicle Credit
Form 8839 Qualified Adoption Expense
Form 8844 Empowerment Zone and Renewal Community Employment Credit
Form 8845 Indian Employment Credit
Form 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
Form 8853 Archer MSAs and Long-Term Care Insurance Contracts
Form 8859 District of Columbia First-Time Homebuyer Credit
Form 8862 Information To Claim Earned Income Credit After Disallowance
Form 8863 Education Credits (Hope and Lifetime Learning Credits) 
Form 8864 Biodiesel and Renewable Diesel Fuels Credit
Form 8874 New Markets Credit
Form 8880 Credit for Qualified Retirement Savings Contributions
Form 8881 Credit for Small Employer Pension Plan Startup Costs
Form 8882 Credit for Employer - Provided Child Care Facilities and Services
Form 8885 Health Coverage Tax Credit
Form 8886 Reportable Transaction Disclosure Statement
Form 8888 Direct Deposit of Refund to more than 1 account
Form 8889 Health Savings Accounts (HSAs)
Form 8903 Domestic Production Activities Deduction
Form 8906 Distilled Spirits Credit
Form 8908 Energy Efficient Home Credit
Form 8910 Alternate Motor Vehicle Credit
Form 8911 Alternate Fuel Vehicle Refueling Credit
Form 8917 Tuition and Fees Deduction
Form 8919 Uncollected Social Security and Medicare Tax on Wages
Form 8932 Credit for Employer Differential Wage Payments
Form 8933 Carbon Dioxide Sequestration Credit
Form 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8938 Statement of Foreign Financial Assets
Form 8941 Credit for Small Employer Health Insurance Premiums
Form 8949 Sales and other Dispositions of Capital Assets
Form 8959 Additional Medicare Tax
Form 8960 Net Investment Income Tax - Individuals, Estates and Trusts
Form 8962 Premium Tax Credit
Form 8965 Health Coverage Exemptions
Form 9465 Installment Agreement Request
Form 982

Reduction of Tax Attributes Due to Discharge of Indebtedness

Form W-2 Wage and Tax Statement
Form W2-G Certain Gambling Winnings

TaxPreparationChecklist.Com