Forms and Publications Search Results

File Form 1098-E, Student Loan Interest Statement, if you receive student loan interest of $600 or more from an individual during the year in the course of your trade or business. File Form 1098-T, Tuition Statement, if you are an eligible educational institution. You must file for each student you enroll and for whom a reportable transaction is made. Also, if you are an insurer, file Form 1098-T for each individual to whom you made reimbursements or refunds of qualified tuition and related expenses.

Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. - File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. File Form 5498, IRA Contribution Information, with the IRS by May 31, 2025, for each person for whom in 2024 you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

Form 15398-A, IRS Form Requirements, must be completed for every IRS form created or revised to assess the form's data requirements and gather essential details about its use, submission and processing. The form should be completed or updated annually, when a form is first published, when a form is revised or when the form owner changes.

Form 9779, EFTPS Business Enrollment Form

Form 9783, EFTPS Individual Enrollment Form

Schedule 2 (Form 1040), Additional Taxes, is used by Form 1040 or Form 1040-SR filers who have income or adjustments to income not entered directly on Form 1040 or Form 1040-SR.

Schedule 3 (Form 1040), Additional Credits and Payments, is used by Form 1040 or Form 1040-SR filers who have additional credits or payments not entered directly on Form 1040 or Form 1040-SR.

Form 1040 (Schedule 1), Additional Income and Adjustments to Income, is used by Form 1040 or Form 1040-SR filers who have income or adjustments to income that are not reported directly on Form 1040 or Form 1040-SR.

Schedule 2 (Form 1040 (SP)), Additional Taxes (Spanish Version) , is used by Form 1040 or Form 1040-SR filers who have income or adjustments to income not entered directly on Form 1040 or Form 1040-SR.

Schedule 3 (Form 1040 (sp)), Additional Credits and Payments (Spanish Version), is used by Form 1040 or Form 1040-SR filers who have additional credits or payments not entered directly on Form 1040 or Form 1040-SR.