Click below to access free downloads to help manage your taxes
Your Social Security numbers, income forms such as W-2s and 1099s, expense records, last year's return, and bank details for direct deposit.
Form 1040 is the main individual return. Schedules like A for itemized deductions, B for interest and dividends, and C for self-employment attach as needed.
1099-NEC for contractor income, 1099-INT for interest, 1099-DIV for dividends, 1099-K for card and marketplace payments, and 1099-G for government payments.
The IRS generally recommends keeping your tax records for at least three years after you file.
This page links the most common IRS forms, W-4 and W-9, directly to the official source, plus free spreadsheets. Call (305) 912-0085 with questions.