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Everyone talks about how big the tax code it. Yes, there are lots of words, with estimates ranging from 2.4 million to 3.7 million to so many that nobody really knows.
But there's another enormous area of taxes and no, I'm not talking about how much you pay each year.
I'm talking about all the forms.
Some have been around for ages. Others have been around a long time, but recently tweaked; yes, I'm looking at you Form 1040 under the Tax Cuts and Jobs Act (TCJA). And a few new ones show up from time to time.
With Tax Form Tuesday, a new feature here at the ol' blog, a form will be featured on, you got it, Tuesdays. The links to each of these posts then will become part of this page.
I'm hoping to add a new form post, or more accurately a new post on a form, every Tuesday (duh!), but no guarantee. Regardless of frequency, though, you'll eventually find the featured forms' posts on this page. (In 2021, I created a new forms page, Tax Forms Fiesta! Check it out for more, newer forms information.)
- New for 2019 taxes: revised 1040 & only 3 schedules (Jan. 14, 2020)
- Decoding your W-2 (Jan. 21, 2020)
- 22 tax deductions, no itemizing required, on Schedule 1 (Jan. 28, 2020)
- Reporting gambling winnings & other income on Schedule 1 (Feb. 4, 2020)
- Payroll taxes: who pays, how much and how if self-employed (Feb. 11, 2018)
- Dealing with a missing W-2 or using Form 4852 instead (Feb. 18, 2020)
- Deducting business meals & other expenses on Schedule C (Feb. 25, 2020)
- File major disaster claims on Form 4684 (March 3, 2020)
- Obamacare tax forms (1095 series & 8962) in the time of coronavirus (March 10, 2020)
- Going green this St. Patrick's Day with renewed residential energy tax credits (March 17, 2020)
- COVID-19 forces closure of many IRS, other tax operations (March 24, 2020)
- Older taxpayers get their own 1040 for 2019 tax filing (March 31, 2020)
- Spousal abuse and taxes in trying times (innocent, injured spouse filings) (April 7, 2020)
- Estimated tax payment deadlines have changed, but you still have calculation options (April 14, 2020)
- A pre-disaster inventory can pay off when filing insurance or tax claims (April 28, 2020)
And yes, there is a Tax Forms Tuesday gap. There was no featured form on April 21. It was preempted by a time-sensitive COVID-19 post.
- Tax rules for donating + different ways to give = special Giving Tuesday Now options (May 5, 2020)
- Expanded tax help in covering child care costs during coronavirus closure rules (and child and dependent care credit via Form 2441) (May 12, 2020)
- July 15 is still Tax Day (for now), but Form 4868 Oct. 15 extension still available (May 19, 2020)
- HSA contributions offer tax savings, but add to filing time (Form 8889) (May 26, 2020)
- Interest offers tax savings, costs and more forms (Forms 1098, 1098-E and 1099-INT) (June 2, 2020)
- Summer day camp costs, even in coronavirus time, still eligible for a tax credit (Form 2441) (Oops! Wednesday, June 10, 2020)
- Rhode Island's happy and sad tax form signals (June 16, 2020)
- White House stimulus letter (Notice 1444) is an official IRS tax document you need to save (June 23, 2020)
- IRS makes it clear: July 15 is Tax Day 2020, but you can get an extension by then if you need (Form 4868 redux) (June 30, 2020)
- Applying for a tax payment plan (Form 9465, three versions of Form 433 and Form 13844) (July 7, 2020)
- How to make the 2 estimated tax payments also due July 15 (Form 1040-ES) (July 12, 2020) (Yes, an early selection as we head into the final days of COVID-19 Tax Season 2020)
- It's time for post-filing tax record keeping (Forms 1040 and 4506 versions) (July 21, 2020)
- 7 big differences in the latest House & Senate COVID-19 relief proposals (No tax forms per se, but potential legislation that could affect our future returns) (July 28, 2020)
- Home office tax deduction still available, just not for COVID-displaced employees working from home (Form 8829) (Aug. 6, 2020; yes, Thursday, not Tuesday)
- IRS updating taxpayer addresses using Post Office's yellow label info (Form 8822) (Aug. 11, 2020)
- Form 1040-X now can be e-filed, but just (for now) to correct 2019 return mistakes (Aug. 18, 2020)
- Tax injured spouses to get catch-up COVID-19 payments (Form 8379) (Aug. 26, 2020)
- Turning in U.S. tax cheats and getting paid for it (Forms 3949-A and 211) (Aug. 31, 2020; yes, a day early!)
- IRS special letter going to non-filers with info on how to get COVID tax relief payments by year's end (Sept. 8, 2020)
- Audi, MINI & Toyota Prius models added to IRS electric vehicle tax credit list (Sept. 15, 2020)
- No 1099-C for forgiven PPP loans, but this tax form still issued in other taxable canceled debt cases (Sept. 23, 2020)
- How ordinary & necessary expenses become tax deductions (Sept. 29, 2020)
- Nov. 21 is new deadline to apply for COVID relief money (IRS Non-Filers online tool) (Oct. 6, 2020)
- Social Security recipients to get bigger benefits in 2021, but some retiree money could be taxable (Form SSA-1099 and Form W-4V) (Oct. 13, 2020)
- FinCEN fixes 2020 FBAR FUBAR: Allows Oct. 31 & Dec. 31 filing deadlines (FBAR e-filing and Form 8938) (Oct. 21, 2020)
- Taxes also to be decided by several Nov. 3 ballot initiatives (early: Oct. 26, 2020)
- COVID again limits Tax Court activity (Nov. 2, 2020)
- Getting the tax info needed to complete FAFSA (Nov. 10, 2020)
- IRS allows more truncated tax ID numbers (Forms W-2, 4506-T and 4506T-EZ versions) (Nov. 17, 2020)
- Use Form 8915-E to report, repay COVID-related retirement account distributions (Nov. 24, 2020)
- Stop tax ID theft by applying for special IRS ID number (Dec. 2, 2020)
- Bigger Social Security benefits bump could end up in year-end legislation (Forms SSA-1099 and SSA-1042-S) (Dec. 8, 2020)
- If you receive unemployment benefits, expect to receive Form 1099-G (Dec. 15, 2020)
- Foreign hackers didn't get into IRS database, but Treasury faces serious breach (Form 14039. Identity Theft Affidavit) (Dec. 23, 2020)
And if you want more info on other forms not featured here, check out the ol' blog's Forms category. It will show Tax Form Tuesday entries, as well as other tax documents that I've posted about over the years, with the newest post first.
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