Tax Forms 2024

January 7, 2024

Broad City image via Giphy.com

Another new tax year has arrived. And once again, it comes in on the heels of a year in which we didn’t see any major changes to the Internal Revenue Code.

Does that mean we won’t see tax form changes in 2024? No. Taxes and the forms we use to report them or claim tax breaks are always tweaked to reflect the needs of the current filing season.

To try to keep track of these changes, the ol’ blog is continuing an annual special page dedicated to tax forms. This feature is now in its fifth year, evolving (like Internal Revenue Service paperwork) from Tax Form Tuesday in 2020 to 2021’s Tax Forms Fiesta! in 2021 to Talking Tax Forms in 2022 to last year’s even more concise Tax Forms 2023.

Following the if it ain’t broke, don’t fix it mantra, I’m sticking with 2023’s basic description and page name for 2024, as I hinted I would on the 2023 forms page.

Also the same is what you’ll find on Tax Form 2024: posts that mention, and sometimes focus on, IRS forms you might run across while filing your annual return or meeting other tax responsibilities.

Some are documents you have to complete. Others are the statements (or forms) that you’ll get to help you file your return.

While I’m filling out this new Tax Forms 2024 page, which still has the GIF of Broad City star Ilana Glazer because she’s brilliant and it works, you can always peruse the forms that were featured in prior year tax form pages mentioned (and linked) earlier.

Now to 2024’s featured forms.

Standard vs. itemized: choosing the tax deduction method that’s best for you (Form 1040, U.S. Individual Income Tax Return | Jan. 5, 2024)
IRS Direct File pilot available this filing season in 12 states (Form W-2, Wage and Tax Statement; Form SSA-1099, Social Security income; Form RRB-1099, Railroad Retirement income; 1099-G, unemployment compensation; and 1099-INT, interest income | Jan. 9, 2024)
Don’t miss the Tuesday, Jan. 16, estimated tax deadline (Form 1040-ES, estimated tax payment voucher | Jan. 11, 2024)
Free File 2024 is open, with 8 companies offering no-cost tax return prep and e-filing (Free File Fillable Forms as part of IRS Free File program | Jan. 12, 2024)
IRS delays processing of some business tax forms (Business tax Forms 3468, 3800, 7207, 7210, 8835, 8933, and 8936 Schedule A | Jan. 14, 2024)
Tax statements you need to file your 2023 return (Many, many, many tax statements issued to taxpayers, primarily in January | Jan. 16, 2024)
Do you have to file a tax return? Probably (Form 1040, Individual Tax return, and instructions; Schedule SE, Self-Employment Tax; Schedule H, Household Employment Taxes; IRS Publication 17, Your Federal Income Tax; and IRS Publication 501, Dependents, Standard Deduction, and Filing Information | Jan. 17, 2024)
IRS offers guidance on how to answer the tax return digital assets question (Forms 1040, 1040-SR, 1040-NR, 1041, 1065, 1120, and 1120-S | Jan. 22, 2024)
Record ACA enrollment means more premium tax credit claims (Form 8962, Premium Tax Credit; Form 1095-A, Health Insurance Marketplace Statement | Jan. 25, 2024)
Don’t overlook the EITC, a valuable refundable tax credit that often goes unclaimed (Schedule EIC, Earned Income Credit | Jan. 26, 2024)
9 ways to make tax filing easier (Form 1099-K, Payment Card and Third Party Network Transactions; Form 4868, Extension to File | Jan. 28, 2024)
Congressional tax law tinkering and other reasons why you should wait to file your return (Form W-2; Form 1040-X; Form 1099-NEC | Jan. 30, 2024)
8 reasons to file a federal tax return, even if the IRS doesn’t require it (Form 8962, Premium Tax Credit; myriad 1099 forms | Feb. 6, 2024)
Confused by Form 1099-K? Check out IRS’ updated FAQs (Form 1099-K, Payment Card and Third Party Network Transactions | Feb. 10, 2024)
Where is your tax refund? IRS tracking tool aims to answer annual query (Form 1040 | Feb. 12, 2024)
COVID task force PPP investigation results in 2 more convictions (Form 941, Employer’s Quarterly Federal Tax Return | Feb. 16, 2024)
Non-filing millionaires are latest IRS targets (IRS CP59 notice, no record of filed return; Form 15103, Form 1040 Return Delinquency | March 1, 2024)
Don’t fall for Form 1099-K myths this tax filing season (Form 1099-K, Payment Card and Third Party Network Transactions | March 6, 2024)
Got kids? Let Uncle Sam help pay for their care via a tax credit (Form 2441, Child and Dependent Care Credit | March 19, 2024)
No fooling around if you’re facing an April 1 RMD deadline (RMD Uniform Lifetime Table III, Appendix B, IRS Publication 590 | March 28, 2024)
Maximizing your Schedule A itemized tax deductions (Form 1040 Schedule A | March 26, 2024)
Don’t overlook these 24 tax deductions that don’t require itemizing (Form 1040 Schedule 1 | March 27, 2024)
April 15 is Estimated Tax Day, too Form 1040-ES (Form 1040-ES, Estimated Tax | April 11, 2024)
Can’t finish your taxes? File for an extension instead (Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | April 14, 2024)
Tax records to keep, and for how long (Form 1040, Individual Income Tax Return; Form 4506, Request for a Copy of Tax Return; Form 4506-T, Request for Transcript of Tax Return; Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript | April 18, 2024)
You have options if you can’t pay your tax bill in full (Form 433-F, Collection Information Statements; Form 656 to submit an offer in compromise | April 24, 2024)
IRS unveils draft 1099-DA for future digital asset transaction reporting (Form 1099-DA, Digital Asset Proceeds from Broker Transactions (draft); Form 1040 Schedule 1; 1099 forms | April 28, 2024)
10 tips to help you deal with an IRS tax notice (IRS notices and letters | May 7, 2024)
The Presidential Election Campaign Fund: useful or useless? (Form 1040, Individual Income Tax Return | June 8, 2024)
A mini tax primer for students with summer jobs (Form W-4, Employee’s Withholding Allowance Certificate; Form 4070, Employee’s Report of Tips to Employer, available in Publication 1244 | June 10, 2024)
Childcare tax credits for both employers and working parents (Form 8882, Credit for Employer-Provided Childcare Facilities and Services; Form 3800, General Business Credit | June 12, 2024)
IRS Whistleblower Office awards more than doubled in FY23, but it still faces substantial backlog (Form 211, Application for Award for Original Information, with the Whistleblower Office | June 30, 2024)
Tax scam improperly uses clean energy tax credit purchases (Form 14242, Report Suspected Abusive Tax Promotions or Preparers | July 3, 2024)
IRS warns of fake Self Employment Tax Credit claims touted on social media (Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | July 15, 2024)
IRS virtual currency tax compliance enforcement can be improved, says agency watchdog (Form 1099-DA, Digital Asset Proceeds from Broker Transactions (draft); 1099 forms | July 19, 2024)
IRS’ latest moves enable more digital taxpayer interactions (Forms 940, 941, 943 and 945, including the Spanish version of Forms 941 and 943; Form 13533, VITA/TCE Partner Sponsor Agreement; Form 13533-A, FSA Remote Sponsor Agreement; Form 14039-B, Business Identity Theft Affidavit; Form 12508, Questionnaire for Non-Requesting Spouse; Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavits | July 30, 2024)
Attention educational shoppers: Teachers can claim $300 in out-of-pocket classroom expenses (Form 1040 Schedule 1, Adjustments to Income | Aug. 6, 2024)
Some Social Security recipients owe tax on federal retirement benefits (Form SSA-1099, Social Security Benefit Statement; Form W-4V, Voluntary Withholding Request | Aug. 14, 2024)
EV tax breaks available for new, used vehicles…for now (Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit (Including Qualified Two-Wheeled Plug-in Electric Vehicles) | Aug. 21, 2024)
W-2 reporting changes under SECURE 2.0 (Form W-2, Wage and Tax Statement; Form W-2 C, Corrected Wage and Tax Statement; Forms W-2AS, W-2GU, and W-2VI; Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | Aug. 29, 2024)
Crowdfunding tax consequences for organizers and recipients (Form 1099-K, Payment Card and Third Party Network Transactions | Aug. 30, 2024)
Undocumented immigrants in U.S. pay nearly $100 billion in federal and state taxes (Form W-7, Application for IRS Individual Taxpayer Identification Number | Sept. 15, 2024)
Don’t miss next week’s Sept. 16 estimated tax deadline (Form 1040-ES, Estimated Tax for Individuals | Sept. 9, 2024)
You missed the estimated tax deadline! What now? (Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and Trusts | Sept. 18, 2024)
Offer in Compromise tax debt deals are real, but beware aggressive OIC promoters (Form 14242, Report Suspected Abusive Tax Promotions or Preparers | Sept. 20, 2024)
Popular home-related tax benefits already in the tax code (Form 1098, Mortgage Interest Statement; Form 1040 Schedule A, Itemized Deductions; and Form 5695, Residential Energy Credits | Sept. 25, 2024)
Oct. 15 also is the contribution deadline for some self-employment retirement plans (Form 5305-SEP, Simplified Employee Pension – Individual Retirement Accounts Contribution Agreement | Oct. 9, 2024)
After 3 hurricanes, IRS grants tax relief to all Florida taxpayers (Form 4506-T, Request for Transcript of Tax Return; and Form 4506, Request for Copy of Tax Return | Oct. 11, 2024)
Tips to help meet the Oct. 15 final tax filing deadline (Form 1040, U.S. Individual Income Tax Return | Oct. 14, 2024)
TurboTax alerts users of problems with some residential energy tax credit claims (Form 5695, Residential Energy Credits; and Form 1040-X, Amended U.S. Individual Income Tax | Oct. 31, 2024)
Tax credit & deduction for businesses that make disability accommodations (Form 8826, Disabled Access Credit | Nov. 6, 2024)
Veterans’ contributions to the U.S. economy, and a tax break for companies that hire vets (Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity Credit; Form 5884, Work Opportunity Credit; Form 3800, General Business Credit; and employing business’ related income tax return, for example, Forms 1040 or 1040-SR, 1041, 1120, etc. | Nov. 10, 2024)
Want an EV? Buy before Trump eliminates the tax credit (Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit (Including Qualified Two-Wheeled Plug-in Electric Vehicles) | Nov. 13, 2024)
Don’t need your RMD? Give up to $105,000 of it as a QCD (Appendix B of IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs); Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.; Form 1040, U.S. Individual Income Tax Return; Form 1040-SR, U.S. Tax Return for Seniors | Nov. 17, 2024)
IP PIN adds taxpayer security, and in 2025 will help processing duplicate dependent claims (Identity Protection Personal Identification Number, or IP PIN, for use in filing 1040, 1040-NR, and 1040-SS forms | Nov. 21, 2024)
Tax Turkey to Avoid #1: Not reviewing and adjusting if necessary your paycheck withholding (Form W-4, Employee’s Withholding Certificate | Nov. 25, 2024)
Tax Turkey to Avoid #2: Not establishing a bunching strategy (Schedule A, Form 1040 itemized deductions | Nov. 26, 2024)
IRS seeking new ETAAC members for 2025 (Form 13768, Electronic Tax Administration Advisory Committee Membership Application | Dec. 4, 2024)
Form 1099-K to be issued for 2024 marketplace earnings of more than $5,000 (Form 1099-K, Payment Card and Third Party Network Transactions | Dec. 8, 2024)
IRS launches new tax enforcement campaign; focus includes offshore havens, deferred fees, whistleblower information (Form 8275, Disclosure Statement | Dec. 13, 2024)
IRS gets John Doe summons for gig economy tax investigation (Form 1099-NEC, Nonemployee Compensation; Form 1099-K, Payment Card and Third Party Network Transactions | Dec. 27, 2024)
6 major life events that could affect your taxes (Form 1040, U.S. Individual Income Tax Return; Form 1040-SR, U.S. Income Tax Return for Seniors; Form W-4, Employee’s Withholding Certificate | Dec. 30, 2024)
Drive for business? Note your odometer’s Dec. 31 reading (Form 1040 Schedule C, Profit or Loss From Business (Sole Proprietorship)| Dec. 31, 2024)

And if you want more info on other forms not featured here, check out the ol’ blog’s Forms category. It will show Tax Forms 2024 entries (and the prior year’s collections), as well as other tax documents that I’ve posted about over the years, with the newest post first. Just keep scrolling.