Tax Forms 2025

Broad City image via Giphy.com

Another new tax year has arrived. And for the third consecutive year, 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.

In most cases, the changes reflect some automatic adjustments to amounts due to inflation. The most common here is the standard deduction amounts listed on Form 1040.

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 sixth, 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 the even more concise Tax Forms 2023 and Tax Forms 2024.

You'll notice that naming convention continues, with this Tax Forms 2025 page.

That's not the only consistent feature. Keeping with the if it ain't broke, don't fix it mantra, this page generally will include 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 2025 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 2025's featured forms, or since it's still early in the new filing season, some of those that helped wind down 2024.

6 last-minute tax-filing tips (Form 1040, U.S. Individual Income Tax Return; Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 14, 2025)
April 15 is the deadline for more than just filing Form 1040 (Form 1040, U.S. Individual Income Tax Return; Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; Form 1040-ES, estimated tax payment voucher; Financial Crimes Enforcement Network (FinCEN) Form 114, Reports of Foreign Bank and Financial Accounts (FBAR) | April 13, 2025)
15 filing tips for the last weekend before Tax Day (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; Form 1099-K, Payment Card and Third Party Network Transactions; Form 1040, U.S. Individual Income Tax Return | April 11, 2025)
Tax filing extension details for taxpayers with an already disaster-extended deadline (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 10, 2025)
April 15 means dual filings for estimated tax payers (Form 1040-ES, Estimated Tax, 2025 Payment Voucher 1 | April 9, 2025)
April 15 is not Tax Day for taxpayers abroad or in 12 disaster-area states (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; IRS Publication 3, Armed Forces' Tax Guide; IRS Publication 547, Casualties, Disasters, and Thefts | April 7, 2025)
File for an extension if you can’t finish your taxes by April 15 (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 6, 2025)
IRS payment plans available if you owe but can't pay in full (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 4, 2025)
5 tax moves to make this April (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; Form 1040-ES, Estimated Tax for Individuals | April 1, 2025)
How to file when missing your earnings' statements (Form W-2, Wage and Tax Statement; 1099 forms; Form 4852, Substitute for Form W-2, Wage and Tax Statement; Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.; Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | March 26, 2025)
The IRS isn’t fooling around. April 1 is RMD deadline for some (Uniform Lifetime, or Table III, found in Appendix B of IRS Publication 590; Form 5498, IRA Contribution Information; Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | March 25, 2025)
Advantages of ABLE savings accounts (Form 1099-QA, Distributions from ABLE Accounts; IRS Form 5498-QA, ABLE Account Contribution Information; IRS Publication 907, Tax Highlights for Persons with Disabilities; IRS Form 8880, Credit for Qualified Retirement Savings Contributions | March 21, 2025)
When to consider annualized income estimated tax payments (Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and Trusts | March 20, 2025)
IRS adds W-2 and 1099-A forms to taxpayer online accounts (Form W-2, Wage and Tax Statement; Form 1099-A, Health Insurance Marketplace Statement | March 4, 2025)
Don't fall victim to any of this year's Dirty Dozen tax scams (Form 4136, Credit for Federal Tax Paid on Fuels; Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals; Schedule H (Form 1040), Household Employment Taxes; Form W-2, Wage and Tax Statement; Form 1099-NEC, Nonemployee Compensation; Form W-2G, Certain Gambling Winnings; Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.; Form 1099-DIV, Dividends and Distributions; Form 1099-OID, Original Issue Discount; Form 1099-B, Proceeds From Broker and Barter Exchange Transactions; Schedule K-1 for partnerships, S corporations, and estates and trusts | Feb. 27, 2025)
10 tips to help you deal with an IRS tax notice (Form 4549, Income Tax Examination Changes |Feb. 21, 2025)
Make sure you got your 1099-K forms, and that they are correct (Form 1099-K, Payment Card and Third Party Network Transactions; Form 1040 Schedule 1, Additional Income and Adjustments to Income | Feb. 15, 2025)
24 tax deductions that don’t require itemizing (Form 1040, U.S. Individual Income Tax Return; Form 1040 Schedule 1, Additional Income and Adjustments to Income; Form 2106, Employee Business Expenses; Form 8889, Health Savings Accounts (HSAs); Form 3903, Moving Expense; Form 1099-INT, Interest Income; Form 1099-OID, Original Issue Discount; Form 8853, Archer MSAs and Long-Term Care Insurance Contracts; Form 4562, Depreciation and Amortization; Form 2555, Foreign Earned Income; Schedule K-1 (Form 1041), Beneficiary’s Share of Income, Deductions, Credits, etc.; Form 1099-K, Payment Card and Third Party Network Transactions | Feb. 4, 2025)
When Tax Groundhog Day, aka fixing a prior return by filing Form 1040-X, is wise (Form 1040-X, Amended U.S. Individual Income Tax Return; Form 1040-SR, U.S. Income Tax Return for Seniors; Form 1040-N, U.S. Nonresident Alien Income Tax Return | Feb. 2, 2025)
Don't overlook the EITC, which could be worth thousands (Form 1040, U.S. Individual Income tax Return; Schedule EIC, Earned Income Credit; Form 2555, Foreign Earned Income | Jan. 31, 2025)
5 reasons to wait to file your tax return (Form 1099-K, Payment Card and Third Party Network Transactions; Form 1099-NEC, Nonemployee Compensation; Schedule K-1 (Form 1120-S), Shareholder’s Share of Income, Deductions, Credits, etc.; and Form 1040-X, Amended U.S. Individual Income Tax Return | Jan. 30, 2025)
IRS implements filing season changes to detect tax scams and return fraud (Form 1040, U.S. Individual Income Tax Return; Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding; Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax; Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests; Form W2G, Certain Gambling Winnings;
Form 8959, Additional Medicare Tax; Schedule K1, Partner’s Share of Income, Deductions, Credits, etc.; and Form 4136, Credit for Federal Tax Paid on Fuels | Jan. 29, 2025)
Do you have to file a tax return? Probably (Form 1040, U.S. Individual Income Tax Return | Jan. 16, 2025)
What's new on your 2024 federal tax return? (Form 1040, U.S. Individual Income Tax Return; Schedule 1, additional income and adjustments; Form 1099-K, Payment Card and Third Party Network Transactions; Form 8936, Clean Vehicle Credits; Schedule A (Form 8936), Clean Vehicle Credit Amount: and Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | Jan. 15, 2025)
Final 2024 estimated tax payment due Jan. 15 (Form 1040-ES, estimated tax payment voucher | Jan. 14, 2025)
Tax statements you need to file your 2024 tax return (A whole lot of forms and statements! | Jan. 13, 2025)
Free File 2025 is open with 8 familiar software options (Form W-2, annual wage statement; Form 1099-INT, interest paid; Form 1099-G, any refund, credit or offset of state and local taxes; Form 1099-DIV, dividend payments; Form 1099-R, retirement plan distributions; Form 1095-A, Health Insurance Marketplace Statement; Form 8962, Premium Tax Credit | Jan. 10, 2025)
Mark these key federal tax dates on your 2025 calendar (Form 1040, individual income tax return; Form 1040-ES, estimated tax payments; Form 4070, reporting of tip income; Form 1099, assorted compensation reporting; Form 4868, filing extension request | Jan. 7, 2025; updated Jan. 8, 2025)
6 January tax moves to make this Happy New 2025 Tax Year (Form 1040-ES, 2024 Estimated Tax Payment Voucher 4 | Jan. 6, 2025)
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 2025 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.

Today's Tax Tip

7 post-Tax Day tasks to consider — Tax Day 2025 is finally over for most of the country’s individual tax return filers. Now what? Here are seven relatively easy post-April 15 tasks you should consider. (April 17, 2025)
The 2025 Tax Tips offer ways to file your annual return, along with post-filing advice, important tax news and, of course, ways to cut your current tax year bill. You'll find the monthly assemblages on their own respective pages: January, February, March, April, May, June, July, August, September, October, November and December. Remember, tax tasks and tips don't stop after you file your annual return!

All About Kay

OK, some about Kay

Kay Bell — Native Texan
(the blog title totally makes sense now, right?). Professional journalist. Tax geek.
LinkTree

My Other Accounts

Tick ... Tick ... Tick

Tax Year 2025 Continues!

We made it. Tax Day 2025 is finally over. For most of us. When the filing season started on Jan. 27, the IRS said it expected more than 140 million individual tax returns for tax year 2024 to be filed by April 15. When the month started, the agency was around 39 million short of that number. While many taxpayers no doubt got their 1040s in by Tax Day, million every year get an extension to file. That's fine.

In fact, the Internal Revenue Service appreciates some of us spreading out our tax submissions. It gives the agency time to process the surge of returns that arrive en masse on April 15.

But enough about Uncle Sam's tax collection issues. The focus now is on all y'all who filed for extensions, giving you another six months to complete your return. Let's get started on meeting that new Oct. 15 deadline. It will be here before you know it.

The monthly tips and reminders a little further down this column can help you finish up your extended Form 1040. There also will be tax tidbits each month that make sure you meet other tax deadlines. And, of course, you'll find advice on ways to cut your 2025 tax bill.

The monthly tips and reminders a little further down this column can help you finish up your extended Form 1040. There also will be tax tidbits each month that make sure you meet other tax deadlines. And, of course, you'll find advice on ways to cut your 2025 tax bill.
Note: I'm in the Central Time Zone, so adjust accordingly for where you live.

Time for Tax Tasks

No Fooling Around!
April is here, bringing Tax Day along for the ride. Millions of us have put off dealing with our 1040 forms, so we definitely are not in the mood for tax pranks or unfunny filing misinformation.

That's why during this month of spring showers ☔ that nourish our budding 🌻 flowers, we also need some tending of our tax gardens, by April 15 and the rest of the month’s 30 other days. Here goes!
April 1: The first day of April definitely is not a day to fool around if you must make a required minimum distribution (RMD). This year's deadline is for folks who turned 73 in 2024 and decided to delay their first RMD.

April 5: You made it through April 1 and the month's first full week unscathed by foolish pranksters, but tax misconceptions persist year-round. Don't fall for any of these 10 tax myths as you work on finishing your return. Similarly, make sure you don't make any common filing mistakes, or overlook any tax breaks.

April 8: Tax Day is just a week away. You really tried to do your taxes yourself, but you've realized you need help. It's probably too late to find a tax professional who'll do your taxes by April 15. Sorry. They tend to book up earlier in the tax year. But there's still help available, especially if you're older or don't make a ton of money. Check into Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs in your area. These IRS-trained volunteers are happy to help eligible taxpayers fill out and file returns at no- or low-cost.

April 10: If your job is as a server at a restaurant or at any other establishment where gratuities from customers are part of your compensation, I hope you get all the tips you deserve for doing your job well. Remember, though, that those tips are taxable income.

Whether you're dining at your favorite eatery or getting food, groceries and/or prepared meals, delivered to your home, if a tip isn't included on your restaurant or delivery bill, click the image above to calculate how much to tip the person who brought it to you.

And if you got at least $20 in gratuities in March for your extraordinary services as a food server or hair stylist or parking valet or whatever job where tipping is common, you must report that amount by today. Use Form 4070 to let your employer know the total tips you took in last month.

April 12: It’s the last weekend before Tax Day. If you plan to send your completed Form 1040 to the Internal Revenue Service by next Tuesday, buckle down now. The prior months tax tips — January, February, March, and the ones so far on the April page can help.

April 15: This is it! Tax Day 2024 is here.

via GIPHY

The main task today is, of course, filing your 2024 tax year return. The IRS recommends we file electronically, which will speed up processing of returns and issuance of any refunds. And again this year, millions of taxpayers can do their taxes and e-file for free.

First, there’s the IRS-Free File Alliance partnership, which again offers no-cost online tax preparation and electronic filing to taxpayers whose adjusted gross income (AGI) is $84,000 or less, regardless of filing status at the official IRS.gov Free File website. The same eight software companies that participated last year are back for the 2025 filing season.

If your income is too high, you still can file for free by using Free File's Fillable Forms option.
You also might want to check out IRS Direct File, the IRS’ own free online tax prep and e-filing program if you live in one of the 25 states where the free online tax preparation and e-filing is offered. In addition, Direct File offers more options that apply to more taxpayers’ situations this year.

If you find you just can't get your 1040 finished today, file Form 4868 to get an automatic six-month extension. Note, however, that while this will give you until Oct. 15 to file your tax forms, you must pay any tax you owe when you file your extension form today.

April 15 also is the deadline several other tax tasks. They include:

Making your first 2025 tax year estimated tax payment. There's no extension allowed here.

Adding to your IRA, either Roth or traditional, and have that amount count as 2024 tax year contribution. Note, too, that a traditional IRA contribution is deductible for some taxpayers as an above-the-line tax deduction on your current return. Contributions for 2024 to either type of IRA also could provide eligible filers a claim of the Saver's Credit, a $1,000 dollar-for-dollar offset of any tax owed.

And if you live in a state that collects income tax, you likely must file that return today, too.

April 21: Whew! Now that filing is done (except for tax procrastinators on extension) and you've had a few days to get settled, it's time to take care of your tax records. You need to hang onto some filing paperwork just in case the IRS has follow-up questions.

April 30: Yay! We made it through the year's biggest tax month! Did you get or are expecting a big refund? Or did you end up owing Uncle Sam a lot? Either way, with your filing fresh in your mind, it's a good time for a paycheck checkup to see if you should adjust your paycheck tax withholding.

Small Business Tax Calendar: Important filing, deposit and record keeping dates throughout the year that your company needs to know. The IRS is updating the online version. Until that link is operational, you can get the full year's important business and individual tax dates in IRS Pub. 509.

State Tax Help

Don't forget your state taxes!
Forty-two states and D.C. collect personal income taxes. But even if you live in of the eight states without any income levy, you still face other state (and local) taxes.

State Tax Departments provides links to your state's Web page. The companion page, Tax Tidbits, is the compilation of blurbs about each state's tax laws. And for more state tax news, check out all our state tax bloggings.

Tax Forms

Thanks to our increased use of tax preparers and computer software, many of us don't see our tax forms until we sign and file them. But knowing what's on these documents, either in paper or digital form, and why the IRS wants it is key to understanding our tax system. And knowledge definitely is power, especially when it comes to tax savings. Find this valuable information in the ol' blog's special Tax Forms 2025 page.

What are you looking for?

Looking for something in particular? Start with the Table of Contents.
Or check out the Archives, where you can review posts by month and category. Or enter specific keywords in the box below to search
Don't Mess With Taxes.

Search

Subscribe:
E-mail, RSS or both!

Enter your Email

Powered by FeedBlitz
RSS

Affiliate Books

The Truth
About Paying Fewer Taxes
Are you a tax geek? Got tax geek friends? Do you or they just want to make sure you don't overpay the IRS? Then my book, "The Truth About Paying Fewer Taxes," is for all y'all.

Look for it on bookstore shelves
or order a copy (or two!) from
Amazon or Barnes & Noble.
Find out more about my book and excerpted chapters at the FT Press
Truth About Paying
Fewer Taxes Web page.
You can read more
of Kay's tax insights in ...

Kay Bell helps you build
a solid tax foundation in
"Personal Finance: An Encyclopedia
of Modern Money Management"

Kay Bell breaks down taxes and
estate planning for millennials in
"Future Millionaires' Guidebook"

A collection of Kay Bell stories
is included in
"The Gambler's Guide to Taxes:
How to Keep More
of What You Win"

Tax Reading Room
You also might enjoy these other tax tips from some of my tax-writing colleagues:
J.K. Lasser 2025 Taxes
Tax Savvy for Small Business 2025

Taxes, Accounting, and Bookkeeping
3-in-1 Bible 2025

~~~~~~~
Don't Mess With Taxes
is an Amazon Affiliate.
If you click on the product links above and/or buy the items,
I will be compensated.

0, 1, 2, 3, 4, 5, 6, 7, 8, 9 ...

Taxes are all about the numbers.
Check out these (mostly) weekly
By the Numbers figures.

Kudos Et Cetera

National Association
for Women in Communications
Winner, Best Personal Blog
2012, 2014 & 2017
Plutus Financial Bloggers Awards
Celebrating the Best
in Personal Finance
Winner, Best Tax Blog
2011 and 2013
Lifetime Achievement Nominee 2020

I gotta tell ya ...

AKA Disclaimer:

I am a professional journalist who has been covering tax issues since 1999. I am not a professional tax preparer.

The content on Don't Mess With Taxes is my personal interpretation and opinion based on my study and understanding of tax laws, policies, and regulations. It is provided for your private, noncommercial, educational, and informational purposes only. While I work to ensure each post's accuracy, the items are not recommendations of any specific tax action(s) you should or should not take. Similarly, mentions of commercial tax products or services are not endorsements.

In other words, my ramblings on the ol' tax blog are free advice, and you know what they say about getting what you pay for. That's why when it is time for you to file your own taxes, I urge you to get additional, professional, paid-for guidance from an accountant, Enrolled Agent, or other reputable, qualified tax preparer who is familiar with your individual tax circumstances.

Privacy Policy

Wondering what happens to your information once you subscribe? Don't worry. Don't Mess With Taxes respects your wish not to be a mere data source. Check the ol' blog's privacy policy at the Table of Contents page, as well as on the separate Privacy Policy page.

©©©©© & ®®®®®

Don't Mess With Taxes®
is a registered trademark
of S. Kay Bell.

All content on this site is
© 2005-2025 S. Kay Bell
dba Write Here, a division of
SKB Editorial Services, LLC
And a bit of housekeeping.
Note 1: Some of the links on this site
are affiliate links. That means that
if you click through from
a Don't Mess With Taxes link
and then buy the product,
I receive a commission.

Note 2: Links to outside content
might become inactive due to changes
at the copy's originating website.
If you discover dead links, please e-mail me the details. Thanks.

Note 3: The banner art for the ol' blog
is courtesy Pictures of Money
via Flickr Creative Commons.

Blog powered by Typepad
Member since 11/2005

COVID-19 & Taxes

Coronavirus has wreaked havoc
on the 2020 and 2021 tax seasons.
These five Coronavirus (COVID-19) and Taxes pages have details:
March-July 2020
August-December 2020
January-December 2021
January-December 2022
…and so it continues into 2023
…and, alas, into 2024
It is 2025 and, yes, it's still an issue
You can find medical coronavirus resource links in the next section.

COVID-19 Resources

Need help finding a coronavirus vaccine in the United States?
Call 1-800-232-0233
or TTY 1-888-720-7489.
More information and resources at:
CDC Vaccines
CDC Booster Shots
HHS Combat COVID
USA.Gov COVID Info

April 2025

..................................................

Red yucca and orb spider after April shower. (Photo by Kay Bell)
...............................................

Tell it to the Hill

While it's easy to rail at the IRS, for the most part we can thank — or blame — Congress and the White House for our tax laws. So if you have an issue with tax legislation or want a tax bill passed, you need to let your federal legislators and the White House occupant know of your concerns. You can find out who in Washington, D.C., to contact (and how), as well as get information on your local lawmakers for matters, tax or otherwise, closer to home, at USA Gov.

Sun	Mon	Tue	Wed	Thu	Fri	Sat
		1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30