IRS Form 1040, U.S. Individual Income Tax Return, is a document used by U.S. taxpayers to report their annual income to the Internal Revenue Service (IRS). The main purpose of this form is to calculate and pay the correct amount of federal income tax owed to the government.
IRS Form W-8BEN is a certificate of status of beneficial owner for United States tax withholding and reporting. The primary purpose of this form is to certify a foreign individual's or entity's status as a beneficial owner of income subject to withholding by a US withholding agent.
Form 1099-R: Distributions to pension plans, annuities, retirement or profit distribution, IRA, insurance contracts, etc. Is a tax form from the internal revenue Service (IRS) for reporting distributions to annuities, profit distribution plans, retirement plans., IRA, insurance contracts, or pensions. In particular, we are talking about passive income and pension plans.
Tax form 8606 is becoming increasingly important due to the popularity of the Roth IRA and the right to roll over after-tax assets from qualified plans offered by employers, such as a 401 (k) or 403 (b).
IRS Form 3911, Taxpayer Statement Regarding Refund, is a form that taxpayers can use to inquire about the status of their refund or request a replacement for a lost, stolen, or destroyed refund check. The form consists of one part and important fields include the taxpayer's full name, social security number or taxpayer identification number, tax year, type of return, refund amount, and reason for the request.
