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Tax Forms

Page history last edited by Sara 11 hrs ago

Tax Forms 2009

updated 11/28/09

 

FORMS IN BOLD HAVE BEEN RECEIVED FOR 2009.....

 

Previous year (2007 & 2008) forms/instructions are in the small filing cabinet at the front gRef desk.

 

 

There are several forms, like the 1098's and the 1099's, that must be procured in paper format and these forms are not available to public libraries. I do not know if the local IRS carries them, but they can be purchased at office supply stores. (~Sue M.)

 


 

 

Federal

 

1040

1040 Instructions

1040 A

1040 A Instructions

1040 EZ

1040 EZ Instructions

Publication 17 = Your Federal Income Tax for Individuals

 

 

Schedule 1 = Interest & Ordinary Dividends

Schedule 2 = Child & Dependent Care

Schedule 2 Instructions = Child & Dependent Care

*Schedule 3 = Credit for Elderly or Disabled

*Schedule 3 Instructions = Credit for Elderly or Disabled

Schedule A & B = Itemized Deductions 

*Schedule C = Profit or Loss From Business

*Schedule C-EZ = Net Profit From Business

*Schedule D = Capital Gains and Losses 

*Schedule E = Supplemental Income & Loss 

Schedule EIC = Earned Income Credit

Schedule R = Credit for the Elderly or the Disabled

Schedule R Instructions = Credit for the Elderly or the Disabled

*Schedule SE = Self-Employment Tax

 

*1040 ES = Estimated Tax for Individuals

*1040 X = Amended Individual U.S. Tax Return

*1040 X Instructions = Amended Individual U.S. Tax Return

*in black standing display rack

 

*2106 = Employee Business Expenses

*2106 Instructions = Employee Business Expenses

2441= Child and Dependent Care Expenses

*3903 = Moving Expenses

*4562 = Depreciation & Amortization 

*4562 Instructions = Depreciation & Amortization 

4868 = Application for Automatic Extension of Time to File US Individual Income Tax Return

*6251 = Alternative Minimum Tax—Individuals

*6251 Instructions = Alternative Minimum Tax—Individuals

*8283 = Noncash Charitable Contributions

*8283 Instructions = Noncash Charitable Contributions

8812 = Additional Child Tax Credit

*8822 = Change of Address 

*8829 = Expenses for Business Use of Your Home

*8829 Instructions = Expenses for Business Use of Your Home

*8863 = Education Credits (Hope and Lifetime Learning Credits)

*8880 = Credit for Qualified Retirement Savings Contributions

Publication 334 = Tax Guide for Small Business

*in black standing display rack

 

 

Indiana

 

IT-40

IT-40 Instructions

IT-40 EZ

IT-40 EZ Instructions

IT-40 PNR Instructions

 

*Form IT-9 = Application for Automatic Extension of Time to File

*in black standing display rack

 

*IT-40 NOL = Net Operating Loss Computation

*IT-40 RNR = Reciprocal Nonresident

*IT-40 X

*in black standing display rack

 

Schedule A = Income or Loss (Few left as of 3/28/09. Print at http://www.ai.org/dor/files/08-it40pnrscha.pdf )

*Schedule CC-40 = Indiana College Credit

*Schedule CT-40 = County Tax Schedule for Indiana Residents

Schedule IN-EIC = Indiana's Earned Income Credit (Print at http://www.in.gov/dor/files/08-ineic.pdf *Please note that these are available as part of the IT-40 booklet.*)

*Form ES-40 = Estimated Tax Payment Form

*Form SC-40 = Unified Tax Credit for the Elderly

Schedule 1 & 2 = Indiana Deductions and Credits

*Schedule IT-2210 = Underpayment of Estimated Tax by Individuals

*Schedule IT-2210A = Annualized Schedule for Underpayment of Estimated Tax

*Schedule IT-2440 = Indiana Disability Retirement Deduction

 

*in black standing display rack

 

 

2009 Income Tax Withholding Tables can be found in Publication 15:

http://www.irs.gov/pub/irs-pdf/p15.pdf

 

Ohio (in gRef workroom)

 

IT 1040

IT 1040 Instructions

IT 1040EZ

 

 

Michigan (in gRef workroom)

 

MI-1040

MI-1040 Instructions

Schedule 1 = Additions and Subtractions

 

Other Forms

 

 

Previous Years Federal & State Tax Forms:

2006 & 2007 - in small filing cabinet behind front gRef desk

 

 

 

Printing forms

 

 

 

Witholding Tables

 

If a patron wants to know where to get the 2008 federal withholding tables, they can be found in Publication 15 (Circular E). http://www.irs.gov/pub/irs-pdf/p15.pdf

 

The Indiana 2008 withholding tables are in Departmental Notice #1. http://www.in.gov/dor/reference/notices/pdfs/dn01.pdf

 

Tax Filing Addresses

 

Federal

 

IRS Website: Filing Addresses for Indiana Residents

  • Depending on which form the person is filing and whether or not they're sending payment, the address will be different -- usually just the zip code changes.
  • It looks weird, but there is no street address or P.O. Box number. It's just Internal Revenue Service and then the city, state and zip.

 

 

State

 

IN Dept. of Revenue Website: Where to Mail Completed Forms

 

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