What forms to mail with federal tax return

When filing a federal tax return, you may need to attach certain forms to your return to report additional income, claim deductions or credits, or provide additional information. Here are some common forms that you may need to mail with your federal tax return:

  1. W-2 forms: Attach a copy of your W-2 forms from your employer(s) to your tax return. This form shows your income and taxes withheld.
  2. 1099 forms: Attach a copy of your 1099 forms to your tax return if you received income from sources such as:
    • Interest, dividends, or capital gains from investments
    • Self-employment income
    • Rent or royalty income
    • Pensions or annuities
  3. Schedule C (Form 1040): If you're self-employed or have a side hustle, you'll need to complete Schedule C to report your business income and expenses.
  4. Schedule D (Form 1040): If you sold investments, such as stocks or bonds, you'll need to complete Schedule D to report your capital gains and losses.
  5. Schedule E (Form 1040): If you have rental income or royalties, you'll need to complete Schedule E to report your income and expenses.
  6. Form 8962 (Premium Tax Credit): If you purchased health insurance through the Affordable Care Act (ACA) marketplace, you may need to complete this form to claim the premium tax credit.
  7. Form 8965 (Health Coverage Exemptions): If you're exempt from the individual mandate penalty, you'll need to complete this form to claim an exemption.
  8. Form 6251 (Alternative Minimum Tax - Individual): If you're subject to the alternative minimum tax (AMT), you'll need to complete this form to calculate your AMT liability.
  9. Form 8962 (Net Investment Income Tax): If you have net investment income, you may need to complete this form to report your net investment income tax.
  10. Form 3800 (General Business Credit): If you're claiming a general business credit, such as the research credit or the work opportunity credit, you'll need to complete this form.
  11. Form 1116 (Foreign Tax Credit): If you paid foreign taxes, you may need to complete this form to claim a foreign tax credit.
  12. Form 4562 (Depreciation and Amortization): If you're claiming depreciation or amortization expenses, you'll need to complete this form.

Remember to attach these forms to your tax return in the correct order and make sure they're complete and accurate. If you're unsure which forms you need to attach, consult with a tax professional or the IRS website for guidance.