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1040ezform Publication 535 - Additional Material Prev  Up  Next   Home   More Online Publications
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Online Ordering for Information Returns and Employer Returns

Online Ordering for Information Returns and Employer Returns

 

Place your order below for information returns and employer products. Your request for products for 2014 will be held until they become available. Please do not reorder these products as they will be automatically shipped and may arrive in multiple shipments.

Specify the quantity needed, by tax year, in the corresponding fill-in space. Quantities are limited to 1,000 each for forms and 25 each for instructions and publications. One copy of the corresponding instruction is automatically included with your order. Some employer forms are printed 2 or 3 to a sheet; order the number of forms needed, not the number of sheets.

File Forms W-2/W-2c and W-3/W-3c electronically by visiting the Social Security Administration's Employer Reporting Instructions and Information website to create and file electronic "fill-in" versions of Forms W-2 and W-3.

Caution: Forms W-2, W-3, 1096, 1097, 1098, 1099, and 5498 Series are non-continuous feed, carbonless, non-laser forms.

Information Returns

Tax Year 2013
Quantity
Tax Year 2014
Quantity
Product Title
Form W-2 Wage and Tax Statement
Form W-3 Transmittal of Wage and Tax Statements
Instruction W-2 & W-3 General Instructions for Forms W-2 and W-3
Form W-2AS American Samoa Wage and Tax Statement
Form W-2G Certain Gambling Winnings
Instruction W-2G & 5754 Instructions for Forms W-2G and 5754
Form W-2GU Guam Wage and Tax Statement
Form W-2VI U.S. Virgin Islands Wage and Tax Statement
Form W-3SS Transmittal of Wage and Tax Statements
Form 1096 Annual Summary and Transmittal of U.S. Information Returns
Form 1097-BTC Bond Tax Credit
Instruction 1097-BTC Instructions for Form 1097-BTC
Form 1098 Mortgage Interest Statement
Instruction 1098 Instructions for Form 1098
Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes
Instruction 1098-C Instructions for Form 1098-C
Form 1098-E Student Loan Interest Statement
Form 1098-MA Mortgage Assistance Payments
Form 1098-T Tuition Statement
Instruction 1098-E & 1098-T Instructions for Forms 1098-E and 1098-T
Instruction 1099-GENERAL General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 1099-A Acquisition or Abandonment of Secured Property
Instruction 1099-A & C Instructions for Forms 1099-A and 1099-C
Form 1099-B Proceeds from Broker and Barter Exchange Transactions
Instruction 1099-B Instructions for Form 1099-B
Form 1099-C Cancellation of Debt
Form 1099-CAP Changes in Corporate Control and Capital Structure
Instruction 1099-CAP Instructions for Form 1099-CAP
Form 1099-DIV Dividends and Distributions
Instruction 1099-DIV Instructions for Form 1099-DIV
Form 1099-G Certain Government Payments
Instruction 1099-G Instructions for Form 1099-G
Form 1099-INT Interest Income
Instruction 1099-INT & OID Instructions for Forms 1099-INT and 1099-OID
Form 1099-K Payment Card and Third Party Network Transactions
Instruction 1099-K Instructions for Form 1099-K
Form 1099-LTC Long Term Care and Accelerated Death Benefits
Instruction 1099-LTC Instructions for Form 1099-LTC
Form 1099-MISC Miscellaneous Income
Instruction 1099-MISC Instructions for Form 1099-MISC
Form 1099-OID Original Issue Discount
Form 1099-PATR Taxable Distributions Received From Cooperatives
Instruction 1099-PATR Instructions for Form 1099-PATR
Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530)
Instruction 1099-Q Instructions for Form 1099-Q
Form 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Instruction 1099-R & 5498 Instructions for Forms 1099-R and 5498
Form 1099-S Proceeds from Real Estate Transactions
Instruction 1099-S Instructions for Form 1099-S
Form 1099-SA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
Instruction 1099-SA & 5498-SA Instructions for Forms 1099-SA and 5498-SA
Form 5498 IRA Contribution Information
Form 5498-ESA Coverdell ESA Contribution Information
Instruction 5498-ESA Instructions for Form 5498 ESA
Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information

 

Employer Products

Quantity Product Title
Form W-2c Corrected Wage and Tax Statement
Form W-3c Transmittal of Corrected Wage and Tax Statements
Form W-4 Employee's Withholding Allowance Certificate
Form W-4P Withholding Certificate for Pension or Annuity Payments
Form W-4S Request for Federal Income Tax Withholding From Sick Pay
Form W-4(SP) Employee's Withholding Allowance Certificate (Spanish version)
Form W-4V Voluntary Withholding Request
Form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return
Instruction 940 Instructions for Form 940
Form 940 Sch A Multi-State Employer and Credit Reduction Information
Form 941 Employer's QUARTERLY Federal Tax Return
Instruction 941 Instructions for Form 941
Form 941 Sch B Report of Tax Liability for Semiweekly Schedule Depositors
Instruction 941 Sch B Instructions for Schedule B (Form 941)
Form 941 Sch D Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
Instruction 941 Sch D Instructions for Schedule D (Form 941)
Form 941 Sch R Allocation Schedule for Aggregate Form 941 Filers
Form 941-SS Employer's QUARTERLY Federal Tax Return (American Samoa, Guam, the Commonwealth of the Northern Mariana Islands, and the U.S. Virgin Islands)
Instruction 941-SS Instructions for Form 941-SS
Form 941-X Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund
Instruction 941-X Instructions for Form 941-X
Form 943 Employer's Annual Federal Tax Return for Agricultural Employees
Instruction 943 Instructions for Form 943
Form 943-A Agricultural Employer's Record of Federal Tax Liability
Form 943-X Adjusted Employer's Annual Federal Tax Return for Agricultural Employees or Claim for Refund
Instruction 943-X Instructions for Form 943-X
Form 944 Employer's ANNUAL Federal Tax Return
Instruction 944 Instructions for Form 944
Form 944-X Adjusted Employer's ANNUAL Federal Tax Return or Claim for Refund
Instruction 944-X Instructions for Form 944-X
Form 945 Annual Return of Withheld Federal Income Tax
Instruction 945 Instructions for Form 945
Form 945-A Annual Record of Federal Tax Liability
Form 945-X Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund
Instruction 945-X Instructions for Form 945-X
Form 3921 Exercise of an Incentive Stock Option Under Section 422(b)
Form 3922 Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)
Instruction 3921 & 3922 Instructions for Forms 3921 and 3922
Form 5754 Statement by Person(s) Receiving Gambling Winnings
Publication 15 (Circular E), Employer's Tax Guide
Publication 15-A Employer's Supplemental Tax Guide
Publication 15-B Employer's Tax Guide to Fringe Benefits
Publication 51 (Circular A), Agricultural Employer's Tax Guide
Publication 80 (Circular SS), Federal Tax Guide for Employers in the U.S. Virgin Islands, Guam, American Samoa, and the Commonwealth of the Northern Mariana Islands
Publication 1244 Employee's Daily Record of Tips and Report to Employer
Publication 1494 Tables for Figuring Amount Exempt from Levy on Wages, Salary, and Other Income (Forms 668-W(ACS), 668-W(c)(DO) and 668-W(ICS))

Page Last Reviewed or Updated: 23-Jan-2014

The 1040ezform

1040ezform 2. 1040ezform   Withholding Tax Table of Contents Topics - This chapter discusses: Useful Items - You may want to see: Income Tax Withholding Statement. 1040ezform 30% Flat Rate Withholding Social Security and Medicare TaxesGeneral Information Bilateral Social Security (Totalization) Agreements Topics - This chapter discusses: Withholding income tax from the pay of U. 1040ezform S. 1040ezform citizens, Withholding tax at a flat rate, and Social security and Medicare taxes. 1040ezform Useful Items - You may want to see: Publication 505 Tax Withholding and Estimated Tax Form (and Instructions) 673 Statement For Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion Provided by Section 911 W-4 Employee's Withholding Allowance Certificate W-9 Request for Taxpayer Identification Number and Certification See chapter 7 for information about getting this publication and these forms. 1040ezform Income Tax Withholding U. 1040ezform S. 1040ezform employers generally must withhold U. 1040ezform S. 1040ezform income tax from the pay of U. 1040ezform S. 1040ezform citizens working abroad unless the employer is required by foreign law to withhold foreign income tax. 1040ezform Foreign earned income exclusion. 1040ezform   Your employer does not have to withhold U. 1040ezform S. 1040ezform income taxes from wages you earn abroad if it is reasonable to believe that you will exclude them from income under the foreign earned income exclusion or the foreign housing exclusion. 1040ezform   Your employer should withhold taxes from any wages you earn for working in the United States. 1040ezform Statement. 1040ezform   You can give a statement to your employer indicating that you expect to qualify for the foreign earned income exclusion under either the bona fide residence test or the physical presence test and indicating your estimated housing cost exclusion. 1040ezform   Form 673 is an acceptable statement. 1040ezform You can use Form 673 only if you are a U. 1040ezform S. 1040ezform citizen. 1040ezform You do not have to use the form. 1040ezform You can prepare your own statement. 1040ezform See a copy of Form 673, later. 1040ezform   Generally, your employer can stop the withholding once you submit the statement that includes a declaration that the statement is made under penalties of perjury. 1040ezform However, if your employer has reason to believe that you will not qualify for either the foreign earned income or the foreign housing exclusion, your employer must continue to withhold. 1040ezform   In determining whether your foreign earned income is more than the limit on either the foreign earned income exclusion or the foreign housing exclusion, if your employer has any information about pay you received from any other source outside the United States, your employer must take that information into account. 1040ezform Foreign tax credit. 1040ezform   If you plan to take a foreign tax credit, you may be eligible for additional withholding allowances on Form W-4. 1040ezform You can take these additional withholding allowances only for foreign tax credits attributable to taxable salary or wage income. 1040ezform Withholding from pension payments. 1040ezform   U. 1040ezform S. 1040ezform payers of benefits from employer-deferred compensation plans, individual retirement plans, and commercial annuities generally must withhold income tax from payments delivered outside of the United States. 1040ezform You can choose exemption from withholding if you: Provide the payer of the benefits with a residence address in the United States or a U. 1040ezform S. 1040ezform possession, or Certify to the payer that you are not a U. 1040ezform S. 1040ezform citizen or resident alien or someone who left the United States to avoid tax. 1040ezform Check your withholding. 1040ezform   Before you report U. 1040ezform S. 1040ezform income tax withholding on your tax return, you should carefully review all information documents, such as Form W-2, Wage and Tax Statement, and the Form 1099 information returns. 1040ezform Compare other records, such as final pay records or bank statements, with Form W-2 or Form 1099 to verify the withholding on these forms. 1040ezform Check your U. 1040ezform S. 1040ezform income tax withholding even if you pay someone else to prepare your tax return. 1040ezform You may be assessed penalties and interest if you claim more than your correct amount of withholding allowances. 1040ezform This image is too large to be displayed in the current screen. 1040ezform Please click the link to view the image. 1040ezform Form 673 30% Flat Rate Withholding Generally, U. 1040ezform S. 1040ezform payers of income other than wages, such as dividends and royalties, are required to withhold tax at a flat 30% (or lower treaty) rate on nonwage income paid to nonresident aliens. 1040ezform If you are a U. 1040ezform S. 1040ezform citizen or resident alien and this tax is withheld in error from payments to you because you have a foreign address, you should notify the payer of the income to stop the withholding. 1040ezform Use Form W-9 to notify the payer. 1040ezform You can claim the tax withheld in error as a withholding credit on your tax return if the amount is not adjusted by the payer. 1040ezform Social security benefits paid to residents. 1040ezform   If you are a lawful permanent resident (green card holder) and a flat 30% tax was withheld in error on your social security benefits, the tax is refundable by the Social Security Administration (SSA) or the IRS. 1040ezform The SSA will refund the tax withheld if the refund can be processed during the same calendar year in which the tax was withheld. 1040ezform If the SSA cannot refund the tax withheld, you must file a Form 1040 or 1040A with the Internal Revenue Service Center at the address listed under Where To File to determine if you are entitled to a refund. 1040ezform The following information must be submitted with your Form 1040 or Form 1040A. 1040ezform A copy of Form SSA-1042S, Social Security Benefit Statement. 1040ezform A copy of your “green card. 1040ezform ” A signed declaration that includes the following statements. 1040ezform   “I am a U. 1040ezform S. 1040ezform lawful permanent resident and my green card has been neither revoked nor administratively or judicially determined to have been abandoned. 1040ezform I am filing a U. 1040ezform S. 1040ezform income tax return for the taxable year as a resident alien reporting all of my worldwide income. 1040ezform I have not claimed benefits for the taxable year under an income tax treaty as a nonresident alien. 1040ezform ” Social Security and Medicare Taxes Social security and Medicare taxes may apply to wages paid to an employee regardless of where the services are performed. 1040ezform General Information In general, U. 1040ezform S. 1040ezform social security and Medicare taxes do not apply to wages for services you perform as an employee outside the United States unless one of the following exceptions applies. 1040ezform You perform the services on or in connection with an American vessel or aircraft (defined later) and either: You entered into your employment contract within the United States, or The vessel or aircraft touches at a U. 1040ezform S. 1040ezform port while you are employed on it. 1040ezform You are working in one of the countries with which the United States has entered into a bilateral social security agreement (discussed later). 1040ezform You are working for an American employer (defined later). 1040ezform You are working for a foreign affiliate (defined later) of an American employer under a voluntary agreement entered into between the American employer and the U. 1040ezform S. 1040ezform Treasury Department. 1040ezform American vessel or aircraft. 1040ezform   An American vessel is any vessel documented or numbered under the laws of the United States and any other vessel whose crew is employed solely by one or more U. 1040ezform S. 1040ezform citizens, residents, or corporations. 1040ezform An American aircraft is an aircraft registered under the laws of the United States. 1040ezform American employer. 1040ezform   An American employer includes any of the following. 1040ezform The U. 1040ezform S. 1040ezform Government or any of its instrumentalities. 1040ezform An individual who is a resident of the United States. 1040ezform A partnership of which at least two-thirds of the partners are U. 1040ezform S. 1040ezform residents. 1040ezform A trust of which all the trustees are U. 1040ezform S. 1040ezform residents. 1040ezform A corporation organized under the laws of the United States, any U. 1040ezform S. 1040ezform state, or the District of Columbia, Puerto Rico, the U. 1040ezform S. 1040ezform Virgin Islands, Guam, or American Samoa. 1040ezform   An American employer also includes any foreign person with an employee who is performing services in connection with a contract between the U. 1040ezform S. 1040ezform government (or any instrumentality thereof) and a member of a domestically controlled group of entities which includes such foreign person. 1040ezform Foreign affiliate. 1040ezform   A foreign affiliate of an American employer is any foreign entity in which the American employer has at least a 10% interest, directly or through one or more entities. 1040ezform For a corporation, the 10% interest must be in its voting stock. 1040ezform For any other entity, the 10% interest must be in its profits. 1040ezform   Form 2032, Contract Coverage Under Title II of the Social Security Act, is used by American employers to extend social security coverage to U. 1040ezform S. 1040ezform citizens and resident aliens working abroad for foreign affiliates of American employers. 1040ezform Once you enter into an agreement, coverage cannot be terminated. 1040ezform Excludable meals and lodging. 1040ezform   Social security tax does not apply to the value of meals and lodging provided to you for the convenience of your employer if it is reasonable to believe that you will be able to exclude the value from your income. 1040ezform Bilateral Social Security (Totalization) Agreements The United States has entered into agreements with some foreign countries to coordinate social security coverage and taxation of workers who are employed in those countries. 1040ezform These agreements are commonly referred to as totalization agreements and are in effect with the following countries. 1040ezform Australia Greece Norway Austria Ireland Poland Belgium Italy Portugal Canada Japan Spain Chile Korea, Sweden Czech South Switzerland Republic Luxembourg United Denmark Netherlands Kingdom Finland     France     Germany           Under these agreements, dual coverage and dual contributions (taxes) for the same work are eliminated. 1040ezform The agreements generally make sure that you pay social security taxes to only one country. 1040ezform Generally, under these agreements, you will only be subject to social security taxes in the country where you are working. 1040ezform However, if you are temporarily sent to work in a foreign country and your pay would otherwise be subject to social security taxes in both the United States and that country, you generally can remain covered only by U. 1040ezform S. 1040ezform social security. 1040ezform You can get more information on any specific agreement by contacting: Social Security Administration Office of International Programs P. 1040ezform O. 1040ezform Box 17741 Baltimore, MD 21235-7741 If you have access to the Internet, you can get more information at: http://www. 1040ezform socialsecurity. 1040ezform gov/international. 1040ezform Covered by U. 1040ezform S. 1040ezform only. 1040ezform   If your pay in a foreign country is subject only to U. 1040ezform S. 1040ezform social security tax and is exempt from foreign social security tax, your employer should get a certificate of coverage from the Office of International Programs. 1040ezform Covered by foreign country only. 1040ezform   If you are permanently working in a foreign country with which the United States has a social security agreement and, under the agreement, your pay is exempt from U. 1040ezform S. 1040ezform social security tax, you or your employer should get a statement from the authorized official or agency of the foreign country verifying that your pay is subject to social security coverage in that country. 1040ezform   If the authorities of the foreign country will not issue such a statement, either you or your employer should get a statement from the U. 1040ezform S. 1040ezform Social Security Administration, Office of International Programs, at the address listed earlier. 1040ezform The statement should indicate that your wages are not covered by the U. 1040ezform S. 1040ezform social security system. 1040ezform   This statement should be kept by your employer because it establishes that your pay is exempt from U. 1040ezform S. 1040ezform social security tax. 1040ezform   Only wages paid on or after the effective date of the totalization agreement can be exempt from U. 1040ezform S. 1040ezform social security tax. 1040ezform Prev  Up  Next   Home   More Online Publications