Filing Your Taxes Online is Fast, Easy and Secure.
Start now and receive your tax refund in as little as 7 days.

1. Get Answers

Your online questions are customized to your unique tax situation.

2. Maximize your Refund

Find tax credits for everything from school tuition to buying a hybri

3. E-File for FREE

E-file free with direct deposit to get your refund in as few as 7 days.

Filing your taxes with paper mail can be difficult and it could take weeks for your refund to arrive. IRS e-file is easy, fast and secure. There is no paperwork going to the IRS so tax refunds can be processed in as little as 7 days with direct deposit. As you prepare your taxes online, you can see your tax refund in real time.

FREE audit support and representation from an enrolled agent – NEW and only from H&R Block

State Taxes Free File

H & R Block FreeIrs GovHow To Amend Tax ReturnsWebsite Can I Efile Past Year Tax ReturnsHow To File TaxesHow To Fill Out A 1040x Form For The IrsFiling Prior Year Tax ReturnsFiling 1040xFree Income Tax ExtensionFile Taxes Previous YearsI Need To Amend My 2010 TaxesHow Do You Fill Out A 1040x FormCan I Still File 2012 TaxesH And R Block On LineTax Form 1040a1040ez Form InstructionsFree 2012 State Tax FilingFile 2010 Taxes OnlineWhere Can I File 2011 Tax ReturnIrs Gov FormsFree Online Tax FilingHow Do I File My 2010 Taxes For FreeTurbotax For MilitaryI Need To Efile My 2011 TaxesWww.1040ez.comFree Tax Preparation Services2012 Free Tax Return FilingTax PreparationFree Tax H&r BlockH&r FreeAmend 2009 Tax ReturnWhere Can I File My State And Federal Taxes Online For FreeAmending Tax Returns1040ez Federal Tax FormAmended 1040ezHow To File Late Tax ReturnsFree Federal And State TaxMyfreetaxes Com MaineDo Students Need To File A Tax ReturnWhere Do I File My 2011 Federal Tax Return

State Taxes Free File

State taxes free file Index A Accrual period, Accrual period. State taxes free file Acquisition premium, Acquisition premium. State taxes free file Adjusted issue price, Adjusted issue price. State taxes free file Assistance (see Tax help) B Backup withholding, Backup Withholding Bearer bonds and coupons, Bearer Bonds and Coupons Brokers (see Information for brokers and other middlemen) C Certificates of deposit, Certificates of Deposit Comments and suggestions, Comments and suggestions. State taxes free file Contingent payment debt instruments, Contingent Payment Debt Instruments D Debt instrument, Debt instrument. State taxes free file Debt instruments Long-term, Long-Term Debt Instruments Short-term, Short-Term Obligations Redeemed at Maturity Debt instruments and coupons purchased after 1984, Debt Instruments and Coupons Purchased After 1984 Debt instruments and coupons purchased after July 1, 1982, and before 1985, Debt Instruments and Coupons Purchased After July 1, 1982, and Before 1985 Debt instruments issued after 1954, corporate, Corporate Debt Instruments Issued After 1954 and Before May 28, 1969, and Government Debt Instruments Issued After 1954 and Before July 2, 1982 Debt instruments issued after 1984, Debt Instruments Issued After 1984 Debt instruments issued after July 1, 1982, Debt Instruments Issued After July 1, 1982, and Before 1985 Debt instruments issued after May 27, 1969, corporate, Corporate Debt Instruments Issued After May 27, 1969, and Before July 2, 1982 Debt instruments not on the OID list, Debt Instruments Not on the OID List Debt Instruments on the OID list, Debt Instruments on the OID List Definitions, Definitions Accrual period, Accrual period. State taxes free file Acquisition premium, Acquisition premium. State taxes free file Adjusted issue price, Adjusted issue price. State taxes free file Debt instrument, Debt instrument. State taxes free file Issue price, Issue price. State taxes free file Market discount, Market discount. State taxes free file Original issue discount (OID), Original issue discount (OID). State taxes free file Premium, Premium. State taxes free file Qualified stated interest, Qualified stated interest. State taxes free file Stated redemption price at maturity, Stated redemption price at maturity. State taxes free file Yield to maturity, Yield to maturity (YTM). State taxes free file E Electronic payee statements, Electronic payee statements. State taxes free file F Form 1099-OID, Form 1099-OID. State taxes free file Free tax services, Free help with your tax return. State taxes free file H Help (see Tax help) I Inflation-indexed debt instruments, Inflation-Indexed Debt Instruments Information for brokers and other middlemen, Information for Brokers and Other Middlemen Information for owners of OID debt instruments, Information for Owners of OID Debt Instruments Issue price, Issue price. State taxes free file Issuers of OID debt instruments, Instructions for, Instructions for issuers of OID debt instruments. State taxes free file L Long-term debt instruments, Long-Term Debt Instruments M Market discount, Market discount. State taxes free file O OID list, Debt Instruments on, Debt Instruments on the OID List OID on long-term debt instruments, figuring, Figuring OID on Long-Term Debt Instruments OID on stripped bonds and coupons, figuring, Figuring OID on Stripped Bonds and Coupons OID, figuring, Figuring OID. State taxes free file Using section I, Using Section I. State taxes free file Using the income tax regulations, Using the income tax regulations. State taxes free file Original issue discount (OID), Original issue discount (OID). State taxes free file Owners of OID debt instruments, information for, Information for Owners of OID Debt Instruments P Premium, Premium. State taxes free file Publications (see Tax help) Q Qualified stated interest, Qualified stated interest. State taxes free file R REMIC and CDO information reporting requirements, REMIC and CDO information reporting requirements. State taxes free file S Section I, Section I. State taxes free file Section II, Section II. State taxes free file Section III, Section III. State taxes free file Short-term obligations redeemed at maturity, Short-Term Obligations Redeemed at Maturity Stated redemption price at maturity, Stated redemption price at maturity. State taxes free file Stripped bonds and coupons, figuring OID, Figuring OID on Stripped Bonds and Coupons Suggestions, Comments and, Comments and suggestions. State taxes free file T Tax help, How To Get Tax Help Y Yield to maturity, Yield to maturity (YTM). State taxes free file , Yield to maturity (YTM). State taxes free file Prev  Up     Home   More Online Publications
Print - Click this link to Print this page

Retirement Plan Forms and Publications

Form 5500 Corner
Filing tips & updates, notices, and other helpful materials to assist you in preparing your Form 5500 (5500-EZ) return.

Form 5330 Corner
Filing tips to assist you in preparing your Form 5330 return.

Forms

  • To avoid delays, use the most current version of the form.
  • The freely available Adobe Acrobat Reader software is required to view, print and search the items listed below.

Name

Title

Current
Version

Separate
Instructions?

Form W-2 Wage and Tax Statement Standard Yes
Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) Fillable No
Form 945 Annual Return of Withheld Federal Income Tax Fillable Yes
Form 990-T Exempt Organization Business Income Tax Return Fillable Yes
Form 1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Standard Yes

Form 2848

Power of Attorney and Declaration of Representative

Fillable Yes

Form 4461

Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans

Fillable

No

Form 4461-A

Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan

Fillable

No

Form 4461-B

Application for Approval of Master or Prototype or Volume Submitter Plans

Fillable

No

Form 4972

Tax on Lump-Sum Distributions

Fillable

No

Form 5300

Application for Determination for Employee Benefit Plan

Fillable Yes

Schedule Q

Elective Determination Requests

Fillable Yes

Form 5304-SIMPLE

Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution

Fillable

No

Form 5305

Traditional Individual Retirement Trust Account

Fillable

No

Form 5305-A

Traditional Individual Retirement Custodial Account

Fillable

No

Form 5305-E

Coverdell Education Savings Trust Account

Fillable

No

Form 5305-EA

Coverdell Education Savings Custodial Account

Fillable

No

Form 5305-R

Roth Individual Retirement Trust Account

Fillable

No

Form 5305-RA

Roth Individual Retirement Custodial Account

Fillable

No

Form 5305-RB

Roth Individual Retirement Annuity Endorsement

Fillable

No

Form 5305-S

SIMPLE Individual Retirement Trust Account

Fillable

No

Form 5305-SA

SIMPLE Individual Retirement Custodial Account Fillable No
Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Fillable No
Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution Fillable No
Form 5305A-SEP Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Fillable No
Form 5306 Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) Fillable No
Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) Fillable No
Form 5307 Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans Fillable Yes
Form 5308 Request for Change in Plan/Trust Year Fillable No
Form 5309 Application for Determination of Employee Stock Ownership Plan Fillable No
Form 5310

Application for Determination for Terminating Plan

Fillable Yes
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Fillable Yes
Form 5316 Application for Group or Pooled Trust Ruling Fillable No
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Fillable Yes
Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Fillable Yes
Form 5498 IRA Contribution Information Standard Yes
Form 5500 & Schedules Annual Return/Report of Employee Benefit Plan Standard Yes
Form 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan Fillable Yes
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan Standard Yes
Form 5558 Application for Extension of Time To File Certain Employee Plan Returns Fillable No
Form 6088 Distributable Benefits From Employee Pension Benefit Plans Fillable No
Form 8717

User Fee for Employee Plan Determination Letter Request

Fillable No
Form 8717-A User Fee for Employee Plan Opinion or Advisory Letter Request Fillable No
Form 8821 Tax Information Authorization Fillable No
Form 8822-B Change of Address or Responsible Party - Business Fillable No
Form 8880 Credit for Qualified Retirement Savings Contributions Fillable No
Form 8881 Credit for Small Employer Pension Plan Startup Costs Fillable No
Form 8905 Certification of Intent To Adopt a Pre-approved Plan Fillable No
Form 8915 Qualified Hurricane Retirement Plan Distributions and Repayments Fillable No
Form 8950 Application for Voluntary Correction Program (VCP) Fillable Yes
Form 8951 Compliance Fee for Application for Voluntary Correction Program (VCP) Fillable No
Form 8955-SSA Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits Fillable No

Publications
 

Name

Title

Version(s)

Publication 1-EP Understanding the Employee Plans Examination Process PDF
Publication 15 (Circular E), Employer's Tax Guide PDF Web
Publication 15-A Employer's Supplemental Tax Guide PDF Web
Publication 525 Taxable and Nontaxable Income PDF Web
Publication 535 Business Expenses PDF Web
Publication 560 Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) PDF Web
Publication 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations PDF Web
Publication 575 Pension and Annuity Income PDF Web
Publication 590 Individual Retirement Arrangements (IRAs) PDF Web
Publication 794 Favorable Determination Letter PDF
Publication 939 General Rule for Pensions and Annuities PDF Web
Publication 963 Federal-State Reference Guide PDF
Publication 3066 Have you had your Check-up this year? for Retirement Plans

PDF

Publication 3125 The IRS Does Not Approve IRA Investments PDF
Publication 3636 Employee Plans Brochure PDF
Publication 3998 Choosing A Retirement Solution for Your Small Business PDF Web
Publication 4118 Lots of Benefits - Retirement Plan Life Cycle PDF
Publication 4222 401(k) Plans for Small Businesses PDF Web
Publication 4224 Retirement Plan Correction Programs PDF
Publication 4284 SIMPLE IRA Plan Checklist PDF
Publication 4285 SEP Checklist PDF
Publication 4286 SARSEP Checklist PDF
Publication 4324 Employee Plan Examination Process PDF
Publication 4333 SEP Retirement Plans for Small Businesses PDF Web
Publication 4334 SIMPLE IRA Plans for Small Businesses PDF Web
Publication 4336 SARSEP for Small Businesses PDF
Publication 4407 SARSEP - Key Issues and Assistance PDF
Publication 4460 The IRS Retirement Plan Products Guide PDF
Publication 4482 403(b) Tax-Sheltered Annuities for Participants PDF
Publication 4483 403(b) Tax-Sheltered Annuity Plans for Sponsors PDF
Publication 4484 Choose a Retirement Plan for Employees of Tax Exempt and Government Entities PDF
Publication 4530 Designated Roth Accounts Under 401(k), 403(b) or Governmental 457(b) Plans PDF
Publication 4531 401(k) Plan Checklist PDF
Publication 4546 403(b) Plan Checklist PDF

Publication 4587

Payroll Deduction IRAs for Small Businesses

PDF Web

Publication 4674

Automatic Enrollment 401(k) Plans for Small Businesses

PDF Web
Publication 4703 Retirement Savings Contributions Credit - Tax Information for Saving for Retirement PDF

Publication 4789

Represent Taxpayers Before the IRS on Retirement Plan Matters

PDF

Publication 4806

Profit Sharing Plans for Small Businesses

PDF Web

Additional forms, publications and ordering instructions may be found at:
www.irs.gov/formspubs/index.html

 

Page Last Reviewed or Updated: 20-Mar-2014

The State Taxes Free File

State taxes free file Index A Additional Medicare Tax, Reminder, Social Security and Medicare Taxes, Withholding the employee's share. State taxes free file Assistance (see Tax help) B Baby sitters (see Household employee) Baby-sitting costs (see Child and dependent care expenses) Business employers, employment tax payment option, Payment option for business employers. State taxes free file C Caretakers (see Household employee) Child and dependent care expenses, credit for, Can You Claim a Credit for Child and Dependent Care Expenses? Comments on publication, Comments and suggestions. State taxes free file Correcting Schedule H Schedule H attached to another form, How Can You Correct Schedule H? Schedule H filed by itself, How Can You Correct Schedule H? D Dependent care expenses, Can You Claim a Credit for Child and Dependent Care Expenses? Disability payments, state, State disability payments treated as wages. State taxes free file Domestic worker (see Household employee) Drivers (see Household employee) E Earned income credit (EIC), What Do You Need To Know About the Earned Income Credit? EIC notice, Notice about the EIC. State taxes free file Employer identification number (EIN), Employer identification number (EIN). State taxes free file Employing an alien legally (see Legal employee) Employment eligibility verification form, Can Your Employee Legally Work in the United States? Employment taxes Need to pay, Do You Need To Pay Employment Taxes? Payment options, Payment option for business employers. State taxes free file Tax returns, Business employment tax returns. State taxes free file Estimated tax, paying, Paying estimated tax. State taxes free file F Federal income tax withholding, increasing (see How to increase withholding) Federal unemployment (FUTA) tax, Federal Unemployment (FUTA) Tax Form 1040-ES, Paying estimated tax. State taxes free file 940, Business employment tax returns. State taxes free file 941, Business employment tax returns. State taxes free file 943, Business employment tax returns. State taxes free file 944, Business employment tax returns. State taxes free file I-9, Can Your Employee Legally Work in the United States? M-274, Can Your Employee Legally Work in the United States? SS-4, Employer identification number (EIN). State taxes free file SS-5, Employee's social security number. State taxes free file W-2, Notice about the EIC. State taxes free file , Form W-2. State taxes free file W-4, Do You Need To Withhold Federal Income Tax?, Asking for more federal income tax withholding. State taxes free file W-4P, Asking for more federal income tax withholding. State taxes free file Forms you must file, What Forms Must You File? Free tax services, Free help with your tax return. State taxes free file FUTA (see Federal Unemployment (FUTA)Tax) H Handbook for Employers, Can Your Employee Legally Work in the United States? Health aides (see Household employee) Help (see Tax help) House cleaning workers (see Household employee) Household employee, Do You Have a Household Employee? Housekeepers (see Household employee) How to increase withholding, Asking for more federal income tax withholding. State taxes free file How to pay estimated tax, Paying estimated tax. State taxes free file I Income tax withholding, increasing (see How to increase withholding) L Legal employee, Can Your Employee Legally Work in the United States? M Maids (see Household employee) Medicare (see Social security and Medicare taxes) N Nannies (see Household employee) Nonemployees, Workers who are not your employees. State taxes free file Nurses, private (see Household employee) P Publications (see Tax help) R Records you must keep, What Records Must You Keep? S Schedule H (Form 1040), How Do You Make Tax Payments?, Schedule H. State taxes free file Self-employed workers (see Nonemployees) Social security and Medicare Taxes, Social Security and Medicare Taxes Wages, Social security and Medicare wages. State taxes free file Social security number, employee's, Employee's social security number. State taxes free file State Disability payments, State disability payments treated as wages. State taxes free file Employment taxes, State employment taxes. State taxes free file Suggestions for publication, Comments and suggestions. State taxes free file T Tax credits Child and dependent care expenses, Can You Claim a Credit for Child and Dependent Care Expenses? Earned income, What Do You Need To Know About the Earned Income Credit? FUTA, Credit for 2013. State taxes free file Tax help, How To Get Tax Help Taxes How to make payments, How Do You Make Tax Payments? Medicare, Social Security and Medicare Taxes Social security, Social Security and Medicare Taxes U Unemployment taxes Federal, Federal Unemployment (FUTA) Tax State, State employment taxes. State taxes free file USCIS website, Can Your Employee Legally Work in the United States? W Wages Cash, Cash wages. State taxes free file FUTA, FUTA wages. State taxes free file Medicare, Social security and Medicare wages. State taxes free file Social security, Social security and Medicare wages. State taxes free file State disability payments, State disability payments treated as wages. State taxes free file Withholding Employee's share, Withholding the employee's share. State taxes free file Federal income tax, Do You Need To Withhold Federal Income Tax? How to increase, Asking for more federal income tax withholding. State taxes free file Wages, Wages. State taxes free file Y Yard workers (see Household employee) Prev  Up     Home   More Online Publications