Employment Tax Forms

Below are forms commonly associated with employment taxes; however, this list is not exhaustive.  Form instructions are either included with the form itself or are included in a separate publication.  The form, its related separate instructions (if applicable), and additional information about the form can be found by clicking the appropriate link. 

Employment Tax Forms:

• Form 940, Employer's Annual Federal Unemployment Tax Return
  • Schedule A (Form 940), Multi-State Employer and Credit Reduction Information
  • Schedule R (Form 940), Allocation Schedule for Aggregate Form 940 FilersPDF
• Form 941, Employer's Quarterly Federal Tax Return
  • Schedule B (Form 941), Employer's Record of Federal Tax Liability
  • Schedule D (Form 941), Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations 
  • Schedule R (Form 941), Allocation Schedule for Aggregate Form 941 Filers
  • Form 8974, Qualified Small Business Payroll Tax Credit for Increasing Research Activities
  • Form 941-X, Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund
• Form 943, Employer's Annual Tax Return for Agricultural Employees
  • Form 943-X, Adjusted Employer’s Annual Federal Tax Return for Agricultural Employees or Claim for Refund
• Form 944, Employer’s Annual Federal Tax Return
  • Form 944-X, Adjusted Employer’s ANNUAL Federal Tax Return or Claim for Refund
• Form 945, Annual Return of Withheld Federal Income Tax
  • Form 945-X, Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund 
• Form CT-1, Employer's Annual Railroad Retirement Tax Return
  • Form CT-1X, Adjusted Employer's Annual Railroad Retirement Tax Return or Claim for RefundPDF
• Form CT-2, Employer's Annual Railroad Retirement Tax Return
• Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips

Forms to Obtain Information from Payees:

• Form I-9, Employment Eligibility VerificationPDF
• Form W-4, Employee's Withholding Certificate
• Form W-4P, Withholding Certificate for Pension or Annuity Payments
• Form W-9, Request for Taxpayer Identification Number and Certification
• Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity and Welfare-to-Work Credits

Informational Returns to Furnish to Payees and to File to the Appropriate Governmental Agency:

• Form W-3, Transmittal of Wage and Tax Statements
  • Form W-2, Wage and Tax Statement
• Form W-3C, Transmittal of Corrected Wage and Tax Statements
  • Form W-2C, Corrected Wage and Tax Statement
• Form 1096, Annual Summary and Transmittal of U.S. Information Returns
  • Form 1099-NEC, Nonemployee Compensation
  • Form 1099-MISC, Miscellaneous Income
• Form 1094-C, Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
  • Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
• Form 1042-T, Annual Summary and Transmittal of Forms 1042-S
  • Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding 
  • Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

Forms Filed with the Appropriate Income Tax Return Related to Employment Taxes:

• Schedule H (Form 1040 or 1040-SR), Household Employment Taxes
• Form 4137, Social Security and Medicare Tax on Unreported Tip Income
• Form 8919, Uncollected Social Security and Medicare Tax on Wages
• Form 8959, Additional Medicare Tax
• Form 3800, General Business Credit
  • Form 6765, Credit for Increasing Research Activities

Miscellaneous Forms Associated with Employment Taxes:

• Form SS-4, Application for Employer Identification Number
• Form SS-8, Determination of Worker Status