Information For...

Individuals
For you and your family
International Taxpayers
Individuals abroad and more
Business & Self Employed
EINs and other information
Government Entities
Normal

Filing For Individuals

How to File
When to File
Where to File
Update My Information
Normal

Pay By

Bank Account (Direct Pay)
Debit or Credit Card
Payment Plan (Installment Agreement)
Electronic Federal Tax Payment System (EFTPS)
Normal
Close-up of money
Where's My Refund?

 

What to Expect
Direct Deposit
Reduced Refunds
Fix/Correct a Return
Normal

Information For...

Individuals
For you and your family
Business & Self Employed
Standard mileage and other information
Normal

Forms and Instructions

Form 1040
Individual Tax Return
Form 1040 Instructions
Instructions for Form 1040
Form W-9
Request for Taxpayer Identification Number (TIN) and Certification
Form 4506-T
Request for Transcript of Tax Return
Normal

 

Form W-4
Employee's Withholding Allowance Certificate
Form 941
Employer's Quarterly Federal Tax Return
Form W-2
Employers engaged in a trade or business who pay compensation
Form 9465
Installment Agreement Request
Normal

Popular For Tax Pros

Form 1040-X
Amend/Fix Return
Form 2848
Apply for Power of Attorney
Form W-7
Apply for an ITIN
Circular 230
Rules Governing Practice before IRS
Normal

EP Issue Snapshots

More In Retirement Plans

The IRS Tax Exempt and Government Entities (TE/GE) Knowledge Management team periodically issues research summaries called “Issue Snapshots” on tax-related issues for practitioners. They are posted on IRS.gov’s electronic reading room page under “Training and Reference Materials.” Bookmark and check the page often for helpful new materials.

Retirement Plans
Date Title
03/14/2019 Preventing the Occurrence of a Nonallocation Year under IRC Section 409(p)
05/30/2018 How to Change Interest Crediting Rates in a Cash Balance Plan
05/30/2018 Spousal Consent Period to Use an Accrued Benefit as Security for Loans
05/18/2018 Treatment of 415(c) Dollar Limitations in a Short Limitation Year
05/18/2018 Treatment of 401(a)(17) Limitation in Defined Contribution Plan in a Short Plan Year
05/18/2018 Borrowing Limits for Participants with Multiple Plan Loans
05/18/2018 Qualification Requirements for Non-Electing Church Plans under IRC Section 401(a)
05/18/2018 Vesting Schedules for Matching Contributions
05/18/2018 Plan Forfeitures Used for Qualified Nonelective and Qualified Matching Contributions
08/23/2017 IRC Section 457(b) Eligible Deferred Compensation Plan – Written Plan Requirement
08/22/2017 403(b) Plan – Plan Aggregation in Determining Compliance with IRC Section 415(c)
06/20/2017 Improper Forfeiture by Defined Benefit Plans
05/31/2017 Compensation Definition in Safe Harbor 401(k) Plans
05/18/2017 Partial Termination of Plan
04/31/2017 Treatment of Otherwise Excludable Employees for Coverage and ADP Testing
04/21/2017 Identifying Highly Compensated Employees in an Initial or Short Plan Year
04/07/2017 Definitely Determinable Benefits
04/06/2017 Investments in Collectibles in Individually-Directed Qualified Plan Accounts
03/10/2017 401(k) Automatic Contribution Arrangements - General Annual Participant Notice
02/22/2017 401(k) Plan Catch-up Contribution Eligibility
12/19/2016 403(b) Universal Availability Requirement
09/26/2016 Consequences to a Participant Who Makes Excess Deferrals to a 401(k) Plan
09/22/2016 Change to Plan Vesting Schedules
09/22/2016 Hardship Distributions from 401(k) Plans
08/01/2016 Notice Requirement for a Safe Harbor 401(k) or 401(m) Plan
08/01/2016 Mid Year Changes to Safe Harbor Plans or Safe Harbor Notices
04/15/2016 Church Plans, Automatic Contribution Arrangements, and the Consolidated Appropriations Act, 2016
04/15/2016 Expansion of Rollover Options Includes Savings Incentive Match Plan for Employees (SIMPLE) IRA Plans
04/15/2016 Written Plan Document Requirement for 403(b) Plans

 

Page Last Reviewed or Updated: 20-Mar-2019