Which Tax Forms Do I Need?

This is a handy reference table that my local credit union provided to me to prepare for tax season this year. Granted, if you are using software, the questions you answer will determine behind the scenes which forms to fill out. This list may be useful if you are unsure about a certain question and need some additional information. Visit IRS.gov and pull up the appropriate schedule or form for more detailed instructions. If you need State specific tax forms, the IRS will redirect you to this link.

Forms Needed If You Have:                           Form or Schedule
Itemized deductions	Schedule A
More than $1,500 of interest or dividend income	Schedule B
Business Income	Schedule C or C-EZ & SE
Capital gains or losses	Schedule D
Income from rents, royalties, partnerships, estates, trusts, & S Corporations	Schedule E
Earned Income Credit	Schedule EIC
Farm Income	Schedule F, SE, J
Household employment taxes	Schedule H
Real Estate taxes, new vehicle taxes, or disaster loss	Schedule L
Making Work Pay Credit or Government Retiree Credit	Schedule M
Credit for the elderly/disabled	Schedule R
Self-Employment tax	Schedule SE
Employee business expenses	Form 2106 or 2106-EZ
Child or dependent care expenses	Form 2441
Moving Expenses	Form 3903 or 3903-F
Farm Rental Income	Form 4835
Tax on early distributions	Form 5329
Non-cash charitable contributions	Form 8283
A loss from a passive activity	Form 8582
Unearned income of child under age 25	Form 8615
Additional child tax credit	Form 8812
Education credit	Form 8863
Retirement savings contribution credit	Form 8880