How to Get Tax Forms for Your Tax Return

Tax forms are official documents used to report financial information to the Internal Revenue Service (IRS) for calculating an individual’s or entity’s tax liability. These documents provide a standardized format for taxpayers to report their income, claim deductions and credits, and determine the amount of tax they owe or the refund they can expect. The number of forms required can vary based on a taxpayer’s specific financial situation.

Obtaining Forms Online from the IRS

The most direct method for accessing federal tax forms is through the IRS website. The “Forms, Instructions & Publications” section of IRS.gov contains a comprehensive library of documents. Users can locate specific items by entering a form number, such as “1040,” or by using keywords like “child tax credit” to find related schedules and worksheets.

It is important to distinguish between the different types of available documents. A “Form” is the official document to be filled out and submitted. The “Instructions” provide detailed guidance on how to complete the associated form correctly. “Publications” offer broader explanations of tax laws. The website also provides access to forms from previous tax years, which is useful for amending a prior return or filing a late one.

Ordering Forms by Mail or Phone

For individuals without consistent internet access or a printer, the IRS provides options to order paper forms by mail or telephone. You can request forms to be mailed to your address through the IRS website or by calling the agency’s toll-free forms and publications line at 1-800-TAX-FORM (1-800-829-3676). When calling, it is helpful to have the specific form numbers ready.

This service requires planning, as taxpayers should allow for shipping time, which can take several days, especially as the tax filing deadline approaches. The IRS may also place limits on the quantity of certain forms that can be ordered at one time.

Finding Forms at Local Community Locations

While some public libraries may offer a limited supply of common federal tax forms during the filing season, this practice is not widespread. For a more reliable in-person source, IRS Taxpayer Assistance Centers (TACs) stock a wider range of forms and publications. However, these centers operate by appointment only. To get any service, including obtaining forms, taxpayers must call 844-545-5640 to schedule a visit.

Using Tax Preparation Software or Professionals

Engaging with tax preparation software eliminates the need to manually search for and select the correct forms. Digital tax software programs guide users through a series of questions about their income, expenses, and life events. Based on the answers provided, the software automatically populates the required federal and state forms, handling all the calculations.

Hiring a tax professional, such as a Certified Public Accountant (CPA) or an Enrolled Agent, offers a similar level of convenience. These experts take on the responsibility of identifying and completing all necessary paperwork on behalf of their clients. This approach is particularly beneficial for individuals with complex financial situations, as the professional’s expertise ensures compliance and accuracy.