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Ally Tax Group
  • Home
  • About
  • Tax Services
  • Bookkeeping
  • Payroll
  • Client Portal
  • Submit Payment
  • Tools
    • Calculators
    • Glossary of Terms
    • Helpful Links
    • Tax Calendar
    • Tax Publications
    • Tax Forms
  • Contact

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Tax Forms

These links will let you download the Internal Revenue Service’s most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website.

New Client Form
Form

1040
U.S. Individual Income Tax Return
Form | Instructions

1040A
U.S. Individual Income Tax Return
Form | Instructions

1040ES
Estimated Tax for Individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, or alimony).
Form & Instructions

1040EZ
U.S. Individual Income Tax Return for Single and Joint Filers with No Dependents
Form | Instructions

1040X
Amended U.S. Individual Income Tax Return
Form | Instructions

Schedule A (1040)
Itemized Deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Form | Instructions

Schedule B (Form 1040)
Interest and Ordinary Dividends.
Form & Instructions

Schedule C (Form 1040)
Profit or Loss from Business (Sole Proprietorship)
Form | Instructions

Schedule D (Form 1040)
Capital Gains and Losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
Form | Instructions

Schedule M (Form 990)
Making Work Pay Credit. Use Schedule M to figure the making work pay credit. This credit may give you a refund even if you do not owe tax.
Form

Schedule SE (Form 1040)
Self-Employment Tax. Use this form to figure the tax due on net earnings from self-employment. The Social Security Administration uses the information from Schedule SE to figure your benefits under the social security program.
Form | Instructions

W-4
Employee’s Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay.
Form & Instructions

W-2
Wage and Tax Statement. Every employer who pays for services performed by an employee, including noncash payments, must file a Form W-2 for each employee — even if the employee is related to the employer.
Form | Instructions

W-9
Request for Taxpayer Identification Number and Certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Form | Instructions

1099
Miscellaneous Income Statement. Every business that pays for services performed by a non-employee must file a copy of Form 1099 for each non-employee.
Form | Instructions

941
Employer’s Quarterly Federal Tax Return.
Form | Instructions

4868
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Use this form to apply for 6 more months to file Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-PR, or 1040-SS.
Form & Instructions

8863
Education Credits (American Opportunity and Lifetime Learning Credits). Use this form to figure and claim tax credits for qualified education expenses paid to an eligible postsecondary educational institution.
Form | Instructions

8917
Tuition and Fees Deduction.
Form & Instructions

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