What are federal specialty forms, and how do they differ from individual tax forms?

Federal specialty forms are IRS tax forms used for businesses, estates, and nonprofits, not individuals filing a standard return. These forms report financial information, estimated tax, and other special categories like excise or trust income. They help taxpayers meet federal tax requirements beyond the standard adjusted gross income reported on Form 1040.

Can I file these forms electronically or by paper?

Yes. Most federal specialty forms allow both electronic filing and paper filing options. The Internal Revenue Service recommends filing electronically for faster processing, while paper copies must be mailed to the correct address listed in each form's instructions. Be sure to include required attachments and signatures to avoid rejection or delays.

How often do I need to file federal specialty forms?

Most special tax forms are filed as an annual form covering a specific tax year, though some (like Form 720) are filed quarterly. Nonprofits risk losing tax-exempt status if they fail to file for three consecutive years. Always check due dates—typically April, July, October, or December—based on the IRS schedule for your entity type.

Who needs to file estate and gift tax forms?

Executors, fiduciaries, or persons managing estates must file Form 706 for estate taxes, and individuals making large gifts file Form 709. These estate and gift tax forms calculate the value of property transfers, pensions, or inheritances, and require detailed attachments that show valuations, deductions, and certification of financial data.

What information or documentation is required?

Each specialty IRS form requires specific financial information, such as income, deductions, and tax statement details. Depending on the form, you may also need records of employees, pensions, or investments, along with any related schedules. Include all attachments listed in the instructions, and verify that every figure is correct before submission.

Can nonprofits lose their tax-exempt status if they miss filing?

Yes. If a nonprofit fails to file its annual form (Form 990 series) for three consecutive years, the IRS automatically revokes its tax-exempt status. Once revoked, the organization must file an application for reinstatement. The IRS notes that timely filing electronically and reviewing updated filing guidance each December helps prevent this issue.

How do I confirm my filing was received by the IRS?

After submission, the IRS will issue a notice or summary confirming that your form was released and accepted. If you filed electronically, you'll receive confirmation by email or through your e-file provider. Paper filings may take longer, so keep your certification, application, and tracking information safe until the return shows as processed.

Federal Specialty Forms

Welcome to the central hub for all federal specialty forms. This page provides access to key IRS tax forms used for federal tax purposes beyond the standard individual income tax return. Whether you need to file for an estate, corporation, nonprofit, or excise tax, you’ll find the correct tax forms, instructions, and publications for prior years and the current tax year.

Our library includes forms used to report income, calculate taxable income, and record additional income such as interest, self-employment, and miscellaneous income. Every listing includes IRS-approved resources to help taxpayers accurately prepare, submit, and manage their tax returns.

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Federal Specialty Forms

Form 1040 - U.S. Individual Income Tax Return

Use Form 1040 to file your annual income tax return and report your income, deductions, and credits. This form determines your tax liability or refund for each tax year.

Form 1040A – Simplified Individual Return

Step-by-step filing guides for individuals using the discontinued Form 1040A, a simplified individual income tax return for basic income and deductions.

Form 1040EZ – Short Form

Quick filing instructions for single and joint filers with no dependents or complex deductions. Learn how to complete and submit Form 1040EZ for each tax year.

Form 1040SR – U.S. Tax Return for Seniors

Guides designed for seniors aged 65 and older. Learn how to file Form 1040-SR with clear instructions for reporting retirement income, Social Security, and standard deductions.

Form 1041 – Income Tax Return for Estates & Trusts

Filing instructions for fiduciaries managing estate or trust income. Covers reporting of interest, dividends, and capital gains, with full IRS line-by-line guidance.

Form 1042 – Annual Withholding Tax Return for U.S. Source Income

Detailed filing help for withholding agents reporting U.S.-source income paid to foreign individuals or entities. Includes steps for withholding, reconciliation, and Form 1042-S coordination.

Form 1120-C – Cooperative Associations

Complete filing guidance for cooperatives reporting patronage dividends, income, and deductions under Subchapter T. Covers annual reporting and recordkeeping requirements.

Form 1120-F – Foreign Corporations

Step-by-step filing help for foreign corporations with effectively connected income in the United States. Learn about deductions, branch profits tax, and treaty-based positions.

Form 1120-H – Homeowners Associations

Instructions for HOAs electing Section 528 treatment. Covers exempt income, non-exempt functions, and filing schedules for residential and property associations.

Form 1120-POL – Political Organizations

Guides for political groups reporting income subject to federal tax. Includes IRS requirements, exempt activity disclosures, and payment details.

Form 1120-REIT – Real Estate Investment Trusts

Annual filing guides for REITs reporting income, dividends, and asset requirements. Includes compliance checklists for maintaining REIT qualification.

Form 1120-RIC – Regulated Investment Companies

Instructions for mutual funds and ETFs filing under the RIC structure. Learn how to report investment income, shareholder distributions, and capital gains.

Form 2290 – Heavy Highway Vehicle Use Tax

Filing guides for vehicle owners and operators. Covers IRS tax rates, VIN corrections, and online filing options for the Heavy Vehicle Use Tax.

Form 706 – Estate and Generation-Skipping Transfer Tax Return

Executor filing guides for estate tax returns. Learn how to value assets, report deductions, and calculate estate tax for each year’s threshold and exemption.

Form 709 – Gift Tax Return

Annual instructions for reporting taxable gifts and generation-skipping transfers. Includes IRS thresholds, exclusions, and e-file steps for accurate submission.

Form 720 – Quarterly Federal Excise Tax Return

Comprehensive filing instructions for excise taxes on goods, fuel, and services. Includes quarterly due dates, category breakdowns, and credit claim guidance.

Form 990-EZ – Return of Organization Exempt from Income Tax

Simplified return instructions for smaller nonprofits. Learn how to report revenue, assets, and charitable activity while maintaining IRS exempt status.

Form 990-N – Electronic Notice (e-Postcard) for Small Nonprofits

Step-by-step submission guides for small nonprofits eligible to file the Form 990-N e-Postcard instead of a full return.

Form 990-PF – Return of Private Foundation

Annual filing instructions for private foundations. Includes excise tax reporting, grant-making details, and IRS disclosure compliance.

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