Individuals use Form 1040 and its related schedules for most federal tax filings. However, certain taxpayers — like fiduciaries, corporations, estates, or exempt organizations — must use specialized IRS forms for federal tax purposes.
These tax forms cover areas such as:
These IRS forms are designed for distinct filing situations. Fiduciaries use Form 1041 to report interest, dividends, or investments earned by estates or trusts. Corporations file the Form 1120 series to declare income, expenses, credits, and payments withheld by an employer or partner.
Resident aliens, citizens, and other taxpayers must include their Social Security number or taxpayer identification number on every information return to avoid delays or notice errors.
If you earn self-employment income, receive wages or gambling winnings, or report interest, your deductions and additional income may appear on the exact schedules — Schedule C, Schedule D, or Schedule SE — alongside other federal tax filings.
For every form, you’ll find:
You can use these to prepare your return, request an extension, or review prior filings. The IRS offers free publications for individual income tax return filers and federal specialty forms users.
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.
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.
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.
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.
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.
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.
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.
Don’t risk IRS penalties or delays by filing complex federal specialty forms alone.
Let Get Tax Relief Now handle your Form 1120, Form 1041, Form 706, and more — accurately and on time.