There are three types of tax forms you may receive following a tax year. Most tax forms should be received shortly after the tax year; for example, you should receive your 2023 Tax Forms in early 2024. This includes IRS tax forms as well as state tax forms, such as your W-2 or W2 which would show your wages earned, taxes withheld, and other information. Below, each section has a description with instructions on what to do with each type of form you may receive.
Below, navigate to each item for various forms you may have received. Some forms require you to report them on your tax return; some are informational forms that you should store for your own records. Businesses and financial institutions generally fill out one or more IRS forms and then issue an additional form to the recipient of the income which they use to file their own taxes.
Forms or declarations you submit to employers, contractors, IRS, etc. These are not part of a tax return.
You File
- These 2023 Tax Year Forms are forms the eFile tax app will include for you while you prepare your 2022 tax return(s) online OR
- You complete the actual tax forms manually (on paper) before you mail them to the IRS and/or to the State Tax Agency.
eFile/File
2023 Tax Year income, deduction, expense, donation, etc. statements, receipts, or forms you will receive during 2024 for preparing your 2023 Return. Most of them will arrive early 2024 and generally must be issued by January 31, 2024. You will need these documents in order to prepare and eFile your 2023 Tax Return in 2024.
You Receive
A: Declarations, Forms you Complete and File During 2023
These are 2023 forms or declarations you can load, complete, and sign before you share or submit them to employers, contractors, etc. The forms in this section are ones you send or mail to the IRS or a state tax agency.
Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
Tax Year 2023 Employee's Tax Withholding Form. eFile.com has an entire section dedicated to
calculating, completing a W-4—see this page for completing a W-4 for 2023.
Tax Year 2023 Tax Withholding Form for Pension or Annuity Payments
Tax Year 2023 Request for Federal Income Tax Withholding from Sick Pay
Tax Year 2023 Application for ITIN-Individual Taxpayer Identification Number
Tax Year 2023 Application for Taxpayer Identification Number for Pending U.S. Adoptions
Tax Year 2023 COA—Certificate of Accuracy for IRS Individual Taxpayer Identification Number
Tax Year 2023 Request for Taxpayer Identification Number and Certification
2023 Dependent Care Providers Identification and Certification
B: 2023 Tax Return Forms During 2024
These 2023 IRS Tax Return Forms the eFile tax app will select for you when you prepare your taxes on on eFile.com. If you prepare your taxes via paper forms you complete the actual tax forms before you mail them to the IRS and/or to the respective state tax agency. Most tax forms can be e-filed—look for the eFileIT tag as well as the FileIT tag when you search for free tax forms online. See state tax forms including state amendments and extensions.
2023 Tax Return Forms you can e-File
C: 2023, 2024 Income and Deduction Forms, Documents, or Receipts
Below is a list of the most frequently reported income, deduction, charity, and expense forms, documents, or receipts your receive during a given tax year. These documents are for any given IRS or state income tax return due by the Tax Day deadline. Keep in mind not all of them might apply to every taxpayer. You might also receive forms not listed here. Make sure you review them carefully. Tip: Do not e-File your 2023 Tax Return unless you have received all your applicable forms, documents, or receipts. Per IRS regulation, you should have all forms by January 31 of the year you are preparing and filing your return.
Open this Prep-to-Tax-Prep List when you gather your forms and documents.
Wage and Tax Income Statement
4852 Substitute for Form W-2,
1099-R, etc. File this if you did not get a tax form and cannot retrieve a copy.
Certain Gambling Winnings Income
Health Insurance Marketplace
Health Insurance Coverage, Offer or Statement
Employer-Provided Health Insurance Form
1098-T Student Tuition Statement
1098-E Student Loan Interest Statement
Home Mortgage Interest Statement
Acquisition or Abandonment of Secured Property
Proceeds from Broker and Barter Exchange Transactions
Changes in Corporate Control and Capital Structure
Dividends and Distributions
Unemployment Compensation, or Certain Government Payments
Health Coverage Tax Credit (HCTC) Advance Payments
Payment Card and Third Party Network Transactions
Long-Term Care and Accelerated Death Benefits
Non Employee Compensation
Taxable Distributions Received From Cooperatives
Payments From Qualified Education Programs, including ABLE accounts (1099-QA)
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Proceeds From Real Estate Transactions
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Railroad Retirement Board Statement
Nonresident Alien Railroad Retirement Benefits
Social Security Benefit Statement
Nonresident Social Security Benefits
Scholarships, Fellowship Grants, and Other Grants: Taxable money a student receives to help in the pursuit of studies.
Profit, Loss Statement
Farm, Fishing Income: You may be able to avoid making tax estimate payments by e-Filing your return and paying your entire tax due on or before March 1, 2024 for your 2023 Return.
Receipts
Medical, Charity, and other expenses. For many of these qualifying deductions or expenses, you will receive informal documents you need to keep as part of your 2023 tax records in case you get audited.
4506-T, 4506-T-EZ Tax Return Copy, Income Forms etc. If you did not receive any of the above Income forms, check your online Transcript at your IRS account. Keep in mind, the IRS may have received the Income Form but not have posted it yet during the months of January-February for the previous year.
Coverdell ESA Contribution Information
Short Form Transcript Request for Individual Tax Return or other Tax Information: HSA, Archer MSA, or Medicare Advantage MSA Information.
You will need your 2022 Adjusted Gross Income—AGI—in order to eFile your 2023 Tax Return as proof of identity. See line 11 of your 2022 Form 1040. If you e-Filed your 2022 Return via eFile.com, your 2022 Adjusted gross income will be in your eFile.com account.
4852 Substitute for Form W-2
1099-R, etc. File this if you did not get this form.
List of forms issued by the payer and submitted to the payee and in most cases to the IRS: Form W-2, W-2G, 1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K and the Form 1099-K page, 1099-LS, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-R, 1099-S, 1099-SA, 1099-SB, 3921, 3922, 5498, 5498-ESA, 5498-QA, 5498-SA.
eFile your taxes online so you do not have to worry about filling out complicated IRS and state forms. Gather your forms from your employer or other financial institution and report simple figures on your eFile account. The respective forms are generated for you based on this. You can eFileIT through Tax Day of mid-April to be on time, but you can still e-file until mid-October. Late tax penalties may apply if you owe taxes and did not e-file an extension.