Tax planning and compliance for investors
Free Online Guides
Learn all the ways you can obtain IRS forms and taxpayer publications.
There are various ways to obtain IRS forms and publications. Depending on your circumstances you may find one method faster or more convenient than another. Here's a rundown on what to get and where to get it.
Sometimes the instructions for an IRS form are printed on the same sheet as the form. In many cases the instructions are separate. Be sure to get the instructions when you get the form. Even if you don't need forms, you may find it helpful to get instructions. For example, you may need to understand why the tax software is making certain entries on a tax form. And while you're at it, think about whether you need an IRS publication, too. The publications are free and often provide additional information that doesn't appear in the instructions.
Most IRS forms can be filed on photocopies or computer printouts. For these items you don't need a form that's printed by the IRS. There are a few exceptions because of the way the IRS uses computers to process the forms. These exceptions generally come with a prominent instruction that you must file an original form.
The IRS offers a way for you to download forms and publications from their web site. They don't make it as easy as it should be, though. We offer a better way in Fairmark's Fast Form Finder. But here's a link if you prefer to visit the Forms and Publications page on the IRS web site.
A limited selection of IRS forms can be found during tax season at many banks and post offices. You can also pick up forms at many libraries, where you may find a wider selection either in a looseleaf binder (use the photocopier) or on a CD-ROM (read them at a computer and print the ones you need). And of course you can pick up forms and publications at a local IRS office.
If you don't need the forms or publications immediately, you can call the IRS and request that they mail these items to you. There's no charge for this service. You'll receive the requested items in about three months. (Just kidding, we hope. IRS says within 10 days.) Call 1-800-TAX-FORM (1-800-829-3676) during regular business hours.
The IRS used to provide a way to obtain forms on your fax machine but the service appears to have been discontinued.
It's hard to imagine you'd want to do this, but the IRS says you can write to them requesting forms, at the following address, which we did not make up:
Internal Revenue Service
1201 N. Mitsubishi Motorway
Bloomington, IL 61705-6613
|That Thing Rich People Do|
|The fastest, easiest way to learn the principles of investing.|
|Our complete guide to Roth IRAs and Roth accounts in 401k and similar plans: choosing, creating, building and using these accounts.|
|Consider Your Options|
|A plain-language guide for people who receive stock options or other forms of equity compensation.|
|Equity Compensation Strategies|
|A text for financial advisors and other professionals who offer advice on how to handle equity compensation including stock options.|
|Capital Gains, Minimal Taxes|
|Tax rules and strategies for people who buy, own and sell stocks, mutual funds and stock options.|