Individual income tax return
The main federal income tax return for individuals. The IRS page also includes Form 1040-SR and links to related schedules.
Forms & instructions IRS.govA LITTLE CLARITY, BEFORE YOU FILE
The right information.
A clearer next step.
A guide to common filings, with forms and instructions straight from the IRS and California Franchise Tax Board. We’ll help you understand which ones fit your situation.
Individual returns
Start with the return that brings your income, deductions, and credits together.
Extensions
More time to file generally does not mean more time to pay. Talk with our office about the deadline and payment that apply to you.
Individual filing extension
Used to request an extension of time to file an individual federal income tax return. Review the IRS instructions before submitting.
Forms & instructions IRS.govBusiness filing extension
Used to request a filing extension for certain business income tax, information, and other returns. The eligible return types are listed in the instructions.
Forms & instructions IRS.govBusiness returns
Your federal tax classification determines the return. An LLC designation alone does not tell you which form to file.
C-corporation return
Used by domestic corporations, unless exempt or required to use another return, to report income and calculate federal income tax.
Forms & instructions IRS.govS-corporation return
Used to report income, deductions, credits, and other items for a business with an S-corporation election in effect.
Forms & instructions IRS.govPartnership return
An information return reporting a partnership’s income, deductions, gains, losses, and other tax items.
Forms & instructions IRS.govContractors & information reporting
These forms have different jobs: collecting taxpayer information and reporting qualifying payments.
Taxpayer information request
Provides a taxpayer identification number and certification to a requester. Give a completed W-9 to the requester, rather than filing it directly with the IRS.
Forms & instructions IRS.govNonemployee compensation
Used by payers to report qualifying nonemployee compensation. Check the current instructions for reporting requirements and filing methods.
Forms & instructions IRS.govCALIFORNIA FILERS
State forms, in one place.
Find individual and business forms through the California Franchise Tax Board. Select the appropriate tax year and form type.
Find California formsThese are common starting points, not a complete list of filing requirements. Our office can help identify the returns and schedules that apply to your circumstances. Official source links reviewed October 8, 2026.
YOU DON’T HAVE TO SORT IT OUT ALONE