Federal tax form updates and availability for tax software
Not sure if your federal forms are up-to-date? View our list of the latest forms available for Windows and Mac users. Checkmarks indicate forms that have been finalized in the most current update. Dates indicate when forms will be available.
Federal tax forms checklist
| Form name | Windows | Mac |
|---|---|---|
| Form 1040 and Schedules 1-3: US Individual Income Tax |  |
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| Form 1040-SR and Schedules 1-3: US Tax Return for Seniors | |
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| Background Worksheet: Background Information Worksheet | |
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| Dependents Worksheet: Worksheet for Dependents | |
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| Dependents Att Worksheet: Dependents Attachment Worksheet | |
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| Child Tax Credit Worksheet: Child Tax Credit Worksheet | |
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| W-2 Worksheet: Wage and Tax Statement | |
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| Non W-2 Wages: Worksheet for Wages Not on a W-2 | |
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| IRA Contributions: IRA Contribution Worksheet | |
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| Keogh/SEP/SIMPLE Contributions: Keogh/SEP/SIMPLE and Other Contributions | |
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| Form 1098-E: Student Loan Interest | |
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| Form 1099-G: Certain Government Payments | |
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| 1099-R Worksheet: Distributions from Pensions, etc. | |
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| Social Security Worksheet: Worksheet for Social Security Income | |
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| 1099-MISC Worksheet: Miscellaneous Income | |
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| 1099-NEC Worksheet: Nonemployee Compensation | |
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| 1099-K Worksheet: Payment Card Network Transactions | |
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| Attachments Worksheet: Form 1040 Attachments Worksheet | |
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| Last Year's Data Worksheet: Last Year's Data Worksheet | |
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| W-2G Worksheet: Statement of Gambling Income | |
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| Incentive Stock Option Worksheet: Incentive Stock Option Worksheet | |
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| Self-Employed Health Insurance: Self-Employed Health Insurance | |
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| Self-Employed Health Iterative: Self-Employed Health Iterative | |
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| Self-Employed Health Refigure: Self-Employed Health Refigure | |
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| Foreign Wages Not on a W-2: Foreign Wages Not on a W-2 | |
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| Schedule 8812: Additional Child Tax Credit | |
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| Schedule A: Itemized Deductions | |
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| Home Mortgage Interest Worksheet: Home Mortgage Interest Worksheet | |
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| Deductible Home Mortgage Interest Wkst: Deductible Home Mortgage interest worksheet - For Certain Home Mortgages | |
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| Charitable Worksheet: Charitable Donations Worksheet | |
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| Noncash or Item Donations: Noncash or Item Donations | |
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| State and Local Income Tax: State and Local Income Tax Payments Worksheet | |
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| Schedule B: Interest and Dividends | |
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| Interest Summary: Interest Income Summary | |
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| Form 1099-INT/OID: Interest Income Worksheet | |
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| Dividend Summary: Dividend Income Summary | |
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| Form 1099-DIV: Dividends and Distributions | |
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| Form 8938: Statement of Specified Financial Assets | |
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| Schedule C: Profit or Loss from Business | |
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| Schedule D: Capital Gains and Losses | |
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| Form 1099-B Account: Form 1099-B Account | |
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| Capital Gains and Losses Worksheet: Capital Gains and Losses | |
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| Sale of Home Worksheet: Sale of Home Worksheet | |
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| Form 8949: Dispositions of Capital Assets | |
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| Schedule E: Rents, Royalties, Partnerships, Etc. | |
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| Schedule E Part I Attachment: Schedule E Part I Attachment | |
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| Schedule E Part II Attachment: Schedule E Part II Attachment | |
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| Schedule E Part III Attachment: Schedule E Part III Attachment | |
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| Rentals and Royalties: Rentals and Royalties Worksheet | |
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| K-1 Partnership/S Corporation: K-1 (Partnership/S Corporation) Worksheet | |
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| K-1 Estate/Trust: K-1 (Estate/Trust) Worksheet | |
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| Schedule EIC: Earned Income Credit | |
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| Schedule F: Profit or Loss from Farming | |
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| Schedule H: Household Employment Taxes | |
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| Schedule J: Income Averaging for Farmers & Fishermen | |
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| Schedule LEP: Request for Change in Language Preference | |
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| Schedule R: Credit for Elderly or Disabled | |
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| Elderly/Disabled Credit: Worksheet for Elderly or Disabled Credit | |
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| Schedule SE: Self-Employment Tax | |
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| Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness | |
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| Form 1116: Computation of Foreign Tax Credit | |
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| Form 1116 (AMT): Foreign Tax Credit for AMT | |
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| Form 1310: Refund Due a Deceased Taxpayer | |
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| Form 2106: Employee Business Expenses | |
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| Form 2120: Multiple Support Declaration | |
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| Form 2210: Underpayment Penalty | |
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| Form 2210, Schedule AI: Underpayment of Estimated Tax--Sch. AI | |
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| Form 2439: Undistributed Long-Term Capital Gains | |
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| Form 2441: Child and Dependent Care Credit | |
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| Prior Year Credit Worksheet: Prior Year Credit Worksheet | |
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| Child/Dependent Care: Child/Dependent Care Worksheet | |
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| Form W-10: Dependent Care Provider | |
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| Form 2555: Foreign Earned Income | |
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| Form 3468: Investment Credit | |
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| Form 3800: General Business Credit | |
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| Form 3903: Moving Expenses | |
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| Form 4137: Social Security Tax on Unreported Tips | |
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| Form 4562: Depreciation and Amortization | |
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| Depreciation Summary: Summary of Assets | |
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| Depreciation Worksheet: Depreciation Worksheet | |
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| Vehicle Worksheet: Vehicle Expense Worksheet | |
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| Bonus Depreciation Election Out: Bonus Depreciation Election Out | |
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| Form 4684: Casualties and Thefts | |
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| Form 4797: Sales of Business Property | |
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| Form 4835: Farm Rental Income and Expenses | |
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| Form 4868: Automatic Extension of Time to File | |
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| Form 4952: Investment Interest Expense | |
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| Form 4972: Tax on Lump-Sum Distributions | |
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| Form 5329: Return for IRA and Retirement Plan Tax | |
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| Form 5405: Repayment of First-Time Homebuyer Credit | |
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| Form 5695: Residential Energy Credits | |
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| Form 6198: At Risk Limitations | |
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| Form 6251: Alternative Minimum Tax | |
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| Form 6252: Installment Sale Income | |
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| Form 6781: Section 1256 Contracts | |
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| Form 7206: Self-Employed Health Insurance Deduction | |
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| Form 8283: Noncash Charitable Contributions | |
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| Form 8332: Release of Claim to Exemption | |
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| Form 8379: Injured Spouse Allocation | |
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| Form 8396: Mortgage Interest Credit | |
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| Form 8453: US Individual Transmittal for On-Line Filing | |
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| Form 8582 - Page 1: Passive Activity Loss Limitations | |
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| Form 8582 Page 2 (Regular Tax): Passive Activity Loss Limitations | |
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| Form 8582 Page 3 (Regular Tax): Passive Activity Loss Limitations | |
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| Form 8582 Page 2 (AMT): Passive Activity Loss Limitations | |
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| Form 8582 Page 3 (AMT): Passive Activity Loss Limitations | |
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| Form 8586: Low-Income Housing Credit | |
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| Form 8606: Nondeductible IRAs | |
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| 8606 Worksheet: Form 8606 Worksheet | |
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| Returned IRA Contributions: Returned IRA Contributions | |
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| Form 8609-A: Annual Statement for Low-Income Housing Credit | |
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| Form 8615: Child With Unearned Income | |
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| Form 8801: Credit for Prior Year Minimum Tax | |
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| Form 8814: Parents' Election for Child's Income | |
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| Form 8815: Exclusion of Interest from Savings Bonds | |
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| Form 8818: Redemption of EE and I US Savings Bonds | |
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| Form 8822: Change of Address | |
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| Form 8822-B: Change of Address - Business | |
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| Form 8824: Like-Kind Exchanges | |
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| Form 8829: Expenses for Business Use of Your Home | |
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| Form 8839: Qualified Adoption Expenses | |
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| Form 8853: MSA Deduction | |
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| Form 8859: District of Columbia First-Time Homebuyer Credit | |
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| Form 8862: Information to Claim Certain Credits | |
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| Form 8863: Education Credits | |
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| Tuition Payments: Tuition Payments Worksheet | |
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| Form 8880: Credit for Qualified Retirement Savings Contributions | |
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| Form 8888: Allocation of Refund | |
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| Form 8889: Health Savings Accounts (HSAs) | |
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| Form 8936: Clean vehicle credit | |
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| 8936 Schedule A: Clean Vehicle Credit Amount | |
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| Form 8958: Allocation of Tax Amounts in Community Property States | |
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| Form 8959: Additional Medicare Tax | |
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| Form 8960: Net Investment Income Tax | |
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| Form 8962: Premium Tax Credit | |
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| Form 8962 Information: Form 8962 Information | |
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| Form 1095-A: Health Insurance Marketplace Statement | |
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| Form 8962 Part IV Attachment: Form 8962 Part IV Attachment | |
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| Form 8995-A Summary: Qualified Business Income Summary | |
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| Form 8995: Qualified Business Income Deduction Simplified Computation | |
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| Form 8995 Overflow Statement: Qualified Business Income Overflow | |
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| Form 8995-A: Qualified Business Income Deduction | |
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| Form 8995-A Schedule A: Specified Services Trade or Business | |
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| Form 8995-A Schedule C: Loss Netting and Carryforward | |
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| Form 8995-A Schedule D: Special Rules for Patrons of Cooperatives | |
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| QBI Statement: Qualified Business Income Safe Harbor Statement | |
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| Form 9000: Alternative Media Preference | |
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| Form 9465: Installment Payments of Tax | |
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| Form 1040-V: Payment Voucher | |
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| Form 1040-X: Amended U.S. Individual Income Tax Return | |
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| Form 1040-ES: Estimated Tax | |
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| Form SS-4: Application for Employer Identification Number | |
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| W-4 Worksheet: Employee's Withholding Certificate | |
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| H&R Block Tax Payment Planner: H&R Block Tax Payment Planner | 2/28/2025 | 2/28/2025 |
| Roth Conversions: Roth Conversion Worksheet | |
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| Roth Contributions: Roth Contribution Worksheet | |
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| Filing Status Calculator: Married Filing Joint vs. Separate Calculator | |
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| State Information: State Information Worksheet | |
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| Other State Tax Credit: Other State Tax Credit Worksheet | |
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| De Minimis Safe Harbor: De Minimis Safe Harbor | |
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| Small Taxpayer Safe Harbor: Small Taxpayer Safe Harbor | |
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| Clergy Worksheet 1: Clergy Worksheet 1 | |
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| Clergy Worksheet 2: Clergy Worksheet 2 | |
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| Clergy Worksheet 3: Clergy Worksheet 3 | |
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| Clergy 2106 Expense Statement: Clergy Worksheet for SE Tax Employee Business Expenses | |
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