Individual Taxpayer Forms

This category includes forms for individuals filing personal income taxes, covering everything from the basic 1040 to forms for claiming deductions and filing amendments. These forms help taxpayers report income, claim credits, and comply with federal tax obligations. Examples include Form 1040, W-2, and 1040-X.

Montana Form EXPT
The Montana Form EXPT, officially titled the “Tax-Exempt Status Request Form for Income Taxes,” is a critical document used by…
Montana Form RW-1
The Montana Mineral Royalty Withholding Tax Payment Voucher Form RW-1 is an essential form used by taxpayers who are required…
Montana Form CIT
The Montana Corporate Income Tax Return (Form CIT) is a state-level tax form required for corporations conducting business in Montana.…
Montana Form 2
Montana Form 2, officially titled the Montana Individual Income Tax Return, is the primary state tax form used by Montana…
Form W-7
The IRS Form W-7, officially titled Application for IRS Individual Taxpayer Identification Number (ITIN), is used by individuals who are…
Form 4466
Form 4466 allows corporations that overpaid their estimated income tax during a tax year to apply for a quick refund…
Form 8995-A
Form 8995-A, “Qualified Business Income Deduction,” is used to determine the QBI deduction for taxpayers whose taxable income exceeds certain…
Form 8843
IRS Form 8843 is an important U.S. tax document required for certain alien individuals present in the United States. The…
Form 8615
IRS Form 8615, known as the “Kiddie Tax” form, applies to children who have unearned income above a certain threshold.…
Form 1040-EZ
IRS Form 1040-EZ is the simplest federal income tax return form designed for taxpayers with straightforward tax situations. It’s ideal…