Tax Library

– Stay up-to-date and current on tax regulations and laws –

Welcome to the Investment Concepts, Inc. Tax Library. We have put together a collection of resources to help you manage your taxes and prepare for the upcoming tax season.  


IRS Forms and Publications for Individuals

  • Form 1040  |  
US Individual Income Tax Return
    Annual income tax return filed by citizens or residents of the United States. 

  • Form W-9  |  
Request for Taxpayer Identification Number (TIN) and Certification
    Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

  • Form W-4
  |  Employee's Withholding Allowance Certificate
    Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

  • Form 9465  |  
Installment Agreement Request
    Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).


  • Form 4506-T 
  |  Application for IRS Individual Taxpayer Identification Number
    Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social
 security number.

  • Form 4506-T  |  
Request for Transcript of Tax Return
    Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

  • Form 8822  |  
Change of Address
    For Individual, Gift, Estate, or Generation-Skipping Transfer Tax returns.

  • Form 1040-EZ  |  
Income Tax Return for Single and Joint Filers With No Dependents
    Income tax return filed by certain citizens or residents of the United States.

  • Form 1040-ES  |  
Estimated Tax for Individuals
    Use Form 1040-ES to figure and pay your estimated tax.

  • Publication 17  |  
Your Federal Income Tax
    Explains the general rules for filing a federal income tax return.

  • Publication 590-B (2016)  |  
Distributions from Individual Retirement Arrangements (IRAs)
    Explains distributions from individual retirement arrangements (IRAs).

IRS Forms and Publications for Businesses

  • Form 941
  |  Employer's Quarterly Federal Tax Return
    Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

  • Form W-4  |  
Employee's Withholding Allowance Certificate
    Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.


  • Form W-2
  |  Wage and Tax Statement
    Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

  • Form 2290
  |  Heavy Highway Vehicle Use Tax
    Use Form 2290 to figure and pay the tax due on highway motor vehicles.

  • Form SS-4
  |  Application for Employer Identification Number (EIN)
    Use this form to apply for an employer identification number (EIN).


  • Form 1099-MISC  |  
Miscellaneous Income
    File this form for each person to whom you have paid various income during the year.


  • Schedule B (Form 941)  |  
Report of Tax Liability for Semiweekly Schedule Depositors
    Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

  • Form 1023  |  
Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
    Organizations file this form to apply for recognition of exemption from federal income tax under section 501(c)(3).

  • Form 940
  |  Employer's Annual Federal Unemployment (FUTA) Tax Return
    Use this form to report your annual Federal Unemployment Tax Act (FUTA) tax.


  • Publication 15
  |  Circular E, Employer's Tax Guide
    This publication explains your tax responsibilities as an employer.


Disclaimers

*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.

Source: Internal Revenue Service

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