Tax Forms 2023

January 15, 2023

Broad City image via Giphy.com

2023 is here, with no new, major tax laws, not even any passed in the final days of December 2022, anywhere in sight!

Does that mean we won’t see tax form changes? No. Taxes and the forms we use to report them or claim tax breaks are always tweaked to reflect the needs of the current filing season.

To try to keep track of these changes, the ol’ blog is continuing an annual special page dedicated to tax forms. This feature is now in its fourth year, evolving (like Internal Revenue Service paperwork) from Tax Form Tuesday in 2020 to Tax Forms Fiesta! in 2021 to Talking Tax Forms in 2022.

For 2023, I’ve gone back to basics. On this iteration, known simply as Tax Forms 2023 (and I suspect this format will be the ongoing template), you’ll find posts that mention, and sometimes focus on, IRS forms you might run across while filing.

Some are documents you have to complete. Others are the statements (or forms) that you’ll get to help you file your return.

While I’m filling out this new Tax Forms 2023 page, which still has the GIF of Broad City star Ilana Glazer because she’s brilliant and it works, you can always peruse the forms that were featured in the aforementioned 2020’s Tuesdays, 2021’s Fiesta!, and 2022’s Talking Tax Forms.

2 NY counties get winter storm disaster tax relief (Form 4506, Request for Copy of Tax Return, and Form 4506-T, Request for Transcript of Tax Return | posted Jan. 6, 2023)
Time to track your 2023 tax deductible business miles (Schedule C, Profit or Loss From Business (Sole Proprietorship) [Part IV] | posted Jan. 8, 2023)
Tax documents you need to file your 2022 return (Many and varied | posted Jan. 11, 2023)
1099-K reporting delay yays and nays (Form 1099-K, Payment Card and Third-Party Network Transactions | posted Jan. 14, 2023)
Don’t miss out on EITC, but note the 2022 tax return changes (Form 1040 Schedule EIC | posted Jan. 29, 2023)
When tax Groundhog Day – amending an earlier 1040 – is a smart move (Form 1040-X | posted Feb. 2, 2023)
Reporting Super Bowl and other gambling winnings on IRS Schedule 1 (Form 1040 Schedule 1, Part 2 | posted Feb. 13, 2023)
Don’t miss these 24 tax deductions that don’t require itemizing (Form 1040 Schedule 1, Part 2 | posted Feb. 15, 2023)
How to get your tax withholding just right (Form W-4 | posted Feb. 17, 2023)
Got more than wage income? Here’s how to report it. (Form 1040 Schedule 1, Part 1 | posted Feb. 21, 2023)
6 tips on how to file your taxes when you’re missing tax statements (Form 4852 | posted March 2, 2023)
Decoding your W-2 (Form W-2; updated March 3, 2023)
Child care tax credit returns to lower pre-COVID levels, but still worth a look (Form 2441, Child and Dependent Care Expenses| posted March 5, 2023)
Save some tax green by going greener at home (Form 5695, Residential Energy Credits | March 16, 2023)
Form 4868, the tax procrastinator’s best friend (From 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | March 19, 2023)
April 1 is RMD deadline for some. No fooling. (Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | March 20, 2023)
Letting the IRS figure your taxes (not possible if you must file Forms 2555, Foreign Earned Income; Form 4137, Social Security and Medicare Tax on Unreported Tip Income; Form 4970, Tax on Accumulation Distribution of Trusts; Form 4972, Tax on Lump-Sum Distributions; Form 6198, At-Risk Limitations; Form 6251, Alternative Minimum Tax—Individuals; Form 8606, Nondeductible IRAs; Form 8615 Tax for Certain Children Who Have Unearned Income; Form 8814, Parents’ Election to Report Child’s Interest and Dividends; Form 8839, Qualified Adoption Expenses; Form 8853, Archer MSAs and Long-Term Care Insurance Contracts; Form 8889, Health Savings Accounts (HSAs); or Form 8919, Uncollected Social Security and Medicare Tax on Wages | posted March 26, 2023)
RMD age increase and wrong notices create tax confusion for some retirement account owners (RMD Uniform Lifetime Table, Table III-Appendix B in IRS Publication 590-B | posted March 27, 2023)
6 family-friendly tax credits (Form 1040 Schedule 3; Schedule 8812, Credits for Qualifying Children and Other Dependents; Form 8839, Qualified Adoption Expenses; Form 2441, Child and Dependent Care Expenses; Schedule EIC, Earned Income Tax Credit | posted March 29, 2023)
Some state refund recipients should amend their federal tax returns (Form 1040-X, Amended U.S. Individual Income Tax Return | posted April 11, 2023)
July 17, 2023, is deadline to claim $1.5 billion in 2019 tax year refunds (Form 1040, 2019 tax year | posted April 12, 2023)
Estimated taxes: Why, when, and how to pay them (Voucher 1040-ES | posted April 13, 2023)
In claiming potential $7,500 EV tax credit, note delivery date & other rules (Form 8834, Qualified Electric Vehicle Credit | posted April 21, 2023)
Let the IRS know when you move (Form 8822, Change of Address | posted April 26, 2023)
IRS to resume sending suspended tax notices (IRS Notice CP14, Balance Due | posted May 9, 2023)
Missing appraisals reduce donor’s charitable tax deduction (Form 8283 Noncash Charitable Contributions | posted May 14, 2023)
House, Senate bills look to increase 1099-K reporting level (Form 1099-K, Payment Card and Third Party Network Transactions | posted May 22, 2023)
Tax breaks that can help businesses with hiring (Form 8826, Disabled Access Credit; Form 8850, Pre-screening Notice and Certification Request for the Work Opportunity Credit | posted May 30, 2023)
Oregon man gets jail time, $30 billion IRS bill for employment tax evasion scheme (Third-Party Employment Tax providers’ forms: Form 8973, Certified Professional Employer Organization/Customer Reporting Agreement; Form 8655, Reporting Agent Authorization; Form 8655, Reporting Agent Authorization | posted June 2, 2023)
Document your property for tax, insurance claims before storms hit and A pre-disaster inventory can pay off when filing insurance or tax claims (IRS Publication 584, Casualty, Disaster, and Theft Loss Workbook (Personal-Use Property); IRS Publication 584-B, Business Casualty, Disaster, and Theft Loss Workbook | posted and updated, respectively, June 4, 2023)
Californians in disaster areas get erroneous IRS tax due notices (IRS Notice CP14, Balance Due $5 or More, No Math Error | posted June 8, 2023)
Ways to pay estimated taxes (1040-ES voucher | posted June 12, 2023)
Las Vegas lawmaker seeks higher slot machine tax reporting threshold (Form W-2G, Certain Gambling Winnings | posted June 13, 2023)
Use federal home energy tax credits to fight the heat (Form 5695, Residential Energy Credits | posted June 16, 2023)
Tips if the IRS audits your business’ ERC claim (Form 941-X, Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund | posted June 23, 2023)
IRS sending second clarification notice to disaster area filers (IRS Notice CP14, Balance Due $5 or More, No Math Error, and IRS Notice CP14CL, clarification of incorrect CP14 mailing | posted June 28, 2023)
One week left to collect your 2019 tax year refund (Form 1040, 2019 tax year | posted July 10, 2023)
Why IRS direct tax return filing is a bad idea (Form 843, Claim for Refund and Request for Abatement | posted July 15, 2023)
July 31 is Tax Day for those in disaster areas in 4 states (Form 1040, U.S. Individual Income Tax Return; Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | posted July 20, 2023)
IRS ends most unannounced revenue officer home visits (725-B Appointment Letter to discuss the outstanding tax issues | posted July 24, 2023)
IP PINs recommended to thwart tax ID thieves (Form 15227, Application for an Identity Protection Personal Identification Number | posted July 25, 2023)
IRS sets paperless tax goals for 2024, 2025 (most forms to be digitized | posted Aug. 2, 2023)
Watch for these data theft red flags, by tax and other financial crooks (Form 14039, Identity Theft Affidavit | posted Aug. 8, 2023)
College financial aid via FAFSA is getting some tweaks (Free Application for Federal Student Aid aka FAFSA form | Aug. 12, 2023)
FinCEN, IRS-CI take steps to stem construction industry payroll tax fraud (Financial Crimes Enforcement Network aka FinCEN Notice FIN-2023-NTC1; Form 4852, Substitute for Form W-2, Wage and Tax Statement | Aug. 15, 2023)
State general welfare payments in 2023 remain federally tax-free (Schedule A itemized deductions | Aug. 30, 2023)
Being the boss tax basics (Schedule C business income; Schedule SE self-employment tax; Form 1040 Schedule 1 adjustments to income; Form 1040-ES estimate tax voucher | Sept. 4, 2023)
4 tax moves to consider this September (Form 1040-ES, estimated tax; Form 1065, partnerships; Form 1120-S, corporations; Form W-4, withholding | Sept. 5, 2023)
Artificial grass tax evasion scheme ends in real prison time for company owner (Form W-9, taxpayer identification number for contractors; Form 1099-NEC, nonemployee compensation | Sept. 15, 2023)
Swifties & BeyHive provide the IRS with targets for lower resale tax reporting law (Form 1099-K, Payment Card and Third-Party Network Transactions | Sept. 23, 2023)
New IRS bots available to help resolve tax payment notices (IRS Notices CP2000, CP2501, and CP3219A about mismatch of reported income | Sept. 26, 2023)
$10,000+ cash transaction reporting changes coming in 2024 (Form 8300, Report of Cash Payments Over $10,000 Received in a Trade or Business | Oct. 04, 2023)
Oct. 16 also is deadline for some self-employed retirement account contributions (Form 5305-SEP, Simplified Employee Pension | Oct. 9, 2023)
IRS allows businesses to withdraw improper ERC claims (Forms 941-X, 943-X, 944-X, and CT-1X | Oct. 22, 2023)
IRS extends digital signature, certain email options (Forms that the IRS allows to be digitally filed | Nov. 5, 2023)
1099-K lower reporting threshold delayed again, this time to 2025 (Form 1099-K | Nov. 21, 2023)
Getting an IP PIN is a smart taxpayer security move (Form 15227 (EN-SP), Application for an Identity Protection Personal Identification Number (IP PIN) | Nov. 30, 2023)
How to report tax scams and fraud (Form 14242, Report Suspected Abusive Tax Promotions or Preparer; Form 14157, Return Preparer Complaint; Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit | Dec. 1, 2023)
Mutual fund taxes require December attention (Form 1099-DIV; Form 1099-INT; Form 1099-B | Dec. 7, 2023)
ACA’s premium tax credit is key in health care coverage considerations (Form 8962, Premium Tax Credit | Dec. 11, 2023)
IRS welcomes voluntary disclosure of dubious ERC claims (Form 15434, Application for Employee Retention Credit Voluntary Disclosure Program; Form 433-B, Collection Information Statement for Businesses | Dec. 22, 2023)

And if you want more info on other forms not featured here, check out the ol’ blog’s Forms category. It will show Tax Forms 2023 entries (and the prior year’s collections), as well as other tax documents that I’ve posted about over the years, with the newest post first. Just keep scrolling.