Tax Forms 2025

January 26, 2025

Broad City image via Giphy.com

Another new tax year has arrived. And for the third consecutive year, it comes in on the heels of a year in which we didn’t see any major changes to the Internal Revenue Code.

Does that mean we won’t see tax form changes in 2024? 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.

In most cases, the changes reflect some automatic adjustments to amounts due to inflation. The most common here is the standard deduction amounts listed on Form 1040.

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 sixth, evolving (like Internal Revenue Service paperwork) from Tax Form Tuesday in 2020 to 2021’s Tax Forms Fiesta! in 2021 to Talking Tax Forms in 2022 to the even more concise Tax Forms 2023 and Tax Forms 2024.

You’ll notice that naming convention continues, with this Tax Forms 2025 page.

That’s not the only consistent feature. Keeping with the if it ain’t broke, don’t fix it mantra, this page generally will include posts that mention, and sometimes focus on, IRS forms you might run across while filing your annual return or meeting other tax responsibilities.

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 2025 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 prior year tax form pages mentioned (and linked) earlier.

Now to 2025’s featured forms, or since it’s still early in the new filing season, some of those that helped wind down 2024.

Students should study up on these 2 education tax credits (Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits); Form 1098-T, Tuition Statement | May 14, 2025)
Green energy tax credits, including solar options, on the GOP tax bill chopping block (Form 5964, Residential Energy Credits | May 13, 2025)
Tariff and other tax scams on IRS Small Business Week radar (Form 8822-B, Change of Address or Responsible Party – Business | May 8, 2025)
House bills seek to ease tax burden of seniors and Social Security recipients (Form 1040-SR, U.S. Income Tax Return for Seniors | May 7, 2025)
Educators expenses tax deduction is Uncle Sam’s small thank you to teachers (Form 1040 Schedule 1, Adjustments to Income | May 6, 2025)
May tax moves that could make for merrier savings (Form W-4, Employee’s Withholding Certificate | May 1, 2025)
May 1 is disaster-delayed Tax Day for filers in 8 states (Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return; Form 1040 and 1120 series returns | April 27, 2025)
Tax records: What to keep and for how long (IRS Publication 17, Your Federal Income Tax for Individuals | April 24, 2025)
6 last-minute tax-filing tips (Form 1040, U.S. Individual Income Tax Return; Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 14, 2025)
April 15 is the deadline for more than just filing Form 1040 (Form 1040, U.S. Individual Income Tax Return; Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; Form 1040-ES, estimated tax payment voucher; Financial Crimes Enforcement Network (FinCEN) Form 114, Reports of Foreign Bank and Financial Accounts (FBAR) | April 13, 2025)
15 filing tips for the last weekend before Tax Day (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; Form 1099-K, Payment Card and Third Party Network Transactions; Form 1040, U.S. Individual Income Tax Return | April 11, 2025)
Tax filing extension details for taxpayers with an already disaster-extended deadline (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 10, 2025)
April 15 means dual filings for estimated tax payers (Form 1040-ES, Estimated Tax, 2025 Payment Voucher 1 | April 9, 2025)
April 15 is not Tax Day for taxpayers abroad or in 12 disaster-area states (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; IRS Publication 3, Armed Forces’ Tax Guide; IRS Publication 547, Casualties, Disasters, and Thefts | April 7, 2025)
File for an extension if you can’t finish your taxes by April 15 (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 6, 2025)
IRS payment plans available if you owe but can’t pay in full (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return | April 4, 2025)
5 tax moves to make this April (Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return; Form 1040-ES, Estimated Tax for Individuals | April 1, 2025)
How to file when missing your earnings’ statements (Form W-2, Wage and Tax Statement; 1099 forms; Form 4852, Substitute for Form W-2, Wage and Tax Statement; Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.; Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | March 26, 2025)
The IRS isn’t fooling around. April 1 is RMD deadline for some (Uniform Lifetime, or Table III, found in Appendix B of IRS Publication 590; Form 5498, IRA Contribution Information; Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | March 25, 2025)
Advantages of ABLE savings accounts (Form 1099-QA, Distributions from ABLE Accounts; IRS Form 5498-QA, ABLE Account Contribution Information; IRS Publication 907, Tax Highlights for Persons with Disabilities; IRS Form 8880, Credit for Qualified Retirement Savings Contributions | March 21, 2025)
When to consider annualized income estimated tax payments (Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and Trusts | March 20, 2025)
IRS adds W-2 and 1099-A forms to taxpayer online accounts (Form W-2, Wage and Tax Statement; Form 1099-A, Health Insurance Marketplace Statement | March 4, 2025)
Don’t fall victim to any of this year’s Dirty Dozen tax scams (Form 4136, Credit for Federal Tax Paid on Fuels; Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals; Schedule H (Form 1040), Household Employment Taxes; Form W-2, Wage and Tax Statement; Form 1099-NEC, Nonemployee Compensation; Form W-2G, Certain Gambling Winnings; Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.; Form 1099-DIV, Dividends and Distributions; Form 1099-OID, Original Issue Discount; Form 1099-B, Proceeds From Broker and Barter Exchange Transactions; Schedule K-1 for partnerships, S corporations, and estates and trusts | Feb. 27, 2025)
10 tips to help you deal with an IRS tax notice (Form 4549, Income Tax Examination Changes |Feb. 21, 2025)
Make sure you got your 1099-K forms, and that they are correct (Form 1099-K, Payment Card and Third Party Network Transactions; Form 1040 Schedule 1, Additional Income and Adjustments to Income | Feb. 15, 2025)
24 tax deductions that don’t require itemizing (Form 1040, U.S. Individual Income Tax Return; Form 1040 Schedule 1, Additional Income and Adjustments to Income; Form 2106, Employee Business Expenses; Form 8889, Health Savings Accounts (HSAs); Form 3903, Moving Expense; Form 1099-INT, Interest Income; Form 1099-OID, Original Issue Discount; Form 8853, Archer MSAs and Long-Term Care Insurance Contracts; Form 4562, Depreciation and Amortization; Form 2555, Foreign Earned Income; Schedule K-1 (Form 1041), Beneficiary’s Share of Income, Deductions, Credits, etc.; Form 1099-K, Payment Card and Third Party Network Transactions | Feb. 4, 2025)
When Tax Groundhog Day, aka fixing a prior return by filing Form 1040-X, is wise (Form 1040-X, Amended U.S. Individual Income Tax Return; Form 1040-SR, U.S. Income Tax Return for Seniors; Form 1040-N, U.S. Nonresident Alien Income Tax Return | Feb. 2, 2025)
Don’t overlook the EITC, which could be worth thousands (Form 1040, U.S. Individual Income tax Return; Schedule EIC, Earned Income Credit; Form 2555, Foreign Earned Income | Jan. 31, 2025)
5 reasons to wait to file your tax return (Form 1099-K, Payment Card and Third Party Network Transactions; Form 1099-NEC, Nonemployee Compensation; Schedule K-1 (Form 1120-S), Shareholder’s Share of Income, Deductions, Credits, etc.; and Form 1040-X, Amended U.S. Individual Income Tax Return | Jan. 30, 2025)
IRS implements filing season changes to detect tax scams and return fraud (Form 1040, U.S. Individual Income Tax Return; Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding; Form 8805, Foreign Partner’s Information Statement of Section 1446 Withholding Tax; Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests; Form W2G, Certain Gambling Winnings;
Form 8959, Additional Medicare Tax; Schedule K1, Partner’s Share of Income, Deductions, Credits, etc.; and Form 4136, Credit for Federal Tax Paid on Fuels | Jan. 29, 2025)
Do you have to file a tax return? Probably (Form 1040, U.S. Individual Income Tax Return | Jan. 16, 2025)
What’s new on your 2024 federal tax return? (Form 1040, U.S. Individual Income Tax Return; Schedule 1, additional income and adjustments; Form 1099-K, Payment Card and Third Party Network Transactions; Form 8936, Clean Vehicle Credits; Schedule A (Form 8936), Clean Vehicle Credit Amount: and Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | Jan. 15, 2025)
Final 2024 estimated tax payment due Jan. 15 (Form 1040-ES, estimated tax payment voucher | Jan. 14, 2025)
Tax statements you need to file your 2024 tax return (A whole lot of forms and statements! | Jan. 13, 2025)
Free File 2025 is open with 8 familiar software options (Form W-2, annual wage statement; Form 1099-INT, interest paid; Form 1099-G, any refund, credit or offset of state and local taxes; Form 1099-DIV, dividend payments; Form 1099-R, retirement plan distributions; Form 1095-A, Health Insurance Marketplace Statement; Form 8962, Premium Tax Credit | Jan. 10, 2025)
Mark these key federal tax dates on your 2025 calendar (Form 1040, individual income tax return; Form 1040-ES, estimated tax payments; Form 4070, reporting of tip income; Form 1099, assorted compensation reporting; Form 4868, filing extension request | Jan. 7, 2025; updated Jan. 8, 2025)
6 January tax moves to make this Happy New 2025 Tax Year (Form 1040-ES, 2024 Estimated Tax Payment Voucher 4 | Jan. 6, 2025)
6 major life events that could affect your taxes (Form 1040, U.S. Individual Income Tax Return; Form 1040-SR, U.S. Income Tax Return for Seniors; Form W-4, Employee’s Withholding Certificate | Dec. 30, 2024)
Drive for business? Note your odometer’s Dec. 31 reading (Form 1040 Schedule C, Profit or Loss From Business (Sole Proprietorship)| Dec. 31, 2024)

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 2025 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.