Forms

U.S. Federal Income Tax

Forms and Publications (IRS)

Downloadable forms and instructions from the IRS, searchable by number, date, topic, or keyword. Includes a "Forms and Publications Finder" search engine in the left margin.

Obtaining U.S. Federal Income Tax Forms, Instructions, and Publications (UNT Libraries)

Instructions on how to obtain IRS products on the Internet, by mail, by telephone, or in person.

How to Contact the IRS (IRS)

Information on where to file; addresses and phone numbers of IRS offices and services, indexed by state.

State and Local Taxes

State Tax Forms (Federation of Tax Administrators)

Links to official state sites with downloadable forms and electronic forms for online filing.

State and Local Tax (TaxSites.com)

Comprehensive list of state tax resources, arranged alphabetically by state.

STAR - Texas State Tax Automated Research System (Texas Comptroller of Public Accounts)

Comprehensive online tax policy research system that allows you to obtain numerous document types from virtually every tax administered by the Comptroller.

Texas Taxes (Window on State Government)

Tax information from the Texas State Comptroller of Public Accounts.

On the Internet

This is the fastest and most timely method to obtain tax products.

The following services are available on the IRS Forms and Publications page:

• Obtain answers to frequently asked tax questions.
• Search IRS publications by topic or keyword.
• Obtain tax forms, publications, and instructions for the current tax year and for prior years.
• Calculate your tax deductions with the IRS Withholding Calculator.
• Complete your tax forms online.
• Send comments and request help via e-mail.
• Sign up for IRS Tax Tips and other online subscription services to receive regular updates about federal taxation.

By Telephone

The IRS provides many tax services by telephone. You will not be charged for your call unless your local telephone company charges you for local calls.  Hours of service vary, but the best times to call are usually before 9:00 a.m. and between 3:00 and 4:30 p.m.

Before You Call

You can help the IRS service representatives provide accurate, complete answers to your questions by having the following information available:

• The tax form, schedule, or notice to which your question relates.
• The facts about your particular situation.  The answer to the same question often varies from one taxpayer to another because of differences in their age, income, whether they can be claimed as a dependent, etc.
• The name of any IRS publication or other source of information that you used to look for the answer.

To protect and maintain your individual account security, you may be asked for your Social Security Number (SSN), date of birth, or IRS Personal Identification Number (PIN) if you have one.

You will also need to provide :

• The amount of your refund
• The filing status shown on your tax return
• The caller ID number shown at the top of any notice you received
• The numbers in your street address, or your ZIP code

If you are asking for an installment agreement to pay your tax, you will be asked for the highest amount you can pay each month and the date on which you can pay it.

Making the Call

IRS Forms and Publications: (800) 829-3676

Request tax forms and instructions for current and prior years, as well as free publications on a variety of topics. This service is available 24 hours a day, 7 days a week.

IRS Tax Help Line for Individuals: (800) 829-1040

Request assistance with filling out your tax form. Available in English and Spanish. Normal hours of operation are Monday through Friday 8:00 a.m. to 8:00 p.m. local time. (Alaska and Hawaii should follow Pacific Time.)

IRS Refund Hotline: (800) 829-1954

For refund information, have a copy of your current tax return, your social security number, filing status from the front of your Form 1040, and the exact whole dollar amount of your refund.

IRS Taxpayer Advocate: (877) 777-4778

This IRS program provides assistance for taxpayers whose tax problems have not been resolved through normal channels. The goals of the Taxpayer Advocate Service are to protect individual and business taxpayer rights and to reduce taxpayer burden.

TeleTax Recorded Tax Information: (800) 829-4477

Listen to recorded messages providing basic information on more than 100 tax topics. This Touch-Tone service is available 24 hours a day, 7 days a week. For a directory of topics, listen to topic number 123. You may listen to as many topics as you like during your call. Have paper and pencil handy to take notes.

TeleTax will also let you check the status of your income tax refund. You will need to provide the filing status you used on the return and the dollar amount of the expected refund. Automated refund information is generally available four to five weeks after you have filed your tax return.

IRS Business and Specialty Help Line: (800) 829-4933

Business taxpayers that have questions relating to their entity can call the IRS for business and specialty help (in English and Spanish).

Employer Identification Number: (800) 829-4933

Call IRS to apply for an Employer Identification Number (EIN).

IRS TE/GE Customer Account Services: (877) 829-5500

You may direct your technical and procedural questions concerning charities and other non-profit organizations to IRS Tax Exempt and Government Entities Customer Account Services. For taxpayers who need tax information or assistance relating to Tax Exempt or Government Entities, Tax Exempt Bonds, Employer/Employee Pension Plans, or Indian Tribal Agreements.

Tax Help for US Taxpayers Residing in Canada: (215) 516-2000

Call this number to clarify issues pertaining to Canadian and U.S. tax issues and tax treaties. You can also find much information on this topic online at the Canadian and U.S. Tax Issues page.

Community Based Outlet Program: (916) 974-5833

The IRS and local community organizations across the country are working together to increase the availability of federal tax forms, publications, and other tax products. Organizations that join the program will receive free tax products that provide tax information for employees or the public. IRS partners include corporations, copy centers and office supply stores, local governments, credit unions, and grocery stores and pharmacies.

TTY/TDD Telephone Service: (800) 829-4059

Available for the deaf and hearing-impaired who have access to a teletypewriter/telecommunications device for the deaf (TTY/TDD) equipment. Note: This number is answered only by TTY/TDD equipment.

Before You Hang Up

If you are speaking to an IRS representative, let the representative know if you do not fully understand the answer you receive, or if you feel the representative does not fully understand your question. The representative will be happy to take additional time to be sure he or she has answered your question fully.

By law, you are responsible for paying your fair share of federal income tax. Even if an IRS representative makes an error in answering your tax question, you are still required by law to pay the correct amount of tax. Should such an error occur, however, you will not be charged any penalty.

The IRS uses several methods to make sure that IRS representatives give accurate and courteous answers. One method is to record telephone calls (for quality assurance purposes only). A random sample of recorded calls is selected for review through the quality assurance process. Other methods include listening to live calls in progress and choosing a random selection of customers for participation in a Customer Satisfaction Survey. No record is kept of any taxpayer's identity.

In Person

Tax Advice

Library employees can neither give you tax advice nor help you complete your tax forms, but you can get free advice from the IRS by calling 1-800-829-1040, or by consulting the IRS Website.

Many of the most frequently asked tax questions are answered in two booklets published by the IRS: Your Federal Income Tax (IRS Publication 17) and Tax Guide for Small Business (IRS Publication 334). These booklets are on reserve at the Government Documents Service Desk in Willis Library.

Also available are the following specialized publications likely to be of interest to individuals in the university community:

• Publication 3 – Armed Forces’ Tax Guide
• Publication 519 – U.S. Tax Guide for Aliens
• Publication 526 – Charitable Contributions
• Publication 463 – Travel, Entertainment, Gift, and Car Expenses
• Publication 521 – Moving Expenses
• Publication 587 – Business Use of Your Home
• Publication 901 – U.S. Tax Treaties
• Publication 970 – Tax Benefits for Education

By Mail

You can order many of the current year’s tax forms and publications for delivery by U. S. mail by going to the IRS Forms and Publications by U.S. Mail Web page.

The search box on the page will perform a simple search of exactly what you have entered (ignoring upper and lower case differences). For example, if you wish to find Form 2441 – Child and Dependent Care Expenses, you could search for 2441, child, dependent, etc.

You may order up to 10 different products for delivery by U.S. mail. You will receive two copies of any form that you order and one copy of any publication. (If you need more than the quantity allowed with this service, please call 1-800-829-3676 to place your order.) Applicable instructions are automatically added to all forms orders, but are not available to order separately. When you have finished selecting items, you may proceed to checkout.

Please allow up to 15 days for processing and delivery.

Be aware that not all tax products are available through this Web page and that quantities are limited. If you cannot locate a tax product, or need a tax product from a prior year, visit the IRS Forms and Publications page to download products or call 1-800-829-3676 to place your order.