Below are forms commonly associated with employment taxes; however, this list is not exhaustive. Form instructions are either included with the form itself or are included in a separate publication. The form, its related separate instructions (if applicable), and additional information about the form can be found by clicking the appropriate link.
Employment tax forms:
- Form 940, Employer's Annual Federal Unemployment Tax Return
- Form 941, Employer's Quarterly Federal Tax Return
- Schedule B (Form 941), Report of Tax Liability for Semiweekly Schedule Depositors
- Schedule D (Form 941), Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
- Schedule R (Form 941), Allocation Schedule for Aggregate Form 941 Filers
- Form 8974, Qualified Small Business Payroll Tax Credit for Increasing Research Activities
- Form 941-X, Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund
- Form 943, Employer's Annual Tax Return for Agricultural Employees
- Form 944, Employer’s Annual Federal Tax Return
- Form 945, Annual Return of Withheld Federal Income Tax
- Form CT-1, Employer's Annual Railroad Retirement Tax Return
- Form CT-2, Employer's Annual Railroad Retirement Tax Return
- Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips
Forms to obtain information from payees:
- Form I-9, Employment Eligibility Verification PDF
- Form W-4, Employee's Withholding Certificate
- Form W-4P, Withholding Certificate for Pension or Annuity Payments
- Form W-9, Request for Taxpayer Identification Number and Certification
- Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity and Welfare-to-Work Credits
Informational returns to furnish to payees and to file to the appropriate governmental agency:
- Form W-3, Transmittal of Wage and Tax Statements
- Form W-3C, Transmittal of Corrected Wage and Tax Statements
- Form 1096, Annual Summary and Transmittal of U.S. Information Returns
- Form 1094-C, Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
- Form 1042-T, Annual Summary and Transmittal of Forms 1042-S
Forms filed with the appropriate income tax return related to employment taxes:
- Schedule H (Form 1040 or 1040-SR), Household Employment Taxes
- Form 4137, Social Security and Medicare Tax on Unreported Tip Income
- Form 8919, Uncollected Social Security and Medicare Tax on Wages
- Form 8959, Additional Medicare Tax
- Form 3800, General Business Credit