Income Tax Information & Help

Income Tax Forms and Instructions

Download Federal Tax Forms and instructions.

Download Illinois Tax Forms and instructions.

Phone Numbers & Websites

Federal Forms and Publications

Federal Tax Forms

Order IRS forms by mail: Call 1-800-TAX-FORM (800-829-3676) Monday through Friday, 7:00 a.m. to 7:00 p.m. local time

IRS Assistance for Individuals - Before you call, check out the topics people ask about most.
1 800-829-1040

Taxpayer Advocate Service - If you are having tax problems and have not been able to resolve them with the IRS, you may be eligible for free TAS help.

IRS Get Ready Page - Steps to take now for tax filing season

Find your Local IRS Office - Before visiting your local office click on "Services Provided" to see what services are available.

Where to file IRS forms (in Illinois)

Illinois Forms and Publications

Illinois Tax Forms

IL Dept. of Revenue Taxpayer Assistance:
1 800 732-8866 or 217 782-3336

Where to file Illinois forms

Tax Help

Free Tax Help from The Center for Economic Progress (CEP) and Ladder Up - Free income tax preparation and electronic filing for families with annual incomes up to $55,000 and individuals with annual incomes up to $30,000. Volunteer tax preparers can assist in filing federal and state income tax returns. Most sites will be open between January 21 and April 18, 2017.

IRS - Free online filing - the IRS provides options for filing your taxes online.  Depending on your income and situation, you may be able to file for free.

Local Volunteer Tax Assistance

Notre Dame Club of Greater DuPage

Saturday, Feb. 25, March 4, 11, & 25
at 95th Street Library, Meeting Room A/B
9 a.m. – noon

Get free tax return preparation and e-filing for low-income families and individuals. Household income should be less than $54,000 a year.
Participants must bring the following paperwork in order to receive assistance in preparing their 2016 tax returns:

  • ​Proof of identification
  • Social Security cards for all members of the household
  • Wage and Earning Statements (W-2) or retirement income statements (SSA-1099 or 1099-R)
  • interest income from banks (Form 1099)
  • proof of health insurance coverage (Form 1095)
  • and a copy of 2015 federal income tax return

Appointments will not be accepted, and clients will be assisted on a first-come, first-served basis.  Numbers will be given out at the main entrance prior to when the library opens. Call Mike Domagola of the Notre Dame Club at 630-717-0439 with any questions.
Sponsored by the Notre Dame Club of Greater DuPage and Benedictine University.

Volunteer Income Tax Assistance (VITA)

January 30-April 15, 2017
at Loaves and Fishes, 
1871 High Grove Lane, Naperville
Loaves and Fishes will have volunteers from the Volunteer Income Tax Assistance (VITA) program for households earning less than $54,000 per year.
​Volunteers will be available by appointment on Mondays (5:00-8:00 p.m.), Wednesdays (4:00-8:00 p.m.), Saturdays (8:00 a.m.-12:00 p.m.) and Sundays (12:00 p.m.-3:00 p.m.)   For more information and to make an appointment, call 630-355-3663.

AARP Foundation Tax-Aide Program

February 6 through April 12, 2017
at Alfred Rubin Riverwalk Community Center,
395 W. Jackson Ave.
Appointments: Monday-Wednesday from 4-8 p.m. Appointments: Saturday and Sunday from 9 a.m.-1 p.m.
Volunteer tax preparers in the AARP Tax-Aide Program will provide free tax filing assistance to middle and low income people, especially seniors, by appointment only. Schedule an appointment: call the Naperville Park District at 630-848-3613 (10 a.m. - 2 p.m.) or 630-848-5000. Membership in AARP is not required. Please bring a photo ID and last year's tax return. More information including a list of documents to bring.

Tax Forms

Please note: This year the IRS will only be sending a few select forms for physical distribution. If we do not have the form you need, here are other ways to obtain them:

  1. Find the form below and click on the link to download it from the IRS website.
  2. Call the IRS at 1-800-829-3676 if you would like to order forms, instructions, or publications by mail.
  3. Order forms online here to be delivered by mail.

Federal Forms & Publications

FORM
DESCRIPTION
DOWNLOAD (PDF)
1040
U.S. Individual Income Tax Return
1040 Instr.
1040 Tax Table
1040 Instructions
Just the Tax Table portion of 1040 Instr.
1040A
U.S. Individual Income Tax Return
1040A Instr.
1040A Instructions
1040EZ
Income Tax Return for Single and Joint Filers With No Dependents
1040EZ Instr.
1040EZ Instructions
1040
(Schedule A)
Itemized Deductions
1040
(Schedule B)
Interest and Ordinary Dividends
1040
(Schedule C)
Profit or Loss from Business (Sole Proprietorship)
1040
(Sched C-EZ)
Net Profit from Business (Sole Proprietorship)
1040
(Schedule D)
Capital Gains and Losses
1040
(Schedule E)
Supplemental Income and Loss
1040
(Sched EIC)
Earned Income Credit
1040
(Schedule R)
Credit for the Elderly or the Disabled
1040
(Sched SE)
Self-Employment Tax
1040-ES
Estimated Tax for Individuals
1040-V
Payment Voucher
1040-X
Amended U.S. Individual Income Tax Return
1095-A
Health Insurance Marketplace Statement
1096
Annual Summary and Transmittal of U.S. Information Returns
Form (Info Copy Only)
1099-Misc
Miscellaneous Income
Form (Info Copy Only)
2106
Employee Business Expenses
2441
Child and Dependent Care Expenses
4562
Depreciation and Amortization (Including Information on Listed Property)
4868
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
5695
Residential Energy Credits
8283
Noncash Charitable Contributions
8822
Change of Address
8829
Expenses for Business Use of Your Home
8863
Education Credits (American Opportunity and Lifetime Learning Credits)
8949
Sales and other Dispositions of Capital Assets
Publ. 17
Your Federal Income Tax (For Individuals)
Publ. 334
Tax Guide for Small Business
        (2016 currently unavailable)
Publ. 501
Exemptions, Standard Deduction, and Filing Information
Publ. 523
Selling Your Home
        (2016 currently unavailable)
Publ. 529
Miscellaneous Deductions
Publ. 550
Investment Income and Expenses
        (2016 currently unavailable)
Publ. 4604
Use the Web for IRS Tax Products and Information

Illinois Forms

Click here to file your IL-1040 on MyTax Illinois

FORM
DESCRIPTION
DOWNLOAD (PDF)
IL-1040
Individual Income Tax Return
IL-1040-ES
2017 Estimated Income Tax Payments for Individuals
Use this form for payments that are due on April 18, 2017; June 15, 2017; September 15, 2017; and January 16, 2018.
IL-1040-V
Payment Voucher for Individual Income Tax
 
IL-1040-X
Amended Individual Income Tax Return
IL-1040-X-V
Payment Voucher for Amended Individual Income Tax
IL-505-I
Automatic Extension Payment for Individuals Filing Form IL-1040
IL-1310
Statement of Person Claiming Refund Due a Deceased Taxpayer
IL-2210
Computation of Penalties for Individuals
IL-4562
Special Depreciation
IL-4644
Gains from Sales of Employer's Securities Received from a Qualified Employee Benefit Plan
IL-4852
Substitute for Unobtainable Form W-2
Schedule 1299-C
Income Tax Subtractions & Credits (for individuals)
Schedule 1299-S
Obsolete - See the Illinois Department of Commerce and Economic Opportunity website for a list of enterprise zones, river edge redevelopment zones, and the DCEO contact information.
Obsolete
Schedule 4255
Recapture of Investment Tax Credits
Schedule CR
Credit for Tax Paid to Other States
Schedule F
Gains from Sales or Exchanges of Property Acquired Before August 1, 1969
Schedule G
Voluntary Charitable Donations
Schedule ICR
Illinois Credits
Schedule M
Other Additions and Subtractions for Individuals
Schedule NR
Nonresident and Part-Year Resident Computation of Illinois Tax

Other Illinois Tax Forms