Tax Library

We’ve put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you’ll find a selection of tools and information related to taxes and tax strategies.

Federal Tax Forms

Here you can view, print, or save commonly used tax forms and accompanying instructions for completing the forms. The links below will take you to the Internal Revenue Service website.

FormDescriptionInstructions
1040U.S. Individual Income Tax ReturnInstructions
1040AU.S. Individual Income Tax ReturnInstructions
1040EZU.S. Individual Income Tax ReturnInstructions
Sch AItemized DeductionsInstructions
Sch BInterest and Ordinary Dividendsn/a
Sch CProfit and Loss from BusinessInstructions
Sch DCapital Gains and LossesInstructions
Sch ESupplemental Income and LossInstructions
Sch EICEarned Income Creditn/a
Sch FProfit and Loss from FarmingInstructions
Sch HHousehold Employment TaxesInstructions
Sch JFarm Income AveragingInstructions
Sch RCredit for the Elderly or the DisabledInstructions
Sch SESelf-Employment TaxInstructions
W-4Employee’s Withholding Allowance Certificaten/a
W-4PWithholding Certificate for Pension or Annuity Paymentsn/a
W9Request for Taxpayer Identification Number and CertificationInstructions

Federal Tax Rates

These figures are for the 2021 tax year. Find your tax rate below.

Schedule X

Single

If taxable income is over:But not over:The tax is:
$0$9,95010% of taxable income
$9,950$40,525$995.00 plus 12% of the amount over $9,950
$40,525$86,375$4,664.00 plus 22% of the amount over $40,525
$86,375$164,925$14,751.00 plus 24% of the amount over $86,375
$164,925$209,425$33,603.00 plus 32% of the amount over $164,925
$209,425$523,600$47,843.00 plus 35% of the amount over $209,425
$523,600no limit$157,804.25 plus 37% of the amount over $523,600

Schedule Y-1

Married Filing Jointly or Qualifying Widow(er)

If taxable income is over:But not over:The tax is:
$0$19,90010% of taxable income
$19,900$81,050$1,990.00 plus 12% of the amount over $19,900
$81,050$172,750$9,328.00 plus 22% of the amount over $81,050
$172,750$329,850$29,502.00 plus 24% of the amount over $172,750
$329,850$418,850$67,206.00 plus 32% of the amount over $329,850
$418,850$628,300$95,686.00 plus 35% of the amount over $418,850
$628,300no limit$168,993.50 plus 37% of the amount over $628,300

Schedule Y-2

Married Filing Separately

If taxable income is over:But not over:The tax is:
$0$9,95010% of taxable income
$9,950$40,525$995.00 plus 12% of the amount over $9,950
$40,525$86,375$4,664.00 plus 22% of the amount over $40,525
$86,375$164,925$14,751.00 plus 24% of the amount over $86,375
$164,925$209,425$33,603.00 plus 32% of the amount over $164,925
$209,425$314,150$47,843.00 plus 35% of the amount over $209,425
$314,150no limit$84,496.75 plus 37% of the amount over $314,150

Schedule Z

Head of Household

If taxable income is over:But not over:The tax is:
$0$14,20010% of taxable income
$14,200$54,200$1,420.00 plus 12% of the amount over $14,200
$54,200$86,350$6,220.00 plus 22% of the amount over $54,200
$86,350$164,900$13,293.00 plus 24% of the amount over $86,350
$164,900$209,400$32,145.00 plus 32% of the amount over $164,900
$209,400$523,600$46,385.00 plus 35% of the amount over $209,400
$523,600no limit$156,355.00 plus 37% of the amount over $523,600
Source: Internal Revenue Service, 2020

Federal Tax Publications

You can view or print the most popular IRS publications by simply clicking on the appropriate publication number.

Federal Tax Publications
PublicationDescription
1Your Rights as a Tax Payer
3Armed Forces’ Tax Guide
5Your Appeal Rights and How to Prepare a Protest If You Don’t Agree
17Your Federal Income Tax (for individuals)
225Farmer’s Tax Guide
334Tax Guide for Small Business (for individuals who use Schedule C or C-EZ)
463Travel, Entertainment, Gift, and Car Expenses
501Exemptions, Standard Deductions, and Filing Information
502Medical Expenses
503Child and Dependent Care Expenses
590-AContributions to Individual Retirement Arrangements (IRAs)
590-BDistributions from Individual Retirement Arrangements (IRAs)
969Health Savings Accounts and Other Tax-Favored Health Plans

Federal Tax Calendar

Here are some key dates for the current tax year.

2021

January

15Fourth quarter 2020 estimated tax due. Use Form 1040-ES.

 

February

1Deadline for employers to provide copies of Forms W-2 and 1099 for 2020 to employees.
16If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by February 16 to continue your exemption for another year.

 

March

2Deadline for farmers and fishermen who have a balance due on their taxes to file their 2020 individual income tax returns and pay the balance due without penalties.
15Deadline for 2020 S Corporation corporate tax returns (Form 1120-S) or to request an extension using Form 7004.
15Deadline to file 2020 partnership tax returns (Form 1065) or to request an automatic extension (Form 7004).

 

April

15Deadline to file 2020 individual income tax returns (Form 1040) and any taxes owed, or to file for an automatic 6-month extension.
15Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the 2020 tax year.
15First quarter 2021 estimated tax due. Use Form 1040-ES.
15Deadline to file 2020 trust tax returns (Form 1041) or to request an automatic extension.
15Deadline to file 2020 corporate tax returns (Form 1120) or to request an automatic extension (Form 7004).

 

June

15Deadline for U.S. citizens living abroad to file individual tax returns and pay any tax, interest, and penalties due, or to request a 4-month extension (Form 4868).
15Second quarter 2021 estimated tax due. Use Form 1040-ES.

 

September

15Third quarter 2021 estimated tax due. Use Form 1040-ES.
15Final deadline to file 2020 partnership tax return if you were given a 6-month extension.

 

October

1Deadline for existing employers to establish a SIMPLE IRA plan.
15If you were given a 6-month extension to file your income tax return for 2020, file Form 1040 and pay any tax, interest, and penalties due.
15Final deadline to file 2020 corporate tax return if were given a 6-month extension.
Source: Internal Revenue Service, 2020

This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Broadridge Advisor Solutions.

© 2021 Broadridge Investor Communication Solutions, Inc.

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