All forms and resources are provided as a reference. K5 Books is not responsible for the content of these resources or websites.

Resources

IRS

Federation of Tax Administrators

North Carolina Department of Revenue

Main IRS Website

TXP & TPP Codes

Main NCDOR Website

IRS 1040

2023: US Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

K5 Books Individual Taxes Checklist

Utilize to get all information gathered before tax preparation

IRS Publications

Publications to reference for assistance on Tax Preparation

IRS 941

2023:Employer's Quarterly Federal Tax Return.
Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

IRS W-2

2023:Wage and Tax Statement.
Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Tax Withholding Calculator

Use this tool to estimate the federal income tax you want your employer to withhold from your paycheck. This is tax withholding.

See how your withholding affects your refund, take-home pay or tax due.

IRS W-4

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

IRS 4506-T

Request for Transcript of Tax Return
Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

1040 Instructions

Refer to this document for instructions to complete a 1040