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Address:

11100 Wayzata Blvd, Suite 405
Minnetonka, MN 55305

Phone:

952.277.4259
Toll Free: 800.626.7095

Fax/Other:

952.277.4301

Federal Tax Forms

As a result of the Tax Cuts and Jobs Act of 2017, it is expected that more taxpayers will take the standard deduction rather than itemizing deductions, leading to a less complex tax filing season.

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.

Form Description Instructions
1040 U.S. Individual Income Tax Return Instructions
1040A U.S. Individual Income Tax Return Instructions
1040EZ U.S. Individual Income Tax Return Instructions
Sch A Itemized Deductions Instructions
Sch B Interest and Ordinary Dividends n/a
Sch C Profit and Loss from Business Instructions
Sch C-EZ Net Profit from Business n/a
Sch D Capital Gains and Losses Instructions
Sch E Supplemental Income and Loss Instructions
Sch EIC Earned Income Credit n/a
Sch F Profit and Loss from Farming Instructions
Sch H Household Employment Taxes Instructions
Sch J Farm Income Averaging Instructions
Sch R Credit for the Elderly or the Disabled Instructions
Sch SE Self-Employment Tax Instructions
W-4 Employee's Withholding Allowance Certificate n/a
W-4P Withholding Certificate for Pension or Annuity Payments n/a
W9 Request for Taxpayer Identification Number and Certification Instructions
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Check the background of this financial professional on FINRA's BrokerCheck