What Tax Forms Do You Need to File with Your Form 1040 in 2025?

When preparing your federal tax returns, one of the first decisions you need to make is which version of Form 1040 to use. There are several different versions—including versions intended for self-employed individuals, senior citizens and U.S. taxpayers living overseas. Once you choose the right version of Form 1040, then you need to decide what additional forms you need to submit to the IRS. Learn about some of the most common examples from Virginia IRS lawyer Kevin E. Thorn, Managing Partner of Thorn Law Group.

Common Tax Forms U.S. Taxpayers May Need to Include with Their Annual Returns

As a U.S. taxpayer, it is critical to ensure that you are filing all of the forms necessary to meet your annual reporting obligations. Failing to accurately report your income to the Internal Revenue Service (IRS) can not only increase your risk of facing a tax audit, but it can also expose you to liability for interest and penalties.

With this in mind, here are some examples of forms you may need to file with your annual tax return in 2025:

• Schedule A – If you intend to itemize your deductions, you will need to include Schedule A with your federal income tax return. It is critical to ensure that you itemize correctly (and only claim deductions for which you are eligible), as improperly claiming deductions is a common issue that triggers IRS scrutiny.
• Schedules B, C and D – Schedules B, C and D are used to report various types of non-employment income and losses to the IRS. If you need to report taxable income on dividends, business income or losses, or capital gains or losses from your investments, then you will most likely need to use one (or more) of these forms.
• Schedule SE – Schedule SE is used to calculate self-employment tax liability. If you are self-employed, you will need to include Schedule SE with your Form 1040.
• Form 8938 – If you have offshore bank accounts or other foreign financial assets, you may need to disclose these to the IRS using Form 8938. You may need to file an FBAR with the Financial Crime Enforcement Network (FinCEN) as well.
• Form 8949 – If you need to report the sale of stocks, cryptocurrency or other investments, you may need to file Form 8949 in addition to filing Schedule D. The IRS has placed increased emphasis on enforcing cryptocurrency tax compliance in recent years.
• Forms 706, 1041 and 8971 – If you are responsible for administering a loved one’s estate, you may need to file Forms 706, 1041 and 8971 (potentially among others) with the IRS this tax season.
• Form 9465 – If you owe the IRS more than you can afford to pay, you can request an installment agreement by submitting Form 9465. However, you may have other options as well, so you will want to consult with an experienced Virginia IRS lawyer before you file.

Again, these are just examples. There are numerous additional federal tax forms, and all U.S. taxpayers must ensure that they use the correct forms based on their individual circumstances. If you aren’t sure which forms you need to file with the IRS in 2025, you should consult with an experienced Virginia IRS lawyer or tax professional who can help you make informed decisions.

Request a Consultation with Virginia IRS Lawyer Kevin E. Thorn

Do you have questions (or concerns) about your federal tax obligations in 2025? If so, we invite you to get in touch. To request a consultation with Virginia IRS lawyer Kevin E. Thorn, Managing Partner of Thorn Law Group, please call 703-752-3752 or inquire online today.