Obtaining IRS Forms and Publications

There are various ways to obtain IRS forms and publications. Depending on your circumstances you may find one method faster or more convenient than another. Here's a rundown on what to get and where to get it.

What to Get

Sometimes the instructions for an IRS form are printed on the same sheet as the form. In many cases the instructions are separate. Be sure to get the instructions when you get the form. And while you're at it, think about whether you need an IRS publication, too. The publications are free and often provide additional information that doesn't appear in the instructions.

Printouts and Copies

Most IRS forms can be filed on photocopies or computer printouts. You don't need a form that's printed by the IRS. There are a few exceptions because of the way the IRS uses computers to process the forms. These exceptions generally come with an instruction that you must file an original form.

On the Internet

The IRS offers a way for you to download forms and publications from their web site. They don't make it as easy as it should be, though. We offer a much better way in Fairmark's Fast Form Finder. But here's a link if you prefer to visit the Forms and Publications page on the IRS web site.

Pick Them Up

Many IRS forms are available during tax season at banks, post offices and libraries. Many libraries now have IRS forms and publications on CD-ROM, so you read them at a computer and print the ones you need. For most publications and some of the less popular forms you may need to visit an IRS office if you want to pick up a copy.

Package X: Your public library may have a book of IRS forms with the mysterious name Package X. Most IRS forms you're likely to need are printed there and can be used to make photocopies you can fill out and file.

Pick Up the Phone

If you don't need the forms or publications immediately, you can call the IRS and request that they mail these items to you. There's no charge for this service. You'll receive the requested items in about three months. (Just kidding, we hope. IRS says within 10 days.) Call 1-800-TAX-FORM (1-800-829-3676) during regular business hours.

By Fax

Yes, the IRS will fax forms (but not publications). But it's not a toll-free call. Dial 1-703-368-9694 from your fax machine and follow the instructions you receive on the phone.