Government & Compliance templates for United States
Browse all 84 free government & compliance legal templates for United States. Download as PDF or Word.
Tax Forms
Form 1040 - U.S. Individual Income Tax Return
The IRS Form 1040 is the standard federal income tax form used by U.S. individuals to file their annual tax return. It reports wages, salaries, tips, investment income, and other earnings. Our guided template helps you fill out each section accurately, preview your entries in real time, and download the completed form as a professional PDF or Word document.
Form 1040-C - U.S. Departing Alien Income Tax Return
Form 1040-C is used by aliens who are leaving or have left the United States to report their U.S. source income and pay any tax due before departure. This form serves as a sailing or departure permit required by the IRS.
Form 1040-ES - Estimated Tax for Individuals
Form 1040-ES is used to calculate and pay estimated taxes for the current tax year. This includes income tax, self-employment tax, and alternative minimum tax. Estimated tax payments are made quarterly by individuals who expect to owe $1,000 or more in tax.
Form 1040-NR - U.S. Nonresident Alien Income Tax Return
Form 1040-NR is used by nonresident aliens engaged in trade or business in the United States, or those with U.S. source income who need to file a tax return. It determines the tax liability for income effectively connected with a U.S. trade or business.
Schedule 1 - Additional Income and Adjustments to Income
Schedule 1 reports additional income not listed on Form 1040, including business income, unemployment compensation, and alimony received. It also covers adjustments to income such as educator expenses, student loan interest, and IRA deductions.
Schedule 2 - Additional Taxes
Schedule 2 reports additional taxes including alternative minimum tax (AMT), excess premium tax credit repayment, self-employment tax, unreported social security and Medicare tax, and additional tax on IRAs or other tax-favored accounts.
Schedule 3 - Additional Credits and Payments
Schedule 3 reports nonrefundable credits such as the foreign tax credit, education credits, general business credit, and other credits. It also covers other payments and refundable credits.
Schedule 8812 - Credits for Qualifying Children
Schedule 8812 is used to calculate the Child Tax Credit and Additional Child Tax Credit for qualifying children. It determines the amount of credit you can claim based on your income and number of qualifying children.
Schedule A - Itemized Deductions
Schedule A allows taxpayers to itemize deductions instead of taking the standard deduction. It covers medical and dental expenses, state and local taxes (SALT), mortgage interest, charitable contributions, casualty losses, and other deductions.
Schedule B - Interest and Ordinary Dividends
Schedule B reports interest and ordinary dividend income when the total exceeds $1,500 during the tax year. It also includes questions about foreign accounts and foreign trusts.
Schedule C - Profit or Loss From Business
Schedule C reports income or loss from a business operated as a sole proprietor. It covers gross receipts, cost of goods sold, and business expenses including advertising, car expenses, insurance, office expenses, and depreciation.
Schedule D - Capital Gains and Losses
Schedule D reports the sale or exchange of capital assets including stocks, bonds, real estate, and other investments. It calculates your net capital gain or loss and determines the tax rate applied to your gains.
Schedule E - Supplemental Income and Loss
Schedule E reports income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and REMICs. It is commonly used by landlords and investors with pass-through income.
Schedule EIC - Earned Income Credit
Schedule EIC is used to claim the Earned Income Tax Credit (EITC) when you have a qualifying child. It provides information about each qualifying child including name, SSN, relationship, age, and residency.
Schedule F - Profit or Loss From Farming
Schedule F reports farm income and expenses for individuals operating a farming business. It covers crop and livestock income, agricultural program payments, and farm-related expenses including feed, seed, fertilizer, and equipment.
Schedule H - Household Employment Taxes
Schedule H is used to report federal employment taxes for household employees such as nannies, housekeepers, gardeners, and other domestic workers. It covers social security, Medicare, and federal unemployment (FUTA) taxes.
Schedule J - Income Averaging for Farmers and Fishermen
Schedule J allows farmers and fishermen to average their current year farm or fishing income over the previous 3 years, potentially reducing tax liability in years with unusually high income.
Schedule R - Credit for the Elderly or the Disabled
Schedule R calculates the credit for the elderly or the disabled, a nonrefundable tax credit available to qualified individuals aged 65 or older, or those under 65 who are permanently and totally disabled.
Schedule SE - Self-Employment Tax
Schedule SE calculates the self-employment tax owed on net self-employment income. Self-employment tax covers social security and Medicare taxes for individuals who work for themselves, similar to FICA taxes for employees.
Form 1040-SR - U.S. Tax Return for Seniors
Form 1040-SR is a simplified tax return designed for taxpayers aged 65 and older. It features larger print and a built-in standard deduction chart, making it easier for seniors to file their taxes.
Form 1040-V - Payment Voucher
Form 1040-V is a payment voucher that accompanies your check or money order when mailing a payment for the amount owed on your Form 1040. It helps the IRS process your payment accurately.
Form 1040-X - Amended U.S. Individual Income Tax Return
Form 1040-X is used to correct errors or make changes to a previously filed Form 1040. You can amend your return to change filing status, correct income, claim additional deductions or credits, or fix other mistakes.
Form 1095-A - Health Insurance Marketplace Statement
Form 1095-A provides information about health insurance coverage purchased through the Health Insurance Marketplace. It is used to reconcile advance premium tax credit payments and claim the premium tax credit on your tax return.
Form 1099: Information Return
Form 1099 is a family of IRS information returns used to report various types of income other than wages, salaries, and tips. Different variants cover dividends, interest, nonemployee compensation, government payments, and more.
Form 1099-A: Acquisition or Abandonment of Secured Property
Form 1099-A is issued by a lender when they acquire an interest in property that was security for a debt, or when they have reason to know the property has been abandoned. It reports details of the foreclosure or repossession.
Form 1099-B: Proceeds From Broker and Barter Exchange Transactions
Form 1099-B reports proceeds from the sale or exchange of securities, commodities, and barter exchange transactions. Brokers use it to report stock sales, mutual fund redemptions, and other investment transactions.
Form 1099-C: Cancellation of Debt
Form 1099-C reports the cancellation of a debt of $600 or more by a financial institution, credit union, or other entity. Cancelled debt is generally considered taxable income unless an exclusion or exception applies.
Form 1099-CAP: Changes in Corporate Control and Capital Structure
Form 1099-CAP reports cash, stock, or other property received by shareholders as a result of corporate changes in control or capital structure, such as mergers, acquisitions, or recapitalizations.
Form 1099-DIV: Dividends and Distributions
Form 1099-DIV reports dividends and other distributions received from investments. It breaks down ordinary dividends, qualified dividends (taxed at lower capital gains rates), capital gain distributions, and nontaxable distributions.
Form 1099-G: Certain Government Payments
Form 1099-G reports government payments including unemployment compensation, state/local tax refunds, reemployment trade adjustment assistance, taxable grants, and agricultural payments.
Form 1099-H: Health Coverage Tax Credit (HCTC) Advance Payments
Form 1099-H reports advance payments of the Health Coverage Tax Credit (HCTC) made on behalf of eligible individuals. The HCTC helps certain displaced workers and retirees pay for health insurance.
Form 1099-INT: Interest Income
Form 1099-INT reports interest income of $10 or more received during the tax year from banks, savings institutions, brokerages, and other payers. It includes taxable and tax-exempt interest, early withdrawal penalties, and foreign tax paid.
Form 1099-K: Payment Card and Third Party Network Transactions
Form 1099-K reports payment card transactions and third-party network transactions (like PayPal, Venmo, eBay) that exceed reporting thresholds. It includes gross payment amounts processed through these channels.
Form 1099-LS: Reportable Life Insurance Sale
Form 1099-LS reports the sale of a life insurance contract to an acquirer in a reportable policy sale. The issuer must report the payment to the IRS and to the seller of the policy.
Form 1099-LTC: Long-Term Care and Accelerated Death Benefits
Form 1099-LTC reports payments under a long-term care insurance contract or accelerated death benefits from a life insurance contract. It helps determine whether the benefits are taxable.
Form 1099-MISC: Miscellaneous Information
Form 1099-MISC reports miscellaneous payments including rents, royalties, prizes, awards, medical and health care payments, crop insurance proceeds, and payments to attorneys. Starting 2020, nonemployee compensation moved to Form 1099-NEC.
Form 1099-NEC: Nonemployee Compensation
Form 1099-NEC reports payments of $600 or more made to nonemployees, such as independent contractors, freelancers, and self-employed individuals for services performed. It replaced Box 7 of the former 1099-MISC for this purpose.
Form 1099-OID: Original Issue Discount
Form 1099-OID reports original issue discount income from bonds, notes, or other debt instruments issued at a price below face value. OID is the difference between the stated redemption price and the issue price.
Form 1099-PATR: Taxable Distributions Received From Cooperatives
Form 1099-PATR reports patronage dividends and other distributions received from cooperatives, including per-unit retain allocations, nonpatronage distributions, and federal income tax withheld.
Form 1099-Q: Payments From Qualified Education Programs
Form 1099-Q reports distributions from 529 plans and Coverdell Education Savings Accounts (ESAs). It shows the total distribution amount, the earnings portion, and the basis (contributions) portion.
Form 1099-QA: Distributions from ABLE Accounts
Form 1099-QA reports distributions from ABLE (Achieving a Better Life Experience) accounts. These tax-advantaged accounts are available to eligible individuals with disabilities to save for disability-related expenses.
Form 1099-R: Distributions From Pensions, Annuities, Retirement Plans, IRAs, Insurance Contracts
Form 1099-R reports distributions from pensions, annuities, retirement plans (including 401k and IRA), profit-sharing plans, insurance contracts, and survivor income benefit plans of $10 or more.
Form 1099-S: Proceeds From Real Estate Transactions
Form 1099-S reports the gross proceeds from the sale or exchange of real estate. The person responsible for closing the transaction (title company, attorney, or real estate broker) files this form.
Form 1099-SA: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Form 1099-SA reports distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs. It shows the total distribution and whether it was for qualified medical expenses.
Form 1099-SB: Seller's Investment in Life Insurance Contract
Form 1099-SB reports the seller's investment in a life insurance contract that was transferred in a reportable policy sale. This form helps the seller determine their tax basis in the contract.
Form 4506-T - Request for Transcript of Tax Return
Form 4506-T is used to request a transcript of your tax return information from the IRS. Transcripts are available for the current and past 3 tax years and are commonly required for mortgage applications, student loans, and income verification.
Form 8822 - Change of Address
Form 8822 is used to notify the IRS of a change in your home mailing address. Filing this form ensures you continue to receive refunds, notices, and other correspondence at your current address.
Form 8822-B - Change of Address or Responsible Party — Business
Form 8822-B is used by businesses to notify the IRS of a change in business mailing address or a change in the responsible party associated with the employer identification number (EIN).
Form W-2 - Wage and Tax Statement
Form W-2 reports an employee's annual wages and the taxes withheld from their paycheck. Employers must provide it by January 31 of the following year. It includes federal income tax, Social Security and Medicare taxes, and state taxes.
Form W-2C - Corrected Wage and Tax Statement
Form W-2C is used by employers to correct errors on a previously filed Form W-2. It shows the incorrect information, the corrected information, and any affected tax amounts.
Form W-2G - Certain Gambling Winnings
Form W-2G reports gambling winnings and any federal income tax withheld. Casinos, racetracks, and other gambling establishments issue it when winnings exceed certain thresholds depending on the type of gambling.
Form W-4 - Employee's Withholding Certificate
Form W-4 tells your employer how much federal income tax to withhold from your paycheck. You complete it when starting a new job and update it when your personal or financial situation changes.
Form W-4P - Withholding Certificate for Periodic Pension/Annuity Payments
Form W-4P is used to tell the payer of your pension or annuity payments how much federal income tax to withhold. Without it, the payer withholds as if you are married with 3 dependents.
Declarations & Affidavits
Affidavit
Need to swear to something in writing? An affidavit is basically a written statement you sign under oath, saying “everything here is true to the best of my knowledge.” Courts, banks, government agencies, and attorneys use them constantly — for everything from proving your identity to confirming where you live. The key is getting the format right: your personal details, a clear statement of facts, a jurat or notary section, and your signature under penalty of perjury. Our free template covers all of that. Fill in your details, preview the document, and download as PDF or Word.
Affidavit of Birth
Create a professional Affidavit of Birth with our free online generator. This sworn legal document provides a written declaration of facts regarding a person's birth, made under oath or affirmation. It is commonly used when an official birth certificate is unavailable, lost, or needs supplemental verification for passport applications, school enrollment, or immigration proceedings. The affidavit includes the child's full name, date and place of birth, parents' information, and the affiant's relationship to the individual. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Death
Create a professional Affidavit of Death with our free online generator. This sworn legal document provides a written declaration of facts regarding a person's death, made under oath or affirmation. It is commonly used to settle estates, transfer property titles, close financial accounts, or update insurance policies when an official death certificate is delayed or requires supplemental verification. The affidavit includes the decedent's full name, date and place of death, and the affiant's relationship to the deceased. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Domicile
Create a professional Affidavit of Domicile with our free online generator. This sworn legal document establishes a person's permanent legal residence for tax, estate, and legal purposes. It is commonly required when settling an estate, transferring securities of a deceased person, or resolving tax jurisdiction questions. The affidavit includes the individual's full name, address of domicile, duration of residency, and the affiant's sworn statement confirming the domicile. Often required by transfer agents, brokers, and tax authorities. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
IRS Identity Theft Affidavit (Form 14039)
Create a professional Affidavit with our free online generator. This sworn legal document provides a written declaration of facts made voluntarily under oath or affirmation. Affidavits serve as evidence in court proceedings, support administrative filings, verify identities, confirm residency, and document various legal and business matters. The form includes the affiant's personal information, the specific facts being sworn to, a jurat or notary section, and signature lines. Suitable for court filings, real estate transactions, immigration cases, and government applications. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Gift
Create a professional Affidavit of Gift with our free online generator. This sworn legal document provides a written declaration confirming the voluntary transfer of property as a gift, without any exchange of money. It is commonly used for vehicle title transfers, personal property donations, and tax documentation purposes. The affidavit includes the donor's and recipient's identities, a description of the gifted item, its estimated fair market value, the date of the gift, and the affiant's sworn statement. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Heirship
Create a professional Affidavit of Heirship with our free online generator. This sworn legal document identifies the legal heirs of a deceased person and establishes their right to inherit property. It is commonly used to transfer real estate or other assets without going through formal probate proceedings. The affidavit includes the decedent's information, a list of heirs and their relationships, marital history, debts, and a description of the estate property. Often required by title companies and county clerks. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Identity
Create a professional Affidavit of Identity with our free online generator. This sworn legal document verifies a person's identity when official identification documents are unavailable, contain errors, or need supplemental confirmation. It is commonly used for name discrepancy issues, lost identification replacement, banking requirements, and government filings. The affidavit includes the individual's full legal name, date of birth, address, identifying details, and the affiant's sworn statement confirming the identity. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Marriage
Create a professional Affidavit of Marriage with our free online generator. This sworn legal document provides a written declaration confirming the marital status or marriage of two individuals. It is commonly used for immigration applications, insurance enrollment, spousal benefits, and situations where an official marriage certificate is unavailable or requires supplemental verification. The affidavit includes the names of both spouses, date and place of marriage, and the affiant's relationship to the couple. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Non-Filing
Certify under oath that no federal or state tax return was filed for a specific year with this US Affidavit of Non-Filing. Used for financial aid, mortgage applications, and income verification when no return was required.
Affidavit of Ownership
Create a professional Affidavit of Ownership with our free online generator. This sworn legal document provides a written declaration confirming a person's or entity's ownership of specific property, assets, or items. It is commonly used for vehicle title issues, real estate matters, personal property disputes, and insurance claims where proof of ownership is required. The affidavit includes the owner's identity, a detailed description of the property, how ownership was acquired, and the affiant's sworn statement. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Residency
Create a professional Affidavit of Residency with our free online generator. This sworn legal document provides a written declaration confirming that an individual resides at a specific address. It is commonly used for school enrollment, voter registration, tax filings, and situations where proof of residence is required beyond utility bills or lease agreements. The affidavit includes the resident's full name, current address, duration of residency, and the affiant's sworn statement. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Service
Create a professional Affidavit of Service with our free online generator. This sworn legal document confirms that legal documents have been properly delivered to a party in a legal proceeding. It is a critical component of due process, required by courts to verify that defendants or respondents have been notified. The affidavit includes details about the documents served, the method of service, the date and time of delivery, and the identity of the person served. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Small Estate Affidavit
Create a professional Small Estate Affidavit with our free online generator. This sworn legal document allows heirs to claim assets of a deceased person without going through formal probate when the estate value falls below the state's threshold. It simplifies the transfer of bank accounts, vehicles, and personal property. The affidavit includes the decedent's information, a list of assets, the heir's identity and relationship, and a sworn statement of entitlement. Each state sets its own dollar limit for small estate eligibility. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Affidavit of Survivorship
Create a professional Affidavit of Survivorship with our free online generator. This sworn legal document establishes that a surviving joint owner is entitled to full ownership of jointly held property after the death of the other owner. It is commonly used to transfer real estate, bank accounts, and other jointly held assets without probate. The affidavit includes the names of both joint owners, the property description, the date of death of the deceased owner, and the survivor's sworn statement. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Declaration Under Penalty of Perjury
Create a legally binding unsworn declaration under 28 USC § 1746 as an alternative to a notarized affidavit. Certifies facts under penalty of perjury for use in federal and state court proceedings, agency filings, and other legal contexts.
Form DS-11: Application For A U.S. Passport
Form DS-11 is the application for a new U.S. passport. It is used by first-time applicants, minors under 16, and individuals whose previous passport was issued before age 16, was lost or stolen, or was issued more than 15 years ago.
Form DS-82: Application For Passport Renewal By Mail
Form DS-82 is used to renew a U.S. passport by mail. You can use this form if your most recent passport was issued within the last 15 years, when you were age 16 or older, and is undamaged.
Proof Of Residency
Create a professional Proof of Residency letter with our free online generator. Verify your current residential address for official purposes including school enrollment, voter registration, government benefits applications, and banking requirements. Include the resident's full name, complete address, duration of residency, and relationship to the property. May be signed by a landlord, property manager, or co-resident. Preview in real time and download as PDF or Word. Electronic signature support included. Accepted by most institutions across all 50 US states. Notarization may be required by some agencies.
Statutory Declaration
Sometimes you need to make a formal statement of fact — and a simple written note won't cut it. A Statutory Declaration is a legally binding written statement that you declare to be true, typically made before a notary or authorized witness. It's used for everything from confirming identity and residency to supporting insurance claims or immigration applications. Lying in one can have serious legal consequences. Our free template provides the proper format and structure. Fill in your declaration, preview it, and download as PDF or Word.
Voter Registration Form
A US voter registration application template capturing personal information, address, citizenship affirmation, and party affiliation for submission to state election authorities.
Court Forms
Personal Defence Weapon Permit Spain (Solicitud de Arma de Defensa Personal)
Application for a personal defence firearm licence in Spain, submitted to the Intervención Central de Armas y Explosivos (ICAE) of the Guardia Civil under LO 4/2015 and RD 137/1993.
Court Motion Template
File a formal court motion with this US Court Motion Template. Covers caption, case information, statement of facts, legal arguments, grounds for relief, and proposed order for civil court proceedings in state and federal courts.
FOIA Request Letter
A formal Freedom of Information Act request letter to a US federal agency. Covers document description, fee waiver request, expedited processing, and statutory response deadlines under 5 U.S.C. § 552.
Form FL-150: Income and Expense Declaration
Form FL-150 is a California Judicial Council form used in family law proceedings to declare income and expenses. It is commonly required in divorce, child support, spousal support, and custody cases.
Garnishment Response
A formal employer or financial institution response to a wage or bank account garnishment order. Covers garnishee's relationship to the debtor, amounts withheld, applicable exemptions, and ongoing withholding obligations.
Small Claims Court Complaint
Prepare a Small Claims Court Complaint to sue for money damages in a US state small claims court without an attorney. Covers plaintiff and defendant information, nature of the claim, amount sought, and factual basis for the lawsuit.
Subpoena Template
Prepare a civil Subpoena to compel a witness to testify or produce documents in a US court proceeding. Covers subpoena ad testificandum (testimony) and subpoena duces tecum (document production), party information, case details, and compliance requirements.
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