Tax Forms Center

Access the most commonly used federal and New York State tax forms—available for download anytime. Whether you’re an individual taxpayer or a business owner, Merchan & Son Brokerage is here to help you file with accuracy and confidence. Bilingual assistance available in English and Spanish.

Federal IRS Forms

Form 1040 – U.S. Individual Income Tax Return

Standard form for filing federal personal income taxes.

Tax Forms Center

Federal IRS Forms

Form 1040 – U.S. Individual Income Tax Return

Form W-9 – Request for Taxpayer Identification Number

Form W-4 – Employee’s Withholding Certificate

Form 4506-T – Request for Transcript of Tax Return

Form SS-4 – Application for Employer Identification Number (EIN)

Form 1099-NEC – Nonemployee Compensation

Form 4868 – Application for Automatic Extension to File

New York State Tax Forms

IT-201 – Resident Income Tax Return

IT-203 – Nonresident/Part-Year Resident Return

DTF-802 – Statement of Transaction (Sale or Gift of Vehicle)

DTF-803 – Claim for Sales Tax Exemption (Vehicle Registration)

DTF-804 – Claim for Credit of Sales Tax Paid to Another State

IT-215 – Earned Income Credit

IT-213 – Empire State Child Credit

IT-204 – Partnership Return

Business & Employer Forms

Form 941 – Employer’s Quarterly Federal Tax Return

Form 940 – Annual Federal Unemployment Tax (FUTA) Return

Form W-2 – Wage and Tax Statement / Transmittal

Form W-3 – Wage and Tax Statement / Transmittal

IT-2104 – NY State Employee’s Withholding Allowance Certificate

CT-3 – NYS General Business Corporation Franchise Tax Return