CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Released in January of each year Features:

• Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools.
  
  
• Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise.
  
  
• Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF.
  
  
• Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules.
  
  
• Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change.
  
  
• Data backup and restore. Save clients to any type of storage device and easily retrieve them with a few clicks.
  
  
• Client and preparer database. Add an unlimited number of clients, employees, and preparers. Easily manage them with our intuitive interface.
  
  
• Tutorial & context sensitive help. Watch a movie with step-by-step instructions on how to use various parts of the program. Or, get help on-the-fly as you use each module.
  
  
• Federal/State Planner and over 300 modules, including:
      78 General Utilities
      38 Flowcharts
      141 Fill-in Forms
      24 Retirement Calculations
      23 Financial Calculations
  
  
• Imports clients from a variety of formats:
      Lacerte ^®
      TaxWorks ™
      ProSystem fx ™
      CFS programs
      ASCII files
  
  
• Federal/State Tax Planner -
  Comprehensive 5-year or 5-scenario tax planner can be used to do tax calculations or do projections based on "what-if" scenarios. Includes:
      AMT
      SE Tax
      Phase-outs
      EIC
      Child Tax Credit
      Dependent Care Credit
  
  
• Save valuable time during tax season and throughout the year with easy-to-use modules, such as:
      Minimum IRA Distribution
      Estate Tax Calculator
      Tax Deferred Exchanges
      Auto Lease Inclusion Amount...and more!
  
  

General Utilities and Retirement Calculations:

• 5 Year Federal/State Tax Planner
• After-Tax Loan Refinance Analysis
• After-Tax Yield Calculator
• Alimony Recapture
• Annuity - General & Simplified Rule
• Annuity - Joint/Survivor After 1997
• Annuity - New Simplified Rule
• AT&T Divestiture
• Auto Cents-Per-Mile Valuation Rule
• Auto Lease Inclusion Amount
• Auto Lease Valuation Rule
• Auto Lease vs Buy Comparison
• Auto Mileage and Expense Log
• Auto Sale - Gain/Loss Actual Expenses
• Auto Sale - Gain/Loss Std. Mile. Rate
• Auto Trade (3 modules)
• Bank Reconciliation
• Buy vs Lease - Equipment
• Cancellation of Debt Worksheet - Insolvency
• Canc. of Debt - Qual. Prin. Res. Indebtedness Wksht
• Cash T Analysis
• Client Contact Log Sheet
• Client Filing Instructions
• Client Tax Organizer
• College Fund Calculator
• College Savings Plans: 529 Plan vs Alternatives
• Dependency Support Worksheet
• Domestic Production Activities Wksht - Form 8903
• Education Credit and Deduction Analysis Worksheet
• Employee Time Sheet
• Estate Tax Calculator
• Fax Cover Sheet
• Foreclosure & Voluntary Conveyance
• Foreclosure - Two Loans
• Health Savings Account (HSA) Evaluator
• Hiring Your Dependent Child
• Home Loan Tracing Worksheet
• Income Statement - Tax/Financial
• Income Splitting for Community Property
• Installment Sale Income
• Interest Allocation (1st Yr. and Subsequent Yrs.)
• Invoice Generator
• IRA Calculator
• IRA Distribution Before Age 59 1/2
• IRA Distribution/Contribution/Basis
• IRA: Inherited IRA - Required Minimum Distr.
• IRA Minimum Distribution
• IRA Minimum Distribution - Multiple Acct Wksht
• IRA: Comparing the Roth IRA With Other IRAs
• IRA: Non-deductible IRA Basis Tracker
• IRA: Roth IRA Basis Tracker
• IRA: Phaseout Calculator
• IRA: Why Convert a Traditional IRA to a ROTH IRA?
• IRS/Custom Labels
• Individual 401(k) Plan Contribution
• Keogh/SEP Combined Plan Calculator
• Keogh/SEP/401(k) Calculator
• Keogh/SEP Single Plan Calculator
• MACRS Depreciation
• Missing Information Sheet (4)
• Mutual Fund Basis Calculator
• Net Operating Loss
• Net Worth Statement
• NOL Carryback/Carryover
• Occupational Deductions for Airline Personnel
• Occupational Deductions for Auto Salespersons
• Occupational Deductions for Business Professionals
• Occupational Deductions for Clergy
• Occupational Deductions for Constructions Workers
• Occupational Deductions for Day Care Providers
• Occupational Deductions for Direct Sellers
• Occupational Deductions for Educators
• Occupational Deductions for Entertainers
• Occupational Deductions for Fire Fighters
• Occupational Deductions for Law Enforcement
• Occupational Deductions for Long Haul Truckers
• Occupational Deductions for Medical Professionals
• Occupational Deductions for Realtors
• Occupational Deductions for Self-Employed Individuals
• Occ. Deds. for Vehicle, Travel and Entertainment Exp.
• Occupational Deductions for Hairstylists/Manicurists
• Original Issue Discount (OID) Calculator
• Paycheck Withholding Calculator
• Paycheck Withholding: CA 2011 10% Over W/H DE 4 Adj.
• Qualify for Home Purchase
• Qualified Loan Limit & Mortgage Interest
• Quick Memo
• Rental Property Setup
• Repossession of Personal Property
• Repossession of Real Property
• Sale of Personal Residence Planner
• Sale of Rental Property
• Small Business Health Care Tax Credit Worksheet
• Social Security: Take It at Age 62 or Later?
• Social Security Benefits - Joint Survivor Options
• Social Security/RRB Taxability and Lump Sum Wksht
• Social Security Optimization
• Special Avg for Lump Sum Distrib.
• Statement of Account
• State Sales Tax Ded. Calc. & Comp. to Inc. Tax Ded.
• Tax Benefit Rule
• Tax Credit and Deduction Phase-out Calculator
• Tax Deferred Exchanges
• Tax Deferred Exchange (1 page)
• Tax Fee Schedule and Justifier
• Time Share Ownership Compared to a Vacation Rental
• To Do List
• Vacation Home Rental Worksheet
• Why Invest in a 401(k)?

Flowcharts:

• Child: Uniform Definition of a 'Qualifying Child'
• Child Care Credit - Who Qualifies (2)
• Children's Income on Parents Return
• Commuting and Travel Expenses
• Credit for the Elderly or Disabled
• Dependency Exemption
• Earned Income Credit (2)
• Educational Expenses
• Employee Business Expenses
• Estimated Taxes
• Filing Status
• Foreign Earned Income Exclusion
• IRAs Deductible
• IRAs Inherited (2)
• Kiddie Tax
• Like-Kind Exchanges
• Material Participation Rules
• Meal & Entertainment Expenses
• Mortgage Interest - Deductible
• Moving Expenses
• New EIN: when does an entity need one?
• Office in Home
• Payroll taxes for family members
• Payroll Deposits
• Points - Deductible
• Real Estate Professional
• Resident or Nonresident Alien
• Student Loan Interest Deduction
• Support Test
• Vacation Home Rules
• U.S. Savings Bond Interest
• W-4 Withholding

Federal Forms:

• 56 (Notice Concerning Fid. Relationship)
• 211 (App. for Reward for Original Info.)
• 433-A (Collection Info. for Individuals)
• 433-B (Collection Info. for Businesses)
• 433-D (Installment Agreement)
• 433-F (Collection Info. Statement)
• 656 (Offer In Compromise)
• 656-L (OIC, Doubt as to Liability)
• 656-PPV (OIC - Periodic Payment Voucher)
• 843 (Claim for Refund/Abatement)
• 907 (Agreement to Extend the Time to Bring Suit)
• 911 (App. for Taxpayer Assistance)
• 952 (Consent To Ext. Period of Limit. on Assess... )
• 966 (Corp. Dissolution or Liquidation)
• 982 (Reduction of Tax Attributes)
• 1040-ES (Est. Tax for Individuals)
• 1041-ES (Est. Tax for Fiduciaries)
• 1045 (Net Operating Loss)
• 1120-H (Return for Homeowners Assoc.)
• 1139 (Corp. Appl. for Tentative Refund)
• 1310 (Refund for Deceased Taxpayer)
• 2553 (S Corporation Election)
• 2848 (Power of Attorney)
• Power of Attorney-Rep. Statement of Withdrawal
• Power of Attorney-Taxpayer Statement of Revocation
• 3115 (Change in Accounting Method)
• 3911 (Statement Regarding Refund)
• 4506 (Request for Copy of Tax Return)
• 4506T (Request for Transcript of Tax Return)
• 4506T-EZ (Short Form Request for Ind. Transcript)
• 4768 (Appl. Ext. Time to File a Return)
• 4810 (Request for Prompt Assessment)
• 4852 (Substitute W-2 Generator)
• 4868 (Automatic Extension)
• 5213 (Elect. to Postpone Det. for Profit)
• 5500-EZ (Ann. Ret. of One-Part. Retirement Plan)
• 5558 (Ext. to File Emp. Plan Return)
• 7004 (Corporate Extension)
• 8275 (IRS Disclosure Statement)
• 8300 (Rpt. of Cash Payments >$10,000)
• 8332 (Rel. of Claim to Exemp. for Child)
• 8379 (Injured Spouse & Claim Allocation)
• 8594 (Asset Acquisition Stmt. Sec.1060)
• 8633 (Application for Electronic Filing)
• 8716 (Election for TY other than Req. TY)
• 8809 (Extension of Time to File Info. Ret.)
• 8821 (Tax Information Authorization)
• 8822 (Change of Address)
• 8857 (Req. for Innocent Spouse Relief)
• 8867 (Paid Preparer's EIC Checklist)
• 8868 (App. for Ext. To File Exempt Org. Ret.
• 8919 (Uncollected SS and Medicare Tax on Wages)
• 9423 (Collection Appeal Request)
• 9465 (Installment Agreement Request)
• 12153 (Req. for a Coll. Due Process Hearing)
• 12203 (Request for Appeals Review)
• 12507 (Innocent Spouse Statement)
• 12508 (Questionnaire for Non-Requesting Spouse)
• 12509 (Statement of Disagreement)
• 13711 (Req. for Appeal of Offer in Comp.)
• 13844 (App. for Red. User Fee For Inst. Agree.)
• I-9 (Employment Eligibility Verification)
• SS-4 (Application for EIN)
• SS-5 (Application for SSC)
• SS-8 (Determination of Worker Status)
• TD F 90-22.1 (Report of Foreign Bank)
• W-4 (Emp. Withholding Allowance Cert.)
• W-4P (Withholding Cert. Pension/Annuity)
• W-4V (Voluntary Withholding Request)
• W-7 (App. for Taxpayer ID Number)
• W-9 (Request for Taxpayer ID Number)
• W-10 (Dependent Care ID & Cert.)
• W-12 (IRS Paid Preparer Tax ID No. (PTIN) App.)

State Forms:

• 100-ES (Corp. Est. Tax - CA)
• 540-ES (Est. Tax Ind. - CA)
• 541-ES (Est. Tax Fid. - CA)
• 593-E (Real Estate W/H - Comp. of Est. G/L - CA)
• 743 (Online Account View Access Auth. - CA)
• 911 (Req. for Relief from Hardship - CA)
• 3516 (Req. Copy - CA)
• 3519 (Automatic Ext. - CA)
• 3520 (FTB POA - CA)
• 3522 (Limited Liability Tax Voucher - CA)
• 3525 (Substitute W-2 - CA)
• 3533 (Change of Address - CA)
• 3536 (Estimated Fee for LLCs - CA)
• 3539 (Corp. Ext. Filer - CA)
• 3561 (Collection Info - CA)
• 3563 (Auto. Ext. for Fiduciaries - CA)
• 3567 (Installment Agreement Req. - CA)
• 4905BE (Offer in Compromise - Business Entity - CA)
• 4905PIT (Offer in Compromise - CA)
• 8454 (E-file Opt-Out Record - CA)
• 8633 (App. to Part. in the e-file Program - CA)
• CDTFA-392 (POA - CA)
• CDTFA-401-DS (Use Tax Return - CA)
• CDTFA-490 (Offer in Compromise Application - CA)
• CDTFA-490-C (OIC App. for Corps and Bus - CA)
• DE-1 (Appl. for EIN - CA)
• DE-1HW (Reg. Emp. HH Wkr. - CA)
• DE-4 (Emp. W/H Cert. - CA)
• DE 4P (W/H Cert. for Pension/Annuity - CA)
• DE-24 (Change of Address - CA)
• DE-34 (New Employees - CA)
• DE-48 (Power of Attorney EDD - CA)
• DE-89 (Emp. of HH Wkr. Elect. - CA)
• DE 542 (Report of Ind. Contractor(s) - CA)
• DE 999 (Request for Offer in Compromise - CA)
• DE 999A (Offer in Compromise Application - CA)
• DE 999B (Offer in Compromise Financial Statement - CA)
• DE 999CA (Multi-Agency Form for OIC - CA)
• DE 999D (Installment Plan Agreement - CA)
• DE 2251a (Affidavit of Mailing - CA)
• DR-835 (Power of Attorney and Decl. of Rep. - FL)
• IL-2848 (Power of Attorney - IL)
• IL-4506 (Request for Copy of Tax Return - IL)
• 151 (Power of Attorney Authorization - MI)
• M-5008-R (Appointment of Taxpayer Representative - NJ)
• CT-6 (S Corp Election - NY)
• DTF-4 (OIC, For Liabilities Not Fixed and Final ... - NY)
• DTF-4.1 (OIC Fully Determined Liab., For Fixed ... - NY)
• DTF-14/14.1 (POA - NY)
• DTF-17 (Sales Tax Appl. - NY)
• DTF-95 (Business Tax Account Update - NY)
• DTF-96 (Rep. of Address Change for Bus. - NY)
• IT-2105-MN (Est. Tax Paymnt. Vch. - NY)
• NYS-100 (Emp. Reg. for UI, W/H, and Wage Rep. - NY)
• TR-152 (Request for Copy of Filed Tax Return - NY)
• TBOR-1 (Declaration of Tax Representative - OH)
• 150-800-005 (Tax Info Auth and POA for Rep - OR)
• 01-137 (Limited Power of Attorney - TX)

Financial Calculations:

• After-Tax Yield Calculator
• Retirement Income Planner
• Investment: Unknown Variable
• Investment: Inv. Goal (FV of Annuity or Lump Sum)
• Investment: Regular Deposit Amount (Sinking Fund)
• Investment: Init. Inv. (PV of a Future Lump Sum)
• Investment: Length of Inv. (Term of Annuity)
• Investment: Rate of Return
• Investment: PV of an Annuity
• Loan: Payment Amount (Standard Loan Amort.)
• Loan: Irregular Loan Amortization
• Loan: After-Tax Loan Refinance Analysis
• Loan: Biweekly Loan Conversion
• Loan: Effect of a Lump Sum Payment
• Loan: Interest Rate
• Loan: Length of Loan
• Loan: Principal Amount
• Loan: Unknown Variable
• Loan: Comp of Fixed Rate Loan to ARM to Int. Only ARM
• Loan: Reverse Mortgage Estimator

Hundreds of fillable tax forms with calculations.
Included with TaxTools for free. Forms:

• Form 1000 - Ownership Certificate (rev. 09/16)
• Form 1024-A - Application for Recognition of Exemption Under Section 501(c)(4) of the Internal Revenue Code (rev. 01/18)
• Form 1028 - Application for Recognition of Exemption (rev. 09/06)
• Form 1040 - U.S. Individual Income Tax Return (rev. 2024)
• Form 1040 -ES PR - Impuestos Federales Estimados sobre el Trabajo por Cuenta Propia y sobre el Empleo de Empleados Domésticos —Puerto Rico (rev. 2023)
• Form 1040 Schedule 1 - Additional Income and Adjustments to Income (rev. 2024)
• Form 1040 Schedule 2 - Additional Taxes (rev. 2024)
• Form 1040 Schedule 3 - Additional Credits and Payments (rev. 2024)
• Form 1040 Schedule 8812 - Credits for Qualifying Children and Other Dependents (rev. 2024)
• Form 1040 Schedule A - Itemized Deductions (rev. 2024)
• Form 1040 Schedule B - Interest and Ordinary Dividends (rev. 2024)
• Form 1040 Schedule C - Profit or Loss from Business (Sole Proprietorship) (rev. 2024)
• Form 1040 Schedule D - Capital Gains and Losses (rev. 2024)
• Form 1040 Schedule E - Supplemental Income and Loss (rev. 2024)
• Form 1040 Schedule EIC - Earned Income Credit (rev. 2024)
• Form 1040 Schedule F - Profit or Loss From Farming (rev. 2024)
• Form 1040 Schedule H - Household Employment Taxes (rev. 2024)
• Form 1040 Schedule J - Income Averaging for Individuals With Income from Farming or Fishing (rev. 2024)
• Form 1040 Schedule LEP - Request for Change in Language Preference (rev. 12/24)
• Form 1040 Schedule R - Credit for the Elderly or the Disabled (rev. 2024)
• Form 1040 Schedule SE - Self-Employment Tax (rev. 2024)
• Form 1040-C - U.S. Departing Alien Income Tax Return (rev. 01/24)
• Form 1040-ES - Estimated Tax for Individuals (rev. 2024)
• Form 1040-ES NR - U.S. Estimated Tax for Nonresident Alien Individuals (rev. 2024)
• Form 1040-NR - U.S. Nonresident Alien Income Tax Return (rev. 2024)
• Form 1040-NR Schedule A - Itemized Deductions (rev. 2024)
• Form 1040-NR Schedule NEC - Tax on Income Not Effectively Connected With a U.S. Trade or Business (rev. 2024)
• Form 1040-nr Schedule OI - Other Information (rev. 2024)
• Form 1040-SS - U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico) (rev. 2024)
• Form 1040-V (2024) - Payment Voucher for Individuals (rev. 2024)
• Form 1040-X - Amended U.S. Individual Income Tax Return (rev. 02/24)
• Form 1041 - U.S. Income Tax Return for Estates and Trusts (rev. 2024)
• Form 1041 Schedule D - Capital Gains and Losses (rev. 2024)
• Form 1041 Schedule I - Alternative Minimum Tax—Estates and Trusts (rev. 2024)
• Form 1041 Schedule J - Accumulation Distribution for Certain Complex Trusts (rev. 2024)
• Form 1041 Schedule K-1 - Beneficiary’s Share of Income, Deductions, Credits, etc. (rev. 2024)
• Form 1041-A - U.S. Information Return Trust Accumulation of Charitable Amounts (rev. 09/18)
• Form 1041-ES - Estimated Income Tax for Estates and Trusts (rev. 2025)
• Form 1041-N - U.S. Income Tax Return for Electing Alaska Native Settlement Trusts (rev. 12/23)
• Form 1041-QFT - U.S. Income Tax Return for Qualified Funeral Trusts (rev. 12/24)
• Form 1041-T - Allocation of Estimated Tax Payments to Beneficiaries (rev. 2024)
• Form 1041-V - Payment Voucher for Estates and Trusts (rev. 2024)
• Form 1042 - Annual Withholding Tax Return for U.S. Source Income of Foreign Persons (rev. 2024)
• Form 1042 Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD) (rev. 2024)
• Form 1042-S - Foreign Person’s U.S. Source Income Subject to Withholding (rev. 2024)
• Form 1042-T - Annual Summary and Transmittal of Forms 1042-S (rev. 2024)
• Form 1045 - Application for Tentative Refund (rev. 2024)
• Form 1065 - U.S. Return of Partnership Income (rev. 2024)
• Form 1065 Schedule B-1 - Information on Partners Owning 50% or More of the Partnership (rev. 08/19)
• Form 1065 Schedule B-2 - Election Out of the Centralized Partnership Audit Regime (rev. 12/18)
• Form 1065 Schedule C - Additional Information for Schedule M-3 Filers (rev. 12/14)
• Form 1065 Schedule D - Capital Gains and Losses (rev. 2024)
• Form 1065 Schedule K-2 - Partners' Distributive Share Items-International (rev. 2023)
• Form 1065 Schedule K-3 - Partner’s Share of Income, Deductions, Credits, etc.—International (rev. 2023)
• Form 1065 Schedule M-3 - Net Income (Loss) Reconciliation for Certain Partnerships (rev. 12/21)
• Form 1065-X - Amended Return or Administrative Adjustment Request (AAR) (rev. 08/23)
• Form 1066 - U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return (rev. 2024)
• Form 1066 Schedule Q - Quarterly Notice to Residual Interest Holder of REMIC Taxable Income or Net Loss Allocation (rev. 09/18)
• Form 1094-B - Transmittal of Health Coverage Information Returns (rev. 2024)
• Form 1094-C - Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns (rev. 2024)
• Form 1095-A - Health Insurance Marketplace Statement (rev. 2024)
• Form 1095-B - Health Coverage (rev. 2024)
• Form 1095-C - Employer-Provided Health Insurance Offer and Coverage (rev. 2024)
• Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust) (rev. 2024)
• Form 1116 Schedule B - Foreign Tax Carryover Reconciliation Schedule (rev. 12/22)
• Form 1116 Schedule C - Foreign Tax Redetermination Schedule (rev. 12/22)
• Form 1117 - Income Tax Surety Bond (rev. 01/81)
• Form 1118 - Foreign Tax Credit - Corporations (rev. 12/22)
• Form 1118 Schedule I - Reduction of Foreign Oil and Gas Taxes (rev. 12/21)
• Form 1118 Schedule K - Foreign Tax Carryover Reconciliation Schedule (rev. 12/18)
• Form 1118 Schedule L - Foreign Tax Redetermination Schedule (rev. 12/23)
• Form 1120 - U.S. Corporation Income Tax Return (rev. 2023)
• Form 1120 Schedule B - Additional Information for Schedule M-3 Filers (rev. 12/18)
• Form 1120 Schedule D - Capital Gains and Losses (rev. 2024)
• Form 1120 Schedule G - Information on Certain Persons Owning the Corporationʼs Voting Stock (rev. 12/11)
• Form 1120 Schedule H - Section 280H Limitations for a Personal Service Corporation (PSC) (rev. 12/11)
• Form 1120 Schedule M-3 - Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More (rev. 12/19)
• Form 1120 Schedule N - Foreign Operations of U.S. Corporations (rev. 2024)
• Form 1120 Schedule O - Consent Plan and Apportionment Schedule for a Controlled Group (rev. 12/18)
• Form 1120 Schedule PH - U.S. Personal Holding Company (PHC) Tax (rev. 11/15)
• Form 1120 Schedule UTP - Uncertain Tax Position Statement (rev. 12/22)
• Form 1120-C - U.S. Income Tax Return for Cooperative Associations (rev. 2023)
• Form 1120-F - U.S. Income Tax Return of a Foreign Corporation (rev. 2024)
• Form 1120-F Schedule H - Deductions Allocated to Effectively Connected Income Under Regulations Section 1.861-8 (rev. 2024)
• Form 1120-F Schedule I - Interest Expense Allocation Under Regulations Section 1.882-5 (rev. 2024)
• Form 1120-F Schedule M-1 M-2 - Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books (rev. 2024)
• Form 1120-F Schedule M-3 - Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More (rev. 2024)
• Form 1120-F Schedule P - List of Foreign Partner's Interests in Partnerships (rev. 2024)
• Form 1120-F Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD) (rev. 2024)
• Form 1120-F Schedule S - Exclusion of Income from the International Operation of Ships or Aircraft Under Section 883 (rev. 12/22)
• Form 1120-F Schedule V - List of Vessels or Aircraft, Operators, and Owners (rev. 12/22)
• Form 1120-FSC - U.S. Income Tax Return of a Foreign Sales Corporation (rev. 11/18)
• Form 1120-FSC Schedule P - Transfer Price or Commission (rev. 09/17)
• Form 1120-H - U.S. Income Tax Return for Homeowners Associations (rev. 2024)
• Form 1120-IC-DISC - Interest Charge Domestic International Sales Corporation Return (rev. 12/21)
• Form 1120-IC-DISC Schedule K - Shareholder's Statement of IC-DISC Distributions (rev. 11/18)
• Form 1120-IC-DISC Schedule P - Intercompany Transfer Price or Commission (rev. 09/17)
• Form 1120-IC-DISC Schedule Q - Borrower's Certificate of Compliance With the Rules for Producer's Loans (rev. 12/98)
• Form 1120-L - U.S. Life Insurance Company Income Tax Return (rev. 2022)
• Form 1120-L Schedule M-3 - Net Income (Loss) Reconciliation for U.S. Life Insurance Companies With Total Assets of $10 Million or More (rev. 12/21)
• Form 1120-ND - Return for Nuclear Decommissioning Funds and Certain Related Persons (rev. 10/13)
• Form 1120-PC - U.S. Property and Casualty Insurance Company Income Tax Return (rev. 2024)
• Form 1120-PC Schedule M-3 - Net Income (Loss) Reconciliation for U.S. Property and Casualty Insurance Companies with Total Assets of $10 Million or More (rev. 12/21)
• Form 1120-POL - U.S. Income Tax Return for Certain Political Organizations (rev. 2023)
• Form 1120-REIT - U.S. Income Tax Return for Real Estate Investment Trusts (rev. 2024)
• Form 1120-RIC - U.S. Income Tax Return for Regulated Investment Companies (rev. 2024)
• Form 1120-S - U.S. Income Tax Return for an S Corporation (rev. 2024)
• Form 1120-S Schedule B-1 - Information on Certain Shareholders of an S Corporation (rev. 12/20)
• Form 1120-S Schedule D - Capital Gains and Losses and Built-in Gains (rev. 2024)
• Form 1120-S Schedule K-1 - Shareholder's Share of Income, Deductions, Credits, etc. (rev. 2023)
• Form 1120-S Schedule K-2 - Shareholders Pro Rata Share Items-International (rev. 2023)
• Form 1120-S Schedule k-3 - Shareholder's Share of Income, Deductions, Credits, etc.-International (rev. 2023)
• Form 1120-S Schedule M-3 - Net Income (Loss) Reconciliation for S Corporations With Total Assets of $10 Million or More (rev. 12/19)
• Form 1120-SF - U.S. Income Tax Return for Settlement Funds (Under Section 468B) (rev. 11/18)
• Form 1120-W - Estimated Tax for Corporations (rev. 2022)
• Form 1120X - Amended U.S. Corporation Income Tax Return (rev. 11/16)
• Form 1122 - Authorization and Consent of Subsidiary Corporation To Be Included in a Consolidated Income Tax Return (rev. 12/03)
• Form 1125-A - Cost of Goods Sold (rev. 11/24)
• Form 1125-E - Compensation of Officers (rev. 10/16)
• Form 1127 - Application for Extension of Time for Payment of Tax Due to Undue Hardship (rev. 12/24)
• Form 1128 - Application To Adopt, Change, or Retain a Tax Year (rev. 10/14)
• Form 1138 - Extension of Time for Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback (rev. 11/18)
• Form 1139 - Corporation Application for Tentative Refund (rev. 10/18)
• Form 11652 - Questionnaire and Supporting Documentation Form 1040 Schedule C (Profit or Loss from Business) (rev. 01/21)
• Form 11-C - Occupational Tax and Registration Return for Wagering (rev. 12/17)
• Form 12009 - Request for an Informal Conference and Appeals Review (rev. 12/06)
• Form 12153 - Request for a Collection Due Process or Equivalent Hearing (rev. 07/22)
• Form 12203 - Request for Appeals Review (rev. 08/22)
• Form 12256 - Withdrawal of Request for Collection Due Process or Equivalent Hearing (rev. 05/20)
• Form 12277 - Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien (Internal Revenue Code Section 6323(j)) (rev. 10/11)
• Form 12451 - Request for Relocation Expenses Allowance (rev. 01/05)
• Form 12507 - Innocent Spouse Statement (rev. 12/99)
• Form 12508 - Questionnaire for Non-Requesting Spouse (rev. 06/21)
• Form 12509 - Innocent Spouse Statement of Disagreement (rev. 05/18)
• Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer (rev. 10/24)
• Form 13285-A - Reducing Tax Burden on America's Taxpayers (Referral Form for Use by the Public) (rev. 01/12)
• Form 1363 - Export Exemption Certificate (rev. 08/21)
• Form 13656 - Notice of Election to Participate in 2005-19 Settlement Initiative (rev. 03/05)
• Form 13657 - Notice of Election by Corporation to Participate in Announcement 2005-19 Settlement Initiative (rev. 03/05)
• Form 13683 - Statement of Disputed Issues (rev. 05/24)
• Form 13711 - Request for Appeal of Offer in Compromise (rev. 12/17)
• Form 13750 - Election to Participate in Announcement 2005-80 Settlement Initiative (rev. 10/05)
• Form 13751 - Waiver of Right to Consistent Agreement of Partnership Items and Partnership-Level Determinations as to Penalties, Additions to Tax, and Additional Amounts (rev. 10/05)
• Form 13775 - Tax Check Waiver (rev. 01/15)
• Form 13803 - Income Verification Express Service (IVES) Application (rev. 08/22)
• Form 13844 - Application For Reduced User Fee For Installment Agreements (rev. 02/24)
• Form 13930 - Application for Central Withholding Agreement (rev. 09/22)
• Form 13973 - Health Coverage Tax Credit (HCTC) Blank Payment Coupon (rev. 11/16)
• Form 13976 - Itemized Statement Component of Advisee List (rev. 04/08)
• Form 14039 - Identity Theft Affidavit (rev. 05/24)
• Form 14039 SP - Declaración Jurada sobre el Robo de Identidad (rev. 12/22)
• Form 14095 - The Health Coverage Tax Credit (HCTC) Reimbursement Request (rev. 08/20)
• Form 14134 - Application for Certificate of Subordination of Federal Tax Lien (rev. 06/10)
• Form 14135 - Application for Certificate of Discharge of Property from Federal Tax Lien (rev. 11/24)
• Form 14157 - Complaint: Tax Return Preparer (rev. 10/14)
• Form 14199 - COBRA Recapture Statement (rev. 01/11)
• Form 14392 - Continuing Education Waiver Request (rev. 07/22)
• Form 14402 - Internal Revenue Code (IRC) Section 6702(d) Frivolous Tax Submissions Penalty Reduction (rev. 11/12)
• Form 14411 - Systemic Advocacy Issue Submission (rev. 03/22)
• Form 14420 - Verification of Reported Income (rev. 10/15)
• Form 14429 - Tax Exempt Bonds Voluntary Closing Agreement Program Request (rev. 03/13)
• Form 14452 - Foreign Account or Asset Statement (rev. 06/14)
• Form 14454 - Attachment to Offshore Voluntary Disclosure Letter (rev. 12/17)
• Form 14457 - Voluntary Disclosure Practice Preclearance Request and Application (rev. 06/24)
• Form 14497 - Notice of Nonjudicial Sale of Property (rev. 01/22)
• Form 14498 - Application for Consent to Sale of Property Free of the Federal Tax Lien (rev. 01/22)
• Form 14568 - Model VCP Compliance Statement (rev. 07/23)
• Form 14568-A - Model VCP Compliance Statement Schedule 1 Interim Nonamender Failures (rev. 07/23)
• Form 14568-B - Model VCP Compliance Statement Schedule 2 Other Nonamender Failures and Failure to Adopt a 403(b) Plan Timely (rev. 0723)
• Form 14568-C - Model VCP Compliance Statement Schedule 3 SEPs and SARSEPs (rev. 07/23)
• Form 14568-D - Model VCP Compliance Statement Schedule 4 SIMPLE IRAs (rev. 07/23)
• Form 14653 - Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures (rev. 10/17)
• Form 14654 - Certification by U.S. Person Residing in the United States for Streamlined Domestic Offshore Procedures (rev. 09/17)
• Form 14773 - Offer in Compromise Withdrawal (rev. 12/17)
• Form 14773-A - Offer in Compromise Withdrawal - Joint (rev. 12/17)
• Form 14824 - Supporting Documents to Prove Filing Status (rev. 10/22)
• Form 14950 - Premium Tax Credit Verification (rev. 08/16)
• Form 2032 - Contract Coverage Under Title II of the Social Security Act (rev. 11/24)
• Form 2063 - U.S. Departing Alien Income Tax Statement (rev. 09/24)
• Form 2106 - Employee Business Expenses (rev. 2023)
• Form 211 - Application for Award for Original Information (rev. 03/24)
• Form 2120 - Multiple Support Declaration (rev. 10/18)
• Form 2159 - Payroll Deduction Agreement (rev. 07/24)
• Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts (rev. 2024)
• Form 2210-F - Underpayment of Estimated Tax By Farmers and Fishers (rev. 2024)
• Form 2220 - Underpayment of Estimated Tax By Corporations (rev. 2024)
• Form 2290 - Heavy Highway Vehicle Use Tax Return (rev. 07/24)
• Form 23 - Application for Enrollment to Practice Before the Internal Revenue Service (rev. 11/22)
• Form 2350 - Application for Extension of Time to File U.S. Income Tax Return (rev. 2023)
• Form 23-EP - Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) (rev. 12/14)
• Form 2438 - Undistributed Capital Gains Tax Return (rev. 12/20)
• Form 2439 - Notice to Shareholder of Undistributed Long-Term Capital Gains (rev. 11/21)
• Form 2441 - Child and Dependent Care Expenses (rev. 2024)
• Form 2553 - Election by a Small Business Corporation (rev. 12/17)
• Form 2555 - Foreign Earned Income (rev. 2024)
• Form 2587 - Application for Special Enrollment Examination (rev. 03/24)
• Form 2678 - Employer/Payer Appointment of Agent (rev. 12/24)
• Form 2848 - Power of Attorney and Declaration of Representative (rev. 01/21)
• Form 3115 - Application for Change in Accounting Method (rev. 12/22)
• Form 3468 - Investment Credit (rev. 2022)
• Form 3491 - Consumer Cooperative Exemption Application (rev. 10/23)
• Form 3520 - Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts (rev. 12/23)
• Form 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner (rev. 12/23)
• Form 3567 - Installment Agreement Request (rev. 07/14)
• Form 3604 - Transmittal of Paperless Schedules K-1 (565 or 568) on CD or Portable USB/Flash Drive (rev. 12/14)
• Form 3800 - General Business Credit (rev. 2022)
• Form 3903 - Moving Expenses (rev. 2023)
• Form 3911 - Taxpayer Statement Regarding Refund (rev. 10/22)
• Form 3922 - Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) (rev. 09/16)
• Form 3949-A - Information Referral (rev. 10/20)
• Form 4029 - Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits (rev. 11/18)
• Form 4136 - Credit for Federal Tax Paid On Fuels (rev. 2024)
• Form 4137 - Social Security and Medicare Tax On Unreported Tip Income (rev. 2023)
• Form 4180 - Report of Interview with Individual Relative to Trust Fund Recovery Penalty or Personal Liability for Excise Taxes (rev. 08/12)
• Form 4219 - Statement of Liability of Lender, Surety, or Other Person for Withholding Taxes (rev. 05/14)
• Form 4255 - Recapture of Investment Credit (rev. 12/23)
• Form 433-A - Collection Information Statement for Wage Earners and Self-Employed Individuals (rev. 07/22)
• Form 433-A (OIC) - Collection Info Statement for Wage Earners and Self-Employed Indiv. - Collection Information Statement for Wage Earners and Self-Employed Individuals (rev. 04/25)
• Form 433-B (OIC) - Collection Information Statement for Businesses (rev. 04/24)
• Form 433-B (OIC) - Collection Information Statement for Businesses (rev. 04/25)
• Form 433-B SP - Información de Cobro Para los Negocios (rev. 02/19)
• Form 433-D - Installment Agreement (rev. 07/24)
• Form 433-F - Collection Information Statement (rev. 07/24)
• Form 433-H - Installment Agreement Request and Collection Information Statement (rev. 04/20)
• Form 4361 - Application for Exemption From Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science Practitioners (rev. 01/11)
• Form 4421 - Declaration Executor's Commissions and Attorney's Fees (rev. 04/87)
• Form 4422 - Application for Certificate Discharging Property Subject To Estate Tax Lien (rev. 11/24)
• Form 4423 - Application for Filing Affordable Care Act (ACA) Information Returns (rev. 03/16)
• Form 4461 - Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Contribution Plans (rev. 11/18)
• Form 4461-A - Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Benefit Plan (rev. 11/19)
• Form 4461-B - Application for Approval of Standardized or Nonstandardized Pre-Approved Plans (rev. 11/18)
• Form 4466 - Corporation Application for Quick Refund of Overpayment of Estimated Tax (rev. 10/18)
• Form 4506 - Request for Copy of Tax Return (rev. 01/24)
• Form 4506 - Request for Copy of Tax Return (rev. 09/24)
• Form 4506-A - Request for Public Inspection or Copy of Exempt or Political Organization IRS Form (rev. 11/21)
• Form 4506-C - IVES Request for Transcript of Tax Return (rev. 10/22)
• Form 4506-F - Identity Theft Victims Request for Copy of Fraudulent Tax Return (rev. 08/21)
• Form 4506-T - Request for Transcript of Tax Return (rev. 04/25)
• Form 4506T-EZ - Short Form Request for Individual Tax Return Transcript (rev. 06/23)
• Form 4562 - Depreciation and Amortization (Including Information on Listed Property) (rev. 2024)
• Form 4563 - Exclusion of Income for Bona Fide Residents of American Samoa (rev. 09/24)
• Form 461 - Limitation on Business Losses (rev. 2024)
• Form 4626 - Alternative Minimum Tax - Corporations (rev. 2023)
• Form 4669 - Statement of Payments Received (rev. 12/14)
• Form 4670 - Request for Relief of Payment of Certain Withholding Taxes (rev. 08/15)
• Form 4684 - Casualties and Thefts (rev. 2024)
• Form 4720 - Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code (rev. 2023)
• Form 4768 - Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes (rev. 02/20)
• Form 4797 - Sales of Business Property (rev. 2024)
• Form 4810 - Request for Prompt Assessment Under Internal Revenue Code Section 6501(d) (rev. 08/22)
• Form 4835 - Farm Rental Income and Expenses (rev. 2024)
• Form 4852 - Substitute for Form W-2 or Form 1099-R (rev. 09/20)
• Form 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (rev. 2024)
• Form 4876-A - Election To Be Treated as an Interest Charge DISC (rev. 09/16)
• Form 4905 PIT - Offer in Compromise for Individuals (rev. 04/09)
• Form 4952 - Investment Interest Expense Deduction (rev. 2024)
• Form 4970 - Tax on Accumulation Distribution of Trusts (rev. 2024)
• Form 4972 - Tax on Lump-Sum Distributions (rev. 2024)
• Form 4977 - Schedule of Tax Liability (rev. 02/02)
• Form 5074 - Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) (rev. 2024)
• Form 5129 - Questionnaire -- Filing Status, Exemptions, and Standard Deduction (rev. 12/07)
• Form 5213 - Election to Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit (rev. 02/06)
• Form 5227 - Split-Interest Trust Information Return (rev. 2024)
• Form 5304-SIMPLE - Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-Not for Use With a Designated Financial Institution (rev. 03/12)
• Form 5305 - Traditional Individual Retirement Trust Account (rev. 04/17)
• Form 5305-A - Traditional Individual Retirement Custodial Account (rev. 04/17)
• Form 5305A-SEP - Salary Reduction Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement (rev. 06/06)
• Form 5305-B - Health Savings Trust Account (rev. 10/16)
• Form 5305-C - Health Savings Custodial Account (rev. 10/16)
• Form 5305-E - Coverdell Education Savings Trust Account (rev. 10/16)
• Form 5305-EA - Coverdell Education Savings Custodial Account (rev. 10/16)
• Form 5305-R - Roth Individual Retirement Trust Account (rev. 04/17)
• Form 5305-RA - Roth Individual Retirement Custodial Account (rev. 04/17)
• Form 5305-RB - Roth Individual Retirement Annuity Endorsement (rev. 04/17)
• Form 5305-S - SIMPLE Individual Retirement Trust Account (rev. 04/17)
• Form 5305-SA - SIMPLE Individual Retirement Custodial Account (rev. 04/17)
• Form 5305-SEP - Simplified Employee Pension--IRA Contribution Agreement (rev. 12/04)
• Form 5305-SIMPLE - Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-for Use With a Designated Financial Institution (rev. 03/12)
• Form 5306 - Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) (rev. 11/19)
• Form 5306-A - Application for Approval of Prototype Simplified Employee Pension (SEP) or SIMPLE IRA Plan (rev. 11/19)
• Form 5308 - Request for Change in Plan/Trust Year (rev. 11/19)
• Form 5309 - Application for Determination of Employee Stock Ownership Plan (rev. 01/12)
• Form 5329 - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (rev. 2024)
• Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans (rev. 12/22)
• Form 5405 - Repayment of the First-Time Homebuyer Credit (rev. 11/24)
• Form 5434 - Joint Board for the Enrollment of Actuaries - Application for Enrollment (rev. 11/23)
• Form 5434-A - Joint Board for the Enrollment of Actuaries - Application for Enrollment (rev. 11/23)
• Form 5452 - Corporate Report of Nondividend Distributions (rev. 10/18)
• Form 5471 - Information Return of U.S. Persons With Respect to Certain Foreign Corporations (rev. 12/23)
• Form 5471 Schedule E - Income, War Profits, and Excess Profits Taxes Paid or Accrued (rev. 12/21)
• Form 5471 Schedule H - Current Earnings and Profits (rev. 12/21)
• Form 5471 Schedule I-1 - Information for Global Intangible Low-Taxed Income (rev. 12/21)
• Form 5471 Schedule J - Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation (rev. 12/20)
• Form 5471 Schedule M - Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons (rev. 12/21)
• Form 5471 Schedule O - Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock (rev. 12/12)
• Form 5471 Schedule P - Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations (rev. 12/20)
• Form 5471 Schedule Q - CFC Income by CFC Income Groups (rev. 12/23)
• Form 5471 Schedule R - Distributions From a Foreign Corporation (rev. 12/20)
• Form 5472 - Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business (rev. 12/23)
• Form 5495 - Request for Discharge from Personal Liability Under Internal Revenue Code Section 2204 or 6905
• Form 5498 - IRA Contribution Information (rev. 2024)
• Form 5498-ESA - Coverdell ESA Contribution Information (rev. 2024)
• Form 5498-QA - ABLE Account Contribution Information (rev. 2025)
• Form 5500-EZ - Annual Return of A One-Participant Retirement Plan or A Foreign Plan (rev. 2024)
• Form 5558 - Application for Extension of Time To File Certain Employee Plan Returns (rev. 01/24)
• Form 5578 - Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax (rev. 11/19)
• Form 56 - Notice Concerning Fiduciary Relationship (rev. 11/22)
• Form 5695 - Residential Energy Credits (rev. 2024)
• Form 56-F - Notice Concerning Fiduciary Relationship of Financial Institution (rev. 12/22)
• Form 5713 - International Boycott Report (rev. 12/10)
• Form 5713 Schedule A - International Boycott Factor (Section 999(c)(1)) (rev. 12/10)
• Form 5713 Schedule B - Specifically Attributable Taxes and Income (Section 999(c)(2)) (rev. 09/18)
• Form 5713 Schedule C - Tax Effect of the International Boycott Provisions (rev. 09/18)
• Form 5735 - American Samoa Economic Development Credit (rev. 01/13)
• Form 5754 - Statement by Person(s) Receiving Gambling Winnings (rev. 11/24)
• Form 5768 - Election/Revocation of Election by an Eligible Section 501(c)(3) Organization To Make Expenditures To Influence Legislation (rev. 09/16)
• Form 5884 - Work Opportunity Credit (rev. 03/21)
• Form 5884-A - Employee Retention Credit (rev. 03/21)
• Form 5884-C - Work Opportunity Credit for Qualified Tax-Exempt Organizations Hiring Qualified Veterans (rev. 03/21)
• Form 5884-D - Employee Retention Credit for Certain Tax-Exempt Organizations Affected by Qualified Disasters (rev. 04/21)
• Form 6069 - Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 Deduction (rev. 12/21)
• Form 6088 - Distributable Benefits From Employee Pension Benefit Plans (rev. 03/08)
• Form 6118 - Claim for Refund of Tax Return Preparer and Promoter Penalties (rev. 07/18)
• Form 6197 - Gas Guzzler Tax (rev. 10/23)
• Form 6198 - At-Risk Limitations (rev. 11/24)
• Form 6251 - Alternative Minimum Tax—Individuals (rev. 2023)
• Form 6252 - Installment Sale Income (rev. 2024)
• Form 637 - Application for Registration (For Certain Excise Tax Activities) (rev. 12/22)
• Form 6478 - Biofuel Producer Credit (rev. 01/20)
• Form 6497 - Information Return of Nontaxable Energy Grants or Subsidized Energy Financing (rev. 08/19)
• Form 656 - Offer in Compromise (rev. 04/25)
• Form 656 - Offer In Compromise Pre-qualifier Worksheet - This worksheet provides a quick method to determine if the taxpayer qualifies to submit an Offer-In-Compromise, Form 656. (rev. 04/25)
• Form 656-L - Offer in Compromise (Doubt as to Liability) (rev. 05/24)
• Form 656-PPV - Offer in Compromise - Periodic Payment Voucher (rev. 04/20)
• Form 6627 - Environmental Taxes (rev. 01/24)
• Form 673 - Statement for Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911 (rev. 08/19)
• Form 6765 - Credit for Increasing Research Activities (rev. 12/24)
• Form 6781 - Gains and Losses From Section 1256 Contracts and Straddles (rev. 2024)
• Form 7004 - Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns (rev. 12/18)
• Form 706 - United States Estate (and Generation-Skipping Transfer) Tax Return (rev. 08/19)
• Form 706-A - United States Additional Estate Tax Return (rev. 08/19)
• Form 706-CE - Certificate of Payment of Foreign Death Tax (rev. 10/19)
• Form 706-GS D-1 - Notification of Distribution From a Generation-Skipping Trust (rev. 10/08)
• Form 706-GS(D) - Generation-Skipping Transfer Tax Return For Distributions (rev. 06/19)
• Form 706-GS(T) - Generation-Skipping Transfer Tax Return For Terminations (rev. 11/13)
• Form 706-NA - United States Estate (and Generation-Skipping Transfer) Tax Return (rev. 06/19)
• Form 706-QDT - U.S. Estate Tax Return for Qualified Domestic Trusts (rev. 06/19)
• Form 709 - United States Gift (and Generation-Skipping Transfer) Tax Return (rev. 2023)
• Form 712 - Life Insurance Statement (rev. 12/24)
• Form 720 - Quarterly Federal Excise Tax Return (rev. 03/24)
• Form 720 - Quarterly Federal Excise Tax Return (rev. 06/25)
• Form 7202 - Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals (rev. 2021)
• Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitations (rev. 12/22)
• Form 7204 - Consent To Extend the Time To Assess Tax Related To Contested Foreign Income Taxes—Provisional Foreign Tax Credit Agreement (rev. 12/22)
• Form 7207 - Advanced Manufacturing Production Credit (rev. 01/24)
• Form 720-CS - Carrier Summary Report (rev. 09/10)
• Form 720-TO - Terminal Operator Report (rev. 09/10)
• Form 730 - Monthly Tax Return for Wagers (rev. 12/17)
• Form 8023 - Elections Under Section 338 for Corporations Making Qualified Stock Purchases (rev. 11/16)
• Form 8027 - Employer’s Annual Information Return of Tip Income and Allocated Tips (rev. 2024)
• Form 8027-T - Transmittal of Employer’s Annual Information Return of Tip Income and Allocated Tips (rev. 10/24)
• Form 8038-B - Information Return for Build America Bonds and Recovery Zone Economic Development Bonds (rev. 01/10)
• Form 8038-CP - Return for Credit Payments to Issuers of Qualified Bonds (rev. 01/22)
• Form 8038-CP Schedule A - Specified Tax Credit Bonds Interest Limit Computation (rev. 12/22)
• Form 8038-G - Information Return for Tax-Exempt Governmental Bonds (rev. 10/21)
• Form 8038-GC - Information Return for Small Tax-Exempt Governmental Bond Issues, Leases, and Installment Sales (rev. 10/21)
• Form 8038-R - Request for Recovery of Overpayments Under Arbitrage Rebate Provisions (rev. 10/21)
• Form 8038-T - Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate (rev. 10/21)
• Form 8038-TC - Information Return for Tax Credit Bonds and Specified Tax Credit Bonds (rev. 11/12)
• Form 8050 - Direct Deposit of Corporate Tax Refund (rev. 11/16)
• Form 8082 - Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) (rev. 10/23)
• Form 8233 - Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (rev. 09/18)
• Form 8274 - Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes (rev. 09/22)
• Form 8275 - Disclosure Statement (rev. 10/24)
• Form 8275-R - Regulation Disclosure Statement (rev. 11/24)
• Form 8281 - Information Return for Publicly Offered Original Issue Discount Instruments (rev. 09/14)
• Form 8282 - Donee Information Return (Sale, Exchange or Other Disposition of Donated Property) (rev. 10/21)
• Form 8283 - Noncash Charitable Contributions (rev. 12/23)
• Form 8283-V - Payment Voucher for Filing Fee Under Section 170(f)(13) (rev. 08/13)
• Form 8288 - U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests (rev. 01/23)
• Form 8288-A - Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests (rev. 01/23)
• Form 8288-B - Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests (rev. 02/16)
• Form 8288-C - Statement of Withholding Under Section 1446(f)(4) on Dispositions by Foreign Persons of Partnership Interests (rev. 01/23)
• Form 8300 - Report of Cash Payments Over $10,000 Received in a Trade or Business (rev. 08/14)
• Form 8300-SP - Informe de Pagos en Efectivo en Exceso de $10,000 Recibidos en Una Ocupacion o Negocio (rev. 08/14)
• Form 8302 - Electronic Deposit of Tax Refund of $1 Million or More (rev. 11/18)
• Form 8308 - Report of a Sale or Exchange of Certain Partnership Interests (rev. 10/24)
• Form 8316 - Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on an F, J, or M Type Vi (rev. 01/06)
• Form 8328 - Carryforward Election of Unused Private Activity Bond Volume Cap (rev. 08/22)
• Form 8329 - Lender's Information Return for Mortgage Credit Certificates (MCCs) (rev. 10/12)
• Form 8330 - Issuer's Quarterly Information Return for Mortgage Credit Certificates (MCCs) (rev. 10/21)
• Form 8332 - Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (rev. 10/18)
• Form 8379 - Injured Spouse Allocation (rev. 11/23)
• Form 8396 - Mortgage Interest Credit (rev. 2024)
• Form 8404 - Interest Charge on DISC-Related Deferred Tax Liability (rev. 2024)
• Form 843 - Claim for Refund and Request for Abatement (rev. 12/24)
• Form 8453 - U.S. Individual Income Tax Transmittal for an IRS e-file Return (rev. 2024)
• Form 8453-C - U.S. Corporation Income Tax Declaration for an IRS e-file Return (rev. 2021)
• Form 8453-EMP - Employment Tax Declaration for an IRS e-file Return (rev. 12/24)
• Form 8453-EX - Excise Tax Declaration for an IRS efile Return (rev. 12/11)
• Form 8453-FE - U.S. Estate or Trust Declaration for an IRS e-file Return (rev. 2024)
• Form 8453-I - Foreign Corporation Income Tax Declaration for an IRS e-file Return (rev. 2021)
• Form 8453-PE - E-file Declaration for Form 1065 (rev. 2024)
• Form 8453-S - U.S. S Corporation Income Tax Declaration for an IRS e-file Return (rev. 2021)
• Form 8453-TE - Tax Exempt Entity Declaration and Signature for Electronic Filing (rev. 2023)
• Form 8453-X - Political Organization Declaration for Electronic Filing of Notice of Section 527 Status (rev. 08/19)
• Form 8498 - Continuing Education Provider Application and Request for Provider Number (rev. 09/23)
• Form 8508 - Application for a Waiver from Electronic Filing of Information Returns (rev. 11/23)
• Form 8508-I - Request for Waiver From Filing Information Returns Electronically (rev. 11/15)
• Form 851 - Affiliations Schedule (rev. 10/16)
• Form 8546 - Claim for Reimbursement of Bank Charges (rev. 11/24)
• Form 8554 - Application for Renewal of Enrollment to Practice Before the Internal Revenue Service (rev. 11/22)
• Form 8554-EP - Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) (rev. 11/22)
• Form 8582 - Passive Activity Loss Limitations (rev. 2024)
• Form 8582-CR - Passive Activity Credit Limitations (rev. 12/24)
• Form 8586 - Low-Income Housing Credit (rev. 12/23)
• Form 8594 - Asset Acquisition Statement Under Section 1060 (rev. 11/21)
• Form 8596 - Information Return for Federal Contracts (rev. 01/24)
• Form 8596-A - Quarterly Transmittal of Information Returns for Federal Contracts (rev. 08/13)
• Form 8606 - Nondeductible IRAs (rev. 2024)
• Form 8609 - Low-Income Housing Credit Allocation and Certification (rev. 12/21)
• Form 8609-A - Annual Statement for Low-Income Housing Credit (rev. 12/08)
• Form 8610 - Annual Low-Income Housing Credit Agencies Report (rev. 2024)
• Form 8610 Schedule A - Carryover Allocation of Low-Income Housing Credit (rev. 12/24)
• Form 8611 - Recapture of Low-Income Housing Credit (rev. 12/21)
• Form 8612 - Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts (rev. 11/22)
• Form 8613 - Return of Excise Tax on Undistributed Income of Regulated Investment Companies (rev. 11/22)
• Form 8615 - Tax for Certain Children Who Have Unearned Income (rev. 2024)
• Form 8621 - Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (rev. 12/18)
• Form 8621-A - Return by a Shareholder Making Certain Late Elections To End Treatment as a Passive Foreign Investment Company (rev. 12/13)
• Form 8655 - Reporting Agent Authorization (rev. 01/24)
• Form 8689 - Allocation of Individual Income Tax to the U.S. Virgin Islands (rev. 2024)
• Form 8693 - Low-Income Housing Credit Disposition Bond (rev. 02/97)
• Form 8697 - Interest Computation Under the Look-Back Method for Completed Long-Term Contracts (rev. 11/18)
• Form 8703 - Annual Certification of a Residential Rental Project (rev. 12/21)
• Form 8716 - Election to Have a Tax Year Other Than a Required Tax Year (rev. 08/21)
• Form 8717-A - User Fee for Employee Plan Opinion Letter Request (rev. 08/24)
• Form 8725 - Excise Tax on Greenmail (rev. 12/15)
• Form 8752 - Required Payment or Refund Under Section 7519 (rev. 2024)
• Form 8801 - Credit for Prior Year Minimum Tax—Individuals, Estates, and Trusts (rev. 2024)
• Form 8802 - Application for United States Residency Certification (rev. 11/18)
• Form 8804 - Annual Return for Partnership Withholding Tax (Section 1446) (rev. 11/22)
• Form 8804 Schedule A - Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships (rev. 2024)
• Form 8804-C - Certificate of Partner-Level Items to Reduce Section 1446 Withholding (rev. 03/09)
• Form 8804-W - Installment Payments of Section 1446 Tax for Partnerships (rev. 2025)
• Form 8805 - Foreign Partnerʼs Information Statement of Section 1446 Withholding Tax (rev. 11/19)
• Form 8806 - Information Return for Acquisition of Control or Substantial Change in Capital Structure (rev. 10/16)
• Form 8809 - Application for Extension of Time to File Information Returns (rev. 08/20)
• Form 8809-I - Application for Extension of Time to File FATCA Form 8966 (rev. 11/15)
• Form 8810 - Corporate Passive Activity Loss and Credit Limitations (rev. 2024)
• Form 8811 - Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations (rev. 08/13)
• Form 8813 - Partnership Withholding Tax Payment Voucher (Section 1446) (rev. 12/08)
• Form 8814 - Parents' Election to Report Child's Interest and Dividends (rev. 2024)
• Form 8815 - Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (rev. 2024)
• Form 8816 - Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies (rev. 09/18)
• Form 8818 - Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 (rev. 12/07)
• Form 8819 - Dollar Election Under Section 985 (rev. 01/10)
• Form 8820 - Orphan Drug Credit (rev. 09/18)
• Form 8821 - Tax Information Authorization (rev. 01/21)
• Form 8822 - Change of Address (rev. 02/21)
• Form 8822-B - Change of Address or Responsible Party - Business (rev. 12/19)
• Form 8824 - Like-Kind Exchanges (rev. 2024)
• Form 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation (rev. 11/18)
• Form 8826 - Disabled Access Credit (rev. 12/13)
• Form 8827 - Credit for Prior Year Minimum Tax - Corporations (rev. 2024)
• Form 8828 - Recapture of Federal Mortgage Subsidy (rev. 11/24)
• Form 8829 - Expenses for Business Use of Your Home (rev. 2024)
• Form 8830 - Enhanced Oil Recovery Credit (rev. 03/22)
• Form 8831 - Excise Taxes on Excess Inclusions of REMIC Residual Interests (rev. 04/18)
• Form 8832 - Entity Classification Election (rev. 12/13)
• Form 8833 - Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) (rev. 12/22)
• Form 8834 - Qualified Electric Vehicle Credit (rev. 10/24)
• Form 8835 - Renewable Electricity Production Credit (rev. 2023)
• Form 8838 - Consent To Extend the Time To Assess Tax Under Section 367-Gain Recognition Agreement (rev. 12/12)
• Form 8839 - Qualified Adoption Expenses (rev. 2024)
• Form 8840 - Closer Connection Exception Statement for Aliens (rev. 2023)
• Form 8842 - Election to Use Different Annualization Periods for Corporation Estimated Tax (rev. 10/21)
• Form 8843 - Statement for Exempt Individuals and Individuals with a Medical Condition (rev. 2024)
• Form 8844 - Empowerment Zone Employment Credit (rev. 03/20)
• Form 8845 - Indian Employment Credit (rev. 01/22)
• Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips (rev. 2024)
• Form 8847 - Credit for Contributions to Selected Community Development Corporations (rev. 12/06)
• Form 8848 - Consent To Extend the Time To Assess the Branch Profits Tax Under Regulations Sections 1.884-2(a) and (c) (rev. 09/17)
• Form 8849 - Claim for Refund of Excise Taxes (2014) (rev. 08/14)
• Form 8849 Schedule 1 - Nontaxable Use of Fuels (rev. 05/20)
• Form 8849 Schedule 2 - Sales by Registered Ultimate Vendors (rev. 12/20)
• Form 8849 Schedule 3 - Certain Fuel Mixtures and the Alternative Fuel Credit (rev. 01/23)
• Form 8849 Schedule 5 - Section 4081(e) Claims (rev. 01/06)
• Form 8849 Schedule 6 - Other Claims (rev. 08/13)
• Form 8849 Schedule 8 - Registered Credit Card Issuers (rev. 10/06)
• Form 8850 - Pre-Screening Notice and Certification Request for the Work Opportunity Credit (rev. 03/16)
• Form 8851 - Summary of Archer MSAs (rev. 02/07)
• Form 8853 - Archer MSAs and Long-Term Care Insurance Contracts (rev. 2024)
• Form 8854 - Initial and Annual Expatriation Statement (rev. 2024)
• Form 8855 - Election to Treat a Qualified Revocable Trust as Part of an Estate (rev. 12/20)
• Form 8857 - Request for Innocent Spouse Relief (rev. 06/21)
• Form 8857 SP - Solicitud para Alivio del Cónyuge Inocente (rev. 03/14)
• Form 8858 - Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs) (rev. 12/24)
• Form 8858 Schedule M - Transactions Between Foreign Disregarded Entity (FDE) or Foreign Branch (FB) and the Filer or Other Related Entities (rev. 09/21)
• Form 8859 - Carryforward of the District of Columbia First-Time Homebuyer Credit (rev. 2024)
• Form 8862 - Information To Claim Certain Credits After Disallowance (rev. 10/24)
• Form 8863 - Education Credits (American Opportunity and Lifetime Learning Credits) (rev. 2024)
• Form 8864 - Biodiesel and Renewable Diesel Fuels Credit (rev. 01/23)
• Form 8865 - Return of U.S. Persons With Respect to Certain Foreign Partnerships (rev. 2024)
• Form 8865 Schedule G - Statement of Application of the Gain Deferral Method Under Section 721(c) (rev. 12/21)
• Form 8865 Schedule H - Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c) (rev. 11/18)
• Form 8865 Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. (rev. 2024)
• Form 8865 Schedule K-2 - Partners’ Distributive Share Items - International (rev. 2024)
• Form 8865 Schedule K-3 - Partner’s Share of Income, Deductions, Credits, etc. - International (rev. 2024)
• Form 8865 Schedule O - Transfer of Property to a Foreign Partnership (under section 6038B) (rev. 10/21)
• Form 8865 Schedule P - Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership (rev. 12/19)
• Form 8866 - Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method (rev. 11/18)
• Form 8867 - Paid Preparer's Due Diligence Checklist (rev. 11/24)
• Form 8868 - Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans (rev. 01/25)
• Form 8869 - Qualified Subchapter S Subsidiary Election (rev. 12/20)
• Form 886-H-AOC - Supporting Documents to Prove American Opportunity Credit (rev. 07/09)
• Form 886-H-EIC (SP) - Documentos Que Necesita Enviar para Reclamar el Crédito Tributario por Ingreso del Trabajo en Base a un Hijo o Hijos Calificados para el Año Tributari (rev. 10/19)
• Form 8870 - Information Return for Transfers Associated With Certain Personal Benefit Contracts (rev. 10/21)
• Form 8872 - Political Organization Report of Contributions and Expenditures (rev. 10/14)
• Form 8873 - Extraterritorial Income Exclusion (rev. 12/10)
• Form 8874 - New Markets Credit (rev. 11/21)
• Form 8874-A - Notice of Qualified Equity Investment for New Markets Credit (rev. 12/11)
• Form 8874-B - Notice of Recapture Event for New Markets Credit (rev. 12/11)
• Form 8875 - Taxable REIT Subsidiary Election (rev. 09/14)
• Form 8876 - Excise Tax on Structured Settlement Factoring Transactions (rev. 12/13)
• Form 8878 - IRS e-file Signature Authorization for Form 4868 or Form 2350 (rev. 2024)
• Form 8878-A - IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 (rev. 12/08)
• Form 8879 - IRS e-file Signature Authorization (rev. 01/21)
• Form 8879-C - IRS e-file Signature Authorization for Form 1120 (rev. 2021)
• Form 8879-EMP - IRS e-file Signature Authorization for Forms 940, 940 (PR), 941, 941 (PR), 941-SS, 943, 943 (PR), 944, and 945 (rev. 12/24)
• Form 8879-EX - IRS efile Signature Authorization for Forms 720, 2290, and 8849 (rev. 12/10)
• Form 8879-F - IRS e-file Signature Authorization for Form 1041 (rev. 2024)
• Form 8879-I - IRS e-file Signature Authorization for Form 1120-F (rev. 2021)
• Form 8879-PE - E-file Authorization for Form 1065 (rev. 2024)
• Form 8879-S - IRS e-file Signature Authorization for Form 1120-S (rev. 2021)
• Form 8879-TE - IRS E-file Signature Authorization for a Tax Exempt Entity (rev. 2024)
• Form 8880 - Credit for Qualified Retirement Savings Contributions (rev. 2024)
• Form 8881 - Credit for Small Employer Pension Plan Startup Costs (rev. 12/23)
• Form 8882 - Credit for Employer-Provided Childcare Facilities and Services (rev. 12/17)
• Form 8883 - Asset Allocation Statement Under Section 338 (rev. 10/17)
• Form 8885 - Health Coverage Tax Credit (rev. 2021)
• Form 8886 - Reportable Transaction Disclosure Statement (rev. 12/19)
• Form 8886-T - Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction (rev. 12/19)
• Form 8888 - Allocation of Refund (Including Savings Bond Purchases) (rev. 11/22)
• Form 8889 - Health Savings Accounts (HSAs) (rev. 2024)
• Form 8891 - U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans (rev. 12/12)
• Form 8892 - Application for Automatic Extension of Time To File Form 709 or Form 709-NA and/or Payment of Gift/Generation-Skipping Transfer Tax (rev. 12/24)
• Form 8893 - Election of Partnership Level Tax Treatment (rev. 09/17)
• Form 8894 - Request to Revoke Partnership Level Tax Treatment Election (rev. 09/17)
• Form 8896 - Low Sulfur Diesel Fuel Production Credit (rev. 12/19)
• Form 8898 - Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Territory (rev. 10/24)
• Form 8899 - Notification of Income from Donated Intellectual Property (rev. 12/21)
• Form 8900 - Qualified Railroad Track Maintenance Credit (rev. 2023)
• Form 8902 - Alternative Tax on Qualifying Shipping Activities (rev. 04/18)
• Form 8903 - Domestic Production Activities Deduction (rev. 12/18)
• Form 8904 - Credit for Oil and Gas Production From Marginal Wells (rev. 10/24)
• Form 8904 - Credit for Oil and Gas Production From Marginal Wells (rev. 12-/18)
• Form 8905 - Certification of Intent To Adopt a Pre-approved Plan (rev. 01/12)
• Form 8906 - Distilled Spirits Credit (rev. 2024)
• Form 8908 - Energy Efficient Home Credit (rev. 12/24)
• Form 8910 - Alternative Motor Vehicle Credit (rev. 01/22)
• Form 8911 - Alternative Fuel Vehicle Refueling Property Credit (rev. 01/24)
• Form 8912 - Credit to Holders of Tax Credit Bonds (rev. 12/24)
• Form 8915-B - Qualified 2017 Disaster Retirement Plan Distributions and Repayments (rev. 2021)
• Form 8915-C - Qualified 2018 Disaster Retirement Plan Distributions and Repayments (rev. 2023)
• Form 8915-D - Qualified 2019 Disaster Retirement Plan Distributions and Repayments (rev. 2024)
• Form 8915-F - Qualified Disaster Retirement Plan Distributions and Repayments (rev. 01/24)
• Form 8916 - Reconciliation of Schedule M-3 Taxable Income with Tax Return Taxable Income for Mixed Groups (rev. 10/20)
• Form 8916-A - Supplemental Attachment to Schedule M-3 (rev. 11/19)
• Form 8917 - Tuition and Fees Deduction (rev. 01/20)
• Form 8918 - Material Advisor Disclosure Statement (rev. 12/11)
• Form 8919 - Uncollected Social Security and Medicare Tax on Wages (rev. 2024)
• Form 8921 - Applicable Insurance Contracts Information Return (rev. 08/07)
• Form 8922 - Third-Party Sick Pay Recap (rev. 10/24)
• Form 8923 - Mine Rescue Team Training Credit (rev. 11/20)
• Form 8924 - Excise Tax on Certain Transfers of Qualifying Geothermal or Mineral Interests (rev. 12/13)
• Form 8925 - Report of Employer-Owned Life Insurance Contracts (rev. 09/17)
• Form 8926 - Disqualified Corporate Interest Expense Disallowed Under Section 163(j) and Related Information (rev. 12/17)
• Form 8927 - Determination Under Section 860(e)(4) by a Qualified Investment Entity (rev. 12/16)
• Form 8928 - Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code (rev. 05/16)
• Form 8931 - Agricultural Chemicals Security Credit (rev. 12/10)
• Form 8932 - Credit for Employer Differential Wage Payments (rev. 12/21)
• Form 8933 - Carbon Oxide Sequestration Credit (rev. 12/24)
• Form 8936 - Clean Vehicle Credits (rev. 2024)
• Form 8936-A - Qualified Commercial Clean Vehicle Credit (rev. 2022)
• Form 8936-A Schedule 1 - Schedule for Qualified Commercial Clean Vehicle (rev. 2022)
• Form 8937 - Report of Organizational Actions Affecting Basis of Securities (rev. 12/17)
• Form 8938 - Statement of Specified Foreign Financial Assets (rev. 11/21)
• Form 8941 - Credit for Small Employer Health Insurance Premiums (rev. 2024)
• Form 8942 - Application for Certification of Qualified Investments Eligible for Credits and Grants Under the Qualifying Therapeutic Discovery Project Program (rev. 06/10)
• Form 8944 - Preparer e-file Hardship Waiver Request (rev. 09/21)
• Form 8945 - PTIN Supplemental Application For U.S. Citizens Without a Social Security Number Due To Conscientious Religious Objection (rev. 05/21)
• Form 8946 - PTIN Supplemental Application For Foreign Persons Without a Social Security Number (rev. 06/21)
• Form 8947 - Report of Branded Prescription Drug Information (rev. 09/18)
• Form 8948 - Preparer Explanation for Not Filing Electronically (rev. 09/18)
• Form 8949 - Sales and other Dispositions of Capital Assets (rev. 2024)
• Form 8951 - User Fee for Application for Voluntary Correction Program (VCP) (rev. 09/16)
• Form 8952 - Application for Voluntary Classification Settlement Program (VCSP) (rev. 11/24)
• Form 8957 - Foreign Account Tax Compliance Act (FATCA) Registration (rev. 06/18)
• Form 8958 - Allocation of Tax Amounts Between Certain Individuals in Community Property States (rev. 11/23)
• Form 8959 - Additional Medicare Tax (rev. 2024)
• Form 8960 - Net Investment Income Tax—Individuals, Estates, and Trusts (rev. 2024)
• Form 8962 - Premium Tax Credit (PTC) (rev. 2024)
• Form 8963 - Report of Health Insurance Provider Information (rev. 01/20)
• Form 8966 - FATCA Report (rev. 2024)
• Form 8966-C - Cover Sheet for Form 8966 Paper Submissions (rev. 12/16)
• Form 8971 - Information Regarding Beneficiaries Acquiring Property from a Decedent (rev. 01/16)
• Form 8973 - Certified Professional Employer Organization/Customer Reporting Agreement (rev. 12/23)
• Form 8974 - Qualified Small Business Payroll Tax Credit for Increasing Research Activities (rev. 12/24)
• Form 8975 - Country by Country Report (rev. 12/20)
• Form 8975 Schedule A - Tax Jurisdiction and Constituent Entity Information (rev. 12/20)
• Form 8978 - Partner's Additional Reporting Year Tax (rev. 01/23)
• Form 8978 Schedule A - Partner's Additional Reporting Year Tax (Schedule of Adjustments) (rev. 01/23)
• Form 8979 - Partnership Representative Revocation/Designation and Resignation (rev. 12/18)
• Form 8985 - Pass-Through Statement Â? Transmittal/Partnership Adjustment Tracking Report (Required Under Sections 6226 and 6227) (rev. 12/19)
• Form 8985-V - Tax Payment by a Pass-Through Partner (rev. 12/19)
• Form 8986 - Partner’s Share of Adjustment(s) to Partnership-Related Item(s) (Required Under Sections 6226 and 6227) (rev. 12/19)
• Form 8990 - Limitation on Business Interest Expense Under Section 163(j) (rev. 12/22)
• Form 8991 - Tax on Base Erosion Payments of Taxpayers With Substantial Gross Receipts (rev. 12/23)
• Form 8992 - U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) (rev. 12/22)
• Form 8992 Schedule A - Schedule of Controlled Foreign Corporation (CFC) Information to Compute Global Intangible Low-Taxed Income (GILTI) (rev. 12/22)
• Form 8992 Schedule B - Calculation of Global Intangible Low-Taxed Income (GILTI) for Members of a U.S. Consolidated Group Who Are U.S. Shareholders of a CFC (rev. 12/22)
• Form 8993 - Section 250 Deduction for Foreign Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI) (rev. 12/21)
• Form 8994 - Employer Credit for Paid Family and Medical Leave (rev. 01/21)
• Form 8995 - Qualified Business Income Deduction Simplified Computation (rev. 2024)
• Form 8995-A - Qualified Business Income Deduction (rev. 2024)
• Form 8995-A Schedule A - Specified Service Trades or Businesses (rev. 2024)
• Form 8995-A Schedule B - Aggregation of Business Operations (rev. 12/22)
• Form 8995-A schedule C - Loss Netting And Carryforward (rev. 12/22)
• Form 8995-A Schedule D - Special Rules for Patrons of Agricultural or Horticultural Cooperatives (rev. 12/22)
• Form 8996 - Qualified Opportunity Fund (rev. 12/21)
• Form 8997 - Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments (rev. 2024)
• Form 907 - Agreement to Extend the Time to Bring Suit (rev. 01/01)
• Form 911 - Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order) (rev. 03/24)
• Form 921 - Consent to Extend the Time to Assess Income Tax (rev. 07/01)
• Form 921A - Consent Fixing Period of Limitation On Assessment of Income and Profits Tax (rev. 01/01)
• Form 921-I - Consent Fixing Period of Limitation on Assessment of Income and Profits Tax (rev. 04/15)
• Form 921-P - Consent Fixing Period of Limitation on Assessment of Income and Profits Tax (rev. 04/15)
• Form 926 - Return by a U.S. Transferor of Property to a Foreign Corporation (rev. 11/18)
• Form 9325 - Acknowledgement and General Information for Taxpayers Who File Returns Electronically (rev. 01/17)
• Form 940 - Employer’s Annual Federal Unemployment (FUTA) Tax Return (rev. 2024)
• Form 940 Schedule A - Multi-State Employer and Credit Reduction Information (rev. 2024)
• Form 940 Schedule R - Allocation Schedule for Aggregate Form 940 Filers (rev. 12/17)
• Form 940b - Request for Verification of Credit Information Shown on Form 940 (rev. 05/10)
• Form 941 - Employer’s Quarterly Federal Tax Return (rev. 03/25)
• Form 941 Schedule B - Report of Tax Liability for Semiweekly Schedule Depositors (rev. 03/24)
• Form 941 Schedule D - Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations (rev. 06/11)
• Form 941 Schedule R - Allocation Schedule for Aggregate Form 941 Filers (rev. 03/24)
• Form 941-PR Anexo B - Registro de la Obligación Contributiva para los Depositantes de Itinerario Bisemanal (rev. 01/17)
• Form 941-SS - Employer's Quarterly Federal Tax Return - American Samoa, Guam, the Commonwealth of the Northern Mariana Islands, and the U.S. Virgin Islands (rev. 03/23)
• Form 941-X - Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund (rev. 04/23)
• Form 9423 - Collection Appeal Request (rev. 02/20)
• Form 943 - Employer’s Annual Federal Tax Return for Agricultural Employees (rev. 2024)
• Form 943-A - Agricultural Employer's Record of Federal Tax Liability (rev. 12/24)
• Form 943-X - Adjusted Employer’s Annual Federal Tax Return for Agricultural Employees or Claim for Refund (rev. 02/24)
• Form 944 - Employer’s ANNUAL Federal Tax Return (rev. 2024)
• Form 944-X - Adjusted Employers ANNUAL Federal Tax Return or Claim for Refund (rev. 02/24)
• Form 944-X PR - Ajuste a la Declaración Federal ANUAL del Patrono o Reclamación de Reembolso (rev. 02/12)
• Form 945 - Annual Return of Withheld Federal Income Tax (rev. 2024)
• Form 945-A - Annual Record of Federal Tax Liability (rev. 12/24)
• Form 945-X - Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund (rev. 02/14)
• Form 9465 - Installment Agreement Request (rev. 09/20)
• Form 952 - Consent To Extend the Time To Assess Tax Under Section 332(b) (rev. 12/06)
• Form 96_006(a) - City of Los Angeles Claim for Refund Application (rev. 01/07)
• Form 965 - Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System (rev. 01/21)
• Form 965 Schedule A - U.S. Shareholderʼs Section 965(a) Inclusion Amount (rev. 01/19)
• Form 965 Schedule B - Deferred Foreign Income Corporationʼs Earnings and Profits (E&P) (rev. 01/19)
• Form 965 Schedule C - U.S. Shareholderʼs Aggregate Foreign Earnings and Profits Deficit (rev. 01/19)
• Form 965 Schedule D - U.S. Shareholderʼs Aggregate Foreign Cash Position (rev. 01/19)
• Form 965 Schedule E - U.S. Shareholderʼs Aggregate Foreign Cash Position - Detail (rev. 01/19)
• Form 965 Schedule F - Foreign Taxes Deemed Paid by Domestic Corporation (rev. 12/20)
• Form 965 Schedule G - Foreign Taxes Deemed Paid by Domestic Corporation (rev. 01/19)
• Form 965 Schedule H - Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes (rev. 12/20)
• Form 965-A - Individual Report of Net 965 Tax Liability (rev. 01/21)
• Form 965-B - Corporate and Real Estate Investment Trust (REIT) Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts (rev. 01/21)
• Form 965-C - Transfer Agreement Under Section 965(h)(3) (rev. 12/19)
• Form 965-D - Transfer Agreement Under Section 965(i)(2) (rev. 12/19)
• Form 965-E - Consent Agreement Under Section 965(i)(4)(D) (rev. 12/19)
• Form 966 - Corporate Dissolution or Liquidation (rev. 10/16)
• Form 970 - Application to Use Lifo Inventory Method (rev. 11/20)
• Form 972 - Consent of Shareholder To Include Specific Amount in Gross Income (rev. 12/16)
• Form 973 - Corporation Claim for Deduction for Consent Dividends (rev. 11/16)
• Form 976 - Claim for Deficiency Dividends Deductions by a Personal Holding Company, Regulated Investment Company, or Real Estate Investment Trust (rev. 11/22)
• Form 982 - Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) (rev. 03/18)
• Form 990 - Return of Organization Exempt From Income Tax (rev. 2022)
• Form 990 Schedule A - Public Charity Status and Public Support (rev. 2022)
• Form 990 Schedule B - Schedule of Contributors (rev. 12/24)
• Form 990 Schedule C - Political Campaign and Lobbying Activities (rev. 2024)
• Form 990 Schedule D - Supplemental Financial Statements (rev. 12/24)
• Form 990 Schedule E - Schools (rev. 12/24)
• Form 990 Schedule F - Statement of Activities Outside the United States (rev. 2023)
• Form 990 Schedule G - Supplemental Information Regarding Fundraising or Gaming Activities (rev. 12/24)
• Form 990 Schedule H - Hospitals (rev. 2022)
• Form 990 Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the United States (rev. 12/24)
• Form 990 Schedule J - Compensation Information (rev. 2023)
• Form 990 Schedule K - Supplemental Information on Tax-Exempt Bonds (rev. 2023)
• Form 990 Schedule L - Transactions with Interested Persons (rev. 2023)
• Form 990 Schedule M - Noncash Contributions (rev. 2023)
• Form 990 Schedule N - Liquidation, Termination, Dissolution, or Significant Disposition of Assets (rev. 2023)
• Form 990 Schedule O - Supplemental Information to Form 990 or 990-EZ (rev. 12/24)
• Form 990 Schedule R - Related Organizations and Unrelated Partnerships (rev. 2023)
• Form 990-BL - Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons (rev. 12/13)
• Form 990-EZ - Short Form Return of Organization Exempt from Income Tax (rev. 2023)
• Form 990-PF - Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation (rev. 2023)
• Form 990-T - Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) (rev. 2024)
• Form 990-T Schedule A - Unrelated Business Taxable Income From an Unrelated Trade or Business (rev. 2023)
• Form 990-W - Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations (rev. 2022)
• Form AZ 285 - General Disclosure/Representation Authorization Form (rev. 09/22)
• Form BOE-403-B - Registration Information for Out-of-State Account (rev. 11/92)
• Form BOE-682 - Homeowner and Renter Property Tax Assistance Appeal Form (rev. 01/05)
• Form BOE-91 - Tax and Fee Payer Authorizaton to Send Returns Reports to Accountant (rev. 01/07)
• Form CA DE 1378A - Application for Unemployment Insurance, Disability Insurance, and Paid Family Leave Elective Coverage (rev. 01/22)
• Form CA DE 1378DI - Application for Disability Insurance Elective Coverage (DIEC) (rev. 01/22)
• Form CA DE 1HW - Employers of Household Workers Registration and Update Form (rev. 01/24)
• Form CA DE 2220R - Release of Buyer Request Form (rev. 10/23)
• Form CA DE 26 - Electronic Funds Transfer Enrollment and Update Request (rev. 01/24)
• Form CA DE 4453 - Application for Transfer of Reserve Account (rev. 12/23)
• Form CA DE 48 - Power of Attorney Declaration (rev. 04/24)
• Form CA DE 938 - Voluntary Plan for Disability Insurance Quarterly Adjustment Form (rev. 01/23)
• Form CA DE 945 - Annual Income Report for Disability Insurance Elective Coverage (rev. 03/20)
• Form CA DE 9ADJ - Quarterly Contribution and Wage Adjustment Form (rev. 01/23)
• Form CDTFA-392 - Power of Attorney (rev. 06/23)
• Form CDTFA-403-E - INDIVIDUAL FINANCIAL STATEMENT (rev. 03/18)
• Form CDTFA-490 - Offer In Compromise Application (rev. 11/19)
• Form CDTFA-490-C - Offer In Compromise Application (rev. 08/18)
• Form CT-1 - Employer's Annual Railroad Retirement Tax Return (rev. 2024)
• Form CT-1X - Adjusted Employer's Annual Railroad Retirement Tax Return or Claim for Refund (rev. 03/24)
• Form CT-2 - Employee Representative’s Quarterly Railroad Tax Return (rev. 03/24)
• Form DE 166 - Magnetic Media Submittal Sheet Quarterly Wage and Withholding Information (rev. 04/06)
• Form DE 1NP - Nonprofit Employers Registration and Update Form (rev. 02/16)
• Form DE 1P - Employers Depositing Only Personal Income Tax Withholding Registration and Update Form (rev. 02/16)
• Form DE 2088VU - Explanation Sheet and Worksheet for the Notice (DE2088A) (rev. 05/15)
• Form DE 2251A - Affidavit of Mailing (rev. 02/13)
• Form DE 3086M - Waiver Request from Filing Quarterly Wage Report(s) Electronically (rev. 01/11)
• Form DE 4 - Employee's Witholding Allowance Certificate (rev. 12/23)
• Form DE 4809 - Prior Wages Notice Correction/Update Request (rev. 11/15)
• Form DE 4P - Withholding Certificate for Pension or Annuity Payments (rev. 12/23)
• Form DE 4S - Request for State Income Tax Withholding from Sick Pay (rev. 07/15)
• Form DE 678 - Tax and Wage Adjustment Form (rev. 02/14)
• Form DE 938 - Quarterly Adjustment Form for Voluntary Plan Disability Insurance Employers (rev. 07/14)
• Form DE 938P - Claim for Adjustment or Refund of Personal Income Tax (rev. 05/13)
• Form DE 938SEF - Quarterly Return Adjustment Form for School Employers (rev. 07/14)
• Form DE 999 - Request for Offer in Compromise (rev. 06/07)
• Form DE 999A - Offer in Compromise Application (rev. 03/20)
• Form DE 999B - Offer in Compromise Financial Statement (rev. 02/19)
• Form DE 999CA - Multi-Agency Form for Offer in Compromise (rev. 06/18)
• Form DE 999D - Installment Plan Agreement (rev. 02/19)
• Form DE 9ADJ - Quarterly Contribution and Wage Adjustment Form (rev. 07/13)
• Form de1 - Commercial Employer Account Registration and Update Form (rev. 10/16)
• Form de1ag - Agricultural Employer Account Registration and Update Form (rev. 02/16)
• Form de1gs - Governmental Organizations, Public Schools, and Indian Tribes Registration and Update Form (rev. 11/15)
• Form DR-835 - Power of Attorney and Declaration of Representative (rev. 10/11)
• Form Fotm 1065 Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. (rev. 2024)
• Form FS 13 - Authorization for Release of Information (rev. 02/16)
• Form FTB 2059 PC - Reimbursement Invoice for Fiscal Year Ending June 30 (rev. 07/23)
• Form FTB 2060 PC - Election (rev. 07/23)
• Form FTB 2334 - California Forms Request - Military VITA (rev. 08/19)
• Form FTB 2335 - VITA Military Worksheet (rev. 09/19)
• Form FTB 3552 - Identity Theft Affidavit (rev. 06/16)
• Form FTB 3557 BC - Application for Certificate of Revivor - Corporation (rev. 03/15)
• Form FTB 3557C LP - Application for Confirmation Letter for Limited Partnership Revival (rev. 07/13)
• Form FTB 3557E - Application for Certificate of Revivor (rev. 11/12)
• Form FTB 3561C PC - Financial Statement (rev. 02/18)
• Form FTB 3567 - Installment Agreement Request (rev. 02/24)
• Form FTB 3815 - Electronic Funds Transfer (EFT) Authorization Agreement (rev. 02/16)
• Form FTB 4107 - Mandatory e-Pay Requirement—Waiver Request (rev. 12/22)
• Form FTB 4905 BE - Offer in Compromise Booklet for Business Entities (rev. 09/21)
• Form FTB 6274A - Extension Request to File Information Returns Electronically (rev. 02/12)
• Form FTB 630 - Interpreter or Translation Complaint Form (rev. 05/20)
• Form FTB 743 - Online Account View Access Authorization (rev. 06/16)
• Form FTB 782 - Candidate Audit Questionnaire (rev. 11/14)
• Form ftb3516 - Request for Copy of Personal Income or Fiduciary Tax Return (rev. 08/15)
• Form GP-1 - Statement of Partnership Authority (rev. 01/13)
• Form GP-2 - Statement of Denial (rev. 01/13)
• Form GP-3 - Statement of Dissociation (rev. 01/13)
• Form GP-4 - Statement of Dissolution (rev. 01/13)
• Form GP-6 - Statement of Merger (rev. 01/13)
• Form GP-7 - Statement of Amendment/Cancellation (rev. 01/13)
• Form I-9 - Employment Elligibility Verification (rev. 08/23)
• Form I-9 Supplement - Section 1 Preparer and/or Translator Certification (rev. 10/19)
• Form LLC-11 - Certificate of Correction of a Limited Liability Company (LLC) (rev. 12/14)
• Form LLC-8 - Certificate of Continuation of a California Limited Liability Company (LLC) (rev. 10/14)
• Form LLP-1 - Application to Register a Limited Liability Partnership (LLP) (rev. 01/13)
• Form LLP-2 - Amendment to Registration of a Limited Liability Partnership (LLP) (rev. 12/14)
• Form LLP-3 - Alternative Security Provision of a Limited Liability Partnership (LLP) (rev. 01/13)
• Form LLP-4 - Notice of Change of Status of a Limited Liability Partnership (LLP) (rev. 01/13)
• Form LP-10 - Restated Certificate of Limited Partnership (rev. 01/13)
• Form LP-2 - Amendment to Certificate of Limited Partnership (LP) (rev. 01/13)
• Form LP-6 - Foreign Limited Partnership Amendment to Application for Registration (rev. 12/14)
• Form M-5008-R - Appointment of Taxpayer Representative (rev. 06/21)
• Form SS-16 - Certificate of Election of Coverage (rev. 11/24)
• Form SS-4 - Application for Employer Identification Number (rev. 12/23)
• Form SS-5 - Application for a Social Security Card (rev. 10/21)
• Form SS-8 - Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding (rev. 12/23)
• Form SSA-131 - Employer Report of Special Wage Payments (rev. 05/23)
• Form SSA-16 - Application for Disability Insurance Benefits (rev. 11/22)
• Form SSA-1-BK - Application for Retirement Insurance Benefits (rev. 11/22)
• Form SSA-561-U2 - Request for Reconsideration (rev. 10/22)
• Form SSA-632-BK - Request for Waiver of Overpayment Recovery (rev. 09/23)
• Form SSA-7050-F4 - Request for Social Security Earning Information (rev. 11/22)
• Form SSA-827 - Authorization to Disclose Information to the Social Security Administration (SSA) (rev. 06/24)
• Form W-10 - Dependent Care Provider's Identification and Certification (rev. 10/20)
• Form W-12 - IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal (rev. 10/24)
• Form W-2G - Certain Gambling Winnings (rev. 12/23)
• Form W-3C PR - Transmittal of Corrected Wage and Tax Statements (Info Copy Only) (Puerto Rico Version) (rev. 08/23)
• Form W-4 - Employee's Withholding Certificate (rev. 2024)
• Form W-4P - Withholding Certificate for Periodic Pension or Annuity Payments (rev. 2024)
• Form W-4R - Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (rev. 2024)
• Form W-4S - Request for Federal Income Tax Withholding from Sick Pay (rev. 2024)
• Form W-4V - Voluntary Withholding Request (rev. 02/18)
• Form w-7 - Application for IRS Individual Taxpayer Identification Number (rev. 12/24)
• Form W-7 COA - Certificate of Accuracy for IRS Individual Taxpayer Identification Number (rev. 07/23)
• Form W-7A - Application for Taxpayer Identification Number for Pending U.S. Adoptions (rev. 10/17)
• Form W-8BEN - Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) (rev. 10/21)
• Form W-8BENE - Certificate of Entities Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) (rev. 10/21)
• Form W-8CE - Notice of Expatriation and Waiver of Treaty Benefits (rev. 11/09)
• Form W-8ECI - Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States (rev. 10/21)
• Form W-8EXP - Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting (rev. 10/23)
• Form W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting (rev. 10/21)
• Form W-9 - Request for Taxpayer Identification Number and Certification (rev. 03/24)
• Form W-9S - Request for Student’s or Borrower’s Taxpayer Identification Number and Certification (rev. 12/24)
• Generic Tax Form Attachment Page

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