"I love your software. I use several of your programs." Richard Spitalnick, Sunnyvale, CA
TaxTools ™
Powerful Tax Planning, Retirement, and Financial Utilities, PLUS Tax Forms and Flowcharts
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TaxTools
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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 for a limited time
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. 2023)
  • 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. 2023)
  • Form 1040 Schedule 2 - Additional Taxes (rev. 2023)
  • Form 1040 Schedule 3 - Additional Credits and Payments (rev. 2023)
  • Form 1040 Schedule 8812 - Credits for Qualifying Children and Other Dependents (rev. 2023)
  • Form 1040 Schedule A - Itemized Deductions (rev. 2023)
  • Form 1040 Schedule B - Interest and Ordinary Dividends (rev. 2023)
  • Form 1040 Schedule C - Profit or Loss from Business (Sole Proprietorship) (rev. 2023)
  • Form 1040 Schedule D - Capital Gains and Losses (rev. 2023)
  • Form 1040 Schedule E - Supplemental Income and Loss (rev. 2023)
  • Form 1040 Schedule EIC - Earned Income Credit (rev. 2023)
  • Form 1040 Schedule F - Profit or Loss From Farming (rev. 2023)
  • Form 1040 Schedule H - Household Employment Taxes (rev. 2023)
  • Form 1040 Schedule J - Income Averaging for Farmers and Fishermen (rev. 2023)
  • Form 1040 Schedule LEP - Request for Change in Language Preference (rev. 12/23)
  • Form 1040 Schedule R - Credit for the Elderly or the Disabled (rev. 2023)
  • Form 1040 Schedule SE - Self-Employment Tax (rev. 2023)
  • Form 1040-C - U.S. Departing Alien Income Tax Return (rev 01/24) - 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. 2023)
  • Form 1040-NR Schedule A - Itemized Deductions (rev. 2022)
  • Form 1040-NR Schedule NEC - Tax on Income Not Effectively Connected With a U.S. Trade or Business (rev. 2022)
  • Form 1040-NR Schedule OI - Other Information (rev. 2022)
  • Form 1040-SS - U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico) (rev. 2022)
  • Form 1040-V - Payment Voucher (rev. 2022)
  • 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. 2023)
  • Form 1041 Schedule D - Capital Gains and Losses (rev. 2023)
  • Form 1041 Schedule I - Alternative Minimum Tax - Estates and Trusts (rev. 2023)
  • Form 1041 Schedule J - Accumulation Distribution for Certain Complex Trusts (rev. 2023)
  • Form 1041 Schedule K-1 - Beneficiary's Share of Income, Deductions, Credits, etc. (rev. 2023)
  • 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. 2024)
  • 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. 2023)
  • Form 1041-T - Allocation of Estimated Tax Payments to Beneficiaries (rev. 2023)
  • Form 1041-V - Payment Voucher (rev. 2023)
  • Form 1042 - Annual Withholding Tax Return for U.S. Source Income of Foreign Persons BETA (rev. 2023)
  • Form 1042 Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD) (rev. 2023)
  • Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding (rev. 2023)
  • Form 1042-T - Annual Summary and Transmittal of Forms 1042-S (rev. 2023)
  • Form 1045 - Application for Tentative Refund (rev. 2023)
  • Form 1065 - U.S. Return of Partnership Income (rev. 2022)
  • 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. 2023)
  • Form 1065 Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc. (rev. 2023)
  • Form 1065 Schedule K-2 - Partners' Distributive Share Items-International (rev. 2022)
  • 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. 2023)
  • 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. 2023)
  • Form 1094-C - Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns (rev. 2023)
  • Form 1095-A - Health Insurance Marketplace Statement (rev. 2023)
  • Form 1095-B - Health Coverage (rev. 2023)
  • Form 1095-C - Employer-Provided Health Insurance Offer and Coverage (rev. 2023)
  • Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust) (rev. 2023)
  • 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. 2022)
  • Form 1120 Schedule B - Additional Information for Schedule M-3 Filers (rev. 12/18)
  • Form 1120 Schedule D - Capital Gains and Losses (rev. 2023)
  • 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. 2023)
  • 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. 2022)
  • Form 1120-F - U.S. Income Tax Return of a Foreign Corporation (rev. 2022)
  • Form 1120-F Schedule H - Deductions Allocated To Effectively Connected Income Under Regulations Section 1.861-8 (rev. 2023)
  • Form 1120-F schedule I - Interest Expense Allocation Under Regulations Section 1.882-5 (rev. 2023)
  • Form 1120-F Schedule M-3 - Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More (rev. 2022)
  • Form 1120-F Schedule P - List of Foreign Partner Interests in Partnerships (rev. 2023)
  • Form 1120-F Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD) (rev. 2022)
  • 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-F Schedules M1 and M2 - Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books (rev. 2023)
  • 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. 2023)
  • 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. 2022)
  • 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. 2022)
  • Form 1120-RIC - U.S. Income Tax Return for Regulated Investment Companies (rev. 2023)
  • Form 1120-S - U.S. Income Tax Return for an S Corporation (rev. 2022)
  • 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. 2023)
  • Form 1120-S Schedule K-1 - Shareholder's Share of Income, Deductions, Credits, etc. (rev. 2022)
  • Form 1120-S Schedule K-2 - Shareholders Pro Rata Share Items-International (rev. 2022)
  • Form 1120-S Schedule K-3 - Schedule K-3 (Form 1120-S), Shareholder's Share of Income, Deductions, Credits, etc.-International (rev. 2022)
  • 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. 11/18)
  • 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. 12/20)
  • 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. 12/21)
  • Form 13285-A - Reducing Tax Burden on America's Taxpayers (Referral Form for Use by the Public) (rev. 01/12)
  • Form 13441-A - Health Coverage Tax Credit (HCTC) Monthly Registration and Update (rev. 04/21)
  • 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 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. 09/23)
  • 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. 06/10)
  • 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. 02/22)
  • 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. 11/10)
  • Form 2063 - U.S. Departing Alien Income Tax Statement (rev. 09/13)
  • Form 2106 - Employee Business Expenses (rev. 2023)
  • Form 211 - Application for Award for Original Information (rev. 07/18)
  • Form 2120 - Multiple Support Declaration (rev. 10/18)
  • Form 2159 - Payroll Deduction Agreement (rev. 05/20)
  • Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts (rev. 2023)
  • Form 2210-F - Underpayment of Estimated Tax By Farmers and Fishermen (rev. 2022)
  • Form 2220 - Underpayment of Estimated Tax By Corporations (rev. 2022)
  • Form 2290 - Heavy Highway Vehicle Use Tax Return (rev. 07/23)
  • 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. 2023)
  • Form 2553 - Election by a Small Business Corporation (rev. 12/17)
  • Form 2555 - Foreign Earned Income (rev. 2023)
  • Form 2587 - Application for Special Enrollment Examination (rev. 03/24)
  • Form 2678 - Employer/Payer Appointment of Agent (rev 12/23) - Employer/Payer Appointment of Agent (rev. 12/23)
  • 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. 2022)
  • Form 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner (rev. 12/23)
  • 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. 2023)
  • 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 Information Statement for Wage Earners and Self-Employed Individuals (rev. 04/24)
  • Form 433-B OIC - Collection Information Statement for Businesses (rev. 04/23)
  • Form 433-B SP - Información de Cobro Para los Negocios (rev. 02/19)
  • Form 433-D - Installment Agreement (rev. 08/22)
  • Form 433-F - Collection Information Statement (rev. 02/19)
  • 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. 02/18)
  • 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-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-T - Request for Transcript of Tax Return (rev. 06/23)
  • 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. 2023)
  • Form 4563 - Exclusion of Income for Bona Fide Residents of American Samoa (rev. 08/19)
  • Form 461 - Limitation on Business Losses (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. 2022)
  • Form 4720 - Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code (rev. 2022)
  • 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. 2023)
  • Form 4810 - Request for Prompt Assessment Under Internal Revenue Code Section 6501(d) (rev. 08/22)
  • Form 4835 - Farm Rental Income and Expenses (rev. 2023)
  • 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. 2023)
  • Form 4876-A - Election To Be Treated as an Interest Charge DISC (rev. 09/16)
  • Form 4952 - Investment Interest Expense Deduction (rev. 2023)
  • Form 4970 - Tax on Accumulation Distribution of Trusts (rev. 2022)
  • Form 4972 - Tax on Lump-Sum Distributions (rev. 2023)
  • 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. 2023)
  • 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. 2022)
  • 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. 2022)
  • Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans (rev. 12/22)
  • Form 5405 - Repayment of the First-Time Homebuyer Credit (rev. 11/23)
  • 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. 12/22)
  • 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 (rev. 12/08)
  • Form 5500-EZ - Annual Return of A One-Participant Retirement Plan or A Foreign Plan (rev 2023) - Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A (rev. 2023)
  • 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. 2023)
  • 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. 12/08)
  • 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. 12/20)
  • Form 6251 - Alternative Minimum Tax—Individuals (rev. 2023)
  • Form 6252 - Installment Sale Income (rev. 2023)
  • 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. 04/24)
  • Form 656-L - Offer in Compromise (Doubt as to Liability) (rev. 12/20)
  • 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. 12/23)
  • Form 6781 - Gains and Losses From Section 1256 Contracts and Straddles (rev. 2022)
  • 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. 2022)
  • Form 712 - Life Insurance Statement (rev. 04/06)
  • Form 720 - Quarterly Federal Excise Tax Return (rev. 03/24)
  • 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. 2023)
  • Form 8027-T - Transmittal of Employer's Annual Information Return of Tip Income and Allocated Tips (rev. 10/21)
  • Form 8038 - Information Return for Tax-Exempt Private Activity Bond Issues (rev. 02/22)
  • 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. 08/13)
  • Form 8275-R - Regulation Disclosure Statement (rev. 08/13)
  • 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) - 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. 10/23)
  • 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. 2023)
  • Form 8404 - Interest Charge on DISC-Related Deferred Tax Liability (rev. 2023)
  • Form 843 - Claim for Refund and Request for Abatement (rev. 08/11)
  • Form 8453 - U.S. Individual Income Tax Transmittal for an IRS e-file Return (rev. 2023)
  • 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. 12/23)
  • 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. 2023)
  • Form 8453-I - Foreign Corporation Income Tax Declaration for an IRS e-file Return (rev. 2021)
  • Form 8453-PE - U.S. Partnership Declaration for an IRS e-file Return (rev. 2023)
  • 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. 02/13)
  • 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. 2023)
  • Form 8582-CR - Passive Activity Credit Limitations (rev. 12/19)
  • 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. 08/13)
  • Form 8596-A - Quarterly Transmittal of Information Returns for Federal Contracts (rev. 08/13)
  • Form 8606 - Nondeductible IRAs (rev. 2023)
  • 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. 2023)
  • Form 8610 Schedule A - Carryover Allocation of Low-Income Housing Credit (rev. 12/23)
  • 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. 2022)
  • 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) - Reporting Agent Authorization (rev. 01/24)
  • Form 8689 - Allocation of Individual Income Tax to the U.S. Virgin Islands (rev. 2023)
  • 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. 09/18)
  • Form 8725 - Excise Tax on Greenmail (rev. 12/15)
  • Form 8752 - Required Payment or Refund Under Section 7519 (rev. 2023)
  • Form 8801 - Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts (rev. 2023)
  • 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. 2022)
  • 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. 2022)
  • 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. 2023)
  • 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. 2022)
  • Form 8815 - Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (rev. 2023)
  • 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. 2023)
  • 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. 12/22)
  • Form 8828 - Recapture of Federal Mortgage Subsidy (rev. 03/10)
  • Form 8829 - Expenses for Business Use of Your Home (rev. 2023)
  • 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. 12/23)
  • Form 8835 - Renewable Electricity, Refined Coal, and Indian Coal Production Credit (rev. 2022)
  • 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. 2023)
  • 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. 2023)
  • 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. 2023)
  • 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. 2023)
  • Form 8854 - Initial and Annual Expatriation Statement (rev. 2022)
  • 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. 09/21)
  • 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. 2023)
  • Form 8862 - Information To Claim Earned Income Credit After Disallowance (rev. 12/23)
  • Form 8863 - Education Credits (American Opportunity and Lifetime Learning Credits) (rev. 2022)
  • 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. 2023)
  • 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. 2022)
  • Form 8865 Schedule K-2 - Schedule K-2 (Form 8865), Partners' Distributive Share Items - International (rev. 2022)
  • Form 8865 Schedule K-3 - Partner's Share of Income, Deductions, Credits, etc.-International (rev. 2022)
  • 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. 11/23)
  • Form 8868 - Application for Automatic Extension of Time To File an Exempt Organization Return (rev. 01/24)
  • 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 Usted Necesita Para Demostrar que Puede Reclamar el Credito por Ingreso del Trabajo Basado en un Hijo o Hijos que Califican (rev. 05/14)
  • 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. 2023)
  • 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. 12/23)
  • 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. 2023)
  • Form 8879-I - IRS e-file Signature Authorization for Form 1120-F (rev. 2021)
  • Form 8879-PE - IRS e-file Signature Authorization for Form 1065 (rev. 2022)
  • 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. 2022)
  • Form 8880 - Credit for Qualified Retirement Savings Contributions (rev. 2023)
  • 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. 2023)
  • 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 and/or Payment of Gift/Generation-Skipping Transfer Tax (rev. 12/22)
  • 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. Possession (rev. 10/22)
  • 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. 12-/18)
  • Form 8906 - Distilled Spirits Credit (rev. 2023)
  • Form 8908 - Energy Efficient Home Credit (rev. 12/23)
  • 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. 11/23)
  • 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. 2022)
  • 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. 2023)
  • Form 8921 - Applicable Insurance Contracts Information Return (rev. 08/07)
  • Form 8922 - Third-Party Sick Pay Recap (rev. 2023)
  • 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. 12/23)
  • Form 8936 - Clean Vehicle Credits (rev. 2023)
  • 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. 2022)
  • 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. 2023)
  • Form 8951 - User Fee for Application for Voluntary Correction Program (VCP) (rev. 09/16)
  • Form 8952 - Application for Voluntary Classification Settlement Program (VCSP) (rev. 11/23)
  • 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. 2023)
  • Form 8960 - Net Investment Income Tax Individuals, Estates, and Trusts (rev. 2023)
  • Form 8962 - Premium Tax Credit (PTC) (rev. 2023)
  • Form 8963 - Report of Health Insurance Provider Information (rev. 01/20)
  • Form 8966 - FATCA Report (rev. 2023)
  • 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. 12/23)
  • 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. 12/20)
  • 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. 2022)
  • Form 8995-A - Qualified Business Income Deduction (rev. 2022)
  • Form 8995-A Schedule A - Specified Service Trades or Businesses (rev. 2022)
  • 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. 2022)
  • 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. 01/22)
  • 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. 2022)
  • 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 Schedule B - Report of Tax Liability for Semiweekly Schedule Depositors (rev. 01/17)
  • 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. 01/18)
  • 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. 2022)
  • Form 943-A - Agricultural Employer's Record of Federal Tax Liability (rev. 12/20)
  • Form 943-X - Adjusted Employer's Annual Federal Tax Return for Agricultural Employees or Claim for Refund (rev. 02/23)
  • Form 944 - Employer's Annual Federal Tax Return (rev. 2022)
  • Form 944-X - Adjusted Employer's Annual Federal Tax Return or Claim for Refund (rev. 02/23)
  • 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. 2023)
  • 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 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. 2022)
  • Form 990 Schedule C - Political Campaign and Lobbying Activities (rev. 2023)
  • Form 990 Schedule D - Supplemental Financial Statements (rev. 2023)
  • Form 990 Schedule E - Schools (rev. 2023)
  • Form 990 Schedule F - Statement of Activities Outside the United States (rev. 2022)
  • Form 990 Schedule G - Supplemental Information Regarding Fundraising or Gaming Activities (rev. 2023)
  • 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. 2023)
  • Form 990 Schedule J - Compensation Information (rev. 2022)
  • 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. 2023)
  • 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. 2022)
  • Form 990-T - Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) (rev. 2023)
  • Form 990-T Schedule A - Unrelated Business Taxable Income From an Unrelated Trade or Business (rev. 2022)
  • 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 CT-1 - Employer's Annual Railroad Retirement Tax Return (rev. 2022)
  • Form CT-1X - Adjusted Employer's Annual Railroad Retirement Tax Return or Claim for Refund (rev. 03/23)
  • Form CT-2 - Employee Representative’s Quarterly Railroad Tax Return (rev. 03/24)
  • Form DR-835 - Power of Attorney and Declaration of Representative (rev. 10/11)
  • Form FS 13 - Authorization for Release of Information (rev. 02/16)
  • Form I-9 Supplement - Section 1 Preparer and/or Translator Certification (rev. 10/19)
  • Form M-5008-R - Appointment of Taxpayer Representative (rev. 06/21)
  • Form SS-16 - Certificate of Election of Coverage (rev. 04/10)
  • 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-827 - Authorization to Disclose Information to the Social Security Administration (SSA) (rev. 03/20)
  • Form T (Timber) - Forest Activities Schedule (rev. 12/13)
  • 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. 10/23)
  • 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. 08/19)
  • Form W-7 COA - Certificate of Accuracy for IRS Individual Taxpayer Identification Number (rev. 05/19)
  • 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. 12/17)
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System Requirements
  • OS: Windows 11, Windows 10, Windows 8.1, Windows 7 SP1, Windows Server 2022, Windows Server 2019, Windows Server 2016, Windows Server 2012, Windows Server 2008 R2 SP1
  • Processor and RAM appropriate for the operating system
  • Minimum 100MB hard drive space