-
Information Reporting Forms
Form 1099-S
IRS Form 1099-S, titled “Proceeds From Real Estate Transactions,” is used to report the gross proceeds from the sale or…
-
Business Tax Forms
Form 4797
IRS Form 4797, Sales of Business Property, is a critical document for reporting gains and losses from the sale or…
-
Business Tax Forms
Form 6252
IRS Form 6252 is used to report income from an installment sale, which is a method of selling property where…
-
IRS Schedule Forms
Schedule D (Form 1040)
IRS Schedule D (Form 1040) is a tax form used by individuals to report capital gains and losses from the…
-
IRS Schedule Forms
Schedule C (Form 1040)
IRS Schedule C, also known as “Profit or Loss from Business,” is a tax form used to report the income,…
-
Individual Taxpayer Forms
Form 4563
IRS Form 4563 is designed for individuals who are bona fide residents of American Samoa and have income that may…
Business Tax Forms
-
Business Tax Forms
Form 8832
IRS Form 8832 is a vital document used by eligible entities to choose their classification for federal tax purposes. By…
-
Business Tax Forms
Form 8978
This article provides line-by-line instructions for completing IRS Form 8978, Partner’s Additional Reporting Year Tax. This form is used to…
-
Business Tax Forms
Form 8990
Explanation of IRS Form 8990:IRS Form 8990, “Limitation on Business Interest Expense Under Section 163(j),” is used by taxpayers to…
Individual Taxpayer Forms
-
Individual Taxpayer Forms
Form 8911
IRS Form 8911, titled Alternative Fuel Vehicle Refueling Property Credit, is used by taxpayers to calculate and claim a tax…
-
Individual Taxpayer Forms
Form 8888
IRS Form 8888, Allocation of Refund, allows taxpayers to split their tax refund into multiple bank accounts or between direct…
-
Individual Taxpayer Forms
Form 8824
IRS Form 8824, titled Like-Kind Exchanges, is a vital document for taxpayers who engage in the exchange of similar types…
-
Individual Taxpayer Forms
Form 8833
IRS Form 8833, titled Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b), is essential for taxpayers who wish to…
-
Individual Taxpayer Forms
Form 8839
IRS Form 8839, officially titled “Qualified Adoption Expenses,” is a tax form designed for individuals who have incurred adoption expenses…
-
Individual Taxpayer Forms
Form 8815
IRS Form 8815, titled “Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989,” is designed…
-
Individual Taxpayer Forms
Schedule 3 (Form 1040)
Schedule 3 (Form 1040) is used by taxpayers to report additional credits and payments that are not included directly on…
-
Individual Taxpayer Forms
Form 8863
IRS Form 8863, titled “Education Credits,” is a vital document for taxpayers seeking to claim the American Opportunity Tax Credit…
-
Individual Taxpayer Forms
Form 8938
Form 8938 is an IRS form that U.S. taxpayers use to report specified foreign financial assets if their total value…
-
Business Tax Forms
Form 1099-MISC
IRS Form 1099-MISC is used to report miscellaneous income paid to individuals or entities who are not employees. This form…
-
Individual Taxpayer Forms
Form 8453
Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, is used by taxpayers to transmit supporting documents…
-
Individual Taxpayer Forms
Form 8960
Form 8960 is used to calculate the Net Investment Income Tax (NIIT) for individuals, estates, and trusts. This form is…
-
Individual Taxpayer Forms
Form 8697
Form 8697, Interest Computation Under the Look-Back Method for Completed Long-Term Contracts, is used by taxpayers to calculate the interest…
-
Individual Taxpayer Forms
Form 8866
Form 8866, Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method, is used by taxpayers…
-
Individual Taxpayer Forms
Form W-8BEN
Form W-8BEN, titled “Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals),” is used…
-
Individual Taxpayer Forms
Form 8302
Form 8302, Application for Electronic Funds Transfer (EFT) of Excise Tax Refund of $1 Million or More, is used by…
-
Estate, Gift, and Trust Tax Forms
Form 709
Form 709 must be filed by individuals who make taxable gifts that exceed the annual exclusion amount or who make…
-
Individual Taxpayer Forms
Form 8594
Form 8594, Asset Acquisition Statement Under Section 1060, is an essential document for both buyers and sellers involved in the…
-
Estate, Gift, and Trust Tax Forms
Form 8949
Form 8949 is used to report the sale or exchange of capital assets, including stocks, bonds, real estate, and other…
-
Business Tax Forms
Form 1099-G
Government payments to individuals and businesses often have tax implications that need to be accurately reported. Form 1099-G, Certain Government…
-
Credits and Other Specific Purpose Forms
Form 5405
Form 5405, the Repayment of the First-Time Homebuyer Credit, is a crucial document for those who received the First-Time Homebuyer…
-
Individual Taxpayer Forms
Form 8965
The Affordable Care Act (ACA) requires individuals to have minimum essential health coverage or make a shared responsibility payment when…
-
Individual Taxpayer Forms
Form 1040-X
Form 1040-X, known as the Amended U.S. Individual Income Tax Return, is used to make corrections to previously filed tax…
-
Employment and Payroll Tax Forms
Form 5558
Form 5558, Application for Extension of Time to File Certain Employee Plan Returns, is used by plan administrators and certain…
-
Individual Taxpayer Forms
Form 4219
Form 4219, Statement of Liability of Lender, Surety, or Other Person for Withholding Taxes, is used by lenders, sureties, or…
-
Employment and Payroll Tax Forms
Form 2106-EZ
Form 2106-EZ, Unreimbursed Employee Business Expenses, is an essential document for employees who incur work-related expenses that are not reimbursed…
-
Business Tax Forms
Form 730
Form 730, Monthly Tax Return for Wagers, is used by individuals and entities involved in accepting wagers to report and…
-
Business Tax Forms
Form 637
Form 637, Application for Registration (For Certain Excise Tax Activities), is used by businesses and individuals to apply for registration…
-
Individual Taxpayer Forms
Form 4868
Form 4868, also known as the Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, allows…
-
Individual Taxpayer Forms
Form 1040-ES
Form 1040-ES, Estimated Tax for Individuals, is a vital document for taxpayers who need to pay estimated taxes throughout the…
-
Estate, Gift, and Trust Tax Forms
Form 4952
Form 4952 helps taxpayers figure the amount of investment interest that can be deducted and determine how much of this…
-
Individual Taxpayer Forms
Form 2555
Form 2555, known as the Foreign Earned Income form, is designed to help U.S. citizens and resident aliens who meet…
-
Credits and Other Specific Purpose Forms
Form 3468
Form 3468, Investment Credit, is used by taxpayers to claim various investment credits that can reduce their federal tax liability.…
-
Individual Taxpayer Forms
Form 6198
Form 6198, At-Risk Limitations, is a crucial document for taxpayers with investments in business activities that could limit their deductible…
-
Individual Taxpayer Forms
Form 1040-SR
Form 1040-SR, known as the U.S. Tax Return for Seniors, was introduced to provide a more accessible option for taxpayers…
-
Individual Taxpayer Forms
Form 1040-NR
Form 1040-NR, known as the U.S. Nonresident Alien Income Tax Return, is used by nonresident aliens who have U.S. source…
-
Individual Taxpayer Forms
Form W-4
Form W-4, Employee’s Withholding Certificate, is used by employees to inform their employers of their tax situation. The primary purpose…
-
Individual Taxpayer Forms
Form 8814
Form 8814 is used by parents who want to include their child’s investment income on their tax return. It will prove…
-
Individual Taxpayer Forms
Form 8829
IRS Form 8829, Expenses for Business Use of Your Home, allows self-employed individuals and small business owners to claim a…
-
Individual Taxpayer Forms
Form 8864
Using Form 8864 ensures that you are calculating the right amount of tax. This tax credit can also be used as an…
-
Individual Taxpayer Forms
Form 8689
As a non-resident alien, you are required to file two documents with the IRS, one with the U.S. Virgin Islands…
-
Individual Taxpayer Forms
Form 8396
Form 8396 is a U.S. Internal Revenue Service (IRS) tax form titled “Mortgage Interest Credit.” This form is used by…
-
Credits and Other Specific Purpose Forms
Form 6478
You must complete Form 6478 if you have invested in the section 40 biofuel producer credit for the tax year…
-
Individual Taxpayer Forms
Form 8962
The 8962 tax form is designed for individuals who receive advance payments of the premium tax credit (PTC) that are…
-
Individual Taxpayer Forms
Form 6251
IRS Form 6251, Alternative Minimum Tax – Individuals, is designed to calculate whether a taxpayer’s income and deductions trigger the…
Employment and Payroll Tax Forms
-
Business Tax Forms
Form SS-8
Worker classification—whether a worker is an employee or an independent contractor—has significant tax implications for both the worker and the…
-
Employment and Payroll Tax Forms
Form W-2
IRS Form W-2, Wage and Tax Statement, is a form that employers provide to employees and the IRS to report…
-
Employment and Payroll Tax Forms
Form 8959
IRS Form 8959, Additional Medicare Tax, is used by taxpayers to calculate and report the additional 0.9% Medicare tax on…
-
Employment and Payroll Tax Forms
Form 4137
Form 4137 is a tax form you must complete along with your federal income tax return. It should be submitted by…
-
Employment and Payroll Tax Forms
Form 941
Form 941, also known as the Employer’s Quarterly Federal Tax Return, is a tax form that is required to be…
Estate, Gift, and Trust Tax Forms
-
Estate, Gift, and Trust Tax Forms
Form 8801
IRS Form 8801 is designed for individuals, estates, and trusts to claim a credit for the prior year’s Alternative Minimum…
-
Estate, Gift, and Trust Tax Forms
Form 3520
Form 3520 is used to report various transactions with foreign trusts and large foreign gifts, providing the IRS with information…
-
Estate, Gift, and Trust Tax Forms
Form 1098
Form 1098, Mortgage Interest Statement, is an essential document for reporting mortgage interest paid by borrowers and received by lenders.…
-
Estate, Gift, and Trust Tax Forms
Form 1310
When someone dies, many things need to be handled, including their estate and any taxes that may have been withheld.…
Information Reporting Forms
-
Information Reporting Forms
Form 8805
Form 8805, titled “Foreign Partner’s Information Statement of Section 1446 Withholding Tax,” is an IRS form used by partnerships to…
-
Business Tax Forms
Form 8996
Form 8996 is a tax form used by Qualified Opportunity Funds to annually certify their compliance with the investment standard…
-
Information Reporting Forms
Form 5471
Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, is a critical tax form required by…
-
Business Tax Forms
Form 1042
IRS Form 1042 is the Annual Withholding Tax Return for U.S. Source Income of Foreign Persons. This form is required to…
-
Information Reporting Forms
Form 8853
IRS Form 8853 is used to report transactions related to Archer Medical Savings Accounts (MSAs), Medicare Advantage MSAs, and Long-Term…
-
Information Reporting Forms
Form W-9S
The primary purpose of Form W-9S is to collect the taxpayer identification number (TIN) of students or borrowers who receive…
-
Information Reporting Forms
Form 1099-B
When dealing with proceeds from broker and barter exchange transactions, accurate reporting is crucial for both tax compliance and financial…
-
Information Reporting Forms
Form 5498
Form 5498, officially titled IRA Contribution Information, is a document used by financial institutions to report contributions to individual retirement…
-
Information Reporting Forms
Form 8281
Form 8281, Information Return for Publicly Offered Original Issue Discount Instruments, is used by issuers of publicly offered debt instruments…
-
Information Reporting Forms
Form 4506
IRS Form 4506, Request for Copy of Tax Return, is used by individuals, businesses, or organizations to obtain a full…
-
Information Reporting Forms
Form 2441
Form 2441 is a special form that must be filed along with your tax return to claim the child and…
International Tax Forms
-
International Tax Forms
Form 926
Form 926, officially titled “Return by a U.S. Transferor of Property to a Foreign Corporation,” is a U.S. Internal Revenue…
Penalties, Adjustments, and Appeals
-
Penalties, Adjustments, and Appeals
Form 1128
Form 1128, Application to Adopt, Change, or Retain a Tax Year, is used by taxpayers to request IRS approval for…
-
Penalties, Adjustments, and Appeals
Form 2210
Form 2210, also known as the “Underpayment of Estimated Tax by Individuals, Estates, and Trusts” form, is used by taxpayers…
-
Penalties, Adjustments, and Appeals
Form 1127
The main function of Form 1127 is to provide a taxpayer additional time to pay taxes, avoiding the usual late…
Retirement and Investment Tax Forms
-
Credits and Other Specific Purpose Forms
Form 8880
The IRS Form 8880 is used to calculate and claim the Saver’s Credit, which rewards eligible taxpayers for contributing to…
-
Retirement and Investment Tax Forms
Form 5329
Form 5329, issued by the IRS, is used by taxpayers to report and calculate additional taxes on early distributions, excess…
-
Retirement and Investment Tax Forms
Form 8889
Using an HSA (health savings account) for your health expenses is a great way to keep track of medical costs.…
Self-Employed and Freelancers Tax Forms
-
Business Tax Forms
Form W-9
W-9 Form, also known as the Request for Taxpayer Identification Number and Certification, is a tax document used in the…
-
Self-Employed and Freelancers Tax Forms
Form 8919
Form 8919 calculates how much of a worker’s wages are due to the government in the form of unpaid social security…
-
Self-Employed and Freelancers Tax Forms
Form 5884
The purpose of Form 5884 is to calculate and claim the Work Opportunity Credit. This credit allows employers to reduce their…
State Tax Forms
Tax-Exempt Organizations Tax Forms
-
Tax-Exempt Organizations Tax Forms
Form 8283
Form 8283 is used to report noncash charitable contributions valued at more than $500. This form helps taxpayers claim a…
-
Tax-Exempt Organizations Tax Forms
Form 8282
Form 8282, Donee Information Return, is used by charitable organizations to report information about the sale, exchange, or other disposition…
-
Tax-Exempt Organizations Tax Forms
Form 990-EZ
Form 990-EZ, Short Form Return of Organization Exempt From Income Tax, is used by tax-exempt organizations to provide the IRS…
-
Tax-Exempt Organizations Tax Forms
Form 1023
Form 1023, or Application for Recognition of Exemption Under the 501 Internal Revenue Code, is a form that nonprofits file…
-
Tax-Exempt Organizations Tax Forms
Form 990
Form 990 is an annual information return filed by tax-exempt organizations with the Internal Revenue Service (IRS). The purpose of…
