Tax Instructions 2026 - 2027

Individual Taxpayer Forms
Illinois Schedule K-1-T(3)
Illinois Schedule K-1-T(3), officially titled Pass-through Withholding Calculation for Nonresident Members, is a tax schedule issued by the Illinois Department…
Individual Taxpayer Forms
New York Form IT-260.1
New York Form IT-260.1, officially titled Change of Resident Status – Special Accruals, is an agreement issued by the New…
Individual Taxpayer Forms
Mississippi Form 80-205
Mississippi Form 80-205, officially titled Non-Resident / Part-Year Resident Individual Income Tax Return, is the 2025 individual income tax return…
State Tax Forms
New York Form IT212
New York Form IT-212, officially titled Investment Credit, is a tax form used to calculate and claim investment tax credits…
Individual Taxpayer Forms
New York Form IT-238
New York Form IT-238, officially titled Claim for Rehabilitation of Historic Properties Credit, is a tax form used to calculate…
State Tax Forms
New York Form IT-241
New York Form IT-241, officially titled Claim for Clean Heating Fuel Credit, is a tax form used to calculate and…

Business Tax Forms

Business Tax Forms
Kentucky Form 72A135
Kentucky Form 72A135, Application for Kentucky Motor Fuels Tax Refund Permit, is used to request a permit for agricultural gasoline,…
Business Tax Forms
Kentucky Form 73A901
Kentucky Form 73A901, the Utility Gross Receipts License Tax Return, is used to report and calculate Kentucky utility gross receipts…
Business Tax Forms
Kentucky Form 75A005
Kentucky Form 75A005, the Telecommunications Tax Complaint Form, is used by qualifying local government agencies to submit a complaint involving…

Individual Taxpayer Forms

Individual Taxpayer Forms
Illinois Form IL-56
Illinois Form IL-56, officially titled Notice of Fiduciary Relationship, is a form used to notify the Illinois Department of Revenue…
Individual Taxpayer Forms
New York Form IT-203-A
New York Form IT-203-A, officially titled Business Allocation Schedule, is a tax schedule used by individuals who conduct business both…
Individual Taxpayer Forms
Mississippi Resident Individual Income Tax Return
Mississippi Form 80-105, officially titled Resident Individual Income Tax Return, is the state income tax return used by Mississippi residents…
Individual Taxpayer Forms
New York Form IT-203-S
New York Form IT-203-S, officially titled Group Return for Nonresident Shareholders of New York S Corporations, is a tax form…
Individual Taxpayer Forms
Alaska Form 6000
Alaska Form 6000, officially known as the Alaska Corporation Net Income Tax Return, is a state tax return used by…
Individual Taxpayer Forms
Kentucky Form 51A260
Kentucky Form 51A260 is a Streamlined Sales Tax Certificate of Exemption used by purchasers who want to claim an exemption…
Individual Taxpayer Forms
Mississippi Income / Withholding Tax Schedule
Mississippi Form 80-107, officially titled Income / Withholding Tax Schedule, is a supporting tax schedule used to report income and…
Individual Taxpayer Forms
New York Form IT-242
New York Form IT-242, officially titled Claim for Conservation Easement Tax Credit, is a tax form issued by the New…
Individual Taxpayer Forms
Mississippi Schedule K-1
Mississippi Schedule K-1 is a tax reporting document used to report a partner’s or shareholder’s allocated share of income, losses,…
Individual Taxpayer Forms
New York Form IT-2104
New York Form IT-2104, officially called the Employee’s Withholding Allowance Certificate, is a tax form issued by the New York…
Individual Taxpayer Forms
Illinois Schedule NR
Illinois Schedule NR, officially titled Nonresident and Part-Year Resident Computation of Illinois Tax, is a tax schedule issued by the…
Individual Taxpayer Forms
New York Form IT-201
New York Form IT-201, officially titled Resident Income Tax Return, is the primary individual income tax return used to report…
Individual Taxpayer Forms
New York Form IT-201-X
New York Form IT-201-X, officially titled Amended Resident Income Tax Return, is a tax document issued by the New York…
Individual Taxpayer Forms
New York Form IT-249
New York Form IT-249, officially titled Claim for Long-Term Care Insurance Credit, is a tax form used to calculate and…
Individual Taxpayer Forms
New York Form DTF-281
New York Form DTF-281, also known as the Survivor’s Affidavit, is a legal affidavit used to request the payment of…
Individual Taxpayer Forms
Kentucky Form 51A602
The Expenditure Report for Building Materials Disaster Relief Refunds is a Kentucky Department of Revenue form used to report building…
Individual Taxpayer Forms
New York Tax Forms
New York Tax Forms are official documents issued by the New York State Department of Taxation and Finance (NYS DTF)…
Individual Taxpayer Forms
New York Form IT-201-ATT
New York Form IT-201-ATT, titled Other Tax Credits and Taxes, is an attachment to the New York State Resident Income…
Individual Taxpayer Forms
New York Form IT-239
New York Form IT-239, Claim for Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities, is a…
Individual Taxpayer Forms
Texas Form 01-157
Texas Special Use Tax Report for Printers Form 01-157 is a quarterly report used by certain printers that sell printed…
Individual Taxpayer Forms
New York Form IT-2659
New York Form IT-2659, Estimated Tax Penalties for Partnerships and New York S Corporations, is a tax form used by…
Individual Taxpayer Forms
New York Form IT-2663
New York Form IT-2663, Nonresident Real Property Estimated Income Tax Payment Form, is a tax document used by individuals, estates,…
Individual Taxpayer Forms
Illinois Form IL-501
Illinois Form IL-501, Payment Coupon, is a payment document issued by the Illinois Department of Revenue for businesses and employers…
Individual Taxpayer Forms
New York Form TR-99
New York Form TR-99, Application for Permission to File a Group Return, is an application used by partnerships, New York…
Individual Taxpayer Forms
New York Form CT-33-D
New York Form CT-33-D, Tax on Premiums Paid or Payable to an Unauthorized Insurer, is a tax return used to…
Individual Taxpayer Forms
Form IL-1065
Form IL-1065, Partnership Replacement Tax Return, is an Illinois tax form used by partnerships to report their income, deductions, adjustments,…
Individual Taxpayer Forms
Kentucky Sales and Use Tax Refund Application Form 51A209
The Sales and Use Tax Refund Application is a Kentucky Department of Revenue form used by taxpayers who paid sales…
Individual Taxpayer Forms
New York Form IT-245
Form IT-245, Claim for Volunteer Firefighters’ and Ambulance Workers’ Credit, is a New York State tax form that eligible residents…
Individual Taxpayer Forms
Texas Form 01-156
Texas Form 01-156, Texas Use Tax Return, allows individuals and businesses without a Texas sales and use tax permit to…
Individual Taxpayer Forms
Texas Form 01-144
Texas Form 01-144, Enterprise or Defense Readjustment Project Claim for Refund of Texas State Sales and Use Tax, allows qualifying…
Individual Taxpayer Forms
Kentucky Form 72A304
Form 72A304, Motor Fuel Tax Electronic Filing Application, is used by motor fuel taxpayers who want to register for electronic…
Individual Taxpayer Forms
Indiana Form ST-105
Indiana Form ST-105, also known as the General Sales Tax Exemption Certificate, is a document used by eligible purchasers to…
Individual Taxpayer Forms
Kentucky Form 72A303
Form 72A303, Election Application/Cancellation Form, is used by eligible motor fuel dealers to make or cancel an election for exemption…
Individual Taxpayer Forms
Texas Form 01-137
Texas Form 01-137, Limited Power of Attorney, allows a taxpayer to formally appoint an attorney, accountant, tax professional, firm, or…
Individual Taxpayer Forms
Kentucky Form 72A300
Form 72A300, Tax Registration Application for Motor Fuels License, is used by businesses applying for a Kentucky motor fuels license.…
Individual Taxpayer Forms
New York Form IT-203
Form IT-203 is the New York State Nonresident and Part-Year Resident Income Tax Return. It is used by individuals who…
Individual Taxpayer Forms
Illinois Form IL-1120-ST
Illinois Form IL-1120-ST, titled Small Business Corporation Replacement Tax Return, is used by eligible small business corporations to report income,…
Individual Taxpayer Forms
Illinois Form IL-941
Illinois Form IL-941, titled Illinois Withholding Income Tax Return, is a quarterly tax return used by employers and other businesses…
Individual Taxpayer Forms
New York Form IT-205
New York Form IT-205, titled Fiduciary Income Tax Return, is used to report income, deductions, tax adjustments, tax liabilities, payments,…
Individual Taxpayer Forms
New York Form IT-203-B
New York Form IT-203-B, titled Nonresident and Part-Year Resident Income Allocation and College Tuition Itemized Deduction Worksheet, is a tax…
Individual Taxpayer Forms
Kentucky Form 72A181 Schedule 15B
Form 72A181 Schedule 15B, known as the Terminal Operator Schedule of Disbursement, is a supporting schedule used to provide detailed…
Individual Taxpayer Forms
Texas Form 01-118
Texas Form 01-118, officially known as the Texas Sales and Use Tax Prepayment Report, is a tax reporting form used…
Individual Taxpayer Forms
Kentucky Form 72A180 Schedule 15A
Form 72A180 Schedule 15A, also known as the Terminal Operator Schedule of Receipts, is a supporting schedule used with a…
Individual Taxpayer Forms
Texas Form 01-117
Texas Form 01-117, officially known as the Texas Sales and Use Tax Return – Short Form, is a state tax…
Individual Taxpayer Forms
Kentucky Form 72A178
Form 72A178, Distributor’s Schedule of Disbursements, is a reporting schedule used by licensed motor fuel dealers in Kentucky to provide…

Employment and Payroll Tax Forms

Employment and Payroll Tax Forms
Form W-11
IRS Form W-11, also known as the Employee Affidavit under the Hiring Incentives to Restore Employment (HIRE) Act, is a…
Employment and Payroll Tax Forms
Form 940
IRS Form 940, officially titled “Employer’s Annual Federal Unemployment (FUTA) Tax Return,” is used by employers to report and pay…
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…
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 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
Kentucky Affidavit Of Exemption
The Kentucky Affidavit of Exemption, Form 92A300, is a sworn statement used in the administration of a qualifying Kentucky estate…
Estate, Gift, and Trust Tax Forms
Kentucky Real Estate Valuation Information Form
The Kentucky Real Estate Valuation Information Form, Form 92A204, provides detailed information about a parcel of real estate reported as…
Estate, Gift, and Trust Tax Forms
Kentucky Election To Defer Inheritance Tax Payment Through Installments
The Election to Defer the Payment of Inheritance Tax Through Installments, Form 92A928, allows a qualifying beneficiary to request an…
Estate, Gift, and Trust Tax Forms
Kentucky Inheritance Tax Return Short Form
The Kentucky Inheritance Tax Return Short Form, Form 92A205, is designed for small and uncomplicated estates that owe Kentucky inheritance…
Estate, Gift, and Trust Tax Forms
Kentucky Schedule D Form 741
Kentucky Schedule D, Form 741, is used by an estate or trust to calculate and report capital gains and losses…
Estate, Gift, and Trust Tax Forms
Montana Schedule K-1 (FID-3)
Montana Schedule K-1 (FID-3) reports the portion of income, deductions, credits, and tax adjustments that each beneficiary receives from an…
Estate, Gift, and Trust Tax Forms
Montana Form FID-3
The Montana Form FID-3 is used by estates and trusts to report their Montana taxable income, calculate Montana income tax…
Estate, Gift, and Trust Tax Forms
Montana Termination Of New Or Expanding Industry Property Tax Abatement Form
The Montana Termination of New or Expanding Industry Property Tax Abatement Form is used by taxpayers who want to officially…
Estate, Gift, and Trust Tax Forms
Montana Form UCH-1
Form UCH-1 is used by holders to report unclaimed property—any financial asset where an owner hasn’t generated activity during a…
Estate, Gift, and Trust Tax Forms
Montana Property Tax Exemption Application Form
Applying for a property tax exemption in Montana can significantly reduce the financial burden on qualifying organizations, but the process…
Estate, Gift, and Trust Tax Forms
Montana Form AB-30T
Montana Form AB-30T is the state’s application a tribe uses to request a temporary property tax exemption for the current…
Estate, Gift, and Trust Tax Forms
Montana Form EST-I
Montana Form EST-I, formally known as the Estate Tax Information Form, is an essential document required by the Montana Department…
Estate, Gift, and Trust Tax Forms
Montana Form RW-1
Montana Form RW-1, officially titled the Mineral Royalty Withholding Tax Payment Voucher, is a specific remittance document used by remitters…
Estate, Gift, and Trust Tax Forms
Montana Form FID
The Montana Estate or Trust Tax Payment Voucher Form FID is a document used by taxpayers to submit payments for…
Estate, Gift, and Trust Tax Forms
Form 1041-QFT
IRS Form 1041-QFT is the U.S. Income Tax Return for Qualified Funeral Trusts. This special tax form is designed specifically…
Estate, Gift, and Trust Tax Forms
Form 8927
IRS Form 8927, officially titled “Determination Under Section 860(e)(4) by a Qualified Investment Entity,” is a tax document used by…
Estate, Gift, and Trust Tax Forms
Form 976
IRS Form 976 is used by personal holding companies (PHCs), regulated investment companies (RICs), and real estate investment trusts (REITs)…
Estate, Gift, and Trust Tax Forms
Form 1041
IRS Form 1041 is the U.S. Income Tax Return for Estates and Trusts. This form is used to report income,…
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 709
Form 709 must be filed by individuals who make taxable gifts that exceed the annual exclusion amount or who make…
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…
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…
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

Individual Taxpayer Forms
Kentucky Form 72A072
Form 72A072 is the Kentucky Department of Revenue Application for Motor Fuel Refund used by city and suburban bus companies,…
Individual Taxpayer Forms
Kentucky Form 73A055
Form 73A055 is the Kentucky Department of Revenue Monthly Report for Dealer Loaner/Rental Vehicle Tax. It is used by approved…
Individual Taxpayer Forms
Kentucky Form 72A007
Form 72A007 is the Kentucky Department of Revenue Affidavit of Nonhighway Use used by taxpayers who are declaring that a…
Individual Taxpayer Forms
Kentucky Form 73A070
Form 73A070 is the Commonwealth of Kentucky Department of Revenue Motor Vehicle Usage Tax form used to request an extension…
Individual Taxpayer Forms
Kentucky Form 72A065
Kentucky Form 72A065, Aviation Gasoline Tax Refund Bond, is a $1,000 surety bond used in connection with certain Kentucky aviation…
Individual Taxpayer Forms
Kentucky Form 72A053-A
Kentucky Form 72A053-A, Application for Refund of Kentucky Motor Fuel Tax Paid on Nonhighway Motor Fuels, is used by Kentucky…
Individual Taxpayer Forms
Kentucky Form 72A010
Kentucky Form 72A010, Motor Fuel Tax Refund Permit Holder’s Bond, is a $1,000 surety bond associated with certain Kentucky motor…
Information Reporting Forms
Kentucky Form 72A005
Kentucky Form 72A005, Application for Approval to Sell Watercraft Refund Motor Fuels – Public Boat Dock, is used to request…
Credits and Other Specific Purpose Forms
Kentucky Form 72A004
The Kentucky Watercraft Refund Bond is a $1,000 bond used in connection with Kentucky motor fuels tax refunds for certain…
Information Reporting Forms
Kentucky Form 71A100
Kentucky Form 71A100, the Affidavit of Total Consideration Given for a Motor Vehicle, is used to document the complete value…
Business Tax Forms
Kentucky Form 73A060
Kentucky Form 73A060, the Health Care Provider Tax Return, is used to report and calculate health care provider tax owed…
Information Reporting Forms
Kentucky Form 73A101
Kentucky Form 73A101, the Historical Pari-Mutuel Report, is used to report wagering on historical horse races and calculate the related…
Individual Taxpayer Forms
Kentucky Form 73A100
Kentucky Form 73A100, the Racetrack Pari-Mutuel Tax Report, is used to report pari-mutuel wagering activity and calculate the related Kentucky…
Information Reporting Forms
Kentucky Form 62A384-C
The Kentucky Clay Property Tax Return is a property reporting form used to provide the Kentucky Department of Revenue with…
Individual Taxpayer Forms
Kentucky Form 75A051
Kentucky Form 75A051, the Kentucky Telecommunications Tax Franchise Fee Credit Annual Reconciliation Schedule, is used to organize and reconcile telecommunications…
Information Reporting Forms
Kentucky Form 42A806-CD
Kentucky Form 42A806-CD, titled Transmitter Report for CD Submission of Electronic Files in EFW2 or Publication 1220 Format, is a…
Individual Taxpayer Forms
Kentucky Form 74A118
Kentucky Form 74A118 is the Monthly Insurance Surcharge Report used to report and pay the insurance premium surcharge collected on…
Individual Taxpayer Forms
Kentucky Form 74A106
Kentucky Form 74A106 is the Insurance Premiums Tax Return used by domestic and foreign captive insurance companies to calculate and…
Individual Taxpayer Forms
Kentucky Form 74A101
Kentucky Form 74A101 is an Insurance Premiums Tax Return for domestic mutual insurance companies, domestic mutual fire insurance companies, and…
Individual Taxpayer Forms
Kentucky Form 10A106
Kentucky Form 10A106, titled “Appointment of Taxpayer Administrator and Authorized Users for Kentucky Online Tax,” is used by a business…
Information Reporting Forms
Kentucky Form 10A070
Kentucky Form 10A070, officially titled “Authorization Agreement for Electronic Funds Transfer,” is used to request permission from the Kentucky Department…
Business Tax Forms
Kentucky Schedule RPC
Kentucky Schedule RPC, officially called the Related Party Costs Disclosure Statement, is used by an entity that paid, accrued, or…
Information Reporting Forms
Kentucky Form EPAY
Kentucky Form EPAY serves as the official authorization document that allows the Kentucky Department of Revenue and its financial agent…
Individual Taxpayer Forms
Kentucky Form 740-V
Kentucky Form 740-V acts as the official payment voucher for individuals owing additional taxes on their state income tax returns,…
Individual Taxpayer Forms
Kentucky Form 8879-K
Kentucky Form 8879-K serves as the official declaration for electronic filing of individual income tax returns, required when using federal/state…
Information Reporting Forms
Montana Form STFIR
Tax laws are the foundation of public services, and when individuals or businesses evade them, it harms everyone in the…
Information Reporting Forms
Montana Form IE-NH
For owners of senior care facilities in Montana, ensuring your property is accurately assessed requires transparent reporting of your financial…
Individual Taxpayer Forms
Montana Form AB-NonDisc
In an age where digital privacy is increasingly scarce, Montana property owners have a specific tool to help protect their…
Individual Taxpayer Forms
Montana Form AB-23
Montana Form AB-23 is a specialized property tax application used by homeowners whose residential property is located in an area…
Individual Taxpayer Forms
Montana Form RTC
Montana Form RTC (Realty Transfer Certificate) is a required, confidential tax document used to report a transfer of real property…
Individual Taxpayer Forms
Montana Form CB-1
Montana Form CB-1, or “Request for Informal Review,” is the official document used to formally object to the collection actions…
Individual Taxpayer Forms
Montana Form RTI
Montana Form RTI is a formal request document submitted to the Montana Department of Revenue by individuals or their authorized…
Information Reporting Forms
Montana Special Mobile Equipment Reporting Form
The Montana Special Mobile Equipment Reporting Form is a mandatory declaration filed annually by individuals or businesses that own, lease,…
Information Reporting Forms
Montana Substitute Form W-9
The Montana Substitute Form W-9 is a specific tax document used by the State of Montana to request and verify…
Information Reporting Forms
Montana Authorization to Disclose Tax Information Form
The Montana Authorization to Disclose Tax Information Form allows the Alcoholic Beverage Control Division (ABCD) to access confidential taxpayer information…
Information Reporting Forms
Montana MCT Form
Form MCT, or Media Credit Transfer form, is a mandatory notification document used by the Montana Department of Revenue to…
Information Reporting Forms
Montana Gifting Statement Form
The Montana Gifting Statement Form is an official document issued by the Montana Department of Revenue’s Alcoholic Beverage Control Division…
Information Reporting Forms
Form 5452
Form 5452 is used by corporations to report nondividend distributions made to shareholders during the tax year. Nondividend distributions occur…
Information Reporting Forms
Form 2220
IRS Form 2220, titled “Underpayment of Estimated Tax by Corporations,” is a form used by corporations to calculate and report…
Information Reporting Forms
Form 1099-NEC
IRS Form 1099-NEC reports nonemployee compensation paid during the calendar year to independent contractors, freelancers, sole proprietors, partnerships, attorneys, and…
Information Reporting Forms
Form 1099-K
IRS Form 1099-K, Payment Card and Third Party Network Transactions, is an information return used by payment settlement entities such…

International Tax Forms

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…
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…
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…
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…
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…
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…

Penalties, Adjustments, and Appeals

Penalties, Adjustments, and Appeals
Illinois Form IL-1120
Illinois Form IL-1120, titled Corporation Income and Replacement Tax Return, is used by corporations to report their income, calculate Illinois…
Penalties, Adjustments, and Appeals
Form 2848
IRS Form 2848, officially titled Power of Attorney and Declaration of Representative, is a critical document that allows taxpayers to…
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

Individual Taxpayer Forms
Kentucky Form 4927-K
The Kentucky Form 4927-K calculates special tax treatment on lump-sum distributions from qualified retirement plans for participants born before January…
Individual Taxpayer Forms
Montana Disabled Veteran Property Tax Relief Application Form
The Montana Disabled Veteran Property Tax Relief Application Form is used by disabled veterans or the surviving spouses of deceased…
Retirement and Investment Tax Forms
Form 8606
IRS Form 8606, Nondeductible IRAs, is used to report nondeductible contributions to traditional IRAs, distributions from traditional IRAs, and conversions…

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

State Tax Forms
Alaska Form 6325
Alaska Form 6325, officially called the Alaska Veteran Employment Tax Credit, is a tax credit form used to report qualifying…
State Tax Forms
Texas Form 01-162
Texas Form 01-162, Annual Report of Purchases for Qualified Media Production Location, is an annual report used to disclose taxable…
State Tax Forms
Illinois Form IL-W-5-NR
Illinois Form IL-W-5-NR, officially titled Employee’s Statement of Nonresidence in Illinois, is a document issued by the Illinois Department of…
State Tax Forms
Illinois Form IL-5754
Illinois Form IL-5754, officially called the Statement by Person Receiving Gambling Winnings, is a tax document used to identify the…

Tax-Exempt Organizations Tax Forms

Individual Taxpayer Forms
Kentucky Form 741
Kentucky Form 741, Kentucky Fiduciary Income Tax Return, is used to calculate and report Kentucky income tax for an estate,…
Individual Taxpayer Forms
Montana Form EXPT
The Montana Form EXPT, officially titled the “Tax-Exempt Status Request Form for Income Taxes,” is a critical document used by…
Tax-Exempt Organizations Tax Forms
Form 990-T
IRS Form 990-T—formally titled “Exempt Organization Business Income Tax Return”—is the return that tax-exempt organizations use to report and pay…
Tax-Exempt Organizations Tax Forms
Form 8868
IRS Form 8868, officially titled “Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related…
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…