Credits and Other Specific Purpose Forms

These forms are used to claim various tax credits or to report specific financial activities that don’t fall neatly into other standard categories. These forms help taxpayers take advantage of certain tax benefits, such as credits for specific energy investments, educational expenses, or business incentives.

Form 8609
IRS Form 8609, Low-Income Housing Credit Allocation and Certification, is used by property owners to claim the Low-Income Housing Tax…
Form 8586
IRS Form 8586, Low-Income Housing Credit, is used to claim tax credits for qualified low-income housing projects. This credit is…
Form 8834
IRS Form 8834, officially known as the Qualified Electric Vehicle Credit form, is used by taxpayers to claim tax credits…
Form 8881
IRS Form 8881 is used to claim a credit for small employer pension plan startup costs, auto-enrollment options, and contributions…
Form 8906
IRS Form 8906, also known as the Distilled Spirits Credit Form, is used by businesses to claim a tax credit…
Form 8908
IRS Form 8908, titled “Energy Efficient Home Credit,” is a tax form used by eligible contractors to claim credits for…
Form 1097-BTC
IRS Form 1097-BTC, or the Bond Tax Credit form, is used to report and distribute tax credit amounts from certain…
Form 8936
IRS Form 8936, also known as the “Clean Vehicle Credits” form, allows taxpayers to claim a credit for purchasing clean…
Schedule R (Form 1040)
Schedule R (Form 1040) is a tax form used to calculate and claim the Credit for the Elderly or Disabled,…
Form 8880
The IRS Form 8880 is used to calculate and claim the Saver’s Credit, which rewards eligible taxpayers for contributing to…