Individual Taxpayer Forms
This category includes forms for individuals filing personal income taxes, covering everything from the basic 1040 to forms for claiming deductions and filing amendments. These forms help taxpayers report income, claim credits, and comply with federal tax obligations. Examples include Form 1040, W-2, and 1040-X.
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Form 8938
Form 8938 is an IRS form that U.S. taxpayers use to report specified foreign financial assets if their total value…
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Form 1099-MISC
IRS Form 1099-MISC is used to report miscellaneous income paid to individuals or entities who are not employees. This form…
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Form 8453
Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, is used by taxpayers to transmit supporting documents…
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Form 8960
Form 8960 is used to calculate the Net Investment Income Tax (NIIT) for individuals, estates, and trusts. This form is…
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Form 8697
Form 8697, Interest Computation Under the Look-Back Method for Completed Long-Term Contracts, is used by taxpayers to calculate the interest…
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Form 8866
Form 8866, Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method, is used by taxpayers…
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Form W-8BEN
Form W-8BEN, titled “Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals),” is used…
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Form 8302
Form 8302, Application for Electronic Funds Transfer (EFT) of Excise Tax Refund of $1 Million or More, is used by…
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Form 709
Form 709 must be filed by individuals who make taxable gifts that exceed the annual exclusion amount or who make…
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Form 8594
Form 8594, Asset Acquisition Statement Under Section 1060, is an essential document for both buyers and sellers involved in the…
