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 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…
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Form 8949
Form 8949 is used to report the sale or exchange of capital assets, including stocks, bonds, real estate, and other…
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Form 1099-G
Government payments to individuals and businesses often have tax implications that need to be accurately reported. Form 1099-G, Certain Government…
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Form 5405
Form 5405, the Repayment of the First-Time Homebuyer Credit, is a crucial document for those who received the First-Time Homebuyer…
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Form 8965
The Affordable Care Act (ACA) requires individuals to have minimum essential health coverage or make a shared responsibility payment when…
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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…
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Form 5558
Form 5558, Application for Extension of Time to File Certain Employee Plan Returns, is used by plan administrators and certain…
