Forms and Instructions

skip navigation

Search Help
Navigation Help

Main Topics
A B C D E F G H I
J K L M N O P Q R
S T U V W X Y Z #

Forms
Publications

Comments
About Tax Map

FORMS AND INSTRUCTIONS

Form CT-1 Employer's Annual Railroad Retirement Tax Return

Topic Screen for this Form

CT-1 Instructions for Form CT-1, Employer's Annual Railroad Retirement Tax Return

Form SS-4 Application for Employer Identification Number

Topic Screen for this Form

SS-4 Instructions for Form SS-4, Application for Employer Identification Number

Form SS-4 (PR) Solicitud de Numero de Identificacion Patronal (EIN)

Topic Screen for this Form

SS-4 (PR) Instrucciones para la Forma SS-4PR, Solicitud de Numero de Identificacion Patronal (EIN)

Form SS-8 Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding

Topic Screen for this Form

Form SS-8 (PR) Determinacion del Estado de Empleo de un Trabajador para Propositos de Las Contribuciones Federales Sobre el Empleo

Topic Screen for this Form

Form W-2 Wage and Tax Statement (Info Copy Only)

Topic Screen for this Form

W-2 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements

Form W-2AS American Samoa Wage and Tax Statement (Info Copy Only)

Topic Screen for this Form

Form W-2C Corrected Wage and Tax Statement

Topic Screen for this Form

W-2C Instructions for Forms W-2c and W-3c, Corrected Wage and Tax Statement and Transmittal of Corrected Wage and Tax Statements

Form W-2GU Guam Wage and Tax Statement (Info Copy Only)

Topic Screen for this Form

Form W-2VI U.S. Virgin Islands Wage and Tax Statement (Info Copy Only)

Topic Screen for this Form

Form W-3 Transmittal of Wage and Tax Statements (Info Copy Only)

Topic Screen for this Form

W-3 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements

Form W-3 (PR) Informe de Comprobantes de Retencion (Info Copy Only)

Topic Screen for this Form

W-3 (PR) Instrucciones para el Formulario W-3PR, Informe de Comprobantes de Retencion

Form W-3C Transmittal of Corrected Wage and Tax Statements

Topic Screen for this Form

W-3C Instructions for Forms W-2c and W-3c, Corrected Wage and Tax Statement and Transmittal of Corrected Wage and Tax Statements

Form W-3C (PR) Transmision de Comprobantes de Retencion Corregidos

Topic Screen for this Form

W-3C (PR) Instrucciones para la Forma W-3c PR, Transmision de Comprobantes de Retencion Corregidos

Form W-4 Employee's Withholding Allowance Certificate

Topic Screen for this Form

Form W-4 (SP) Employee's Withholding Allowance Certificate (Spanish version)

Topic Screen for this Form

Form W-5 Earned Income Credit Advance Payment Certificate

Topic Screen for this Form

Form W-7 Application for IRS Individual Taxpayer Identification Number

Topic Screen for this Form

Form W-7 (SP) Solicitud de Numero de Identificacion Personal del Contribuyente del Servicio de Impuestos Internos

Topic Screen for this Form

Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Topic Screen for this Form

W-8BEN Instructions for Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

W-8 Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY

Form W-8ECI Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States

Topic Screen for this Form

W-8ECI Instructions for Form W-8ECI, Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States

W-8 Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY

Form W-8EXP Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

Topic Screen for this Form

W-8EXP Instructions for Form W-8EXP, Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

W-8 Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY

Form W-8IMY Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding

Topic Screen for this Form

W-8IMY Instructions for Form W-8IMY, Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding

W-8 Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY

Form W-9 Request for Taxpayer Identification Number and Certification

Topic Screen for this Form

W-9 Instructions for the Requestor of Form W-9, Request for Taxpayer Identification Number and Certification

Form 11-C Occupational Tax and Registration Return for Wagering

Topic Screen for this Form

Form 433-A Collection Information Statement for Wage Earners and Self-Employed Individuals

Topic Screen for this Form

Form 433-B Collection Information Statement for Businesses

Topic Screen for this Form

Form 656 Offer in Compromise

Topic Screen for this Form

Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return

Topic Screen for this Form

706 Instructions for Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return

Form 706-D United States Additional Estate Tax Return Under Code Section 2057

Topic Screen for this Form

706-D Instructions for Form 706-D, United States Additional Estate Tax Return Under Code Section 2057

Form 709 United States Gift (and Generation-Skipping Transfer) Tax Return

Topic Screen for this Form

709 Instructions for Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return

Form 720 Quarterly Federal Excise Tax Return

Topic Screen for this Form

720 Instructions for Form 720, Quarterly Federal Excise Tax Return

Form 720-CS Carrier Summary Report

Topic Screen for this Form

Form 720-TO Terminal Operator Report

Topic Screen for this Form

720-TO Instructions for Forms 720-TO and 720-CS, Terminal Operator Report and Carrier Summary Report

Form 730 Monthly Tax Return for Wagers

Topic Screen for this Form

Form 926 Return by a U.S. Transferor of Property to a Foreign Corporation

Topic Screen for this Form

Form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return

Topic Screen for this Form

940 Instructions for Form 940, Employer's Annual Federal Unemployment (FUTA) Tax Return

Form 940 (PR) Planilla Para La Declaracion Anual Del Patrono de la Contribcion Federal Para El Desempleo (FUTA)

Topic Screen for this Form

940 (PR) Instrucciones para el Formulario 940-PR, Planilla para la Declaracion Federal Anual del Patrono de la Contribucion Federal para el Desempleo (FUTA)

Form 941 Employer's Quarterly Federal Tax Return

Topic Screen for this Form

941 Instructions for Form 941, Employer's Quarterly Federal Tax Return

Form 941 (PR) Planilla para la Declaracion Federal TRIMESTRAL del Patrono

Topic Screen for this Form

941 (PR) Instrucciones para el Formulario 941-PR, Planilla para la Declaracion Federal TRIMESTRAL del Patrono

Form 941 (PR) (Schedule B) Registro de la Obligacion Contributiva para los Depositantes de Itinerario Bisemanal

Topic Screen for this Form

941 (PR) (Schedule B) Instrucciones para el Anexo B (Forma 941-PR), Registro de la Obligacion Contributiva para los Depositantes de Itinerario Bisemanal

Form 941 (Schedule B) Report of Tax Liability for Semiweekly Schedule Depositors

Topic Screen for this Form

941 (Schedule B) Instructions for Schedule B (Form 941), Report of Tax Liability for Semiweekly Schedule Depositors

Form 943 Employer's Annual Federal Tax Return for Agricultural Employees

Topic Screen for this Form

943 Instructions for Form 943, Employer's Annual Federal Tax Return for Agricultural Employees

Form 943 (PR) Planilla para la Declaracion Anual de la Contribucion Federal del Patrono de Empleados Agricolas

Topic Screen for this Form

943 (PR) Instrucciones para el Formulario 943-PR, Planilla para la Declaracion Anual de la Contribucion Federal del Patrono de Empleados Agricolas

Form 943-A Agricultural Employer's Record of Federal Tax Liability

Topic Screen for this Form

Form 943-A (PR) Registro De La Obligation contributiva Del Patrono Agricola

Topic Screen for this Form

Form 944 Employer's Annual Federal Tax Return

Topic Screen for this Form

944 Instructions for Form 944, Employer's Annual Federal Tax Return

Form 945 Annual Return of Withheld Federal Income Tax

Topic Screen for this Form

945 Instructions for Form 945, Annual Return of Withheld Federal Income Tax

Form 966 Corporate Dissolution or Liquidation

Topic Screen for this Form

Form 990 Return of Organization Exempt from Income Tax

Topic Screen for this Form

990 Instructions for Form 990 and Form 990-EZ

Form 990-EZ Short Form Return of Organization Exempt from Income Tax

Topic Screen for this Form

990-EZ Instructions for Form 990 and Form 990-EZ

Form 990-PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation

Topic Screen for this Form

990-PF Instructions for Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as a Private Foundation

Form 990-T Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))

Topic Screen for this Form

990-T Instructions for Form 990-T, Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))

Form 1040 U.S. Individual Income Tax Return

Topic Screen for this Form

1040 (General Inst.) Instructions for Form 1040, U.S. Individual Income Tax Return

Index for these Instructions

HTML Instructions

1040 (Tax Tables) Tax Table and Tax Rate Schedules

Form 1040 (PR) Planilla para la Declaracion de la Contribucion Federal sobre el Trabajo por Cuenta Propia (Incluyendo el Credito Tributario Adicional por Hijos para Residentes Bona Fide de Puerto Rico)

Topic Screen for this Form

1040 (PR) Instrucciones para el Formulario 1040-PR, Planilla Para La Declaracion De La Contribucion Federal Sobre El Trabajo Por Cuenta Propia - Puerto Rico

Form 1040 (PR) (Anejo H-PR) Contribuciones Sobre El Empleo De Empleados Domesticos

Topic Screen for this Form

1040 (PR) (Anejo H-PR) Instrucciones para el Anexo H-PR (Formulario 1040-PR), Contribuciones sobre el Empleo de Empleados Domesticos

Form 1040 (Schedule A) Itemized Deductions

Topic Screen for this Form

1040 (Schedule A) Instructions for Schedules A & B (Form 1040), Itemized Deductions and Interest & Ordinary Dividends

HTML Instructions

Form 1040 (Schedule B) Interest & Dividend Income

Topic Screen for this Form

1040 (Schedule B) Instructions for Schedules A & B (Form 1040), Itemized Deductions and Interest & Ordinary Dividends

HTML Instructions

Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship)

Topic Screen for this Form

1040 (Schedule C) Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship)

Index for these Instructions

HTML Instructions

Form 1040 (Schedule C-EZ) Net Profit from Business (Sole Proprietorship)

Topic Screen for this Form

Form 1040 (Schedule D) Capital Gains and Losses

Topic Screen for this Form

1040 (Schedule D) Instructions for Schedule D (Form 1040), Capital Gains and Losses

Index for these Instructions

HTML Instructions

Form 1040 (Schedule D-1) Continuation Sheet for Schedule D (Form 1040)

Topic Screen for this Form

Form 1040 (Schedule E) Supplemental Income and Loss

Topic Screen for this Form

1040 (Schedule E) Instructions for Schedule E (Form 1040), Supplemental Income and Loss

HTML Instructions

Form 1040 (Schedule EIC) Earned Income Credit

Topic Screen for this Form

Form 1040 (Schedule F) Profit or Loss From Farming

Topic Screen for this Form

1040 (Schedule F) Instructions for Schedule F (Form 1040), Profit or Loss From Farming

Index for these Instructions

HTML Instructions

Form 1040 (Schedule H) Household Employment Taxes

Topic Screen for this Form

1040 (Schedule H) Instructions for Schedule H (Form 1040), Household Employment Taxes

HTML Instructions

Form 1040 (Schedule J) Income Averaging for Farmers and Fishermen

Topic Screen for this Form

1040 (Schedule J) Instructions for Schedule J (Form 1040), Income Averaging for Farmers and Fishermen

Index for these Instructions

HTML Instructions

Form 1040 (Schedule R) Credit for the Elderly or the Disabled

Topic Screen for this Form

1040 (Schedule R) Instructions for Schedule R (Form 1040), Credit for the Elderly or the Disabled

HTML Instructions

Form 1040 (Schedule SE) Self-Employment Tax

Topic Screen for this Form

1040 (Schedule SE) Instructions for Schedule SE (Form 1040), Self-Employment Tax

HTML Instructions

Form 1040-C U.S. Departing Alien Income Tax Return

Topic Screen for this Form

1040-C Instructions for Form 1040-C, U.S. Departing Alien Income Tax Return

Form 1040-ES Estimated Tax for Individuals

Topic Screen for this Form

Form 1040-ES (NR) U.S. Estimated Tax for Nonresident Alien Individuals

Topic Screen for this Form

Form 1040-ES (PR) Contribuciones Federales Estimadas del Trabajo por Cuenta Propia Y Sobre El Empleo de Empleados Domesticos-Puerto Rico

Topic Screen for this Form

Form 1040-NR U.S. Nonresident Alien Income Tax Return

Topic Screen for this Form

1040-NR Instructions for Form 1040-NR, U.S. Nonresident Alien Income Tax Return

Form 1040-NR-EZ U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents

Topic Screen for this Form

1040-NR-EZ Instructions for Form 1040NR-EZ, U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents

Form 1040-SS U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)

Topic Screen for this Form

1040-SS Instructions for Form 1040-SS, U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)

Form 1040-X Amended U.S. Individual Income Tax Return

Topic Screen for this Form

1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return

Form 1041 U.S. Income Tax Return for Estates and Trusts

Topic Screen for this Form

1041 Instructions for Form 1041, U.S. Income Tax Return for Estates and Trusts, and Schedules A, B, G, J, and K-1

Form 1042 Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

Topic Screen for this Form

Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding

Topic Screen for this Form

1042-S Instructions for Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding

Form 1042-T Annual Summary and Transmittal of Forms 1042-S

Topic Screen for this Form

Form 1045 Application for Tentative Refund

Topic Screen for this Form

1045 Instructions for Form 1045, Application for Tentative Refund

Form 1065 U.S. Return of Partnership Income

Topic Screen for this Form

1065 Instructions for Form 1065, U.S. Return of Partnership Income

Form 1065 (Schedule D) Capital Gains and Losses

Topic Screen for this Form

Form 1065 (Schedule K-1) Partner's Share of Income, Credits, Deductions, etc.

Topic Screen for this Form

1065 (Schedule K-1) Instructions for Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc.

Form 1096 Annual Summary and Transmittal of U.S. Information Returns (Info Copy Only)

Topic Screen for this Form

Form 1099-DIV Dividends and Distributions (Info Copy Only)

Topic Screen for this Form

1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions

1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G

Form 1099-MISC Miscellaneous Income (Info Copy Only)

Topic Screen for this Form

1099-MISC Instructions for Form 1099-MISC, Miscellaneous Income

1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G

Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)

Topic Screen for this Form

1099-Q Instructions for Form 1099-Q, Payments from Qualified Education Programs

1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G

Form 1116 Foreign Tax Credit (Individual, Estate, or Trust)

Topic Screen for this Form

1116 Instructions for Form 1116, Foreign Tax Credit (Individual, Estate, or Trust)

Form 1118 Foreign Tax Credit - Corporations

Topic Screen for this Form

1118 Instructions for Form 1118, Foreign Tax Credit - Corporations

Form 1120 U.S. Corporation Income Tax Return

Topic Screen for this Form

1120 Instructions for Form 1120, U.S. Corporation Income Tax Return

1120 Instructions for Form 1120, U.S. Corporation Income Tax Return

Form 1120-F U.S. Income Tax Return of a Foreign Corporation

Topic Screen for this Form

1120-F Instructions for Form 1120-F, U.S. Income Tax Return of a Foreign Corporation

Form 1120-S U.S. Income Tax Return for an S Corporation

Topic Screen for this Form

1120-S Instructions for Form 1120-S, U.S. Income Tax Return for an S Corporation

Form 1120-S (Schedule D) Capital Gains and Losses and Built-in Gains

Topic Screen for this Form

1120-S (Schedule D) Instructions for Schedule D (Form 1120S), Capital Gains and Losses and Built-In Gains

Form 1120-S (Schedule K-1) Shareholder's Share of Income, Deductions, Credits, etc.

Topic Screen for this Form

1120-S (Schedule K-1) Instructions for Schedule K-1 (Form 1120-S), Shareholder's Share of Income, Deductions, Credits, etc.

Form 1120-W Estimated Tax for Corporations

Topic Screen for this Form

Form 1120-X Amended U.S. Corporation Income Tax Return

Topic Screen for this Form

Form 1122 Authorization and Consent of Subsidiary Corporation to be Included in a Consolidated Income Tax Return

Topic Screen for this Form

Form 1128 Application to Adopt, Change or Retain a Tax Year

Topic Screen for this Form

1128 Instructions for Form 1128, Application to Adopt, Change, or Retain a Tax Year

Form 1138 Extension of Time For Payment of Taxes By a Corporation Expecting a Net Operating Loss Carryback

Topic Screen for this Form

Form 1139 Corporation Application for Tentative Refund

Topic Screen for this Form

1139 Instructions for Form 1139, Corporation Application for Tentative Refund

Form 1363 Export Exemption Certificate

Topic Screen for this Form

Form 2063 U.S. Departing Alien Income Tax Statement

Topic Screen for this Form

Form 2106 Employee Business Expenses

Topic Screen for this Form

2106 Instructions for Form 2106, Employee Business Expenses

Form 2106-EZ Unreimbursed Employee Business Expenses

Topic Screen for this Form

Form 2210 Underpayment of Estimated Tax by Individuals, Estates and Trusts

Topic Screen for this Form

2210 Instructions for Form 2210, Underpayment of Estimated Tax by Individuals, Estates and Trusts

Form 2210-F Underpayment of Estimated Tax By Farmers and Fishermen

Topic Screen for this Form

Form 2220 Underpayment of Estimated Tax By Corporations

Topic Screen for this Form

2220 Instructions for Form 2220, Underpayment of Estimated Tax by Corporations

Form 2290 Heavy Highway Vehicle Use Tax Return

Topic Screen for this Form

2290 Instructions for Form 2290, Heavy Highway Vehicle Use Tax Return

Form 2290 (FR) Declaration d’Impot sur l’Utilisation des Vehicules Lourds sur les Routes

Topic Screen for this Form

2290 (FR) Instructions pour le Formulaire 2290(FR), Declaration d’Impot sur l’Utilisation des Vehicules Lourds sur les Routes

Form 2290 (SP) Declaracion del Impuesto sobre el Uso de Vehiculos Pesados en las Carreteras

Topic Screen for this Form

2290 (SP) Instrucciones para el Formulario 2290(SP), Declaracion del Impuesto sobre el Uso de Vehiculos Pesados en las Carreteras

Form 2441 Child and Dependent Care Expenses

Topic Screen for this Form

2441 Instructions for Form 2441, Child and Dependent Care Expenses

Form 2553 Election by a Small Business Corporation

Topic Screen for this Form

2553 Instructions for Form 2553, Election by a Small Business Corporation

Form 2555 Foreign Earned Income

Topic Screen for this Form

2555 Instructions for Form 2555, Foreign Earned Income

Form 2555-EZ Foreign Earned Income Exclusion

Topic Screen for this Form

2555-EZ Instructions for Form 2555-EZ, Foreign Earned Income Exclusion

Form 2848 Power of Attorney and Declaration of Representative

Topic Screen for this Form

2848 Instructions for Form 2848, Power of Attorney and Declaration of Representative

Form 3115 Application for Change in Accounting Method

Topic Screen for this Form

3115 Instructions for Form 3115, Application for Change in Accounting Method

Form 3468 Investment Credit

Topic Screen for this Form

Form 3520 Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Topic Screen for this Form

3520 Instructions for Form 3520, Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Form 3520-A Annual Information Return of Foreign Trust With a U.S. Owner

Topic Screen for this Form

3520-A Instructions for Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner

Form 3800 General Business Credit

Topic Screen for this Form

Form 3903 Moving Expenses

Topic Screen for this Form

Form 4136 Credit For Federal Tax Paid On Fuels

Topic Screen for this Form

Form 4562 Depreciation and Amortization

Topic Screen for this Form

4562 Instructions for Form 4562, Depreciation and Amortization

Form 4563 Exclusion of Income for Bona Fide Residents of American Samoa

Topic Screen for this Form

Form 4626 Alternative Minimum Tax - Corporations

Topic Screen for this Form

4626 Instructions for Form 4626, Alternative Minimum Tax - Corporations

Form 4684 Casualties and Thefts

Topic Screen for this Form

4684 Instructions for Form 4684, Casualties and Thefts

Form 4797 Sales of Business Property

Topic Screen for this Form

4797 Instructions for Form 4797, Sales of Business Property

Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

Topic Screen for this Form

Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version)

Topic Screen for this Form

Form 4876-A Election to Be Treated as an Interest Charge DISC

Topic Screen for this Form

Form 5074 Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)

Topic Screen for this Form

Form 5213 Election to Postpone Determination As To Whether the Presumption Applies That an Activity is Engaged in for Profit

Topic Screen for this Form

Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only)

Topic Screen for this Form

5300 Instructions for Form 5300, Application for Determination for Employee Benefit Plan

Form 5300 (Schedule Q) Elective Determination Requests

Topic Screen for this Form

5300 (Schedule Q) Instructions for Schedule Q (Form 5300), Elective Determination Requests

Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution

Topic Screen for this Form

Form 5305 Traditional Individual Retirement Trust Account

Topic Screen for this Form

Form 5305-A Traditional Individual Retirement Custodial Account

Topic Screen for this Form

Form 5305-A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement

Topic Screen for this Form

Form 5305-S SIMPLE Individual Retirement Trust Account

Topic Screen for this Form

Form 5305-SA SIMPLE Individual Retirement Custodial Account

Topic Screen for this Form

Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement

Topic Screen for this Form

Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution

Topic Screen for this Form

Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)

Topic Screen for this Form

Form 5307 Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans (Info Copy Only)

Topic Screen for this Form

5307 Instructions for Form 5307, Application for Determination for Adopters of Master or Prototype (M&P) or Volume Submitter (VS) Plans

Form 5310 Application for Determination Upon Termination (Info Copy Only)

Topic Screen for this Form

Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts

Topic Screen for this Form

5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Form 5471 Information Return of U.S. Persons With Respect To Certain Foreign Corporations

Topic Screen for this Form

Form 5471 (Schedule J) Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation

Topic Screen for this Form

Form 5471 (Schedule M) Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons

Topic Screen for this Form

Form 5471 (Schedule O) Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of Its Stock

Topic Screen for this Form

Form 5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Topic Screen for this Form

Form 5498 IRA Contribution Information (Info Copy Only)

Topic Screen for this Form

1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G

Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only)

Topic Screen for this Form

5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan

Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only)

Topic Screen for this Form

5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan

Form 5713 International Boycott Report

Topic Screen for this Form

5713 Instructions for Form 5713, International Boycott Report

Form 5713 (Schedule A) International Boycott Factor (Section 999(c)(1))

Topic Screen for this Form

Form 5713 (Schedule B) Specifically Attributable Taxes and Income (Section 999(c)(2))

Topic Screen for this Form

Form 5713 (Schedule C) Tax Effect of the International Boycott Provisions

Topic Screen for this Form

Form 5735 American Samoa Economic Development Credit

Topic Screen for this Form

5735 Instructions for Form 5735, American Samoa Economic Development Credit

Form 5884 Work Opportunity Credit

Topic Screen for this Form

Form 5884-A Credits for Affected Midwestern Disaster Area Employees

Topic Screen for this Form

Form 6198 At-Risk Limitations

Topic Screen for this Form

6198 Instructions for Form 6198, At-Risk Limitations

Form 6251 Alternative Minimum Tax - Individuals

Topic Screen for this Form

6251 Instructions for Form 6251, Alternative Minimum Tax - Individuals

Form 6252 Installment Sale Income

Topic Screen for this Form

Form 6478 Alcohol and Cellulosic Biofuel Fuels Credit

Topic Screen for this Form

Form 6559 Transmitter Report and Summary of Magnetic Media

Topic Screen for this Form

Form 6765 Credit for Increasing Research Activities

Topic Screen for this Form

Form 7004 Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns

Topic Screen for this Form

7004 Instructions for Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns

Form 8027 Employer's Annual Information Return of Tip Income and Allocated Tips

Topic Screen for this Form

8027 Instructions for Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips

Form 8038-R Recovery of Overpayment Under Arbitrage Rebate Provisions

Topic Screen for this Form

Form 8233 Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual

Topic Screen for this Form

8233 Instructions for Form 8233, Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Service of a Nonresident Alien Individual

Form 8271 Investor Reporting of Tax Shelter Registration Number

Topic Screen for this Form

Form 8275 Disclosure Statement

Topic Screen for this Form

8275 Instructions for Form 8275, Disclosure Statement

Form 8275-R Regulation Disclosure Statement

Topic Screen for this Form

8275-R Instructions for Form 8275-R, Regulation Disclosure Statement

Form 8288 U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests

Topic Screen for this Form

Form 8288-A Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests

Topic Screen for this Form

Form 8288-B Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests

Topic Screen for this Form

Form 8300 Report of Cash Payments Over $10,000 Received In a Trade or Business

Topic Screen for this Form

Form 8300 (SP) Informe de Pagos en Efectivo en Exceso de $10,000 Recibidos en Una Ocupacion o Negocio

Topic Screen for this Form

Form 8308 Report of a Sale or Exchange of Certain Partnership Interests

Topic Screen for this Form

Form 8582 Passive Activity Loss Limitations

Topic Screen for this Form

8582 Instructions for Form 8582, Passive Activity Loss Limitations

Form 8586 Low-Income Housing Credit

Topic Screen for this Form

Form 8594 Asset Acquisition Statement Under Section 1060

Topic Screen for this Form

8594 Instructions for Form 8594, Asset Acquisition Statement Under Section 1060

Form 8606 Nondeductible IRAs

Topic Screen for this Form

8606 Instructions for Form 8606, Nondeductible IRAs

Form 8621 Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

Topic Screen for this Form

8621 Instructions for Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

Form 8689 Allocation of Individual Income Tax to the U.S. Virgin Islands

Topic Screen for this Form

Form 8804 Annual Return for Partnership Withholding Tax (Section 1446)

Topic Screen for this Form

8804 Instructions for Forms 8804, 8805 and 8813, Annual Return for Partnership Withholding Tax (Section 1446), Foreign Partner's Information Statement of Section 1446 Withholding tax, and Partnership Withholding Tax Payment (Section 1446)

Form 8805 Foreign Partner's Information Statement of Section 1446 Withholding tax

Topic Screen for this Form

Form 8810 Corporate Passive Activity Loss and Credit Limitations

Topic Screen for this Form

8810 Instructions for Form 8810, Corporate Passive Activity Loss and Credit Limitations

Form 8813 Partnership Withholding Tax Payment Voucher (Section 1446)

Topic Screen for this Form

Form 8820 Orphan Drug Credit

Topic Screen for this Form

Form 8821 Tax Information Authorization

Topic Screen for this Form

Form 8822 Change of Address

Topic Screen for this Form

Form 8824 Like-Kind Exchanges

Topic Screen for this Form

8824 Instructions for Form 8824, Like-Kind Exchanges

Form 8826 Disabled Access Credit

Topic Screen for this Form

Form 8829 Expenses for Business Use of Your Home

Topic Screen for this Form

8829 Instructions for Form 8829, Expenses for Business Use of Your Home

Form 8830 Enhanced Oil Recovery Credit

Topic Screen for this Form

Form 8832 Entity Classification Election

Topic Screen for this Form

Form 8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)

Topic Screen for this Form

Form 8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit

Topic Screen for this Form

Form 8836 Qualifying Children Residency Statement

Topic Screen for this Form

Form 8836 (SP) Qualifying Children Residency Statement (Spanish version)

Topic Screen for this Form

Form 8844 Empowerment Zone and Renewal Community Employment Credit

Topic Screen for this Form

Form 8845 Indian Employment Credit

Topic Screen for this Form

Form 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips

Topic Screen for this Form

Form 8847 Credit for Contributions to Selected Community Development Corporations

Topic Screen for this Form

Form 8849 Claim for Refund of Excise Taxes

Topic Screen for this Form

Form 8850 Pre-Screening Notice and Certification Request for the Work Opportunity Credit

Topic Screen for this Form

8850 Instructions for Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity Credit

Form 8861 Welfare-to-Work Credit

Topic Screen for this Form

Form 8868 Application for Extension of Time To File an Exempt Organization Return

Topic Screen for this Form

Form 8875 Taxable REIT Subsidiary Election

Topic Screen for this Form

Form 8881 Credit for Small Employer Pension Plan Startup Costs

Topic Screen for this Form

Form 8882 Credit for Employer-Provided Child Care Facilities and Services

Topic Screen for this Form

Form 8885 Health Coverage Tax Credit

Topic Screen for this Form

Form 8886 Reportable Transaction Disclosure Statement

Topic Screen for this Form

8886 Instructions for Form 8886, Reportable Transaction Disclosure Statement

Form 8889 Health Savings Accounts (HSAs)

Topic Screen for this Form

8889 Instructions for Form 8889, Health Savings Accounts (HSAs)

Form 8900 Qualified Railroad Track Maintenance Credit

Topic Screen for this Form

Form 8907 Nonconventional Source Fuel Credit

Topic Screen for this Form

Form 8908 Energy Efficient Home Credit

Topic Screen for this Form

Form 8909 Energy Efficient Appliance Credit

Topic Screen for this Form

Form 8910 Alternative Motor Vehicle Credit

Topic Screen for this Form

Form 8911 Alternative Fuel Vehicle Refueling Property Credit

Topic Screen for this Form

Form 8915 Qualified Hurricane Retirement Plan Distributions and Repayments

Topic Screen for this Form

8915 Instructions for Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments

Form 8918 Material Advisor Disclosure Statement

Topic Screen for this Form

8918 Instructions for Form 8918, Material Advisor Disclosure Statement

Form 8919 Uncollected Social Security and Medicare Tax on Wages

Topic Screen for this Form