| Tax Calendar |
| Publications: |
509 |
Tax Calendars (html | pdf) |
|
1518 |
TEC Tax Calendar for Small Businesses and Self-Employed (pdf) |
| Tax Changes |
| Publications: |
553 |
Highlights of Tax Changes (html | pdf) |
| Tax Shelter |
| Forms and Instructions: |
8886 |
Reportable Transaction Disclosure Statement (pdf)
• Instructions (html | pdf) |
| Tax Tables |
| Forms and Instructions: |
1040 |
Tax Tables (pdf) |
| Taxpayer Advocate |
| Forms and Instructions: |
911 |
Application for Taxpayer Assistance Order (ATAO) (pdf) |
| Publications: |
1546 |
The Taxpayer Advocate Service of the IRS - How to Get Help With Unresolved Tax Problems (pdf) |
| Taxpayer Identification Number; TIN |
| Forms and Instructions: |
W-7 |
Application for IRS Individual Taxpayer Identification Number (pdf) |
|
W-7A |
Application for Taxpayer Identification Number for Pending U.S. Adoptions (pdf) |
|
W-9 |
Request for Taxpayer Identification Number and Certification (pdf)
• Instructions (html | pdf) |
|
W-9S |
Request for Student's or Borrower's Social Security Number and Certification (pdf) |
|
13551 |
Application to Participate in the ITIN Acceptance Agent Program (pdf) |
| Publications: |
1586 |
Reasonable Cause Regulations and Requirements for Missing and Incorrect Name/TINs (pdf) |
|
1915 |
Understanding Your IRS Individual Taxpayer Identification Number (pdf) |
|
4327 |
ITIN Bilingual Brochure (pdf) |
| Theft and Casualty Loss |
| Forms and Instructions: |
1040-X |
Amended U.S. Individual Income Tax Return (pdf)
• Instructions (html | pdf) |
|
4684 |
Casualties and Thefts (pdf)
• Instructions (html | pdf) |
| Publications: |
547 |
Casualties, Disasters, and Thefts (html | pdf) |
|
584 |
Casualty, Disaster, and Theft Loss Workbook (Personal-Use Property) (html | pdf) |
|
584-B |
Business Casualty, Disaster, and Theft Loss Workbook (html | pdf) |
| Third Party Authorization |
| Forms and Instructions: |
8821 |
Tax Information Authorization (pdf) |
| Publications: |
470 |
Limited Practice Without Enrollment (pdf) |
| Tip Income |
| Forms and Instructions: |
4137 |
Social Security and Medicare Tax on Unreported Tip Income (pdf) |
|
8027 |
Employer's Annual Information Return of Tip Income and Allocated Tips (pdf)
• Instructions (html | pdf) |
| Publications: |
531 |
Reporting Tip Income (html | pdf) |
|
1244 |
Employee's Daily Record of Tips and Report to Employer (pdf) |
|
1872 |
Tips on Tips - Tip Income Reporting for Employees in the Food and Beverage Industry (pdf) |
|
3144 |
Tips on Tips (A Guide to TIP Income Reporting) for Employer (pdf); |
|
3148 |
Tips on Tips (A Guide to TIP Income Reporting) for Employees (pdf) |
| Transcript |
| Forms and Instructions: |
4506 |
Request for Copy of Tax Return (pdf) |
|
4506-T |
Request for Transcript of Tax Return ( pdf) |
| Travel Expenses |
| Forms and Instructions: |
2106 |
Employee Business Expense (pdf)
• Instructions (html | pdf) |
|
2106-EZ |
Unreimbursed Employee Business Expense (pdf) |
| Publications: |
463 |
Travel, Entertainment, Gift, and Car Expenses (html | pdf) |
|
1542 |
Per Diem Rates (html | pdf) |
| Treaty; Tax Treaty |
| Forms and Instructions: |
8833 |
Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) (pdf) |
| Publications: |
597 |
Information on the United States-Canada Income Tax Treaty (html | pdf) |
|
901 |
U.S. Tax Treaties (html | pdf) |
| Trust |
| Forms and Instructions: |
706-GS(D-1) |
Notification of Distribution From a Generation-Skipping Trust (pdf)
• Instructions (html | pdf) |
|
990-PF |
Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation (pdf)
• Instructions (html | pdf) |
|
1041 |
U.S. Income Tax Return for Estates and Trusts ( pdf)
• Instructions (html | pdf) |
|
Schedule J
(Form 1041) |
Accumulation Distribution for a Complex Trust (pdf) |
|
Schedule K-1
(Form 1041) |
Beneficiary's Share of Income, Deductions, Credits, etc. (pdf) |
|
1041-A |
U.S. Information Return Trust Accumulation of Charitable Amounts (pdf) |
|
1041-ES |
Estimated Income Tax for Estates and Trusts (pdf) |
|
1041-QFT |
U.S. Income Tax Return for Qualified Funeral Trusts (pdf) |
|
1041-T |
Allocation of Estimated Tax Payments to Beneficiaries (pdf) |
|
3520-A |
Annual Information Return of Foreign Trust With a U.S. Owner (pdf)
• Instructions (html | pdf) |
|
5227 |
Split-Interest Trust Information Return (pdf)
• Instructions (html | pdf) |
|
5305 |
Traditional Individual Retirement Trust Account (pdf) |
|
5305-B |
Health Savings Trust Account (pdf) |
|
5305-E |
Education Individual Retirement Trust Account (pdf) |
|
5305-R |
Roth Individual Retirement Trust Account (pdf) |
|
5305-S |
SIMPLE Individual Retirement Trust Account (pdf) |
|
6069 |
Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 Deduction (pdf) |
|
8453-F |
U.S. Estate or Trust Income Tax Declaration and Signature for Electronic and Magnetic Media Filing (pdf) |
|
8855 |
Election to treat a Qualified Revocable Trust as Part of an Estate (pdf) |
