| Earned Income Credit, EIC |
| Forms and Instructions: |
W-5 |
Earned Income Credit Advance Payment Certificate (pdf) |
|
W-5 (SP) |
Certificado del Pago por Adelantado del Credito por Ingreso del Trabajo (pdf) |
|
Schedule EIC
Form 1040A
or 1040
|
Earned Income Credit Qualifying Child Information (pdf)
• Instructions ( html | pdf) |
|
8862 |
Information To Claim Earned Income Credit After Disallowance (pdf) |
|
8867 |
Paid Preparer's Earned Income Credit Checklist (pdf) |
| Publications: |
596 |
Earned Income Credit (EIC) (html | pdf) |
|
596 (SP) |
Credito por Ingreso del Trabajo (html |pdf) |
| Education |
| Forms and Instructions |
1098-T |
Tuition Statement (info copy only) (pdf)
• Instructions (html | pdf) |
|
1099-Q |
Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only) (pdf)
• Instructions (html | pdf) |
|
5305-E |
Coverdell Education Savings Trust Account (Under section 530 of the Internal Revenue Code) (pdf) |
|
5305-EA |
Coverdell Education Savings Custodial Account (Under section 530 of the Internal Revenue Code) (pdf) |
|
8863 |
Education Credits (Hope and Lifetime Learning Credits) (pdf) |
| Publications: |
970 |
Tax Benefits for Education (html | pdf) |
| EIN, Employer Identification Number; Federal Tax ID Number |
| Forms and Instructions: |
SS-4 |
Application for Employer Identification Number (pdf)
• Instructions (html | pdf) |
| Publications: |
1635 |
Understanding Your EIN Employer Identification Number (pdf) |
| Elderly Credit |
| Forms and Instructions: |
Schedule R
Form 1040 |
Credit for the Elderly or the Disabled (pdf)
• Instructions (html | pdf) |
|
Schedule 3
Form 1040A |
Credit for the Elderly or the Disabled for Form 1040A Filers (pdf)
• Instructions (html | pdf) |
| Publications: |
524 |
Credit for the Elderly or the Disabled (html | pdf) |
|
554 |
Tax Guide for Seniors (html | pdf) |
| Electric Vehicle |
| Forms and Instructions: |
8834 |
Qualified Electric Vehicle Credit (pdf) |
| Electronic Filing, e-file; Electronic Payments |
| Forms and Instructions: |
4419 |
Application for Filing Information Returns Electronically (FIRE) (pdf) |
|
4804 |
Transmittal of Information Returns Reported Magnetically (pdf) |
|
4996 |
Electronic/Magnetic Media Filing Transmittal for Wage and Withholding Tax Returns (pdf) |
|
6466 |
Transmittal of Forms W-4 Reported Magnetically/Electronically (pdf) |
|
6559 |
Transmitter Report and Summary of Magnetic Media (pdf) |
|
8453 |
U.S. Individual Income Tax Transmittal for an IRS e-file Return (pdf) |
|
8453-C |
U.S. Corporation Income Tax Declaration for an IRS e-file Return (pdf) |
|
8453-EO |
Exempt Organization Declaration and Signature for Electronic Filing (pdf) |
|
8453-F |
U.S. Estate or Trust Income Tax Declaration and Signature for Electronic Filing (pdf) |
|
8453-OL |
U.S. Individual Income Tax Declaration for an IRS e-file Online Return (pdf) |
|
8453-S |
U.S. S Corporation Income Tax Declaration for an IRS e-file Return (pdf) |
|
8633 |
Application to Participate in the IRS e-file Program (pdf) |
|
8655 |
Reporting Agent Authorization (pdf) |
|
8878 |
IRS e-file Signature Authorization for Form 4868 or Form 2350 (pdf) |
|
8878 (SP) |
Autorizacion de Firma para Presentar la Declaracion per medio del IRS e-file para el Formulario 4868 (SP) o el Formulario 2350(SP) (pdf) |
|
8879 |
IRS e-file Signature Authorization (pdf) |
|
8879 (SP) |
Autorizacion de Firma para Presentar la Declaracion por medio del IRS e-file (pdf) |
|
8879-C |
IRS e-file Signature Authorization for Form 1120 (pdf) |
|
8879-EO |
IRS e-file Signature Authorization for an Exempt Organization (pdf) |
|
8879-S |
IRS e-file Signature Authorization for Form 1120S (pdf) |
| Publications: |
966 |
The Secure Way to Pay Your Federal Taxes (pdf) |
|
966 (SP) |
La manera segura de pager impuestos federales (pdf) |
|
1187 |
Specifications for Filing Form 1042S, Foreign Person's U.S. Source Income Subject to Withholding, Electronically (pdf) |
|
1220 |
Specifications for Filing Forms 1098, 1099, 5498 and W-2G Electronically (pdf) |
|
1239 |
Specifications for Filing Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips, Electronically. (pdf) |
|
1245 |
Specification for Filing Form W-4, Employee's Withholding Allowance Certificate, Magnetically or Electronically (pdf) |
|
1345 |
Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns (pdf) |
|
1345-A |
Filing Season Supplement for Authorized IRS e-file Providers (pdf) |
|
1346 |
Electronic Return File Specifications for Individual Income Tax Returns (pdf) |
|
1437 |
Procedures For the 1041 e-file Program U.S. Income Tax Returns for Estates and Trusts (pdf) |
|
1438 |
File Specifications, Validation Criteria and Record Layouts for the Electronic Filing Program for Form 1041 (pdf) |
|
1438-A |
1041 e-file Program U.S. Income Tax Return for Estates and Trusts (pdf) |
|
1524 |
Procedures for the 1065 e-file Program U.S. Return of Partnership Income (pdf) |
|
1525 |
File Specifications, Validation Criteria and Record Layouts for the 1065 e-file Program (pdf) |
|
1582 |
Information Returns Vendor List (pdf) |
|
1855 |
Technical Specifications Guide for The Electronic Filing of Form 941, Employer's Quarterly Federal Tax Return (pdf) |
|
3112 |
IRS e-file Application and Participation (pdf) |
|
3416 |
1065 e-file Program U.S. Return of Partnership Income (Publication 1525 Supplement) (pdf) |
|
3609 |
Filing Information Returns Electronically for business e-filers (pdf) |
|
3611 |
e-file Electronic Payments (pdf ) |
|
3715 |
940 e-file Program with 940 OLF (On-Line) Filing Option (pdf) |
|
3823 |
Employment Tax e-file System Implementation and User Guide For Authorized IRS e-file Providers (pdf) |
|
4162 |
Modernized e-File (MeF) Test Package Forms 1120/1120-S/1120-F/7004 (pdf) |
|
4163 |
Modernized e-file (MeF) Information for Authorized IRS e-file Providers for Business Returns (pdf) |
|
4164 |
Modernized e-file (MeF) Guide for Software Developers and Transmitters (pdf) |
|
4452 |
e-file Your Form 1120 and 1120-S (pdf) |
|
4453 |
Charities and Non-Profits (pdf) |
|
4458 |
IRS e-file for Form 1041 Estates and Trusts (pdf) |
| Employee Business Expenses |
| Forms and Instructions: |
2106 |
Employee Business Expenses (pdf)
• Instructions (html | pdf) |
|
2106-EZ |
Unreimbursed Employee Business Expenses (pdf) |
| Publications: |
463 |
Travel, Entertainment, Gift, and Car Expenses (html | pdf) |
|
535 |
Business Expenses (html | pdf) |
| Employment Tax |
| Forms and Instructions: |
SS-8 |
Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding (pdf) |
|
SS-10 |
Consent to Extend the Time to Assess Employment Taxes (pdf) |
|
W-4 |
Employee's Withholding Allowance Certificate (pdf) |
|
W-4P |
Withholding Certificate for Pension or Annuity Payments (pdf) |
|
W-4S |
Request for Federal Income Tax Withholding From Sick Pay (pdf) |
|
W-4V |
Voluntary Withholding Request (pdf) |
|
W-5 |
Earned Income Credit Advance Payment Certificate (pdf) |
|
Schedule H
Form 1040 |
Household Employment Taxes (pdf)
• Instructions (html | pdf) |
| Publications: |
15 |
(Circular E), Employer's Tax Guide (Including Wage Withholding and Advance Earned Income Credit Payment Tables) (html | pdf) |
|
15-A |
Employer's Supplemental Tax Guide (Supplement to Publication 15 (Circular E), Employer's Tax Guide) (html | pdf) |
|
15-B |
Employer's Tax Guide to Fringe Benefits (html | pdf) |
|
51 |
(Circular A), Agricultural Employer's Tax Guide (Including Wage Withholding and Advance Earned Income Credit Payment Tables) (html | pdf) |
|
80 |
(Circular SS), Federal Tax Guide for Employers in the U.S. Virgin Islands, Guam, American Samoa, and the Commonwealth of the Northern Mariana Islands (html | pdf) |
|
393 |
Federal Employment Tax Forms (pdf) |
|
926 |
Household Employer's Tax Guide (html | pdf) |
|
2184 |
Form W-3 Package (Including Alternative Ways to Get Employment Tax Forms and Instructions) (pdf) |
|
3823 |
Employment Tax e-file System Implementation and User Guide For Authorized IRS e-file Providers (pdf) |
| Empowerment Zone |
| Forms and Instructions: |
8844 |
Empowerment Zone and Renewal Community Employment Credit (pdf) |
| Publications: |
954 |
Tax Incentives for Distressed Communities (html | pdf) |
| Entertainment Expenses |
| Forms and Instructions: |
2106 |
Employee Business Expenses (pdf)
• Instructions (html | pdf) |
|
2106-EZ |
Unreimbursed Employee Business Expenses (pdf) |
| Publications: |
463 |
Travel, Entertainment, Gift, and Car Expenses (html | pdf) |
|
535 |
Business Expenses (html | pdf) |
| Environment |
| Forms and Instructions: |
6627 |
Environmental Taxes (pdf) |
| Estate; Estate and Gift Taxes |
| Forms and Instructions: |
706 |
United States Estate (and Generation-Skipping Transfer) Tax Return (pdf)
• Instructions (html | pdf |
|
706-A |
United States Additional Estate Tax Return (pdf)
• Instructions (html | pdf) |
|
706-CE |
Certificate of Payment of Foreign Death Tax (pdf) |
|
706-D |
United States Additional Estate Tax Return Under Code Section 2057 (pdf)
• Instructions (html | pdf) |
|
706-GS(D) |
Generation-Skipping Transfer Tax Return for Distributions (pdf)
• Instructions (html | pdf) |
|
706-GS(D-1) |
Notification of Distribution From a Generation-Skipping Trust (pdf)
• Instructions (html | pdf) |
|
706-GS(T) |
Generation Skipping Transfer Tax Return for Terminations (pdf )
• Instructions (html | pdf) |
|
706-NA |
United States Estate (and Generation-Skipping Transfer) Tax Return (pdf)
• Instructions (html | pdf) |
|
706-QDT |
United States Estate Tax Return for Qualified Domestic Trusts (pdf)
• Instructions (html | pdf) |
|
709 |
United States Gift (and Generation-Skipping Transfer) Tax Return (pdf)
• Instructions (html | pdf) |
|
1041 |
U.S. Income Tax Return for Estates and Trusts ( pdf)
• Instructions (html | pdf) |
|
Schedule K-1
Form 1041 |
Beneficiary's Share of Income, Deductions, Credits, etc. (pdf) |
|
1041-ES |
Estimated Income Tax for Estates and Trusts (pdf) |
|
4768 |
Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes (pdf)
• Instructions (html | pdf) |
|
8453-F |
U.S. Estate or Trust Income Tax Declaration and Signature for Electronic Filing ( pdf) |
|
8855 |
Election to treat a Qualified Revocable Trust as Part of an Estate (pdf) |
| Publications: |
950 |
Introduction to Estate and Gift Taxes (html | pdf) |
| Estimated Tax |
| Forms and Instructions: |
990-W |
Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations (and on Investment Income for Private Foundations) (pdf) |
|
1040-ES |
Estimated Tax for Individuals (pdf) |
|
1040-ES (NR) |
U.S. Estimated Tax for Nonresident Alien Individuals (pdf) |
|
1041-ES |
Estimated Income Tax for Estates and Trusts (pdf) |
|
1041-T |
Allocation of Estimated Tax Payments to Beneficiaries (Under Code section 643(g)) (pdf) |
|
1120-W
(Worksheet)
|
Estimated Tax for Corporations (pdf) |
|
2210 |
Underpayment of Estimated Tax by Individuals, Estates and Trusts (pdf)
• Instructions (html | pdf) |
|
2210-F |
Underpayment of Estimated Tax By Farmers and Fishermen (pdf) |
|
2220 |
Underpayment of Estimated Tax By Corporations (pdf)
• Instructions (html | pdf) |
|
4466 |
Corporation Application for Quick Refund of Overpayment of Estimated Tax (pdf) |
|
8816 |
Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies (pdf) |
|
8842 |
Election to Use Different Annualization Periods for Corporation Estimated Tax (pdf) |
| Publications: |
505 |
Tax Withholding and Estimated Tax (html | pdf) |
| Excise Tax |
| Forms and Instructions |
637 |
Application for Registration (For Certain Excise Tax Activities) (pdf) |
|
720 |
Quarterly Federal Excise Tax Return (pdf)
• Instructions (html | pdf) |
|
720-X |
Amended Quarterly Federal Excise Tax Return (pdf) |
|
990-BL |
Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons (pdf)
• Instructions (html | pdf) |
|
1363 |
Export Exemption Certificate (pdf) |
|
2290 |
Heavy Vehicle Use Tax Return (pdf)
• Instructions (html | pdf) |
|
4136 |
Credit For Federal Tax Paid on Fuels (pdf) |
|
4720 |
Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code (pdf)
• Instructions (html | pdf) |
|
5330 |
Return of Excise Taxes Related to Employee Benefit Plans (pdf)
• Instructions (html | pdf) |
|
6069 |
Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 Deduction (pdf) |
|
6197 |
Gas Guzzler Tax (pdf) |
|
8725 |
Excise Tax on Greenmail (pdf) |
|
8849 |
Claim for Refund of Excise Taxes (pdf) |
|
8876 |
Excise Tax on Structured Settlement Factoring Transactions (pdf) |
| Publication: |
510 |
Excise Taxes (html | pdf) |
| Executors |
| Publications: |
559 |
Survivors, Executors, and Administrators (html | pdf) |
|
950 |
Introduction to Estate and Gift Taxes (html | pdf) |
| Exempt Organization |
| Forms and Instructions: |
990 |
Return of Organization Exempt From Income Tax Under section 501(c), 527 or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) (pdf)
• Instructions (html | pdf) |
|
990-EZ |
Short Form Return of Organization Exempt From Income Tax Under section 501(c), 527 or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) (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) |
|
990-T |
Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) (pdf)
• Instructions (html | pdf) |
|
990-W
(Worksheet)
|
Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations (and on Investment Income for Private Foundations) (pdf) |
|
1120-POL |
U.S. Income Tax Return for Certain Political Organizations (pdf) |
|
8453-EO |
Exempt Organization Declaration and Signature for Electronic Filing (pdf) |
|
8718 |
User Fee for Exempt Organization Determination Letter Request (pdf) |
|
8868 |
Application for Extension of Time To File an Exempt Organization Return (pdf) |
|
8879-EO |
IRS e-file Signature Authorization for an Exempt Organization (pdf) |
| Publications: |
557 |
Tax-Exempt Status for Your Organization (html | pdf) |
|
598 |
Tax on Unrelated Business Income of Exempt Organization (html | pdf) |
| Exemption |
| Forms and Instructions: |
1023 |
Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code (pdf)
• Instructions (html | pdf) |
|
1028 |
Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code (pdf)
• Instructions (html | pdf) |
|
1363 |
Export Exemption Certificate (pdf) |
|
2120 |
Multiple Support Declaration (pdf) |
|
3491 |
Consumer Cooperative Exemption Application (For Exemption From Filing Forms 1099-PATR) (pdf) |
|
4029 |
Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits (pdf) |
|
4361 |
Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners (pdf) |
|
8233 |
Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (pdf)
• Instructions (html | pdf) |
|
8274 |
Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes (pdf) |
|
8332 |
Release of Claim to Exemption for Child of Divorced or Separated Parents (pdf) |
| Publications: |
501 |
Exemptions, Standard Deduction, and Filing Information (html | pdf) |
| Expenses |
| Forms and Instructions: |
Schedule 2
Form 1040A |
Child and Dependent Care Expenses for Form 1040A Filers (pdf)
• Instructions (html | pdf) |
|
2106 |
Employee Business Expenses (pdf)
• Instructions (html | pdf) |
|
2106-EZ |
Unreimbursed Employee Business Expenses (pdf) |
|
2441 |
Child and Dependent Care Expenses (pdf)
• Instructions (html | pdf) |
|
3903 |
Moving Expenses (pdf) |
|
4835 |
Farm Rental Income and Expenses (pdf) |
|
8825 |
Rental Real Estate Income and Expenses of a Partnership or an S Corporation (pdf) |
|
8829 |
Expenses for Business Use of Your Home (pdf)
• Instructions (html | pdf) |
|
8839 |
Qualified Adoption Expenses (pdf)
• Instructions (html | pdf) |
| Publications: |
463 |
Travel, Entertainment, Gift, and Car Expenses (html | pdf) |
|
502 |
Medical and Dental Expenses (Including the Health Coverage Tax Credit) (html | pdf) |
|
503 |
Child and Dependent Care Expenses (html | pdf) |
|
521 |
Moving Expenses (html | pdf) |
|
535 |
Business Expenses (html | pdf) |
|
550 |
Investment Income and Expenses (Including Capital Gains and Losses) (html | pdf) |
| Extension |
| Forms and Instructions: |
1127 |
Application for Extension of Time for Payment of Tax (pdf) |
|
1138 |
Extension of Time For Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback (pdf) |
|
2350 |
Application for Extension of Time to File U.S. Income Tax Return (pdf) |
|
4768 |
Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes (pdf)
• Instructions (html | pdf) |
|
4868 |
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (pdf) |
|
5558 |
Application for Extension of Time to File Certain Employee Plan Returns (pdf) |
|
7004 |
Application for Automatic 6-Month Extension of Time To File Certain Business Income Tax, Information, and Other Returns (pdf) |
|
8809 |
Application for Extension of Time to File Information Returns (pdf) |
|
8868 |
Application for Extension of Time To File an Exempt Organization Return (pdf) |
|
8878 |
IRS e-file Signature Authorization for Form 4868 or Form 2350 (pdf) |
|
8878 (SP) |
Autorizacion de Firma para Presentar la Declaracion per medio del IRS e-file para el Formulario 4868 (SP) o el Formulario 2350(SP) (pdf) |
|
8892 |
Application for Automatic Extension of Time to File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax (pdf) |
