| Partnerships |
| Forms and Instructions: |
1065 |
U.S. Return of Partnership Income (pdf)
• Instructions (html | pdf) |
|
Schedule K-1
(Form 1065) |
Partner's Share of Income, Deductions, Credits, etc. (pdf)
• Instructions (html | pdf) |
|
Form 1065-B |
U.S. Return of Income for Electing Large Partnerships ( pdf)
• Instructions (html | pdf) |
|
Schedule K-1
(Form 1065-B) |
Partner's Share of Income (Loss) From an Electing Large Partnership (pdf)
• Instructions (html | pdf) |
|
8308 |
Report of a Sale or Exchange of Certain Partnership Interests (pdf) |
|
8804 |
Annual Return for Partnership Withholding Tax (Section 1446) (pdf)
• Instructions (html | pdf) |
|
8813 |
Partnership Withholding Tax Payment Voucher (Section 1446) (pdf)
• Instructions (html | pdf) |
|
8825 |
Rental Real Estate Income and Expenses of a Partnership or an S Corporation (pdf) |
|
8832 |
Entity Classification Election (pdf) |
|
8865 |
Return of U.S. Persons With Respect to Certain Foreign Partnerships(pdf)
• Instructions (html | pdf) |
|
8893 |
Election of Partnership Level Tax Treatment (pdf) |
| Publications: |
541 |
Partnerships (html | pdf) |
| Passive Activity Rules - |
| Forms and Instructions: |
8582 |
Passive Activity Loss Limitations (pdf)
• Instructions (html | pdf) |
|
8582-CR |
Passive Activity Credit Limitations (pdf)
• Instructions (html | pdf) |
|
8810 |
Corporate Passive Activity Loss and Credit Limitations (pdf)
• Instructions (html | pdf) |
| Publications: |
925 |
Passive Activity and At-Risk Rules (html | pdf) |
| Pension Plan; Retirement Plan |
| Forms and Instructions: |
1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)( pdf)
• Instructions (html | pdf) |
|
4461 |
Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plan (pdf) |
|
4461-A |
Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan (pdf) |
|
4461-B |
Application for Approval of Master or Prototype or Volume Submitter Plan (pdf) |
|
5310 |
Application for Determination for Terminating Plan (Under section 401(a) of the Internal Revenue Code) (pdf)
• Instructions (html | pdf) |
|
5310-A |
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Under sections 6058(b) and 414(r) of the Internal Revenue Code (pdf)
• Instructions (html | pdf) |
|
5329 |
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax Favored Accounts (pdf)
• Instructions (html | pdf) |
|
5330 |
Return of Excise Taxes Related to Employee Benefit Plans (Under sections 4965, 4971, 4972, 4973(a)(3), 4975, 4976, 4977, 4978, 4979, 4979A, 4980 and 4980F of the Internal Revenue Code) (pdf)
• Instructions (html | pdf) |
|
5500 |
Annual Return/Report of Employee Benefit Plan (Info Copy Only) (pdf)
• Instructions (html | pdf) |
|
Schedule A
5500 |
Insurance Information (Info Copy Only) (pdf) |
|
Schedule B
5500 |
Actuarial Information (Info Copy Only) (pdf) |
|
Schedule C
5500 |
Service Provider Information (Info Copy Only) (pdf) |
|
Schedule D
5500 |
DFE/Participating Plan Information (Info Copy Only) (pdf) |
|
Schedule E
5500 |
ESOP Annual Information Under Section 6047(e) of the Internal Revenue Code (Info Copy Only) (pdf) |
|
Schedule G
5500 |
Financial Transaction Schedules (Info Copy Only) (pdf) |
|
Schedule H
5500 |
Financial Information (Info Copy Only) (pdf) |
|
Schedule I
5500 |
Financial Information - Small Plan (Info Copy Only) (pdf) |
|
Schedule R
5500 |
Retirement Plan Information (Info Copy Only) (pdf) |
|
Schedule SSA
5500 |
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Under Section 6057(a) of the Internal Revenue Code) (Info Copy Only) (pdf) |
|
5500-EZ |
Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) (pdf)
• Instructions (html | pdf) |
|
6088 |
Distributable Benefits From Employee Pension Benefit Plans (pdf) |
|
8881 |
Credit for Small Employer Pension Plan Startup Costs (pdf) |
|
8891 |
U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans (pdf) |
| Publications: |
560 |
Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) (html | pdf) |
|
571 |
Tax-Sheltered Annuity Programs (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations (html | pdf) |
|
575 |
Pension and Annuity Income (html | pdf) |
|
590 |
Individual Retirement Arrangements (IRAs) (html | pdf) |
|
721 |
Tax Guide to U.S. Civil Service Retirement Benefits (html | pdf) |
|
939 |
General Rule for Pensions and Annuities (html | pdf) |
| Per Diem Rates |
| Publications: |
1542 |
Per Diem Rates (For Travel Within the Continental United States) (html | pdf) |
| Power of Attorney; Practice Before the IRS |
| Forms and Instructions: |
23 |
Application for Enrollment to Practice Before the Internal Revenue Service (pdf) |
|
2848 |
Power of Attorney and Declaration of Representative (pdf)
• Instructions (html | pdf) |
|
5434 |
Joint Board for the Enrollment of Actuaries - Application for Enrollment (pdf) |
|
8498 |
Program Sponsor Agreement for Continuing Education for Enrolled Agents (pdf) |
|
8554 |
Application for Renewal of Enrollment to Practice Before the Internal Revenue Service (pdf) |
|
8821 |
Tax Information Authorization (pdf) |
| Publications: |
470 |
Limited Practice Without Enrollment (pdf) |
|
947 |
Practice Before the IRS and Power of Attorney (html | pdf) |
