| Form |
Instr |
CT-1 |
Employer's Annual Railroad Retirement Tax Return |
| Form |
Instr |
W-2 |
Wage and Tax Statement (Info Copy Only) |
| Form |
|
W-2AS |
American Samoa Wage and Tax Statement (Info Copy Only) |
| Form |
Instr |
W-2G |
Certain Gambling Winnings (Info Copy Only) |
| Form |
|
W-2GU |
Guam Wage and Tax Statement (Info Copy Only) |
| Form |
|
W-2VI |
U.S. Virgin Islands Wage and Tax Statement (Info Copy Only) |
| Form |
Instr |
W-3 |
Transmittal of Wage and Tax Statements (Info Copy Only) |
| Form |
Instr |
W-3 (PR) |
Informe de Comprobantes de Retencion (Info Copy Only) |
| Form |
|
W-3SS |
Transmittal of Wage and Tax Statements (Info Copy Only) |
| Form |
|
W-4 |
Employee's Withholding Allowance Certificate |
| Form |
|
W-4P |
Withholding Certificate for Pension or Annuity Payments |
| Form |
|
W-4S |
Request for Federal Income Tax Withholding from Sick Pay |
| Form |
|
W-5 |
Earned Income Credit Advance Payment Certificate |
| Form |
Instr |
706 |
United States Estate (and Generation-Skipping Transfer) Tax Return |
| Form |
Instr |
709 |
United States Gift (and Generation-Skipping Transfer) Tax Return |
| Form |
Instr |
940 |
Employer's Annual Federal Unemployment (FUTA) Tax Return |
| Form |
Instr |
940 (PR) |
Planilla Para La Declaracion Anual Del Patrono La Contribcion Federal Para El Desempleo (FUTA) |
| Form |
Instr |
940-EZ |
Employer's Annual Federal Unemployment (FUTA) Tax Return |
| Form |
Instr |
943 |
Employer's Annual Tax Return for Agricultural Employees |
| Form |
|
943 (PR) |
Planilla Para la Declaracion Anual De La Contribucion Del Patrono De Empleados Agricolas |
| Form |
Instr |
945 |
Annual Return of Withheld Federal Income Tax |
| Form |
Instr |
990 |
Return of Organization Exempt from Income Tax |
| Form |
Instr |
990 (Schedule A) |
Organization Exempt Under Section 501(c)(3) |
| Form |
Instr |
990-C |
Farmers' Cooperative Association Income Tax Return |
| Form |
Instr |
990-EZ |
Short Form Return of Organization Exempt from Income Tax |
| Form |
Instr |
990-PF |
Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation |
| Form |
Instr |
990-T |
Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) |
| Form |
|
990-W |
Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations |
| Form |
Instr |
1040 |
U.S. Individual Income Tax Return |
| |
Instr |
1040 (Tax Tables) |
Tax Tables and Tax Rate Schedules |
| Form |
|
1040 (PR) |
Planilla Para La Declaracion De La Contribucion Federal Sobre El Trabajo Por Cuenta Propia - Puerto Rico |
| Form |
Instr |
1040 (PR) (Anejo H-PR) |
Contribuciones Sobre El Empleo De Empleados Domesticos |
| Form |
Instr |
1040 (Schedule A&B) |
Itemized Deductions and Interest & Dividend Income |
| Form |
Instr |
1040 (Schedule C) |
Profit or Loss from Business (Sole Proprietorship) |
| Form |
|
1040 (Schedule C-EZ) |
Net Profit from Business (Sole Proprietorship) |
| Form |
Instr |
1040 (Schedule D) |
Capital Gains and Losses |
| Form |
|
1040 (Schedule D-1) |
Continuation Sheet for Schedule D (Form 1040) |
| Form |
Instr |
1040 (Schedule E) |
Supplemental Income and Loss |
| Form |
Instr |
1040 (Schedule EIC) |
Earned Income Credit |
| Form |
Instr |
1040 (Schedule F) |
Profit or Loss From Farming |
| Form |
Instr |
1040 (Schedule H) |
Household Employment Taxes |
| Form |
Instr |
1040 (Schedule J) |
Farm Income Averaging |
| Form |
Instr |
1040 (Schedule R) |
Credit for the Elderly or the Disabled |
| Form |
Instr |
1040 (Schedule SE) |
Self-Employment Tax |
| Form |
Instr |
1040-A |
U.S. Individual Income Tax Return |
| Form |
|
1040-A (Schedule 1) |
Interest and Ordinary Dividends for Form 1040A Filers |
| Form |
|
1040-A (Schedule 2) |
Child and Dependent Care Expenses for Form 1040A Filers |
| Form |
Instr |
1040-A (Schedule 3) |
Credit for the Elderly or the Disabled for Form 1040A Filers |
| Form |
Instr |
1040-C |
U.S. Departing Alien Income Tax Return |
| Form |
|
1040-ES |
Estimated Tax for Individuals |
| Form |
|
1040-ES (NR) |
U.S. Estimated Tax for Nonresident Alien Individuals |
| Form |
|
1040-ES (SP) |
Contribuciones Federales Estimadas del Trabajo por Cuenta Propia Y Sobre El Empleo de Empleados Domesticos-Puerto Rico |
| Form |
Instr |
1040-EZ |
Income Tax Return for Single and Joint Filers With No Dependents |
| Form |
|
1040-EZ-I |
Income Tax Return for Single and Joint Filers With No Dependents |
| Form |
Instr |
1040-NR |
U.S. Nonresident Alien Income Tax Return |
| Form |
Instr |
1040-NR-EZ |
U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents |
| Form |
|
1040-SS |
U.S. Self-Employment Tax Return |
| Form |
|
1040-V |
Payment Voucher |
| Form |
Instr |
1041 |
U.S. Income Tax Return for Estates and Trusts |
| Form |
Instr |
1041 (Schedule D) |
Capital Gains and Losses |
| Form |
Instr |
1041 (Schedule J) |
Accumulation Distribution for a Complex Trust |
| Form |
Instr |
1041 (Schedule K-1) |
Beneficiary's Share of Income, Deductions, Credits, etc. |
| Form |
|
1041-ES |
Estimated Income Tax for Estates and Trusts |
| Form |
|
1041-QFT |
U.S. Income Tax Return for Qualified Funeral Trusts |
| Form |
|
1041-T |
Allocation of Estimated Tax Payments to Beneficiaries |
| Form |
|
1042 |
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons |
| Form |
Instr |
1042-S |
Foreign Person's U.S. Source Income Subject to Withholding |
| Form |
Instr |
1045 |
Application for Tentative Refund |
| Form |
Instr |
1065 |
U.S. Partnership Return of Income |
| Form |
|
1065 (Schedule D) |
Capital Gains and Losses |
| Form |
Instr |
1065 (Schedule K-1) |
Partner's Share of Income, Credits, Deductions, etc. |
| Form |
Instr |
1065-B |
U.S. Return of Income for Electing Large Partnerships |
| Form |
Instr |
1065-B (Schedule K-1) |
Partner's Share of Income (Loss) From an Electing Large Partnership |
| Form |
Instr |
1066 |
U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return |
| Form |
|
1096 |
Annual Summary and Transmittal of U.S. Information Returns |
| Form |
Instr |
1098 |
Mortgage Interest Statement |
| Form |
Instr |
1098-E |
Student Loan Interest Statement |
| Form |
Instr |
1098-T |
Tuition Payments Statement |
| Form |
Instr |
1099-A |
Acquisition or Abandonment of Secured Property (Info Copy Only) |
| Form |
Instr |
1099-B |
Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) |
| Form |
Instr |
1099-C |
Cancellation of Debt (Info Copy Only) |
| Form |
Instr |
1099-DIV |
Dividends and Distributions (Info Copy Only) |
| Form |
Instr |
1099-G |
Certain Government and Qualified State Tuition Program Payments (Info Copy Only) |
| Form |
Instr |
1099-INT |
Interest Income (Info Copy Only) |
| Form |
Instr |
1099-LTC |
Long Term Care and Accelerated Death Benefits (Info Copy Only) |
| Form |
Instr |
1099-MISC |
Miscellaneous Income (Info Copy Only) |
| Form |
Instr |
1099-MSA |
Distributions From an MSA or Medicare+Choice MS (Info Copy Only) |
| Form |
Instr |
1099-OID |
Original Issue Discount (Info Copy Only) |
| Form |
Instr |
1099-PATR |
Taxable Distributions Received From Cooperatives (Info Copy Only) |
| Form |
Instr |
1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) |
| Form |
Instr |
1099-S |
Proceeds from Real Estate Transactions (Info Copy Only) |
| Form |
Instr |
1116 |
Foreign Tax Credit (Individual, Estate, or Trust) |
| Form |
Instr |
1120 |
U.S. Corporation Income Tax Return |
| Form |
|
1120 (Schedule D) |
Capital Gains and Losses |
| Form |
|
1120 (Schedule H) |
Section 280H Limitations for a Personal Service Corporation (PSC) |
| Form |
Instr |
1120 (Schedule PH) |
U.S. Personal Holding Company (PHC) Tax |
| Form |
Instr |
1120-A |
U.S. Corporation Short-Form Income Tax Return |
| Form |
Instr |
1120-F |
U.S. Income Tax Return of a Foreign Corporation |
| Form |
Instr |
1120-FSC |
U.S. Income Tax Return of a Foreign Sales Corporation |
| Form |
Instr |
1120-FSC (Schedule P) |
Transfer Price or Commission |
| Form |
|
1120-H |
U.S. Income Tax Return for Homeowners Associations |
| Form |
Instr |
1120-IC-DISC |
Interest Charge Domestic International Sales Corporation Return |
| Form |
Instr |
1120-IC-DISC (Schedule K) |
Shareholder's Statement of IC-DISC Distributions |
| Form |
Instr |
1120-IC-DISC (Schedule P) |
Intercompany Transfer Price or Commission |
| Form |
Instr |
1120-L |
U.S. Life Insurance Company Income Tax Return |
| Form |
Instr |
1120-PC |
U.S. Property and Casualty Insurance Company Income Tax Return |
| Form |
|
1120-POL |
U.S. Income Tax Return for Certain Political Organizations |
| Form |
Instr |
1120-REIT |
U.S. Income Tax Return for Real Estate Investment Trusts |
| Form |
Instr |
1120-RIC |
U.S. Income Tax Return for Regulated Investment Companies |
| Form |
Instr |
1120-S |
U.S. Income Tax Return for an S Corporation |
| Form |
Instr |
1120-S (Schedule D) |
Capital Gains and Losses and Built-in Gains |
| Form |
Instr |
1120-S (Schedule K-1) |
Shareholder's Share of Income, Credits, Deductions, etc. |
| Form |
|
1120-W |
Estimated Tax for Corporations |
| Form |
Instr |
2106 |
Employee Business Expenses |
| Form |
|
2106-EZ |
Unreimbursed Employee Business Expenses |
| Form |
Instr |
2210 |
Underpayment of Estimated Tax by Individuals, Estates and Trusts |
| Form |
|
2210-F |
Underpayment of Estimated Tax By Farmers and Fishermen |
| Form |
Instr |
2220 |
Underpayment of Estimated Tax By Corporations |
| Form |
|
2350 |
Application for Extension of Time to File U.S. Income Tax Return |
| Form |
|
2438 |
Undistributed Capital Gains Tax Return |
| Form |
|
2439 |
Notice to Shareholder of Undistributed Long-Term Capital Gains |
| Form |
Instr |
2441 |
Child and Dependent Care Expenses |
| Form |
Instr |
2555 |
Foreign Earned Income |
| Form |
Instr |
2555-EZ |
Foreign Earned Income Exclusion |
| Form |
|
2688 |
Application for Additional Extension of Time To File U.S. Individual Income Tax Return |
| Form |
Instr |
3468 |
Investment Credit |
| Form |
Instr |
3520 |
Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts |
| Form |
Instr |
3520-A |
Annual Information Return of Foreign Trust With a U.S. Owner |
| Form |
Instr |
3800 |
General Business Credit |
| Form |
|
4136 |
Credit For Federal Tax Paid On Fuels |
| Form |
|
4137 |
Social Security and Medicare Tax On Unreported Tip Income |
| Form |
Instr |
4562 |
Depreciation and Amortization |
| Form |
Instr |
4626 |
Alternative Minimum Tax - Corporations |
| Form |
Instr |
4684 |
Casualties and Thefts |
| Form |
Instr |
4720 |
Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code |
| Form |
Instr |
4797 |
Sales of Business Property |
| Form |
|
4835 |
Farm Rental Income and Expenses |
| Form |
|
4868 |
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return |
| Form |
|
4952 |
Investment Interest Expense Deduction |
| Form |
|
4970 |
Tax on Accumulation Distribution of Trusts |
| Form |
Instr |
4972 |
Tax on Lump-Sum Distributions |
| Form |
|
5074 |
Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) |
| Form |
Instr |
5227 |
Split-Interest Trust Information Return |
| Form |
Instr |
5329 |
Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts |
| Form |
Instr |
5498 |
IRA Contribution Information |
| Form |
|
5498-MSA |
MSA or Medicare+Choice MSA Information |
| Form |
Instr |
5500 |
Annual Return/Report of Employee Benefit Plan (Info Copy Only) |
| Form |
Instr |
5500 (Schedule A) |
Insurance Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule B) |
Actuarial Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule C) |
Service Provider Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule D) |
DFE/Participating Plan Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule E) |
ESOP Annual Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule F) |
Fringe Benefit Plan Annual Information Return (Info Copy Only) |
| Form |
Instr |
5500 (Schedule G) |
Financial Transaction Schedules (Info Copy Only) |
| Form |
Instr |
5500 (Schedule H) |
Financial Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule I) |
Financial Information - Small Plan (Info Copy Only) |
| Form |
Instr |
5500 (Schedule P) |
Annual Return of Fiduciary of Employee Benefit Trust (Info Copy Only) |
| Form |
Instr |
5500 (Schedule R) |
Retirement Plan Information (Info Copy Only) |
| Form |
Instr |
5500 (Schedule SSA) |
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only) |
| Form |
Instr |
5500 (Schedule T) |
Qualified Pension Plan Coverage Information (Info Copy Only) |
| Form |
Instr |
5500-EZ |
Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) |
| Form |
|
5884 |
Work Opportunity Credit |
| Form |
Instr |
6198 |
At-Risk Limitations |
| Form |
Instr |
6251 |
Alternative Minimum Tax - Individuals |
| Form |
Instr |
6252 |
Installment Sale Income |
| Form |
|
6478 |
Credit for Alcohol Used as Fuel |
| Form |
Instr |
6765 |
Credit for Increasing Research Activities |
| Form |
|
6781 |
Gains and Losses From Section 1256 Contracts and Straddles |
| Form |
Instr |
8027 |
Employer's Annual Information Return of Tip Income and Allocated Tips |
| Form |
|
8027-T |
Transmittal of Employer's Annual Information Return of Tip Income and Allocated Tips |
| Form |
Instr |
8390 |
Information Return For Determination of Life Insurance Company Earnings Rate Under Section 809 |
| Form |
|
8396 |
Mortgage Interest Credit |
| Form |
|
8453 |
U.S. Individual Income Tax Declaration for Electronic Filing |
| Form |
|
8453-F |
U.S. Estate or Trust Income Tax Declaration and Signature for Electronic and Magnetic Media Filing |
| Form |
|
8453-NR |
U.S. Nonresident Alien Income Tax Declaration for Magnetic Media Filing |
| Form |
|
8453-OL |
U.S. Individual Income Tax Declaration for On-Line Services Electronic Filing |
| Form |
|
8453-P |
U.S. Partnership Declaration and Signature for Electronic Filing |
| Form |
Instr |
8582 |
Passive Activity Loss Limitations |
| Form |
Instr |
8582-CR |
Passive Activity Credit Limitations |
| Form |
|
8586 |
Low-Income Housing Credit |
| Form |
Instr |
8606 |
Nondeductible IRAs and Coverdell ESA's |
| Form |
|
8610 |
Annual Low-Income Housing Credit Agencies Report |
| Form |
|
8615 |
Tax for Children Under Age 14 Who Have Investment Income of More Than $1,400 |
| Form |
|
8689 |
Allocation of Individual Income Tax to the Virgin Islands |
| Form |
|
8752 |
Required Payment or Refund Under Section 7519 |
| Form |
|
8801 |
Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts |
| Form |
Instr |
8804 |
Annual Return for Partnership Withholding Tax (Section 1446) |
| Form |
Instr |
8805 |
Foreign Partner's Information Statement of Section 1446 Withholding tax |
| Form |
Instr |
8810 |
Corporate Passive Activity Loss and Credit Limitations |
| Form |
|
8812 |
Additional Child Tax Credit |
| Form |
|
8814 |
Parent's Election to Report Child's Interest and Dividends |
| Form |
|
8815 |
Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 |
| Form |
|
8820 |
Orphan Drug Credit |
| Form |
|
8824 |
Like-Kind Exchanges |
| Form |
|
8825 |
Rental Real Estate Income and Expenses of a Partnership or an S Corporation |
| Form |
|
8826 |
Disabled Access Credit |
| Form |
|
8827 |
Credit for Prior Year Minimum Tax - Corporations |
| Form |
Instr |
8829 |
Expenses for Business Use of Your Home |
| Form |
|
8830 |
Enhanced Oil Recovery Credit |
| Form |
|
8834 |
Qualified Electric Vehicle Credit |
| Form |
|
8835 |
Renewable Electricity Production Credit |
| Form |
Instr |
8839 |
Qualified Adoption Expenses |
| Form |
|
8840 |
Closer Connection Exception Statement for Aliens |
| Form |
|
8843 |
Statement for Exempt Individuals and Individuals with a Medical Condition |
| Form |
|
8844 |
Empowerment Zone and Renewal Community Employment Credit |
| Form |
|
8845 |
Indian Employment Credit |
| Form |
|
8846 |
Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips |
| Form |
|
8847 |
Credit for Contributions to Selected Community Development Corporations |
| Form |
Instr |
8853 |
Archer MSAs and Long-Term Care Insurance Contracts |
| Form |
|
8859 |
District of Columbia First-Time Homebuyer Credit |
| Form |
|
8860 |
Qualified Zone Academy Bond Credit |
| Form |
|
8861 |
Welfare-to-Work Credit |
| Form |
|
8863 |
Education Credits (Hope and Lifetime Learning Credits) |
| Form |
|
9452 |
Filing Assistance Program |
| |
Publications
|
| Publication |
3 |
Armed Forces' Tax Guide |
| Publication |
4 |
Student's Guide to Federal Income Tax |
| Publication |
15 |
Circular E, Employer's Tax Guide |
| Publication |
15-A |
Employer's Supplemental Tax Guide (Supplement to Circular E, Employer's Tax Guide, Publication 15) |
| Publication |
17 |
Your Federal Income Tax |
| Publication |
51 |
Circular A, Agricultural Employer's Tax Guide |
| Publication |
54 |
Tax Guide for U.S. Citizens and Resident Aliens Abroad |
| Publication |
225 |
Farmer's Tax Guide |
| Publication |
334 |
Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ) |
| Publication |
393 |
Federal Employment Tax Forms |
| Publication |
463 |
Travel, Entertainment, Gift, and Car Expenses |
| Publication |
501 |
Exemptions, Standard Deduction, and Filing Information |
| Publication |
502 |
Medical and Dental Expenses |
| Publication |
503 |
Child and Dependent Care Expenses |
| Publication |
504 |
Divorced or Separated Individuals |
| Publication |
505 |
Tax Withholding and Estimated Tax |
| Publication |
508 |
Tax Benefits for Work-Related Education |
| Publication |
510 |
Excise Taxes |
| Publication |
514 |
Foreign Tax Credit for Individuals |
| Publication |
517 |
Social Security and Other Information for Members of the Clergy & Religious Workers |
| Publication |
519 |
U.S. Tax Guide for Aliens |
| Publication |
521 |
Moving Expenses |
| Publication |
523 |
Selling Your Home |
| Publication |
524 |
Credit for the Elderly or the Disabled |
| Publication |
525 |
Taxable and Nontaxable Income |
| Publication |
527 |
Residential Rental Property (Including Rental of Vacation Homes) |
| Publication |
529 |
Miscellaneous Deductions |
| Publication |
530 |
Tax Information for First-Time Homeowners |
| Publication |
531 |
Reporting Tip Income |
| Publication |
533 |
Self-Employment Tax |
| Publication |
535 |
Business Expenses |
| Publication |
536 |
Net Operating Losses |
| Publication |
537 |
Installment Sales |
| Publication |
541 |
Partnerships |
| Publication |
542 |
Corporations |
| Publication |
544 |
Sales and other Dispositions of Assets |
| Publication |
550 |
Investment Income and Expenses |
| Publication |
553 |
Highlights of 1999 Tax Changes |
| Publication |
554 |
Older Americans' Tax Guide |
| Publication |
559 |
Survivors, Executors and Administrators |
| Publication |
560 |
Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) |
| Publication |
564 |
Mutual Fund Distributions |
| Publication |
570 |
Tax Guide for Individuals With Income from U.S. Possessions |
| Publication |
571 |
Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations |
| Publication |
575 |
Pension and Annuity Income |
| Publication |
579 (SP) |
Como Preparar la Declaracion de Impuesto Federal |
| Publication |
587 |
Business Use of Your Home (Including Use by Day-Care Providers) |
| Publication |
590 |
Individual Retirement Arrangements (IRAs)(Including Roth IRAs and Education IRAs) |
| Publication |
595 |
Tax Highlights for Commercial Fishermen |
| Publication |
596 |
Earned Income Credit |
| Publication |
596 (SP) |
Credito por Ingreso del Trabajo |
| Publication |
721 |
Tax Guide to U.S. Civil Service Retirement Benefits |
| Publication |
907 |
Tax Highlights for Persons With Disabilities |
| Publication |
911 |
Direct Sellers |
| Publication |
915 |
Social Security and Equivalent Railroad Retirement Benefits |
| Publication |
925 |
Passive Activity and At-Risk Rules |
| Publication |
929 |
Tax Rules for Children and Dependents |
| Publication |
936 |
Home Mortgage Interest Deduction |
| Publication |
938 |
Real Estate Mortgage Investment Conduits (REMICS) Reporting Information |
| Publication |
946 |
How to Depreciate Property |
| Publication |
967 |
The IRS Will Figure Your Tax |
| Publication |
970 |
Tax Benefits for Education |
| Publication |
972 |
Child Tax Credit |
| Publication |
1045 |
Information for Tax Practitioners |
| Publication |
1212 |
List of Original Issue Discount Instruments |
| Publication |
1542 |
Per Diem Rates |
