| Income, Taxable and Nontaxable |
| Publications: |
525 |
Taxable and Nontaxable Income (html | pdf) |
|
527 |
Residential Rental Property (Including Rental of Vacation Homes) (html | pdf) |
|
550 |
Investment Income and Expenses (Including Capital Gains and Losses) (html | pdf) |
|
564 |
Mutual Fund Distributions (html | pdf) |
|
575 |
Pension and Annuity Income (html | pdf) |
|
915 |
Social Security and Equivalent Railroad Retirement Benefits (html | pdf) |
| Income Tax Guides |
| Publications: |
17 |
Your Federal Income Tax (html | pdf) |
| Independent Contractor |
| Forms and Instructions: |
SS-8 |
Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding (pdf) |
|
1099-MISC |
Miscellaneous Income (Info Copy Only) (pdf)
• Instructions (html | pdf) |
| Publications: |
1779 |
Independent Contractor or Employee... (pdf) |
| Indian; Native American |
| Forms and Instructions: |
8845 |
Indian Employment Credit (pdf) |
| Publications: |
3747 |
Office of Indian Tribal Governments (pdf) |
| Individual Retirement Arrangements (IRAs) |
| 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) |
|
4852 |
Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (pdf) |
|
5305 |
Traditional Individual Retirement Trust Account (Under section 408(a) of the Internal Revenue Code) (pdf) |
|
5305-A |
Traditional Individual Retirement Custodial Account (Under section 408(a) of the Internal Revenue Code) (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) |
|
5305-R |
Roth Individual Retirement Trust Account (Under section 408A of the Internal Revenue Code) (pdf) |
|
5305-RA |
Roth Individual Retirement Custodial Account (Under section 408A of the Internal Revenue Code) (pdf) |
|
5305-S |
SIMPLE Individual Retirement Trust Account (Under section 408(p) of the Internal Revenue Code) (pdf) |
|
5305-SA |
SIMPLE Individual Retirement Custodial Account (Under section 408(p) of the Internal Revenue Code) (pdf) |
|
5306 |
Application for Approval of Prototype or Employer Sponsored Individual Retirement Account (IRA) (pdf) |
|
5329 |
Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts (pdf)
• Instructions (html | pdf) |
|
5498 |
IRA Contribution Information (info copy only) (pdf) |
|
8606 |
Nondeductible IRAs (pdf)
• Instructions (html | pdf) |
| Publications: |
590 |
Individual Retirement Arrangements (IRAs) (html | pdf) |
|
4334 |
SIMPLE IRA Plans for Small Businesses (pdf) |
| Injured Spouse |
| Forms and Instructions: |
8379 |
Injured Spouse Claim and Allocation (pdf) |
| Innocent Spouse |
| Forms and Instructions: |
8857 |
Request for Innocent Spouse Relief (pdf) |
|
12507 |
Innocent Spouse Statement (pdf) |
|
12509 |
Statement of Disagreement (pdf) |
| Publications: |
971 |
Innocent Spouse Relief (html | pdf) |
| Installment Agreement |
| Forms and Instructions: |
2159 |
Payroll Deduction Agreement (pdf) |
|
2159 (SP) |
Acuerdo de Deduccion de Nomina (pdf) |
|
9465 |
Installment Agreement Request (pdf) |
| Installment Sale |
| Forms and Instructions: |
6252 |
Installment Sale Income (pdf) |
|
8038-GC |
Information Return for Small Tax-Exempt Governmental Bond Issues, Leases and Installment Sales (pdf) |
| Publications: |
537 |
Installment Sales (html | pdf) |
| Insurance |
| Forms and Instructions: |
712 |
Life Insurance Statement (pdf) |
|
1099-H |
Health Coverage Tax Credit (HCTC) Advance Payments (Info Copy Only) (pdf)
• Instructions (html | pdf) |
|
1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) (pdf)
• Instructions (html | pdf) |
|
1120-L |
U.S. Life Insurance Company Income Tax Return (pdf )
• Instructions (html | pdf) |
|
1120-PC |
U.S. Property and Casualty Insurance Company Income Tax Return (pdf)
• Instructions (html | pdf) |
|
4852 |
Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (pdf) |
|
Schedule A
(Form 5500) |
Insurance Information (Info Copy Only) (pdf) |
|
8816 |
Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies (pdf) |
|
8853 |
Archer MSAs and Long-Term Care Insurance Contracts (pdf)
• Instructions (html | pdf) |
| Interest |
| Forms and Instructions: |
Schedule B
(Form 1040) |
Interest and Ordinary Dividends ( pdf)
• Instructions (html | pdf) |
|
Schedule 1
(Form 1040A) |
Interest and Ordinary Dividends for Form 1040A Filers (pdf) |
|
1098 |
Mortgage Interest Statement (info copy only) (pdf)
• Instructions (html | pdf) |
|
1098-E |
Student Loan Interest Statement (info copy only) (pdf)
• Instructions (html | pdf) |
|
1099-INT |
Interest Income (Info Copy Only) (pdf)
• Instructions (html | pdf) |
|
1120-IC-DISC |
Interest Charge Domestic International Sales Corporation Return (pdf)
• Instructions (html | pdf) |
|
4876-A |
Election to Be Treated as an Interest Charge DISC (pdf) |
|
4952 |
Investment Interest Expense Deduction (pdf) |
|
8396 |
Mortgage Interest Credit (For Holders of Qualified Mortgage Credit Certificates Issued by State or Local Government Units or Agencies) (pdf) |
|
8404 |
Interest Charge on DISC-Related Deferred Tax Liability (pdf) |
|
8697 |
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts (pdf)
• Instructions (html | pdf) |
|
8814 |
Parents' Election to Report Child's Interest and Dividends (pdf) |
|
8815 |
Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses) (pdf) |
|
8866 |
Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method (pdf)
• Instructions (html | pdf) |
| Publications: |
936 |
Home Mortgage Interest Deduction (html | pdf) |
| Inventory |
| Forms and Instructions: |
970 |
Application to Use LIFO Inventory Method (pdf) |
| Investment |
| Forms and Instructions: |
976 |
Claim for Deficiency Dividends Deductions by a Personal Holding Company, Regulated Investment Company, or Real Estate Investment Trust (pdf) |
|
1066 |
U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return (pdf)
• Instructions (html | pdf) |
|
1120-REIT |
U.S. Income Tax Return for Real Estate Investment Trusts (pdf)
• Instructions (html | pdf) |
|
1120-RIC |
U.S. Income Tax Return for Regulated Investment Companies (pdf)
• Instructions (html | pdf) |
|
3468 |
Investment Credit (pdf) |
|
4255 |
Recapture of Investment Credit (pdf) |
|
4952 |
Investment Interest Expense Deduction (pdf) |
|
8612 |
Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts (pdf) |
|
8613 |
Return of Excise Tax on Undistributed Income of Regulated Investment Company (pdf) |
|
8615 |
Tax for Children Under Age 18 With Investment Income of More Than $1,700 (pdf) |
|
8621 |
Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (pdf)
• Instructions (html | pdf) |
|
8811 |
Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations (pdf) |
| Publications: |
550 |
Investment Income and Expenses (html | pdf) |
|
938 |
Real Estate Mortgage Investment Conduits (REMICs) Reporting Information (And Other Collateralized Debt Obligations (CDO)) (html | pdf) |
