Skip to content

Personal Forms

Supported Federal Income Tax FormsĀ 

FormForm Name
843Claim for Refund and Request for Abatement
965Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System
965 – Schedule FForeign Taxes Deemed Paid by Domestic Corporation
965 – Schedule HAmounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes
965 AIndividual Report of Net 965 Tax Liability
982Reduction of Tax Attributes Due to Discharge of Indebtedness
1040Individual Income Tax Return
1040 – Schedule 1Additional Income and Adjustments to Income
1040 – Schedule 2Additional Taxes
1040 – Schedule 3Additional Credits and Payments
1040ESEstimated Tax Payment Vouchers
1040 NRUS Individual Income Tax Return for Non Resident Aliens
1040 NR EZU.S. Income Tax Return for Certain Nonresident Aliens With No Dependents
1040 SRU.S. Tax Return for Seniors
1040 SSU.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerot Rico)
1040VForm 1040 Payment Voucher
1040X1040 Amended Return
1042 SForeign Person’s U.S. Source Income Subject to Withholding
RRB 1042 SRailroad Retirement Board
SSA 1042 SSocial Security Benefits
1045Application for Tentative Refund
W-2Wage and Tax Statement
W-2 GCertain Gambling Winnings
W-2 GUGuam Wage and Tax Statement
499 R/W-2 PRRecord of Puerto Rico Withholding
W-4Employee’s Withholding Allowance Certificate
W-7Application for IRS Individual Taxpayer Identification Number
W-7 (COA)Certificate of accuracy for IRS individual taxpayer identification number
1095-AHealth Insurance Marketplace Statement
1098 CContributions of Motor Vehicles, Boats, or Airplanes
1098-TTution statement
1099 AAcquition or Abandonment of Secured Property
1099 BProceeds From Broker and Barter Exchange Transactions
1099 CCancellation of Debt
1099 GCertain Government Payments
1099 KPayment Card and Third Party Network Transactions
1099 SProceeds from Real Estate Transactions
1099 SADistributions from an HSA, Archer MSA, or Medicare Advantage MSA
1099 INTInterest Income
1099 DIVDividends and Distributions
1099 – MISCMiscellaneous Income
1099 OIDOriginal Issue Discount
1099 PATRTaxable Distributions Received From Cooperatives
1099 QPayments from Qualified Education Programs
CSA 1099 RStatement of Annuity Paid
1099 RDistributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
RRB1099Railroad Retirement Benefits
RRB1099 RTier 1 Railroad Retirement Benefits
SSA1099Social Security Benefits
1116Foreign Income Tax Credit
1310Refund Due to a Deceased Taxpayer
2106Employee Business Expenses
2120Multiple Support Declaration
2159Payroll Deduction Agreement
2210Underpayment of Estimated Tax
2210 FUnderpayment of Estimated Tax By Farmers and Fishermen
2439Undistributed Long Term Capital Gains
2441Child & Dependent Care Expenses
2555Foreign Earned Income
2848Power of Attorney and Declaration of Representative
3468Investment Credit
3800General Business Credit
3903Moving Expenses
4136Credit for Tax Paid on Fuels
4137Tax on Unreported Tip Income
4255Recapture of Investment Credit
4562Depreciation and Amortization
4563Exclusion of Income for Bona Fide Residents of American Samoa
Form 461Limitation on Business Losses
4684Casualty and Theft Losses
4797Trade or Business Gains and Losses
4835Farm Rental Income
4852Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
4868Automatic Extension of Time to File
4952Investment Interest Expense Deduction
4970Tax on Accumulation Distribution of Trusts
4972Tax on Lump-Sum Distributions
5329Additional Taxes on Qualified Retirement Plans
5074Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
5213Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit
5405Repayment of the First-Time Homebuyer Credit
5471Information Return of U.S. Persons With Respect To Certain Foreign Corporations
5695Residential Energy Credit
5884Work Opportunity Credit
5884 BNew Hire Retention Credit
6198At-Risk Limitations
6251Alternative Minimum Tax
6252Installment Sale Income
6478Credit for Alcohol Used as Fuel
6765Credit for Increasing Research Activities
6781Gains and Losses from Section 1256 Contracts and Straddles
8082Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
8275Disclosure Statement
8275RRegulation Disclosure Statement
8283Non-cash Charitable Contributions
8288 AStatement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
8332Release for Exemption for Child of Divorced Parents
8379Injured Spouse Claim
8396Mortgage Interest Credit
8453U.S. Individual Income Tax Transmittal for an IRS e-file Return
8582 CRPassive Activity Credit Limitations
8582Passive Activity Loss Limitation
8586Low-Income Housing Credit
8594Asset Acquisition Statement Under Section 1060
8606Nondeductible IRA’s
8609Low-Income Housing Credit Allocation and Annual Statement
8611Recapture of Low-Income Housing Credit
8615Computation of Tax for Children under 14
8621Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
8801Credit for Prior Year Minimum Tax
8805Foreign Partner’s Information Statement of Section 1446 Withholding Tax
8812Additional Child Tax Credit
8814Parent’s Election to Report Child’s Income
8815Exclusion of Interest from Series EE & I Savings Bonds
8820Orphan Drug Credit
8821Tax Information Authorization
8822Change of Address
8824Like Kind Exchanges
8826Disabled Access Credit
8828Recapture of Federal Mortgage Subsidy
8829Expense for Business Use of Your Home
8833Treaty Based Return Position Disclosure
8834Qualified Electric Vehicle Credit
8835Renewable Electricity Production Credit
8839Qualified Adoption Expenses
8840Closer Connection Exception Statement for Aliens
8843Statement for Exempt Individuals and Individuals With a Medical Condition
8844Empowerment Zone and Renewal Community Employment Credit
8845Indian Employment Credit
8846Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
8853Archer MSAs and LTC Insurance Contracts
8854Initial and Annual Expatriation Statement
8859District of Columbia First-Time Homebuyer Credit
8862Information to Claim EIC After Disallowance
8863Education Credits
8864Biodiesel and Renewable Diesel Fuels Credit
8865Return of U.S. Persons With Respect to Certain Foreign Partnerships
8865 – Schedule PAcquisitions, Dispositions, and Changes of Interests in a Foreign Partnership
8865 – Schedule OTransfer of Property to a Foreign Partnership (Under Section 6038B)
8867Paid Preparer’s Earned Income Credit Checklist
8874New Markets Credit
8878IRS e-file Signature Authorization for Form 4868 or Form 2350
8879IRS e-file Signature Authorization with Instructions
8880Credit for Qualified Retirement Savings Contributions
8881Credit for Small Employer Pension Plan Startup Costs
8882Credit for Employer-Provided Childcare Facilities and Services
8885Health Coverage Tax Credit with Instructions
8886Reportable Transaction Disclosure Statement
8888Multiple Direct Deposit Form for Efile Purposes
8889Health Savings Account
8896Low Sulfur Diesel Fuel Production Credit
8898Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession
8900Qualified Railroad Truck Maintenance Credit
8903Domestic Production Activity
8906Distilled Spirits Credit
8907Nonconventional Source Fuel Credit
8908Energy Efficient Home Credit
8909Energy Efficient Appliance Credit
8910Alternative Motor Vehicle Credit
8911Alternative Fuel Vehicle Refueling Property Credit
8912Credit for Clean Renewable Energy and Gulf Tax Credit Bonds
8915 AQualified 2016 Disaster Retirement Plan Distributions and Repayments
8915 BQualified 2017 Disaster Retirement Plan Distributions and Repayments
8919Uncollected Social Security and Medicare Tax on Wages with Instructions
8925Report of Employer-Owned Life Insurance Contracts
8931Agricultural Chemicals Security Credit
8932Credit for Employer Differential Wage Payments
8933Carbon Dioxide Sequestration Credit
8936Qualified Plug-in Electric Drive Motor Vehicle Credit
8938Statement of Foreign Financial Assets
8948Preparer Explanation for Not Filing Electronically
8949Sale and Other Dispositions of Capital Assets
8941Credit for Small Employer Health Insurance Premiums Instructions
8958Allocation of Tax Amounts Between Certain Individuals in Community Property States
8959Additional Medicare Tax
8960Net Investment Income Tax-Individuals, Estates, and Trusts
8962Premium tax credit
8990Limitation on Business Interest Expense Under Section 163(j)
8992U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
8995Qualified Business Income Deduction Simplified Computation
8995 AQualified Business Income Deduction
8995 A – Schedule ASpecified Service Trades or Businesses
8995 A – Schedule BAggregation of Business Operations
8995 A – Schedule CLoss Netting and Carryforward
8995 A – Schedule DSpecial Rules for Patrons of Agricultural or Horticultural Cooperatives
9325Acknowledgement and General Information for Taxpayers Who File Returns Electronically
9465Installment Agreement Request

Supported Federal Tax Schedules

ScheduleSchedule Name
AItemized Deductions
BInterest and Ordinary Dividends
CProfit/Loss from Business
DCapital Gains and Losses
ERental and Royalty Income
E (Form 5471)Income, War Profits, and Excess Profits Taxes Paid or Accrued
EICEarned Income Credit
FFarm Income/Loss
HHousehold Employment Taxes
I-1 (Form 5471)Information for Global Intangible Low-Taxed Income
JFarm Income Averaging
J (Form 5471)Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation
K-1 1041Beneficiaries Share of Income, Deductions, Credits, etc
K-1 1065Partners Share of Income, Credits, Deductions, etc.
K-1 1120SShareholders Share of Income, Credits, Deductions, etc.
M (Form 5471)Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons
O (Form 5471)Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of Its Stock
RCredit for the Elderly
SESelf-Employment Tax

1040 Worksheets Supported

Worksheet Name
8582 Wksh 1- 6
Alimony Recieved
Alimony Paid
Additional Dependents
Child Tax Credit Limitations
Child Tax Credit
Clean Fuel Deduction
Computation of Modified AGI
Computation of Taxable Social Security Benefits
Computation of Traditional IRA Deduction For 2011
Deductions $adjustment worksheet
Earned Income Credit
EIC Wksh A
EIC Wksh B
Estimated Tax Payments
Excess FICA
Exemptions Worksheet
Figure Your Additional Taxable Benefits (From a Lump-Sum Payment for a Year After 1993)
Figure Your Additional Taxable Benefits (From a Lump-Sum Payment for a Year Before 1994)
Figure Your Taxable Benefits Under the Lump-Sum Election Method
Figuring Your Taxable Benefits
Foreign Earned Income Tax Worksheet-Line 44
Foreign Employer Compensation
Household Employee Income
Home Mortgage Interest Adjustment
Investment Income If You Are Filing Form 1040
IRA Deduction Worksheet
Line 11 Worksheet
Mortgage Insurance Premiums Deduction Worksheet
Personal Allowances worksheet
Other Adjustments
Other Income
Other Taxes
Qualified Adoption Expenses
Qualified Business Income Deduction Worksheet
Qualified Dividends and Capital Gain Tax Worksheet-Line 44
Schedule D Tax Worksheet
Self Employed Insurance Deduction
Self-Employed Health Insurance Deduction Worksheet
Simplifed method worksheet
SEP, SIMPLE, Qualified Plans
Social Security Benefits
Social security and Equivalent Railroad Retirement Benefits
Standard Deduction for Dependents
State Tax Refund
Student Loan Interest
Tax for Certain Children Who Have Investment Income of More Than $1,900
Taxable refund worksheet
Two-Earners/Multiple Jobs worksheet
Unemployment Income
Unrecaptured Section 1250 Gain Worksheet-Line 19