Category: Forms

If you performed services for an employer as an employee, but were treated as an independent contractor, use Form 8919 to figure and report your share of uncollected social security …

Request approval to change the plan/trust year of certain employee retirement plans: except for certain plans, employers or plan administrators must file Form 5308 with the IRS to receive approval. …

Form 673 is used to report contributions of property with a value of $500 or more to qualified organizations, as well as to claim exemption from U.S. income tax withholding …

Form 8846 is an important tax document used to claim the credit for increasing research activities for the current tax year and carryforward of any unused credits from prior years. …

Claim up to $5,000 in credit with Form 8859 for the District of Columbia First-Time Homebuyer Credit from 2021, which is available to taxpayers with modified adjusted gross income of …

Form 1098-MA is a tax document used to report mortgage assistance payments made by a governmental unit or nonprofit organization. This form is used to report payments made to a …

Form 6118 is an Internal Revenue Service form used by return preparers to make a claim for refund of any overpaid penalty amount. This form outlines penalties A, B, I, …

Form 5558 is an IRS form used to apply for an extension of time to file employee benefit plan returns, or Form 5500 series returns. All filed forms must include …

Form 2438 is used by Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs) to figure income tax on undistributed capital gains designated under sections 852(b)(3)(D) or 857(b)(3)(C). This …

Form 8830 can help businesses claim a tax credit for increasing their research activities. This form can be used to figure out this credit for the tax year and can …

Filing Form 1118 is an important step for U.S. corporations with operations in foreign countries seeking to claim credits for taxes paid abroad. With proper knowledge of the form and …

Individuals subject to self-employment tax on the net earnings from their ministerial services must complete and sign Form 4361 to apply for exemption. The form must be filed with the …

Trustees of trusts that claim deductions under section 642(c) must file Form 1041-A before April 15 following the close of the calendar year, unless an exception applies. Extensions are available, …

Form 966 is a document that is typically filed by C corporations that have made the decision to terminate their existence and initiate winding up their affairs. It enables the …

States, agencies, and instrumentalities that establish and maintain a qualified ABLE program are required to file Form 1099-QA with the IRS, detailing each ABLE account’s distributions and terminations during the …

States, agencies, and instrumentalities that establish and maintain a qualified ABLE program are required to file Form 1099-QA with the IRS, detailing each ABLE account’s distributions and terminations during the …

This article provides an overview of the Environmental Tax on Petroleum and Imported Products, Chemicals (other than ODCs), Imported Chemical Substances, ODCs, and Floor Stocks Tax on ODCs as outlined …

Organizations applying for recognition of tax-exempt status under section 501(a) or section 521 of the IRS code can use Form 1024 to submit their application. However, some organizations may use …

Corporations can apply for a quick refund of taxes through Form 1139, including those from a Net Operating Loss, a capital loss, an unused general business credit, or more. Qualified …

Are you a business dealing in timber-related activities? If so, you must file Form T (Timber) with your income tax return, and maintain certain records, to stay in accordance with …