Form 709 is an IRS form required when transferring assets that may be subject to federal gift or generation-skipping transfer taxes. Filing this form does not necessarily mean there is …
Form 1040: U.S. Individual Income Tax Return
Filing taxes can be a tricky process, but it’s important to get it right. With Form 1040, individuals can easily report their income and calculate their expected tax liability. What …
Form 8820: Orphan Drug Credit
Form 8820 is used to figure and claim the orphan drug credit, which is 25% of qualified clinical testing expenses paid or incurred. The credit is available to taxpayers for …
Form 8717: User Fee for Employee Plan Determination Letter Request
Employers who are eligible for an exemption from user fees when applying for a determination letter can now take advantage of the new rules regarding the exemption. This exemption applies …
Form 4461-C: Occupational Tax and Registration Return for Wagering
Form 4461 is an IRS form used to request approval for tax-deductible contributions of conservation easements, qualified conservation contributions, or public properties. Upon completion of the form, accompanied by a …
Form 6088: Distributable Benefits From Employee Pension Benefit Plans
Form 6088 is a form used by the Department of the Treasury and the Internal Revenue Service for analyzing an application for a determination letter on the qualification of a …
Form 1127: Application for Extension of Time for Payment of Tax Due to Undue Hardship
Struggling to pay taxes on time? Form 1127 can help; it’s used to apply for an extension of time if paying taxes on the due date will cause undue hardship. …
Form 4852: Substitute 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.
Form 4852 is a document designed to report substitute payments for wages, compensation for services, and other income when the taxpayer’s employer does not have the necessary information to report …
Form W-10: Dependent Care Provider’s Identification and Certification
IRS Form W-10 is an important resource for individuals claiming the Child or Dependent Care Tax Credit on their federal tax returns. It captures information about nannies, daycare facilities, and …
Form 8655: Reporting Agent Authorization
Form 8655 allows taxpayers to authorize reporting agents to sign and file certain returns, make deposits and payments, receive duplicate copies of tax information, and aid in penalty relief determinations. …
Form 5452: Corporate Report of Nondividend Distributions
Form 5452 is used to report the income and expenses of multiple S corporate entities throughout the tax year, such as QSub, QSST, ESBT, and QSC. What is Form 5452? …
Form 706-CE: Certification of Payment of Foreign Death Tax
For nonresident non-citizens of the United States, Form 706-CE is used to report the estate tax due on the transfer of property located in the United States. In addition to …
Form 8922: Third-Party Sick Pay Recap
Organizations are required to file Form 8922 under certain conditions; this article provides an overview of who must file the form, when they must file it, and instructions for completing …
Form 8834: Qualified Electric Vehicle Credit
IRS Form 8834 can be used to claim a wide variety of credits, including credits for increasing research activities, alternative minimum tax credit, investment tax credit, general business credit, and …
Form W-8CE: Notice of Expatriation and Waiver of Treaty Benefits
Americans who have relinquished their citizenship or long-term residents that have ceased to be lawful permanent U.S. residents must submit Form W-8CE to notify the payer of their covered expatriate …
Form 6781: Gains and Losses From Section 1256 Contracts and Straddles
Learn how to use Form 6781 to report gains and losses from section 1256 contracts and straddle positions. Discover mark-to-market rules, special rules for foreign currency contracts, mixed straddle elections, …
Form 9000: Alternative Media Preference
Do you have a print disability? With Form 9000 from the IRS, taxpayers can elect to receive written communications in an accessible format. Find out what forms can be requested, …
Form 8946: PTIN Supplemental Application For Foreign Persons Without a Social Security Number
Foreign persons without a Social Security Number (SSN) who need to prepare tax returns for compensation must file Form 8946 to establish their identity and status as foreign persons. To …
Form 8806: Information Return for Acquisition of Control or Substantial Change in Capital Structure
U.S. persons with certain foreign activities are required to file Form 8806 to report information related to foreign trusts, foreign partnerships, foreign corporations, and foreign disregarded entities, as well as …
Form 8932: Credit for Employer Differential Wage Payments
Employers are required to complete and file the Qualified Small Business Payroll Tax Credit for Paid Family and Medical Leave form with their federal income tax returns in order to …