Category: Forms

Corporations that overpaid their estimated taxes by at least 10% of the expected tax liability and $500 or more may be eligible for a quick refund by filing Form 4466 …

Form 4029 is an application for Social Security and Medicare tax exemption for members of recognized religious sects or divisions. The form must be completed and signed by the applicant …

The IRS Form SS-16 is a 4-page document used by employers, sole proprietors, corporations, partnerships, non-profit organizations, trusts, estates, and other entities to apply for an Employer Identification Number. It …

If you are a U.S. citizen or resident alien and have income from sources in the U.S. Virgin Islands or from income effectively connected with the conduct of a trade …

Form 2350 is a tool to help taxpayers request an extension of time to file a U.S. income tax return. It allows individuals who are unable to file their return …

Form 1122 is used to authorize a third party, such as a bank, accountant, or other financial institution, to receive tax information from the Internal Revenue Service (IRS). The form …

Learn about IRS Form 8716 – the required document to make an election to the Internal Revenue Service under Section 444. Find out when the document must be filed, how …

This article explores the Internal Revenue Service’s (IRS) Form 8281, which is used to report information about certain charitable contributions of property with a value of $5,000 or more. It …

Form 8833 is a valuable tool for US taxpayers to claim treaty benefits on income that is subject to US tax. With Form 8833, taxpayers can report treaty-based positions taken …

Form 8945 is used by members of certain religious groups to obtain a preparer tax identification number (PTIN) without providing a social security number (SSN), as required for all tax …

Form 1041-T allows fiduciaries of estates and trusts to make an irrevocable election to have any part of their estimated tax payments treated as made by the beneficiaries. This article …

Form 8997 is used by corporations and trusts that have elected to be taxed as a REIT under Internal Revenue Code section 856. It is used to report the initial …

Need help figuring out Form 4972 for filing your 2023 return? This article outlines how to calculate the taxable part of a lump-sum distribution when making the 20% capital gain …

Form 56-F must be filed with the IRS within 10 days of a receiver or conservator being appointed. It should be filed in every subsequent tax year if the fiduciary …

Get the latest on Form W-9S with instructions from the IRS, and find out why your name and identifying number is needed by educational institutions and student loan lenders to …

Form W-4R is used to ensure the correct amount of federal income tax is withheld from nonperiodic payments or eligible rollover distributions from employer retirement plans, annuities, or IRAs. For …

Form 8958 is used to determine the allocation of tax amounts between married filing separate spouses and registered domestic partners due to community property rights. It is important to remember …

Form 8899 is a tax document used by tax-exempt organizations to report transactions, such as the sale, exchange, disposition, and transfer of assets like stocks, real estate, bonds, and investments …

Form 8892 is used to calculate the credit for retirement savings contributions, as well as to report distributions made to pay for a variety of eligible expenses, including higher education, …

Form 8947 is an IRS form which serves as a report of casualty or theft losses and any associated reimbursements claimed as an itemized deduction on one’s federal income tax …