Category: Forms

Are you a partner in a TEFRA or BBA partnership, S corporation shareholder, beneficiary of an estate or trust, owner of a foreign trust, or residual interest holder in a …

For Puerto Rican employers, the Social Security Administration (SSA) provides guidance on reporting employee wages, as well as some COVID-19-related tax relief. Learn more about form submission details, Additional Medicare …

Form 8453-EX provides taxpayers with an easy way to authenticate and authorize electronic excise tax returns and requests for refund. It also gives taxpayers the option to authorize an electronic …

Use Form 8611 to calculate and report the recapture of the low-income housing credit in certain situations such as when the qualified basis decreases, a building is disposed of, or …

Trustees and custodians of Archer MSAs must file Form 8851 with the IRS to report their individual retirement arrangement. Approved by the IRS, the required form can be filed electronically …

Navigating Form 8849, a form used for claiming an excise tax refund, can be complicated. This article explains which IRS addresses to submit the form to, how to file an …

Trustees of trusts with taxable terminations must file Form 706-GS(T) by April 15 of the year following the calendar year of termination. The form is subject to the Generation-Skipping Transfer …

Eligible taxpayers with income from a trade or business may be entitled to the Qualified Business Income Deduction if they satisfy the requirements of Section 199A of the Internal Revenue …

This article provides an overview of the Black Lung Benefits Revenue Act of 1977, explaining who must file Form 990-BL and the corresponding reporting requirements, the filing process, public inspection …

Executors of an estate and other persons required to file estate tax forms after July 2015 may need to complete and file Form 8971, along with attached Schedule(s) A, with …

Employers affected by qualified disasters may be eligible to claim the employee retention credit for 2018 through 2019 using Form 5884-A. This form allows employers to claim a credit equal …

Businesses using Forms 941, 943, or 944 who made an election on their income tax return to claim the qualified small business payroll tax credit for increasing research activities must …

Plan administrators of plans subject to the vesting standards of section 203 of ERISA must file Form 8955-SSA, with optional, voluntary filing available for other, government, church, and other plans. …

Parents who file Form 1040 or 1040-SR can make the election to report their child’s interest and dividend income on their return if the child meets certain criteria, such as …

Shareholders of S Corporations with outstanding section 965(i) net tax liabilities must file Form 965-E to obtain consent to make a section 965(h) election within 30 days of a section …

Form 8883, Asset Allocation Statement Under Section 338, is used to report information about transactions involving the deemed sale of corporate assets under section 338. This includes two types of …

Form 1120-SF must be completed by all section 468B designated and qualified settlement funds to report transfers received, income earned, deductions claimed, and distributions made while figuring the fund’s income …

Taxpayers and REITs must file Form 965-B to report net 965 tax liability for any given tax year and any remaining liabilities unpaid during a tax year, or any section …

Individuals who have or are considering contributing to an Archer Medical Savings Account must file Form 8853 by December 31, 2007, to report any contributions, deductions, distributions, or accelerated death …

Form 1120-PC is used to file the income, deductions, and credits of nonlife insurance companies, other than life insurance companies. Failure to file Form 1120-PC on time may result in …