Category: Forms

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 …

Form 965-D establishes the information and representations necessary to enter into a transfer agreement under section 965(i)(2) of the IRS when an S corporation’s shareholder has a section 965(i) net …

From determining the interest due for depreciated property to figuring the interest refunded to individuals, businesses, and pass-through entities, Form 8866 is a necessary tool for taxpayers. Learn more about …

Form 943-A is used to report the federal tax liability of semiweekly schedule depositors based on the dates wages were paid. It must be filed along with Form 943, and …

Form 965-C is used by eligible section 965(h) transferors and transferees to enter into a transfer agreement under section 965(h)(3) of the US Tax Code. This form requires specified information …

Form 8867 must be filed with the taxpayer’s return or amended return claiming the EIC, the CTC/ACTC/ODC, the AOTC, and/or HOH filing status. As a paid tax return preparer, you …

Form 720 is used by individuals liable for federal excise taxes to report quarterly obligations, who also have the option of claiming a credit via Schedule C. Those who receive …