Category: Forms

Form 8850 is used by employers to pre-screen and request certification of individuals as a member of a targeted group for the purpose of qualifying for the work opportunity credit. …

Form 1023-EZ is the streamlined version of Form 1023, allowing certain organizations to apply for recognition of federal tax exemption under Section 501(c)(3). This article breaks down who is eligible …

Use Form 8829 when filing your taxes to determine the full extent of the allowable expenses for business use of your home, and any carryover to the next tax year. …

If you are looking to claim the EIC, CTC, RCTC, ACTC, ODC, or AOTC on your tax return, you must complete Form 8862 and attach it to your return to …

Form 5500-EZ is used to fulfill federal filing obligations for one-participant plans and foreign plans that do not file Form 5500-SF electronically. It is important to know if filing Form …

Taking an adoption credit or exclusion for employer-provided adoption benefits can help reduce your tax liability. Learn the requirements for taking an adoption credit or exclusion, as well as how …

Form 8864 (Rev. January 2023) is used to claim the section 40A biodiesel and renewable diesel fuels credit or the section 40B sustainable aviation fuel credit. Partnerships, S corporations, cooperatives, …

Form 706-NA is an Internal Revenue Service form used to compute the estate and generation-skipping transfer (GST) tax liability for nonresident not a citizen (NRNC) decedents. This article covers information …

When you discover an error on a previously filed Form 944, use Form 944-X to make corrections on wages, tips, other compensation, tax withheld, tax credits and to request a …

This article outlines the instructions for registering as a Financial Institution under FATCA, including the FI’s jurisdiction of residence for tax purposes, FATCA classification, mailing address, and information on designating …

As of January 2017, IRS has updated instructions for Form W-8EXP, regarding foreign Taxpayer Identification Numbers (TINs) and use of electronic signatures. What is Form W-8 EXP? Form W-8EXP is …

Form 8966 is required to be filed for the 2022 calendar year by March 31, 2023. The filing requirement applies to a variety of entities such as PFFIs, U.S. branches, …

For employers with domestic employees, agricultural workers, and/or H-2A visa holders working in Puerto Rico, Form 943-PR, Employer’s Annual Federal Tax Return for Agricultural Employees, must be filed with the …

For U.S. citizens and residents, filing Form 8960 is necessary if their modified adjusted gross income (MAGI) exceeds a certain threshold, in order to determine their Net Investment Income Tax …

Employers who operate a large food or beverage establishment must file Form 8027 to report annual receipts and tips from customers, as well as allocated tips for tipped employees. This …

Form 8938 is the form you will have to complete to report specified foreign financial assets, if you are a specified individual or a specified domestic entity. It requires you …

Form 8949 is used to report sales and exchanges of capital assets, and to reconcile amounts reported to the IRS on Forms 1099-B or 1099-S (or substitute statements). It is …

Regulated Investment Companies (RICs) must fill out Form 1120-RIC to report their income, gains, losses, deductions, and credits to determine their income tax liability. What is Form 1120-RIC? Form 1120-RIC, …

This article provides detailed instructions on Form CT-1, which is used to report taxes imposed by the Railroad Retirement Tax Act (RRTA). It explains who must file Form CT-1, how …

Organizations seeking a miscellaneous determination from the IRS must file Form 8940, which includes providing information about the organization’s past, present, and planned activities, and attaching documents such as a …