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Tax Processors Plus Desktop Supported Forms

Desktop · Written guide Content date 8 min read

The Tax Processors Plus Desktop program supports the following federal forms for individual tax returns. Forms indicated with a * are not listed in the form search and are produced as needed based on the information entered in the return.

Form 1040 Individual Resident Tax Return
Form 1040NR Nonresident Alien Income Tax Return 
Form 1040NR-EZ Income Tax Return for Certain Nonresident Aliens With No Dependents
Form 1040-PR Self-Employment Tax Return - Puerto Rico
Form 1040-SR Tax Return for Seniors
Form 1040-SS Self-Employment Tax Return
Form 1040 Schedule 1 Additional Income and Adjustments to Income
Form 1040 Schedule 1-A Additional Deductions
Form 1040 Schedule 2 Additional Taxes
Form 1040 Schedule 3 Additional Credits and Payments
Form 1040 Schedule 4 Other Taxes (2018 and prior)
Form 1040 Schedule 5 Other Payments and Refundable Credits (2018 and prior)
Form 1040 Schedule 6 Foreign Address and Third Party Designee (2018 and prior)
Form RRB-1099-R Payments made by the U.S. Railroad Retirement Board
Form RRB-1099 SSEB payments made by the U.S. Railroad Retirement Board
Form SSA-1099 Social Security Benefits Statement
Form W-2 Wage and Tax Statement
Form W-7 Application for IRS Individual Taxpayer Identification Number (ITIN)
Schedule A Itemized Deductions 
Schedule B Interest and Ordinary Dividends
Schedule C Profit or Loss from Business
Schedule C-EZ Net Profit from Business (2018 and prior)
Schedule D Capital Gains and Losses
Schedule E Supplemental Income and Loss
Schedule F Profit or Loss From Farming
Schedule H Household Employment Taxes
Schedule EIC Earned Income Credit
Schedule J Income Averaging for Farmers and Fishermen
Schedule K-1 Share of Income, Deductions, Credits, etc. (partnership, S corp, estate/trust)
Schedule LEP Request for Change in Language Preference
Schedule NEC Tax on Income Not Effectively Connected with the US (Form 1040NR)
Schedule OI Other Information (Form 1040NR)
Schedule R Credit for the Elderly or the Disabled
Schedule SE Self-Employment Tax
Form 1040-ES Estimated Tax for Individuals
Form 1045* Application for Tentative Refund, Schedule A NOL Worksheet
Form 1098 Mortgage Interest Statement
Form 1098-E Student Loan Interest Statement
Form 1098-T Tuition Statement
Form 1099-B Proceeds from Broker and Barter Exchange Transactions
Form 1099-C Cancellation of Debt
Form 1099-DIV Dividend Income 
Form 1099-G Certain Government Payments
Form 1099-INT Interest Income
Form 1099-K Payment Card and Third Party Network Transactions
Form 1099-MISC Miscellaneous Income
Form 1099-OID Original Issue Discount
Form 1099-Q Payments from Qualified Education Programs
Form 1099-R Retirement Income
Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Form 1116 Foreign Tax Credit
Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 172 Net Operating Losses (NOLs) For Individuals, Estates, and Trusts
Form 2106 Employee Business Expenses
Form 2120* Multiple Support Declaration
Form 2210 Underpayment of Estimated Tax
Form 2210-F Underpayment of Estimated Tax by Farmers and Fishermen
Form 2350 Application for Extension of Time To File U.S. Income Tax Return 
Form 2441 Child and Dependent Care Expenses
Form 2555 Foreign Earned Income
Form 2848 Power of Attorney and Declaration of Representative
Form 3468 Investment Credit 
Form 3800 General Business Credit
Form 3903 Moving Expenses
Form 4136 Credit For Federal Tax Paid On Fuels
Form 4137 Social Security and Medicare Tax On Unreported Tip Income
Form 4255 Recapture of Investment Credit
Form 4562* Depreciation and Amortization
Form 4547 Trump Account Election(s)
Form 4684 Casualties and Thefts
Form 4797 Sales of Business Property
Form 4810 Request for Prompt Assessment Under I.R.C. Section 6501(d)
Form 4835 Farm Rental Income and Expenses
Form 4852* Substitute for Form W-2 or Form 1099-R
Form 4868 Application for Automatic Extension of Time to File
Form 4952 Investment Interest Expense Deduction
Form 4972 Tax on Lump-Sum Distributions
Form 5329 Additional Taxes on Qualified Plans
Form 5405 (2024 and prior) Repayment of the First-Time Homebuyer Credit
Form 5498 IRA Contribution Information
Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
Form 5695 Residential Energy Credits
Form 5884 Work Opportunity Credit
Form 5884-A Employee Retention Credit
Form 6198 At-Risk Limitations
Form 6251 Alternative Minimum Tax - Individuals
Form 6251 Worksheet* AMT Exemption Worksheet - Line 5
Form 6252 Installment Sale Income
Form 6478 Biofuel Producer Credit
Form 6765 Credit for Increasing Research Activities
Form 6781 Gains and Losses From Section 1256 Contracts and Straddles
Form 8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
Form 8275 Disclosure Statement
Form 8275-R Regulation Disclosure Statement
Form 8283 Noncash Charitable Contributions
Form 8288-A Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
Form 8379 Injured Spouse Allocation
Form 8396 Mortgage Interest Credit
Form 8453* Checklist of Supporting Documents Sent With the Return
Form 8582* Passive Activity Loss Limitations
Form 8582-CR Passive Activity Credit Limitations
Form 8586 Low-Income Housing Credit
Form 8594 Asset Acquisition Statement Under Section 1060
Form 8606 Nondeductible IRAs
Form 8609-A Annual Statement for Low-Income Housing Credit
Form 8611 Recapture of Low-Income Housing Credit
Form 8615 Tax for Certain Children Who Have Unearned Income
Form 8689 Allocation of Individual Income Tax to the U.S. Virgin Islands
Form 8801 Credit for Prior Year Minimum Tax
Form 8812 Additional Child Tax Credit
Form 8814 Parents' Election to Report Child's Interest and Dividends
Form 8815 Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
Form 8820 Orphan Drug Credit
Form 8821 Tax Information Authorization
Form 8824 Like-Kind Exchanges
Form 8826 Disabled Access Credit
Form 8828 Recapture of Federal Mortgage Subsidy
Form 8829 Expenses for Business Use of Your Home
Form 8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
Form 8834 Qualified Electric Vehicle Credit
Form 8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit
Form 8839 Qualified Adoption Expenses
Form 8840 Closer Connection Exception Statement for Aliens
Form 8843 Statement for Exempt Individuals and Individuals With a Medical Condition
Form 8844 Empowerment Zone Employment Credit
Form 8845 Indian Employment Credit
Form 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
Form 8853 Archer MSAs and Long-Term Care Insurance Contracts
Form 8854 Initial and Annual Expatriation Statement
Form 8857 Request for Innocent Spouse Relief
Form 12507 Innocent Spouse Statement
Form 8859 Carryforward of the D.C. First-Time Homebuyer Credit
Form 8862 Information To Claim Earned Income Credit After Disallowance
Form 8863 Education Credits (American Opportunity and Lifetime Learning)
Form 8864 Biodiesel and Renewable Diesel Fuels Credit
Form 8867 Paid Preparer’s Due Diligence Checklist
Form 8874 New Markets Credit
Form 8878 IRS e-file Signature Authorization for Form 4868 or Form 2350
Form 8879 IRS e-file Signature Authorization
Form 8880 Credit for Qualified Retirement Savings Contributions
Form 8881 Credit for Small Employer Pension Plan Startup Costs
Form 8882 Credit for Employer-Provided Childcare Facilities and Services
Form 8885 Health Coverage Tax Credit
Form 8888 Allocation of Refund Into Multiple Accounts
Form 8889 Health Savings Accounts (HSAs)
Form 8896 Low Sulfur Diesel Fuel Production Credit
Form 8900 Qualified Railroad Track Maintenance Credit
Form 8903 Domestic Production Activities Deduction
Form 8906 Distilled Spirits Credit
Form 8907 Nonconventional Source Fuel Credit
Form 8908 Energy Efficient Home Credit
Form 8909 Energy Efficient Appliance Credit
Form 8910 Alternative Motor Vehicle Credit
Form 8911 Alternative Fuel Vehicle Refueling Property Credit
Form 8912 Credit to Holders of Tax Credit Bonds
Form 8915-A Qualified 2016 Disaster Retirement Plan Distributions and Repayments
Form 8915-B Qualified 2017 Disaster Retirement Plan Distributions and Repayments
Form 8915-C Qualified 2018 Disaster Retirement Plan Distributions and Repayments
Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments
Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments
Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments
Form 8917 Tuition and Fees Deduction
Form 8919 Uncollected Social Security and Medicare Tax on Wages
Form 8923 Mine Rescue Team Training Credit
Form 8931 Agricultural Chemicals Security Credit
Form 8932 Credit for Employer Differential Wage Payments
Form 8933 Carbon Oxide Sequestration Credit
Form 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8938 Statement of Specified Foreign Financial Assets
Form 8941 Credit for Small Employer Health Insurance Premiums
Form 8948 Preparer Explanation for Not Filing Electronically
Form 8949 Sales and other Dispositions of Capital Assets
Form 8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States
Form 8959 Additional Medicare Tax
Form 8960 Net Investment Income Tax Individuals, Estates, and Trusts
Form 8962 Premium Tax Credit
Form 8965 Health Coverage Exemptions (before 2019)
Form 8967 Paid Preparer's Child Tax Credit Checklist
Form 8995* Qualified Business Income Deduction - Simplified (after 2018)
Form 8995-A Qualified Business Income Deduction (after 2018)
Form 8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
Form 9325 Acknowledgement and General Information for Taxpayers Who E-file
Form 9465 Installment Agreement Request
Form 965 Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System
Sch F (Form 965) Foreign Taxes Deemed Paid by Domestic Corporation
Sch H (Form 965) Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes
Form 965-A Individual Report of Net 965 Tax Liability
Form 982 Reduction of Tax Attributes Due to Discharge of Indebtedness
Qualified Dividends and Capital Gain Tax Worksheet - Line 12a* (Line 11a before 2019)
Earned Income Credit Checklist
Standard Deduction Worksheet for Dependents - Line 9*
28% Rate Gain Worksheet*
Unrecaptured Section 1250 Gain Worksheet - Line 19*
Capital Loss Carryover Worksheet - Lines 6 and 14*
Bonus Depreciation Opt-Out Election*
Child Tax Credit and Credit for Other Dependents Worksheet—Line 12a*
Shared Responsibility Payment Worksheet*
Election To Forego the Carryback Period for Net Operating Loss (I.R.C. Section 172(b)(3))
Simplified Method Worksheet - Lines 4c and 4d
IRA Deduction Worksheet - Schedule 1 Line 19