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Software reference · Written guide Content date 23 min read

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1040

1120

1120-S

1065

1041

990

990-PF

990-T

706/709

Form# Form Title Tax Processors Plus Online Desktop
1040 US Individual Income Tax Return ✔ ✔
1040-ES Estimated Tax Voucher ✔ ✔
1040-ES (NR) Estimated Tax Voucher (Nonresident) ✔ ✔
1040-NR U.S. Income Tax Return For Nonresident Alien ✔ ✔
1040-PR
(←2022)
Federal Self-Employment Contribution Statement for Residents of Puerto Rico (Spanish) ✔ ✔
1040-SS U.S. Self-Employment Tax Return for Bona Fide Residents of Puerto Rico (English) ✔ ✔
1040-SR Tax Return For Seniors ✔ ✔
1040-V Payment Voucher ✔ ✔
1040-X Amended U.S. Individual Income Tax Return ✔ ✔
1045 Application For Tentative Refund ✔ ✔
1116 Foreign Tax Credit ✔ ✔
AMT1116 Foreign Tax Credit AMT ✔ ✔
1310 Statement Of Person Claiming Refund Due To A Deceased Taxpayer ✔ ✔
172 Net Operating Losses (NOLs) ✔ ✔
2106 Employee Business Expenses ✔ ✔
2120 Multiple Support Declaration ✔ ✔
2210 Underpayment Of Estimated Tax By Individuals, Estates, and Trusts ✔ ✔
2210-F Underpayment of Estimated Tax by Farmers ✔ ✔
2350 Application For Extension Of Time To File U.S. Income Tax Return When Abroad ✔ ✔
2441 Child And Dependent Care Expenses ✔ ✔
2555 Foreign Earned Income ✔ ✔
2848 Power Of Attorney and Declaration of Representative ✔ ✔
3468 Investment Credit ✔ ✔
3800 General Business Credit ✔ ✔
3903 Moving Expense ✔ ✔
4136 Credit For Federal Tax Paid On Fuels ✔ ✔
4137 Social Security and Medicare Tax on Unreported Tip Income ✔ ✔
4255 Recapture of Investment Credit ✔ ✔
4547 Trump Account Election(s) ✔ ✔
4562 Depreciation and Amortization ✔ ✔
461 Limitation on Business Losses ✔ ✔
4684 Casualties and Thefts ✔ ✔
4797 Sale of Business Property ✔ ✔
4810 Request for Prompt Assessment Under Internal Revenue Code Section 6501(d) ✔ ✔
4835 Farm Rental Income and Expenses ✔ ✔
4852 Substitute W-2/1099-R ✔ ✔
4868 Application For Automatic Extension of Time to File U.S. Individual Income Tax Return ✔ ✔
4952 Investment Interest Expense Deduction ✔ ✔
4972 Tax on Lump-Sum Distributions ✔ ✔
5329 Tax on Early Retirement Distributions ✔ ✔
5405 Repayment of The First-Time Homebuyer Credit ✔ ✔
5695 Residential Energy Credit ✔ ✔
5884 Work Opportunity Credit ✔ ✔
5884-A Employee Retention Credit For Employers Affected by Qualified Disasters (carryforward only after 2021) ✔ ✔
6198 At-Risk Limitations ✔ ✔
6251 Alternative Minimum Tax ✔ ✔
6252 Installment Sale Income ✔ ✔
6478 Biofuel Producer Credit ✔ ✔
6765 Credit for Increasing Research Activity ✔ ✔
6781 Gains and Losses From Section 1256 Contracts and Staddles ✔ ✔
7202
(2020-2021)
Credit for Sick Leave and Family Leave for Certain Self-Employed Individuals ✔ ✔
7203 S Corporation Shareholder Stock and Debt Basis Limitations ✔ ✔
7205 Energy Efficient Commercial Buildings Deduction ✔ ✔
7206 Self-Employed Health Insurance Deduction ✔ ✔
7207 Advanced Manufacturing Production Credit ✔ ✔
7210 Clean Hydrogen Production Credit ✔ ✔
7211 Clean Electricity Production Credit ✔ ✔
7213 Nuclear Power Production Credits ✔ ✔
7218 Clean Fuel Production Credit ✔ ✔
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) ✔ ✔
8275 Disclosure Statement ✔ ✔
8275-R Regulation Disclosure Statement ✔ ✔
8283 Noncash Charitable Contributions ✔ ✔
8332 Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent   ✔
8379 Injured Spouse Allocation ✔ ✔
8396 Mortgage Interest Credit ✔ ✔
8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return ✔ ✔
8582 Passive Activity Loss Limitations ✔ ✔
8582-CR Passive Activity Credit Limitations ✔ ✔
8586 Low-Income Housing Credit ✔ ✔
8594 Asset Acquisition Statement Under Section 1060 ✔ ✔
8606 Nondeductible IRAs ✔ ✔
8609-A Annual Statement for Low-Income Housing Credit ✔ ✔
8611 Recapture of Low-Income Housing Credit ✔ ✔
8615 Tax for Certain Children who Have Unearned Income ✔ ✔
8689 Allocation of Individual Income Tax to the U.S. Virgin Islands ✔ ✔
8801 Credit for Prior Year Minimum Tax ✔ ✔
Schedule 8812 Additional Child Tax Credit ✔ ✔
8814 Parents' Election To Report Child's Interest and Dividends ✔ ✔
8815 Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 ✔ ✔
8820 Orphan Drug Credit ✔ ✔
8821 Tax Information Authorization ✔ ✔
8824 Like-Kind Exchanges ✔ ✔
8826 Disabled Access Credit ✔ ✔
8828 Recapture of Federal Mortgage Subsidy ✔ ✔
8829 Expenses for Business Use of your Home ✔ ✔
8830 Enhanced Oil Recovery Credit ✔ ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔ ✔
8834 Qualified Electric Vehicle Credit ✔ ✔
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit ✔ ✔
8839 Qualified Adoption Credit ✔ ✔
8840 Closer Connection Exception Statement for Aliens ✔ ✔
8843 Statement for Exempt Individuals and Individuals With a Medical Condition ✔ ✔
8844 Empowerment Zone Employment Credit ✔ ✔
8846 Credit for Employer Social Security and Medicare ✔ ✔
8853 Archer MSAs and Long-Term Care Insurance Contracts ✔ ✔
8854 Initial and Annual Expatriation Statement ✔ ✔
8857 Request for Innocent Spouse Relief ✔ ✔
8859 Carryforward of the District of Columbia First-Time Homebuyer Credit ✔ ✔
8862 Information to Claim Certain Credits After Disallowance ✔ ✔
8863 Education Credits (American Opportunity and Lifetime Learning Credits) ✔ ✔
8864 Biodiesel and Renewable Diesel Fuels Credit ✔ ✔
8867 Paid Preparer's Due Diligence Checklist ✔ ✔
8874 New Markets Credit ✔ ✔
8878 IRS e-file Signature Authorization for Form 4868 or Form 2350 ✔ ✔
8879 IRS e-file Signature Authorization ✔ ✔
8880 Credit For Qualified Retirement Savings Contributions ✔ ✔
8881 Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment ✔ ✔
8882 Credit for Employer-Provided Childcare Facilities and Services ✔ ✔
8885 (←2021) Health Coverage Tax Credit   ✔
8888 Allocation of Refund (Including Savings Bond Purchases) ✔ ✔
8889 Health Savings Accounts (HSAs) ✔ ✔
8896 Low Sulfur Diesel Fuel Production Credit ✔ ✔
8900 Qualified Railroad Track Maintenance Credit ✔ ✔
8904 Marginal Wells Oil and Gas Production Credit ✔ ✔
8906 Distilled Spirits Credit ✔ ✔
8908 Energy Efficient Home Credit ✔ ✔
8910 Alternative Motor Vehicle Credit ✔ ✔
8911 Alternative Fuel Vehicle Refueling Property Credit ✔ ✔
8912 Credit to Holders of Tax Credit Bonds ✔ ✔
8915-A
(2016-2020)
Qualified 2016 Disaster Retirement Plan Distributions and Repayments   ✔
8915-B
(2017-2021)
Qualified 2017 Disaster Retirement Plan Distributions and Repayments   ✔
8915-C
(2018-2023)
Qualified 2018 Disaster Retirement Plan Distributions and Repayments   ✔
8915-D
(2019-2023)
Qualified 2019 Disaster Retirement Plan Distributions and Repayments   ✔
8915-E (2020) Qualified 2020 Disaster Retirement Plan Distributions and Repayments ✔ ✔
8915-F Qualified Disaster Retirement Plan Distributions and Repayments ✔ ✔
8919 Uncollected Social Security and Medicare Tax on Wages ✔ ✔
8923 Mine Rescue Team Training Credit   ✔
8932 Credit for Employer Differential Wage Payments ✔ ✔
8933 Carbon Oxide Sequestration Credit ✔ ✔
8936 Qualified Plug-In Electric Drive Motor Vehicle Credit ✔ ✔
8938 Statement of Specified Foreign Financial Assets ✔ ✔
8941 Credit for Small Employer Health Insurance Premiums ✔ ✔
8948 Preparer Explanation ✔ ✔
8949 Sales and Other Dispositions of Capital Assets ✔ ✔
8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States ✔ ✔
8959 Additional Medicare Tax ✔ ✔
8960 Net Investment Income Tax ✔ ✔
8962 Premium Tax Credit (PTC) ✔ ✔
8994 Employer Credit for Paid Family and Medical Leave ✔ ✔
8995 Qualified Business Income Deduction Simplified Computation ✔ ✔
8995-A Qualified Business Income Deduction ✔ ✔
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments ✔ ✔
9000 Alternative Media Preference ✔ ✔
9325 Acknowledgement and General Information for Taxpayer Who File Returns Electronically ✔ ✔
9465 Installment Agreement Request ✔ ✔

965
(2019-2020)

Inclusion of Deferred Foreign Income   ✔
965-A Individual Report of Net 965 Tax Liability ✔ ✔
982 Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) ✔ ✔
Schedule 1
(Form 1040)
Additional Income And Adjustments ✔ ✔
Schedule 1-A
(Form 1040)
Additional Deductions ✔ ✔
Schedule 2
(Form 1040)
Additional Taxes ✔ ✔
Schedule 3
(Form 1040)
Additional Credits And Payments ✔ ✔
Schedule A
(Form 1040)
Itemized Deductions ✔ ✔
Schedule B
(Form 1040)
Interest and Ordinary Dividends ✔ ✔
Schedule C
(Form 1040)
Business Profit and Loss ✔ ✔
Schedule D
(Form 1040)
Capital Gains and Losses ✔ ✔
Schedule E
(Form 1040)
Rents And Royalties ✔ ✔
Schedule EIC
(Form 1040)
Earned Income Credit ✔ ✔
Schedule F
(Form 1040)
Farm Income/Loss ✔ ✔
Schedule H
(Form 1040)
Household Employment Taxes ✔ ✔
Schedule J
(Form 1040)
Income Averaging for Farmers and Fisherman ✔ ✔
Schedule LEP
(Form 1040)
Request For Change In Language Preference ✔ ✔
Schedule NEC
(Form 1040-NR)
Tax on Income Not Effectively Connected With a U.S. Trade or Business ✔ ✔
Schedule OI
(Form 1040-NR)
Other Information ✔ ✔
Schedule R
(Form 1040)
Credit for the Elderly or the Disabled ✔ ✔
Schedule SE
(Form 1040)
Self-Employment Tax ✔ ✔
W-7 Application For IRS Individual Taxpayer Identification Number ✔ ✔
W-7 (sp) Solicitud de Número de Identificación Personal del Contribuyente del Servicio de Impuestos Internos ✔ ✔
W-7 (COA) Certificate of Accuracy for IRS Individual Taxpayer Identification Number ✔ ✔
Form# Form Title Desktop
1120 U.S. Corporation Income Tax Return ✔
1120-H U.S. Income Tax Return for Homeowners Associations ✔
1120-W Estimated Tax for Corporations ✔
1120-X Amended US Corporation Income Tax Return ✔
1125-A Cost of Goods Sold ✔
1125-E Compensation of Officers ✔
2220 Underpayment of Estimated Tax by Corporations ✔
2848 Power of Attorney and Declaration of Representative ✔
3468 Investment Credit ✔
3800 General Business Credit ✔
4136 Credit for Federal Tax Paid on Fuels ✔
4255 Recapture of Investment Credit ✔
4562 Depreciation and Amortization (Including Information on Listed Property) ✔
4797 Sale of Business Property ✔
5452 Corporate Report of Nondividend Distributions ✔
5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business ✔
5884 Work Opportunity Credit ✔
5884-A Employee Retention Credit for Employers Affected by Qualified Disasters ✔
6252 Installment Sale Income ✔
6478 Biofuel Producers Credit ✔
6765 Credit for Increasing Research Activities ✔
7004 Application for Automatic Extension of Time to File Certain Business Income Tax Information and Other Returns ✔
7205 Energy Efficient Commercial Buildings Deduction ✔
7207 Advanced Manufacturing Production Credit ✔
7210 Clean Hydrogen Production Credit ✔
7211 Clean Electricity Production Credit ✔
7213 Nuclear Power Production Credits ✔
7218 Clean Fuel Production Credit ✔
8050 Direct Deposit of Corporate Tax Refund ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8283 Noncash Charitable Contributions ✔
851 Affiliations Schedule ✔
8586 Income Housing Credit ✔
8594 Asset Acquisition Statement Under Section 1060 ✔
8609-A Annual Statement for Low-Income Housing Credit ✔
8611 Recapture of Low-Income Housing Credit ✔
8820 Orphan Drug Credit ✔
8824 Like-Kind Exchanges ✔
8826 Disabled Access Credit ✔
8827 Credit for Prior Year Minimum Tax - Corporations ✔
8830 Enhanced Oil Recovery Credit ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8834 Qualified Electric Vehicle Credit ✔
8835 Renewable Electricity Refined Coal and Indian Coal Production Credit ✔
8844 Empowerment Zone Employment Credit ✔
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips ✔
8864 Biodiesel and Renewable Diesel Fuels Credit ✔
8874 New Markets Credit ✔
8878-A IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 ✔
8879-CORP IRS e-file Signature Authorization for Form 1120 ✔
8881 Credit for Small Employer Pension Plan Startup Costs ✔
8882 Credit for Employer-Provided Childcare Facilities and Services ✔
8896 Low Sulfur Diesel Fuel Production Credit ✔
8900 Qualified Railroad Track Maintenance Credit ✔
8906 Distilled Spirits Credit ✔
8908 Energy Efficient Home Credit ✔
8910 Alternative Motor Vehicle Credit ✔
8911 Alternative Fuel Vehicle Refueling Property Credit ✔
8912 Credit to Holders of Tax Credit Bonds ✔
8916-A Supplemental Attachment to Schedule M-3 ✔
8923 Mine Rescue Team Training Credit ✔
8932 Credit for Employer Differential Wage Payments ✔
8933 Carbon Oxide Sequestration Credit ✔
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit ✔
8938 Statement of Specified Foreign Financial Assets ✔
8941 Credit for Small Employer Health Insurance Premiums ✔
8949 Sales and Other Dispositions of Capital Assets ✔
8996 Qualified Opportunity Fund ✔
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments ✔
965
(2019-2020)
Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System ✔
965-B Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts ✔
Schedule B
(Form 1120)
Additional Information for Schedule M-3 Filers ✔
Schedule D
(Form 1120)
Capital Gains and Losses ✔
Schedule G
(Form 1120)
Information on Certain Persons Owning the Corporation's Voting Stock ✔
Schedule M-3
(Form 1120)
Net Income (loss) Reconciliation for Corporations with Total Assets of $10 Million or More ✔
Schedule N
(Form 1120)
Foreign Operations of U.S. Corporations ✔
Schedule O
(Form 1120)
Consent Plan and Apportionment Schedule for a Controlled Group ✔
Schedule PH
(Form 1120)
U.S. Personal Holding Company (PHC) Tax ✔
Form# Form Title Desktop
1120-S U.S. Income Tax Return for an S Corporation ✔
1125-A Cost of Goods Sold ✔
1125-E Compensation of Officers ✔
2220 Underpayment of Estimated Tax by Corporations ✔
2848 Power of Attorney and Declaration of Representative ✔
3468 Investment Credit ✔
3800 General Business Credit ✔
4136 Credit for Federal Tax Paid on Fuels ✔
4562 Depreciation and Amortization (Including Information on Listed Property) ✔
4684 Casualties and Thefts ✔
4797 Sale of Business Property ✔
5452 Corporate Report of Nondividend Distributions ✔
5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business ✔
5884 Work Opportunity Credit ✔
6252 Installment Sale Income ✔
6478 Biofuel Producer Credit ✔
6765 Credit for Increasing Research Activities ✔
7004 Application for Automatic Extension of Time to File Certain Business Income Tax Information and Other Returns ✔
7203 S Corporation Shareholder Stock and Debt Basis Limitations ✔
7205 Energy Efficient Commercial Buildings Deduction ✔
7207 Advanced Manufacturing Production Credit ✔
7210 Clean Hydrogen Production Credit ✔
7211 Clean Electricity Production Credit ✔
7213 Nuclear Power Production Credits ✔
7218 Clean Fuel Production Credit ✔
8050 Direct Deposit of Corporate Tax Refund ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8283 Noncash Charitable Contributions ✔
851 Affiliations Schedule ✔
8586 Income Housing Credit ✔
8594 Asset Acquisition Statement Under Section 1060 ✔
8609-A Annual Statement for Low-Income Housing Credit ✔
8820 Orphan Drug Credit ✔
8824 Like-Kind Exchanges ✔
8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation ✔
8826 Disabled Access Credit ✔
8827 Credit for Prior Year Minimum Tax - Corporations ✔
8830 Enhanced Oil Recovery Credit ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8844 Empowerment Zone Employment Credit ✔
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips ✔
8864 Biodiesel and Renewable Diesel Fuels Credit ✔
8874 New Markets Credit ✔
8878-A IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 ✔
8879-CORP IRS e-file Signature Authorization for Form 1120-S ✔
8881 Credit for Small Employer Pension Plan Startup Costs ✔
8882 Credit for Employer-Provided Childcare Facilities and Services ✔
8896 Low Sulfur Diesel Fuel Production Credit ✔
8900 Qualified Railroad Track Maintenance Credit ✔
8904 Marginal Wells Oil and Gas Production Credit ✔
8906 Distilled Spirits Credit ✔
8908 Energy Efficient Home Credit ✔
8910 Alternative Motor Vehicle Credit ✔
8911 Alternative Fuel Vehicle Refueling Property Credit ✔
8916-A Supplemental Attachment to Schedule M3 ✔
8923 Mine Rescue Team Training Credit ✔
8932 Credit for Employer Differential Wage Payments ✔
8933 Carbon Dioxide Sequestration Credit ✔
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit ✔
8941 Credit for Small Employer Health Insurance Premiums ✔
8949 Sales and Other Dispositions of Capital Assets ✔
8994 Employer Credit for Paid Family and Medical Leave ✔
8996 Qualified Opportunity Fund ✔
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments ✔
965
(2019-2020)
Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System ✔
965-B Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts ✔
Schedule B-1
(Form 1120-S)
Information on Certain Shareholders of an S Corporation (attachment only) ✔
Schedule D
(Form 1120-S)
Capital Gains and Losses and Built-in Gains ✔
Schedule K-1
(Form 1120-S)
Shareholder's Share of Income, Deductions, Credits, etc. ✔
Schedule K-2
(Form 1120-S)
Shareholders’ Pro Rata Share Items—International ✔
Schedule K-3
(Form 1120-S)
Shareholder’s Share of Income, Deductions, Credits, etc.—International ✔
Schedule M-3
(Form 1120-S)
Net Income (loss) Reconciliation for S Corporations with Total Assets of $10 Million or More ✔
Schedule N
(Form 1120)
Foreign Operations of U.S. Corporations ✔
Form# Form Title Desktop
1065 U.S. Return of Partnership Income ✔
1125-A Cost of Goods Sold ✔
2848 Power of Attorney and Declaration of Representative ✔
3468 Investment Credit ✔
3800 General Business Credit ✔
4562 Depreciation and Amortization (Including Information on Listed Property) ✔
4684 Casualties and Thefts ✔
4797 Sales of Business Property ✔
5884 Work Opportunity Credit ✔
6252 Installment Sale Income ✔
6478 Biofuel Producer Credit ✔
6765 Credit for Increasing Research Activities ✔
7004 Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns ✔
7205 Energy Efficient Commercial Buildings Deduction ✔
7207 Advanced Manufacturing Production Credit ✔
7210 Clean Hydrogen Production Credit ✔
7211 Clean Electricity Production Credit ✔
7213 Nuclear Power Production Credits ✔
7218 Clean Fuel Production Credit ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8283 Noncash Charitable Contributions ✔
8308 Report of a Sale or Exchange of Certain Partnership Interests ✔
8586 Low-Income Housing Credit ✔
8594 Asset Acquisition Statement Under Section 1060 ✔
8609-A Annual Statement for Low-Income Housing Credit ✔
8804 Annual Return for Partnership Withholding Tax (Section 1446) ✔
8813 Partnership Withholding Tax Payment Voucher (Section 1446) ✔
8820 Orphan Drug Credit ✔
8824 Like-Kind Exchanges ✔
8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation ✔
8826 Disabled Access Credit ✔
8830 Enhanced Oil Recovery Credit ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit ✔
8844 Empowerment Zone Employment Credit ✔
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips ✔
8864 Biodiesel and Renewable Diesel Fuels Credit ✔
8874 New Markets Credit ✔
8879-PE IRS e-file Signature Authorization for Form 1065 ✔
8881 Credit for Small Employer Pension Plan Startup Costs ✔
8882 Credit for Employer-Provided Childcare Facilities and Services ✔
8896 Low Sulfur Diesel Fuel Production Credit ✔
8900 Qualified Railroad Track Maintenance Credit ✔
8906 Distilled Spirits Credit ✔
8908 Energy Efficient Home Credit ✔
8910 Alternative Motor Vehicle Credit ✔
8911 Alternative Fuel Vehicle Refueling Property Credit ✔
8916-A Supplemental Attachment to Schedule M-3 ✔
8923 Mine Rescue Team Training Credit ✔
8925 Report of Employer-Owned Life Insurance Contracts ✔
8932 Credit for Employer Differential Wage Payments ✔
8933 Carbon Dioxide Sequestration Credit ✔
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit ✔
8938 Statement of Specified Foreign Financial Assets ✔
8941 Credit for Small Employer Health Insurance Premiums ✔
8949 Sales and Other Dispositions of Capital Assets ✔
8994 Employer Credit for Paid Family and Medical Leave ✔
8996 Qualified Opportunity Fund ✔
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments ✔
965
(2019-2020)
Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System ✔
965-B Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts ✔
Schedule B-1
(Form 1065)
Information on Partners Owning 50% or More of the Partnership ✔
Schedule B-2
(Form 1065)
Election Out of the Centralized Partnership Audit Regime ✔
Schedule C
(Form 1065)
Additional Information for Schedule M-3 Filers ✔
Schedule D
(Form 1065)
Capital Gains and Losses ✔
Schedule F
(Form 1040)
Profit or Loss from Farming ✔
Schedule K-1
(Form 1065)
Partner's Share of Income, Deductions, Credits, etc. ✔
Schedule K-2
(Form 1065)
Partners’ Distributive Share Items—International ✔
Schedule K-3 (Form 1065) Partner’s Share of Income, Deductions, Credits, etc. - International ✔
Schedule M-3 (Form 1065) Net Income (Loss) Reconciliation for Certain Partnerships ✔
Form# Form Title Desktop
1041 U.S. Income Tax Return for Estates and Trusts ✔
1041-ES Estimated Payment Voucher ✔
1041-T Allocation of Estimated Tax Payments to Beneficiaries ✔
1041-V Payment Voucher ✔
1116 Foreign Tax Credit ✔
2210 Underpayment Of Estimated Tax By Individuals, Estates, and Trusts ✔
2848 Power of Attorney and Declaration of Representative ✔
3468 Investment Credit ✔
3800 General Business Credit ✔
4136 Credit for Tax Paid on Fuels ✔
4255 Recapture of Investment Credit ✔
4562 Depreciation and Amortization ✔
4684 Casualties and Thefts ✔
4797 Sale of Business Property ✔
4952 Investment Interest Expense ✔
4972 Tax on Lump-Sum Distributions ✔
5884 Work Opportunity Credit ✔
5884-A Employee Retention Credit for Employers Affected by Qualified Disasters ✔
6198 At-Risk Limitations ✔
6252 Installment Sale Income ✔
6478 Biofuel Producers Credit ✔
6765 Credit for Increasing Research Activities ✔
6781 Gains and Losses from Section 1256 Contracts and Straddles ✔
7004 Application for Automatic Extension of Time to File ✔
7205 Energy Efficient Commercial Buildings Deduction ✔
7207 Advanced Manufacturing Production Credit ✔
7210 Clean Hydrogen Production Credit ✔
7211 Clean Electricity Production Credit ✔
7213 Nuclear Power Production Credits ✔
7218 Clean Fuel Production Credit ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8582 Passive Activity Loss Limitations ✔
8582-CR Passive Activity Credit Limitations ✔
8586 Low-Income Housing Credit ✔
8594 Asset Acquisition Statement Under Section 1060 ✔
8609-A Annual Statement for Low-Income Housing Credit ✔
8611 Recapture of Low-Income Housing Credit ✔
8801 Credit for Prior Year Minimum Tax ✔
8820 Orphan Drug Credit ✔
8824 Like-Kind Exchanges ✔
8826 Disabled Access Credit ✔
8829 Expenses for Business Use of Your Home ✔
8830 Enhanced Oil Recovery Credit ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8834 Qualified Electric Vehicle Credit ✔
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit ✔
8844 Empowerment Zone Employment Credit ✔
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips ✔
8864 Biodiesel and Renewable Diesel Fuels Credit ✔
8874 New Markets Credit ✔
8878-A IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 ✔
8879-F IRS e-file Signature Authorization for Form 1041 ✔
8881 Credit for Small Employer Pension Plan Startup Costs ✔
8882 Credit for Employer-Provided Childcare Facilities and Services ✔
8896 Low Sulfur Diesel Fuel Production Credit ✔
8900 Qualified Railroad Track Maintenance Credit ✔
8904 Marginal Wells Oil and Gas Production Credit ✔
8906 Distilled Spirits Credit ✔
8908 Energy Efficient Home Credit ✔
8910 Alternative Motor Vehicle Credit ✔
8911 Alternative Fuel Vehicle Refueling Property Credit ✔
8912 Credit to Holders of Tax Credit Bonds ✔
8923 Mine Rescue Team Training Credit ✔
8932 Credit for Employer Differential Wage Payments ✔
8933 Carbon Dioxide Sequestration Credit ✔
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit ✔
8938 Statement of Specified Foreign Financial Assets ✔
8941 Credit for Small Employer Health Insurance Premiums ✔
8948 Preparer Election for Not Filing Electronically ✔
8949 Sales and other Dispositions of Capital Assets ✔
8960 Net Investment Income Tax ✔
8994 Employer Credit for Paid Family and Medical Leave ✔
8995 Qualified Business Income Deduction Simplified Computation ✔
8995-A Qualified Business Income Deduction ✔
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments ✔
965
(2019-2020)
Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System ✔
965-B Corporate and REIT Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts ✔
Schedule D
(Form 1041)
Capital Gains and Losses ✔
Schedule F
(Form 1040)
Farm Income/Loss ✔
Schedule H
(Form 1040)
Household Employment Taxes ✔
Schedule I
(Form 1041)
Alternative Minimum Tax – Estate and Trusts ✔
Schedule K-1
(Form 1041)
Beneficiary's Share of Income, Deductions, Credits, etc. ✔
Form# Form Title Desktop
990 Return of Organization Exempt From Income Tax ✔
990-EZ Short Form Return of Organization Exempt From Income Tax ✔
990-N Electronic Notice ePostcard for Tax Exempt Organizations Not Required To File Form 990 or 990EZ ✔
Schedule A
(Form 990)
Public Charity Status and Public Support ✔
Schedule B
(Form 990)
Schedule of Contributors ✔
Schedule C
(Form 990)
Political Campaign and Lobbying Activities ✔
Schedule D
(Form 990)
Supplemental Financial Statements ✔
Schedule E
(Form 990)
Schools ✔
Schedule F
(Form 990)
Statement of Activities Outside the United States ✔
Schedule G
(Form 990)
Supplemental Information Regarding Fundraising or Gaming Activities ✔
Schedule H
(Form 990)
Hospitals ✔
Schedule I
(Form 990)
Grants and Other Assistance to Organizations, Governments, and Individuals in the United States ✔
Schedule J
(Form 990)
Compensation Information ✔
Schedule K
(Form 990)
Supplemental Information on Tax-Exempt Bonds ✔
Schedule L
(Form 990)
Transactions With Interested Persons ✔
Schedule M
(Form 990)
Noncash Contributions ✔
Schedule N
(Form 990)
Liquidation, Termination, Dissolution, or Significant Disposition of Assets ✔
Schedule O
(Form 990)
Supplemental Information to Form 990 or 990EZ ✔
Schedule R
(Form 990)
Related Organizations and Unrelated Partnerships ✔
2848 Power of Attorney and Declaration of Representative ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8868 Application for Automatic Extension of Time to File an Exempt Organization Return ✔
8879-TE IRS e-file Signature Authorization for an Exempt Organization ✔
965 (2019-2020) Inclusion of Deferred Foreign Income ✔
Form# Form Title Desktop
990-PF Return of Private Foundation ✔
990-W Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations ✔
2848 Power of Attorney and Declaration of Representative ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8868 Application for Automatic Extension of Time to File an Exempt Organization Return ✔
8879-TE IRS e-file Signature Authorization for a Tax Exempt Entity ✔
Schedule B
(Form 990)
Schedule of Contributors ✔
Form# Form Title Desktop
990-T Exempt Organization Business Income Tax Return ✔
990-W Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations ✔
2220 Underpayment of Estimated Tax by Corporations ✔
2848 Power of Attorney and Declaration of Representative ✔
4562 Depreciation and Amortization ✔
4797 Sales of Business Property ✔
8275 Disclosure Statement ✔
8275-R Regulation Disclosure Statement ✔
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ✔
8868 Application for Automatic Extension of Time to File an Exempt Organization Return ✔
8879-TE IRS e-file Signature Authorization for a Tax Exempt Entity ✔
8941 Credit for Small Employer Health Insurance Premiums ✔
8949 Sales and other Dispositions of Capital Assets ✔
8995 Qualified Business Income Deduction Simplified Computation ✔
8995-A Qualified Business Income Deduction ✔
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments ✔
Schedule A
(Form 990-T)
Unrelated Business Taxable Income From an Unrelated Trade or Business ✔
Schedule D
(Form 1120)
Capital Gains and Losses ✔
Form# Form Title Desktop
706 United States Estate (and Generation-Skipping Transfer) Tax Return ✔
709 United States Gift (and Generation-Skipping Transfer) Tax Return ✔
4768 Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes ✔
8892 Application for Automatic Extension of Time To File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax ✔