Supported Forms
Software reference · Written guide Content date 23 min read
This information is also available at the Tax Processors Plus website. Scroll to the very bottom of most any page, and in the Resources column click "Tax Preparer Forms".
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 |
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 | ✔ |