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Product Number

Title

Form 1099-K (

Payment Card and Third Party Network Transactions

Form 11-C

Occupational Tax and Registration Return for


Wagering

Form 23

Application for Enrollment to Practice Before the


Internal Revenue Service

Form 23-EP

Application for Enrollment to Practice Before the


Internal Revenue Service as an Enrolled Retirement
Plan Agent (ERPA)

Form 56

Notice Concerning Fiduciary Relationship

Inst 56

Instructions for Form 56, Notice Concerning


Fiduciary Relationship

Form 56-F

Notice Concerning Fiduciary Relationship of


Financial Institution

Form 211

Application for Reward for Original Information

Form 211-A

State or Local Law Enforcement

Form 433-A

Collection Information Statement for Wage Earners


and Self-Employed Individuals

Form 433-A (OIC)

Collection Information Statement for Wage Earners


and Self-Employed Individuals

Form 433-A (SP)

Informacion de Cobro Para los Asalariados y los


Individuos Autonomos

Form 433-B

Collection Information Statement for Businesses

Form 433-B (OIC)

Collection Information Statement for Businesses

Form 433-B (SP)

Informacion de Cobro Para los Negocios

Form 433-D

Installment Agreement

Form 433-D (SP)

Installment Agreement (Spanish version)

Form 433-F

Collection Information Statement

Form 433-F (SP)

Collection Information Statement (Spanish version)

Form 637

Application for Registration (For Certain Excise Tax


Activities)

Form 656-B

Offer in Compromise Booklet

Form 656-L

Offer in Compromise (Doubt as to Liability)

Form 656-PPV

Offer in Compromise - Periodic Payment Voucher

Form 673

Statement for Claiming Exemption from Withholding


on Foreign Earned Income Eligible for the
Exclusion(s) Provided by Section 911

Form 706

United States Estate (and Generation-Skipping


Transfer) Tax Return

Inst 706

Instructions for Form 706, United States Estate (and


Generation-Skipping Transfer) Tax Return

Form 706-A

United States Additional Estate Tax Return

Inst 706-A

Instructions for Form 706-A, United States Additional


Estate Tax Return

Form 706-CE

Certification of Payment of Foreign Death Tax

Form 706-GS(D)

Generation-Skipping Transfer Tax Return for


Distributions

Inst 706-GS(D)

Instructions for Form 706-GS(D), GenerationSkipping Transfer Tax Return for Distributions

Form 706-GS(D-1)

Notification of Distribution From a GenerationSkipping Trust

Inst 706-GS(D-1)

Instructions for Form 706-GS(D-1), Notification of


Distribution From a Generation-Skipping Trust

Form 706-GS(T)

Generation Skipping Transfer Tax Return for


Terminations

Inst 706-GS(T)

Instructions for Form 706-GS(T), GenerationSkipping Transfer Tax Return For Terminations

Form 706-NA

United States Estate (and Generation-Skipping


Transfer) Tax Return

Inst 706-NA

Instructions for Form 706-NA, United States Estate


(and Generation-Skipping Transfer) Tax Return
(Estate of nonresident not a citizen of the U.S.)

Form 706-QDT

U.S. Estate Tax Return for Qualified Domestic Trusts

Inst 706-QDT

Instructions for Form 706-QDT, U.S. Estate Tax


Return for Qualified Domestic Trusts

Form 709

United States Gift (and Generation-Skipping


Transfer) Tax Return

Inst 709

Instructions for Form 709, United States Gift (and


Generation-Skipping Transfer) Tax Return

Form 712
Form 720

Life Insurance Statement

Inst 720

Instructions for Form 720, Quarterly Federal Excise


Tax Return

Form 720-CS

Carrier Summary Report

Quarterly Federal Excise Tax Return

Inst 720-CS

Instructions for Form 720-CS, Carrier Summary


Report

Form 720-TO

Terminal Operator Report

Inst 720-TO

Instructions for Form 720-TO, Terminal Operator


Report

Form 720-X

Amended Quarterly Federal Excise Tax Return

Form 730

Monthly Tax Return for Wagers

Form 843

Claim for Refund and Request for Abatement

Inst 843

Instructions for Form 843, Claim for Refund and


Request for Abatement

Form 851

Affiliations Schedule

Form 886-H-AOC

Supporting Documents to Prove American


Opportunity Credit

Form 886-H-FTHBC

First-Time Homebuyer Credit Supporting Documents

Form 907

Agreement to Extend the Time to Bring Suit

Form 911

Request for Taxpayer Advocate Service Assistance


(And Application for Taxpayer Assistance Order)

Form 921

Consent to Extend the Time to Assess Income Tax

Form 921-A

Consent Fixing Period of Limitation on Assessment


of Income and Profits Tax

Form 921-I

Consent Fixing Period of Limitation on Assessment


of Income and Profits Tax

Form 921-P

Consent Fixing Period of Limitation on Assessment


of Income and Profits Tax

Form 926

Return by a U.S. Transferor of Property to a Foreign


Corporation

Inst 926

Instructions for Form 926, Return by a U.S.


Transferor of Property to a Foreign Corporation

Form 940

Employer's Annual Federal Unemployment (FUTA)


Tax Return

Inst 940

Instructions for Form 940, Employer's Annual


Federal Unemployment (FUTA) Tax Return

Form 940 (PR)

Planilla Para La Declaracion Federal Anual Del


Patrono de la Contribcion Federal Para El
Desempleo (FUTA)

Inst 940 (PR)

Instrucciones para el Formulario 940-PR, Planilla


para la Declaracion Federal Anual del Patrono de la
Contribucion Federal para el Desempleo (FUTA)

Form 940 (PR) (Schedule A)

Multi-State Employer and Credit Reduction


Information (Puerto Rican Version)

Form 940 (Schedule A)

Multi-State Employer and Credit Reduction


Information

Form 940 (Schedule R)

Allocation Schedule for Aggregate Form 940 Filers

Form 940-B

Request for Verification of Credit Information Shown


on Form 940

Form 941

Employer's Quarterly Federal Tax Return

Inst 941

Instructions for Form 941, Employer's Quarterly


Federal Tax Return

Form 941 (PR)

Planilla para la Declaracion Federal TRIMESTRAL


del Patrono

Inst 941 (PR)

Instrucciones para el Formulario 941-PR, Planilla


para la Declaracion Federal TRIMESTRAL del
Patrono

Form 941 (PR) (Schedule B)

Registro de la Obligacion Contributiva para los


Depositantes de Itinerario Bisemanal

Inst 941 (PR) (Schedule B)

Instrucciones para el Anexo B (Forma 941-PR),


Registro de la Obligacion Contributiva para los
Depositantes de Itinerario Bisemanal

Form 941 (Schedule B)

Report of Tax Liability for Semiweekly Schedule


Depositors

Inst 941 (Schedule B)

Instructions for Schedule B (Form 941), Report of


Tax Liability for Semiweekly Schedule Depositors

Form 941 (Schedule D)

Report of Discrepancies Caused by Acquisitions,


Statutory Mergers, or Consolidations

Inst 941 (Schedule D)

Instructions for Schedule D (Form 941), Report of


Discrepancies Caused by Acquisitions, Statutory
Mergers, or Consolidations

Form 941 (Schedule R)

Allocation Schedule for Aggregate Form 941 Filers

Form 941-SS

Employer's Quarterly Federal Tax Return - American


Samoa, Guam, the Commonwealth of the Northern
Mariana Islands, and the U.S. Virgin Islands

Inst 941-SS

Instructions for Form 941-SS, Employer's Quarterly


Federal Tax Return - American Samoa, Guam, the
Commonwealth of the Northern Mariana Islands, and
the U.S. Virgin Islands

Form 941-X

Adjusted Employer's Quarterly Federal Tax Return or


Claim for Refund

Inst 941-X

Instructions for Form 941-X, Adjusted Employer's


Quarterly Federal Tax Return or Claim for Refund

Form 941-X (PR)

Adjusted Employer?s Quarterly Federal Tax Return


or Claim for Refund (Puerto Rico Version)

Inst 941-X (PR)

Instructions for Form 941-X (PR), Adjusted


Employer's Quarterly Federal Tax Return or Claim for
Refund (Puerto Rico Version)

Form 943

Employer's Annual Federal Tax Return for


Agricultural Employees

Inst 943

Instructions for Form 943, Employer's Annual


Federal Tax Return for Agricultural Employees

Form 943 (PR)

Planilla para la Declaracion Anual de la Contribucion


Federal del Patrono de Empleados Agricolas

Inst 943 (PR)

Instrucciones para el Formulario 943-PR, Planilla


para la Declaracion Anual de la Contribucion Federal
del Patrono de Empleados Agricolas

Form 943-A

Agricultural Employer's Record of Federal Tax


Liability

Form 943-A (PR)

Registro De La Obligation Contributiva Federal del


Patrono Agr?cola

Form 943-X

Adjusted Employer's Annual Federal Tax Return for


Agricultural Employees or Claim for Refund

Inst 943-X

Instructions for Form 943-X, Adjusted Employer's


Annual Federal Tax Return for Agricultural
Employees or Claim for Refund

Form 943-X (PR)

Adjuste a la Declaraci?n Federal ANUAL del Patrono


de Empleados Agr?colas o Reclamaci?n de
Reembolso

Inst 943-X (PR)

Instructions for Form 943-X (PR), Adjusted


Employer's Annual Federal Tax Return for
Agricultural Employees or Claim for Refund

Form 944

Employer's Annual Federal Tax Return

Inst 944

Instructions for Form 944, Employer's Annual


Federal Tax Return

Form 944 (PR)

Planilla para la Declaracion Federal ANUAL del


Patrono

Inst 944 (PR)

Instrucciones para el Formulario 944-PR, Planilla


para la Declaracion Federal ANUAL del Patrono

Form 944 (SP)

Declaracion Federal ANUAL de Impuestos del


Patrono o Empleador

Inst 944 (SP)

Instrucciones para el Formulario 944(SP),


Declaracion Federal ANUAL de Impuestos del
Patrono o Empleador

Form 944-SS

Employer's Annual Federal Tax Return - American


Samoa, Guam, the Commonwealth of the Northern
Mariana Islands, and the U.S. Virgin Islands

Inst 944-SS

Instructions for Form 944-SS, Employer's Annual


Federal Tax Return - American Samoa, Guam, the
Commonwealth of the Northern Mariana Islands, and
the U.S. Virgin Islands

Form 944-X

Adjusted Employer's Annual Federal Tax Return or


Claim for Refund

Inst 944-X

Instructions for Form 944-X, Adjusted Employer's


Annual Federal Tax Return or Claim for Refund

Form 944-X (PR)

Adjusted Employer's ANNUAL Federal Tax Return or


Claim for Refund (Puerto Rican Version)

Inst 944-X (PR)

Instructions for Form 944-X (PR), Adjusted


Employer's ANNUAL Federal Tax Return or Claim for
Refund (Puerto Rican Version)

Form 944-X (SP)

Adjusted Employer's ANNUAL Federal Tax Return or


Claim for Refund (Spanish Version)

Inst 944-X (SP)

Instructions for Form 944-X (SP), Adjusted


Employer's ANNUAL Federal Tax Return or Claim for
Refund (Spanish Version)

Form 945

Annual Return of Withheld Federal Income Tax

Inst 945

Instructions for Form 945, Annual Return of Withheld


Federal Income Tax

Form 945-A

Annual Record of Federal Tax Liability

Form 945-X

Adjusted Annual Return of Withheld Federal Income


Tax or Claim for Refund

Inst 945-X

Instructions for Form 945-X, Adjusted Annual Return


of Withheld Federal Income Tax or Claim for Refund

Form 952

Consent to Extend Period of Limitation on


Assessment of Income Taxes

Form 966

Corporate Dissolution or Liquidation

Form 970

Application to Use Lifo Inventory Method

Form 972

Consent of Shareholder to Include Specific Amount


in Gross Income

Form 973

Corporation Claim for Deduction for Consent


Dividends

Form 976

Claim for Deficiency Dividends Deductions by a


Personal Holding Company, Regulated Investment
Company, or Real Estate Investment Trust

Form 982

Reduction of Tax Attributes Due to Discharge of


Indebtedness (and Section 1082 Basis Adjustment)

Form 990

Return of Organization Exempt from Income Tax

Inst 990

Instructions for Form 990, Return of Organization


Exempt From Income Tax

Form 990 (Schedule D)

Supplemental Financial Statements

Inst 990 (Schedule D)

Instructions for Schedule D (Form 990),


Supplemental Financial Statements

Form 990 (Schedule F)

Statement of Activities Outside the United States

Inst 990 (Schedule F)

Instructions for Schedule F (Form 990), Statement of


Activities Outside the U.S.

Form 990 (Schedule H)

Hospitals

Inst 990 (Schedule H)

Instructions for Schedule H (Form 990), Hospitals

Form 990 (Schedule I)

Grants and Other Assistance to Organizations,


Governments and Individuals in the U.S.

Form 990 (Schedule I-1)

Continuation Sheet for Schedule I (Form 990)

Form 990 (Schedule J)

Compensation Information

Inst 990 (Schedule J)

Instructions for Schedule J (Form 990),


Compensation Information

Form 990 (Schedule J-1)

Continuation Sheet for Schedule J (Form 990)

Form 990 (Schedule J-2)

Continuation Sheet for Form 990

Form 990 (Schedule K)

Supplemental Information on Tax-Exempt Bonds

Inst 990 (Schedule K)

Instructions for Schedule K (Form 990),


Supplemental Information on Tax-Exempt Bonds

Form 990 (Schedule M)

Noncash Contributions

Form 990 (Schedule O)

Supplemental Information to Form 990

Form 990 (Schedule R)

Related Organizations and Unrelated Partnerships

Inst 990 (Schedule R)

Instructions for Schedule R (Form 990), Related


Organizations and Unrelated Partnerships

Form 990 (Schedule R-1)

Continuation Sheet for Schedule R (Form 990)

Form 990 or 990-EZ (Sch A)

Public Charity Status and Public Support

Inst 990 or 990-EZ (Sch A)

Instructions for Schedule A (Form 990 or Form 990EZ), Public Charity Status and Public Support

Form 990 or 990-EZ (Sch C)

Political Campaign and Lobbying Activities

Inst 990 or 990-EZ (Sch C)

Instructions for Schedule C (Form 990 or 990-EZ),


Political Campaign and Lobbying Activities

Form 990 or 990-EZ (Sch E)

Schools

Form 990 or 990-EZ (Sch G)

Supplemental Information Regarding Fundraising or


Gaming Activities

Inst 990 or 990-EZ (Sch G)

Instructions for Schedule G (Form 990 or 990-EZ),


Supplemental Information Regarding Fundraising or
Gaming Activities

Form 990 or 990-EZ (Sch L)

Transactions with Interested Persons

Inst 990 or 990-EZ (Sch L)

Instructions for Schedule L (Form 990 or 990-EZ),


Transactions with Interested Persons

Form 990 or 990-EZ (Sch N)

Liquidation, Termination, Dissolution, or Significant


Disposition of Assets
Continuation Sheet for Schedule N (Form 990 or

Form 990 or 990-EZ (Sch N-1) 990-EZ)

of Contributors
Form 990, 990-EZ, 990PF (Sch Schedule
B)

Form 990-BL

Information and Initial Excise Tax Return for Black


Lung Benefit Trusts and Certain Related Persons

Inst 990-BL

Instructions for Form 990-BL, Information and Initial


Excise Tax Return for Black Lung Benefit Trusts and
Certain Related Persons

Form 990-EZ

Short Form Return of Organization Exempt from


Income Tax

Inst 990-EZ

Instructions for Form 990-EZ, Short Form Return of


Organization Exempt From Income Tax Under
Section 501(c), 527, or 4947(a)(1) of the Internal
Revenue Code

Form 990-PF

Return of Private Foundation or Section 4947(a)(1)


Nonexempt Charitable Trust Treated as a Private
Foundation

Inst 990-PF

Instructions for Form 990-PF, Return of Private


Foundation or Section 4947(a)(1) Nonexempt
Charitable Trust Treated as a Private Foundation

Form 990-T

Exempt Organization Business Income Tax Return


(and proxy tax under section 6033(e))

Inst 990-T

Instructions for Form 990-T, Exempt Organization


Business Income Tax Return (and proxy tax under
section 6033(e))

Form 990-W

Estimated Tax on Unrelated Business Taxable


Income for Tax-Exempt Organizations

Form 1000

Ownership Certificate

Form 1023

Application for Recognition of Exemption Under


Section 501(c)(3) of the Internal Revenue Code

Inst 1023

Instructions for Form 1023, Application for


Recognition of Exemption Under Section 501(c)(3) of
the Internal Revenue Code

Form 1023-EZ

Streamlined Application for Recognition of


Exemption Under Section 501(c)(3) of the Internal
Revenue Code

Inst 1023-EZ

Instructions for Form 1023-EZ, Streamlined


Application for Recognition of Exemption Under
Section 501(c)(3) of the Internal Revenue Code

Form 1023-I

Application for Recognition of Exemption Under


Section 501(c)(3) of the Internal Revenue Code
(Interactive)

Form 1024

Application for Recognition of Exemption Under


Section 501(a)

Inst 1024

Instructions for Form 1024, Application for


Recognition of Exemption Under Section 501(a)

Form 1028

Application for Recognition of Exemption Under


Section 521 of the Internal Revenue Code

Inst 1028

Instructions for Form 1028, Application for


Recognition of Exemption Under Section 521 of the
Internal Revenue Code

Form 1040

U.S. Individual Income Tax Return

Inst 1040

Instructions for Form 1040, U.S. Individual Income


Tax Return, Form 8949, and Schedules 8812, A, C,
D, E, F, R, and SE

Inst 1040 (General Inst.)

Instructions for Form 1040, U.S. Individual Income


Tax Return

Form 1040 (PR)

Planilla para la Declaraci?n de la Contribuci?n


Federal sobre el Trabajo por Cuenta Propia
(Incluyendo el Cr?dito Tributario Adicional por Hijos
para Residentes Bona Fide de Puerto Rico)

Inst 1040 (PR)

Instrucciones para el Formulario 1040-PR, Planilla


Para La Declaracion De La Contribucion Federal
Sobre El Trabajo Por Cuenta Propia - Puerto Rico
Contribuciones Sobre El Empleo De Empleados

Form 1040 (PR) (Anexo H-PR) Domesticos


Inst 1040 (PR) (Anexo H-PR)

Instrucciones para el Anexo H-PR (Formulario 1040PR), Contribuciones sobre el Empleo de Empleados
Domesticos

Form 1040 (Schedule 8812)

Child Tax Credit

Inst 1040 (Schedule 8812)

Instructions for Child Tax Credit

Form 1040 (Schedule A)

Itemized Deductions

Inst 1040 (Schedule A)

Instructions for Schedule A (Form 1040), Itemized


Deductions

Form 1040 (Schedule B)

Interest and Ordinary Dividends

Form 1040 (Schedule C)

Profit or Loss from Business (Sole Proprietorship)

Inst 1040 (Schedule C)

Instructions for Schedule C (Form 1040), Profit or


Loss From Business (Sole Proprietorship)

Form 1040 (Schedule C-EZ)

Net Profit from Business (Sole Proprietorship)

Form 1040 (Schedule D)

Capital Gains and Losses

Inst 1040 (Schedule D)

Instructions for Schedule D (Form 1040), Capital


Gains and Losses

Form 1040 (Schedule E)

Supplemental Income and Loss

Inst 1040 (Schedule E)

Instructions for Schedule E (Form 1040),


Supplemental Income and Loss

Form 1040 (Schedule EIC)

Earned Income Credit

Form 1040 (Schedule F)

Profit or Loss From Farming

Inst 1040 (Schedule F)

Instructions for Schedule F (Form 1040), Profit or


Loss From Farming

Form 1040 (Schedule H)

Household Employment Taxes

Inst 1040 (Schedule H)

Instructions for Schedule H (Form 1040), Household


Employment Taxes

Form 1040 (Schedule J)

Income Averaging for Farmers and Fishermen

Inst 1040 (Schedule J)

Instructions for Schedule J (Form 1040), Income


Averaging for Farmers and Fishermen

Form 1040 (Schedule R)

Credit for the Elderly or the Disabled

Inst 1040 (Schedule R)

Instructions for Schedule R (Form 1040A or 1040),


Credit for the Elderly or the Disabled

Form 1040 (Schedule SE)

Self-Employment Tax

Inst 1040 (Schedule SE)

Instructions for Schedule SE (Form 1040), SelfEmployment Tax

Inst 1040 (Tax Tables)


Form 1040-A

Tax Table and Tax Rate Schedules

Inst 1040-A

Instructions for Form 1040-A, U.S. Individual Income


Tax Return

U.S. Individual Income Tax Return

Form 1040-C

U.S. Departing Alien Income Tax Return

Inst 1040-C

Instructions for Form 1040-C, U.S. Departing Alien


Income Tax Return

Form 1040-ES
Form 1040-ES

Estimated Tax for Individuals

Form 1040-ES (NR)

U.S. Estimated Tax for Nonresident Alien Individuals

Form 1040-ES (PR)

Contribuciones Federales Estimadas del Trabajo por


Cuenta Propia Y Sobre El Empleo de Empleados
Domesticos-Puerto Rico

Form 1040-EZ

Income Tax Return for Single and Joint Filers With


No Dependents

Inst 1040-EZ

Instructions for Form 1040-EZ, Income Tax Return


for Single and Joint Filers With No Dependents

Form 1040-NR

U.S. Nonresident Alien Income Tax Return

Inst 1040-NR

Instructions for Form 1040-NR, U.S. Nonresident


Alien Income Tax Return

Form 1040-NR-EZ

U.S. Income Tax Return for Certain Nonresident


Aliens With No Dependents

Inst 1040-NR-EZ

Instructions for Form 1040NR-EZ, U.S. Income Tax


Return for Certain Nonresident Aliens With No
Dependents

Form 1040-SS

U.S. Self-Employment Tax Return (Including the


Additional Child Tax Credit for Bona Fide Residents
of Puerto Rico)

Inst 1040-SS

Instructions for Form 1040-SS, U.S. SelfEmployment Tax Return (Including the Additional
Child Tax Credit for Bona Fide Residents of Puerto
Rico)

Form 1040-V

Payment Voucher

Form 1040-X

Amended U.S. Individual Income Tax Return

Inst 1040-X

Instructions for Form 1040-X, Amended U.S.


Individual Income Tax Return

Form 1041

U.S. Income Tax Return for Estates and Trusts

Inst 1041

Instructions for Form 1041, U.S. Income Tax Return


for Estates and Trusts, and Schedules A, B, G, J,
and K-1

Form 1041 (Schedule D)

Capital Gains and Losses

Inst 1041 (Schedule D)

Instructions for Schedule D (Form 1041), Capital


Gains and Losses

Form 1041 (Schedule D-1)

Continuation Sheet for Schedule D (Form 1041)

Estimated Tax for Individuals

Form 1041 (Schedule I)

Alternative Minimum Tax - Estates and Trusts

Inst 1041 (Schedule I)

Instructions for Schedule I (Form 1041), Alternative


Minimum Tax (AMT)

Form 1041 (Schedule J)

Accumulation Distribution for Certain Complex Trusts

Form 1041 (Schedule K-1)

Beneficiary's Share of Income, Deductions, Credits,


etc.

Inst 1041 (Schedule K-1)

Instructions for Schedule K-1 (Form 1041) for a


Beneficiary Filing Form 1040

Form 1041-A

U.S. Information Return Trust Accumulation of


Charitable Amounts

Form 1041-ES

Estimated Income Tax for Estates and Trusts

Form 1041-ES

Estimated Income Tax for Estates and Trusts

Form 1041-N

U.S. Income Tax Return for Electing Alaska Native


Settlement Trusts

Inst 1041-N

Instructions for Form 1041-N, U.S. Income Tax


Return for Electing Alaska Native Settlement Trusts

Form 1041-QFT

U.S. Income Tax Return for Qualified Funeral Trusts

Form 1041-T

Allocation of Estimated Tax Payments to


Beneficiaries

Form 1041-V

Payment Voucher

Form 1042

Annual Withholding Tax Return for U.S. Source


Income of Foreign Persons

Form 1042

Annual Withholding Tax Return for U.S. Source


Income of Foreign Persons

Inst 1042

Instructions for Form 1042, Annual Withholding Tax


Return for U.S. Source Income of Foreign Persons

Form 1042-S

Foreign Person's U.S. Source Income Subject to


Withholding

Form 1042-S

Foreign Person's U.S. Source Income Subject to


Withholding

Inst 1042-S

Instructions for Form 1042-S, Foreign Person's U.S.


Source Income Subject to Withholding

Form 1042-T

Annual Summary and Transmittal of Forms 1042-S

Form 1045

Application for Tentative Refund

Inst 1045

Instructions for Form 1045, Application for Tentative


Refund

Form 1065

U.S. Return of Partnership Income

Inst 1065

Instructions for Form 1065, U.S. Return of


Partnership Income

Form 1065 (Schedule B-1)

Information on Partners Owning 50% or More of the


Partnership

Form 1065 (Schedule C)

Additional Information for Schedule M-3 Filers

Inst 1065 (Schedule C)

Instructions for Schedule C (Form 1065), Additional


Information for Schedule M-3 Filers

Form 1065 (Schedule D)

Capital Gains and Losses

Inst 1065 (Schedule D)

Instructions for Schedule D (Form 1065), Capital


Gains and Losses

Form 1065 (Schedule K-1)

Partner's Share of Income, Deductions, Credits, etc.

Inst 1065 (Schedule K-1)

Instructions for Schedule K-1 (Form 1065), Partner's


Share of Income, Deductions, Credits, etc.

Form 1065 (Schedule M-3)

Net Income (Loss) Reconciliation for Certain


Partnerships

Inst 1065 (Schedule M-3)

Instructions for Form 1065 Schedule M-3, Net


Income (Loss) Reconciliation for Certain
Partnerships

Form 1065-B

U.S. Return of Income for Electing Large


Partnerships

Inst 1065-B

Instructions for Form 1065-B, U.S. Return of Income


for Electing Large Partnerships

Form 1065-B (Schedule K-1)

Partner's Share of Income (Loss) From an Electing


Large Partnership

Inst 1065-B (Schedule K-1)

Instructions for Schedule K-1 (Form 1065-B),


Partner's Share of Income (Loss) From an Electing
Large Partnership

Form 1065-X

Amended Return or Administrative Adjustment


Request (AAR)

Inst 1065-X

Instructions for Form 1065X, Amended Return or


Administrative Adjustment Request (AAR)

Form 1066

U.S. Real Estate Mortgage Investment Conduit


(REMIC) Income Tax Return

Inst 1066

Instructions for Form 1066, U.S. Real Estate


Mortgage Investment Conduit (REMIC) Income Tax
Return

Form 1066 (Schedule Q)

Quarterly Notice to Residual Interest Holder of


REMIC Taxable Income or Net Loss Allocation

Form 1096

Annual Summary and Transmittal of U.S. Information


Returns (Info Copy Only)

Form 1096

Annual Summary and Transmittal of U.S. Information


Returns (Info Copy Only)

Form 1097-BTC
Form 1097-BTC
Inst 1097-BTC
Inst 1097-BTC

Bond Tax Credit

Form 1098

Mortgage Interest Statement (Info Copy Only)

Bond Tax Credit


Instructions for Form 1097-BTC
Instructions for Form 1097-BTC

Form 1098

Mortgage Interest Statement (Info Copy Only)

Inst 1098

Instructions for Form 1098, Mortgage Interest


Statement

Inst 1098

Instructions for Form 1098, Mortgage Interest


Statement

Form 1098-C

Contributions of Motor Vehicles, Boats, and


Airplanes (Info Copy Only)

Form 1098-C

Contributions of Motor Vehicles, Boats, and


Airplanes (Info Copy Only)

Inst 1098-C

Instructions for Form 1098-C, Contributions of Motor


Vehicles, Boats, and Airplanes

Inst 1098-C (PDF)

Instructions for Form 1098-C, Contributions of Motor


Vehicles, Boats, and Airplanes

Form 1098-E

Student Loan Interest Statement (Info Copy Only)

Form 1098-E

Student Loan Interest Statement (Info Copy Only)

Inst 1098-E and 1098-T

Instructions for Forms 1098-E and 1098-T, Student


Loan Interest Statement and Tuition Statement

Inst 1098-E and 1098-T

Instructions for Forms 1098-E and 1098-T

Form
Form
Form
Form

Mortgage Assistance Payments

1098-MA
1098-MA
1098-T
1098-T

Mortgage Assistance Payments


Tuition Statement (Info Copy Only)
Tuition Statement (Info Copy Only)

Inst 1099 General Instructions Instructions for Forms 1099, 1098, 5498, and W-2G
General Instructions for Certain Information Returns

Inst 1099 General Instructions (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W2G)

Form 1099-A

Acquisition or Abandonment of Secured Property


(Info Copy Only)

Form 1099-A

Acquisition or Abandonment of Secured Property


(Info Copy Only)

Inst 1099-A and 1099-C

Instructions for Forms 1099-A and 1099-C,


Acquisition or Abandonment of Secured Property
and Cancellation of Debt

Inst 1099-A and 1099-C

Instructions for Forms 1099-A and 1099-C,


Acquisition or Abandonment of Secured Property
and Cancellation of Debt

Form 1099-B

Proceeds from Broker and Barter Exchange


Transactions (Info Copy Only)

Form 1099-B

Proceeds from Broker and Barter Exchange


Transactions (Info Copy Only)

Inst 1099-B

Instructions for Form 1099-B, Proceeds from Broker


and Barter Exchange Transactions

Inst 1099-B

Instructions for Form 1099-B, Proceeds from Broker


and Barter Exchange Transactions

Form 1099-C
Form 1099-C

Cancellation of Debt (Info Copy Only)

Form 1099-CAP

Changes in Corporate Control and Capital Structure


(Info Copy Only)

Form 1099-CAP

Changes in Corporate Control and Capital Structure


(Info Copy Only)

Inst 1099-CAP

Instructions for Form 1099-CAP

Inst 1099-CAP

Instructions for Form 1099-CAP, Changes in


Corporate Control and Capital Structure

Inst 1099-K (

Instructions for Form 1099-K, Payment Card and


Third Party Network Transactions

Form 1099-DIV

Dividends and Distributions (Info Copy Only)

Form 1099-DIV

Dividends and Distributions (Info Copy Only)

Inst 1099-DIV

Instructions for Form 1099-DIV

Inst 1099-DIV

Instructions for Form 1099-DIV, Dividends and


Distributions

Form 1099-G

Certain Government Payments (Info Copy Only)

Form 1099-G

Certain Government Payments (Info Copy Only)

Inst 1099-G

Instructions for Form 1099-G, Certain Government


Payments

Inst 1099-G

Instructions for Form 1099-G, Certain Government


Payments

Form 1099-H

Health Coverage Tax Credit (HCTC) Advance


Payments (Info Copy Only)

Form 1099-H

Health Coverage Tax Credit (HCTC) Advance


Payments (Info Copy Only)

Inst 1099-H

Instructions for Form 1099-H, Health Coverage Tax


Credit (HCTC) Advance Payments

Inst 1099-H

Instructions for Form 1099-H, Health Coverage Tax


Credit (HCTC) Advance Payments

Form 1099-INT
Form 1099-INT

Interest Income (Info Copy Only)

Inst 1099-INT and 1099-OID

Instructions for Forms 1099-INT and 1099-OID,


Interest Income and Original Issue Discount

Inst 1099-INT and 1099-OID

Instructions for Forms 1099-INT and 1099-OID,


Interest Income and Original Issue Discount

Form 1099-K

Payment Card and Third Party Network Transactions

Cancellation of Debt (Info Copy Only)

Interest Income (Info Copy Only)

Inst 1099-K

Instructions for Form 1099-K, Payment Card and


Third Party Network Transactions

Form 1099-LTC

Long Term Care and Accelerated Death Benefits


(Info Copy Only)

Form 1099-LTC

Long Term Care and Accelerated Death Benefits


(Info Copy Only)

Inst 1099-LTC

Instructions for Form 1099-LTC, Long Term Care and


Accelerated Death Benefits

Inst 1099-LTC

Instructions for Form 1099-LTC, Long Term Care and


Accelerated Death Benefits

Form 1099-MISC

Miscellaneous Income (Info Copy Only)

Form 1099-MISC

Miscellaneous Income (Info Copy Only)

Inst 1099-MISC

Instructions for Form 1099-MISC, Miscellaneous


Income

Inst 1099-MISC

Instructions for Form 1099-MISC, Miscellaneous


Income

Form 1099-OID

Original Issue Discount (Info Copy Only)

Form 1099-OID

Original Issue Discount (Info Copy Only)

Form 1099-PATR

Taxable Distributions Received From Cooperatives


(Info Copy Only)

Form 1099-PATR

Taxable Distributions Received From Cooperatives


(Info Copy Only)

Inst 1099-PATR

Instructions for Form 1099-PATR, Taxable


Distributions Received From Cooperatives

Inst 1099-PATR

Instructions for Form 1099-PATR, Taxable


Distributions Received From Cooperatives

Form 1099-Q

Payments From Qualified Education Programs


(Under Sections 529 and 530) (Info Copy Only)

Form 1099-Q

Payments from Qualified Education Programs


(Under Sections 529 and 530) (Info Copy Only)

Inst 1099-Q

Instructions for Form 1099-Q, Payments from


Qualified Education Programs

Inst 1099-Q

Instructions for Form 1099-Q, Payments from


Qualified Education Programs

Form 1099-R

Distributions From Pensions, Annuities, Retirement


or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. (Info Copy Only)

Form 1099-R

Distributions From Pensions, Annuities, Retirement


or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. (Info Copy Only)

Inst 1099-R and 5498

Instructions for Forms 1099-R and 5498,


Distributions From Pensions, Annuities, Retirement
or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. and IRA Contribution Information

Inst 1099-R and 5498

Instructions for Forms 1099-R and 5498,


Distributions From Pensions, Annuities, Retirement
or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. and IRA Contribution Information

Form 1099-S

Proceeds from Real Estate Transactions (Info Copy


Only)

Form 1099-S

Proceeds from Real Estate Transactions (Info Copy


Only)

Inst 1099-S

Instructions for Form 1099-S, Proceeds From Real


Estate Transactions

Inst 1099-S

Instructions for Form 1099-S, Proceeds From Real


Estate Transactions

Form 1099-SA

Distributions From an HSA, Archer MSA, or


Medicare+Choice MSA (Info Copy Only)

Form 1099-SA

Distributions From an HSA, Archer MSA, or


Medicare Advantage MSA (Info Copy Only)

Inst 1099-SA and 5498-SA

Instructions for Forms 1099-SA and 5498-SA,


Distributions From an HSA, Archer MSA, or
Medicare Advantage MSA and HSA, Archer MSA, or
Medicare Advantage MSA Information

Inst 1099-SA and 5498-SA

Instructions for Forms 1099-SA and 5498-SA,


Distributions From an HSA, Archer MSA, or
Medicare Advantage MSA and HSA, Archer MSA, or
Medicare Advantage MSA Information

Form 1116

Foreign Tax Credit (Individual, Estate, or Trust)

Inst 1116

Instructions for Form 1116, Foreign Tax Credit


(Individual, Estate, or Trust)

Form 1117
Form 1118

Income Tax Surety Bond

Inst 1118

Instructions for Form 1118, Foreign Tax Credit Corporations

Form 1118 (Schedule I)

Reduction of Foreign Oil and Gas Taxes

Form 1118 (Schedule J)

Adjustments to Separate Limitation Income (Loss)


Categories for Determining Numerators of Limitation
Fractions, Year-End Recharacterization Balances,
and Overall Foreign Loss Account Balances

Foreign Tax Credit - Corporations

Inst 1118 (Schedule J)

Instructions for Schedule J (Form 1118), Adjustments


to Separate Limitation Income (Loss) Categories for
Determining Numerators of Limitation Fractions

Form 1118 (Schedule K)

Foreign Tax Carryover Reconciliation Schedule

Inst 1118 (Schedule K)

Instructions for Schedule K (Form 1118), Foreign Tax


Carryover Reconciliation Schedule

Form 1120

U.S. Corporation Income Tax Return

Inst 1120

Instructions for Form 1120, U.S. Corporation Income


Tax Return

Form 1120 (Schedule B)

Additional Information for Schedule M-3 Filers

Form 1120 (Schedule D)

Capital Gains and Losses

Inst 1120 (Schedule D)

Instructions for Schedule D (Form 1120), Capital


Gains and Losses

Form 1120 (Schedule G)

Information on Certain Persons Owning the


Corporation's Voting Stock

Form 1120 (Schedule H)

Section 280H Limitations for a Personal Service


Corporation (PSC)

Form 1120 (Schedule M-3)

Net Income (Loss) Reconciliation for Corporations


With Total Assets of $10 Million or More

Inst 1120 (Schedule M-3)

Instructions for Schedule M-3 (Form 1120), Net


Income (Loss) Reconciliation for Corporations With
Total Assets of $10 Million or More

Form 1120 (Schedule N)

Foreign Operations of U.S. Corporations

Form 1120 (Schedule O)

Consent Plan and Apportionment Schedule for a


Controlled Group

Inst 1120 (Schedule O)

Instructions for Schedule O (Form 1120), Consent


Plan and Apportionment Schedule for a Controlled
Group

Form 1120 (Schedule PH)

U.S. Personal Holding Company (PHC) Tax

Inst 1120 (Schedule PH)

Instructions for Schedule PH (Form 1120), U.S.


Personal Holding Company (PHC) Tax

Form 1120 (Schedule UTP)

Uncertain Tax Position Statement

Inst 1120 (Schedule UTP)

Instructions for Schedule UTP (Form 1120),


Uncertain Tax Position Statement

Form 1120-C

U.S. Income Tax Return for Cooperative


Associations

Inst 1120-C

Instructions for Form 1120-C, U.S. Income Tax


Return for Cooperative Associations

Form 1120-F

U.S. Income Tax Return of a Foreign Corporation

Inst 1120-F

Instructions for Form 1120-F, U.S. Income Tax


Return of a Foreign Corporation

Form 1120-F (Schedule H)

Deductions Allocated To Effectively Connected


Income Under Regulations Section 1.861-8

Inst 1120-F (Schedule H)

Instructions for Schedule H (Form 1120-F),


Deductions Allocated To Effectively Connected
Income Under Regulations Section 1.861-8

Form 1120-F (Schedule I)

Interest Expense Allocation Under Regulations


Section 1.882-5

Inst 1120-F (Schedule I)

Instructions for Schedule I (Form 1120-F), Interest


Expense Allocation Under Regulations Section
1.882-5

Form 1120-F (Schedule M-3)

Net Income (Loss) Reconciliation for Foreign


Corporations With Reportable Assets of $10 Million
or More

Inst 1120-F (Schedule M-3)

Instructions for Schedule M-3 (Form 1120-F), Net


Income (Loss) Reconciliation for Foreign
Corporations With Reportable Assets of $10 Million
or More

Form 1120-F (Schedule P)

List of Foreign Partner Interests in Partnerships

Inst 1120-F (Schedule P)

Instructions for Schedule P (Form 1120-F), List of


Foreign Partner Interests in Partnerships

Form 1120-F (Schedule S)

Exclusion of Income from the International Operation


of Ships or Aircraft Under Section 883

Inst 1120-F (Schedule S)

Instructions for Schedule S (Form 1120-F), Exclusion


of Income from the International Operation of Ships
or Aircraft Under Section 883

Form 1120-F (Schedule V)

List of Vessels or Aircraft, Operators, and Owners

Inst 1120-F (Schedule V)

Instructions for Schedule V (Form 1120-F), List of


Vessels or Aircraft, Operators, and Owners
Reconciliation of Income (Loss) and Analysis of

Form 1120-F Schedules M-1, M-2


Unappropriated Retained Earnings per Books
Form 1120-FSC

U.S. Income Tax Return of a Foreign Sales


Corporation

Inst 1120-FSC

Instructions for Form 1120-FSC, U.S. Income Tax


Return of a Foreign Sales Corporation

Form 1120-FSC (Schedule P)

Transfer Price or Commission

Form 1120-H

U.S. Income Tax Return for Homeowners


Associations

Inst 1120-H

Instructions for Form 1120-H, U.S. Income Tax


Return for Certain Homeowners Associations

Form 1120-IC-DISC

Interest Charge Domestic International Sales


Corporation Return

Inst 1120-IC-DISC

Instructions for Form 1120-IC-DISC, Interest Charge


Domestic International Sales Corporation Return

Shareholder's Statement of IC-DISC Distributions


Form 1120-IC-DISC (Schedule K)
Intercompany Transfer Price or Commission
Form 1120-IC-DISC (Schedule P)
Borrower's Certificate of Compliance With the Rules

Form 1120-IC-DISC (Schedule Q)


for Producer's Loan
Form 1120-L

U.S. Life Insurance Company Income Tax Return

Inst 1120-L

Instructions for Form 1120-L, U.S. Life Insurance


Company Income Tax Return

Form 1120-L (Schedule M-3)

Net Income (Loss) Reconciliation for U.S. Life


Insurance Companies With Total Assets of $10
Million or More

Inst 1120-L (Schedule M-3)

Instructions for Form 1120-L Schedule M-3), Net


Income (Loss) Reconciliation for US Life Insurance
Companies With Total Assets of $10 Million or More

Form 1120-ND

Return for Nuclear Decommissioning Funds and


Certain Related Persons

Inst 1120-ND

Instructions for Form 1120-ND, Return for Nuclear


Decommissioning Funds and Certain Related
Persons

Form 1120-PC

U.S. Property and Casualty Insurance Company


Income Tax Return

Inst 1120-PC

Instructions for Form 1120-PC, U.S. Property and


Casualty Insurance Company Income Tax Return
Net Income (Loss) Reconciliation for U.S. Property

Form 1120-PC (Schedule M-3) and Casualty Insurance Companies with Total Assets
of $10 Million or More

Inst 1120-PC (Schedule M-3)

Instructions for Schedule M-3 (Form 1120-PC), Net


Income (Loss) Reconciliation for U.S. Property and
Casualty Insurance Companies With Total Assets of
$10 Million or More

Form 1120-POL

U.S. Income Tax Return for Certain Political


Organizations

Form 1120-REIT

U.S. Income Tax Return for Real Estate Investment


Trusts

Inst 1120-REIT

Instructions for Form 1120 REIT, U.S. Income Tax


Return for Real Estate Investment Trusts

Form 1120-RIC

U.S. Income Tax Return for Regulated Investment


Companies

Inst 1120-RIC

Instructions for Form 1120-RIC, U.S. Income Tax


Return For Regulated Investment Companies

Form 1120-S

U.S. Income Tax Return for an S Corporation

Inst 1120-S

Instructions for Form 1120-S, U.S. Income Tax


Return for an S Corporation

Form 1120-S (Schedule B-1)

Information on Certain Shareholders of an S


Corporation

Form 1120-S (Schedule D)

Capital Gains and Losses and Built-in Gains

Inst 1120-S (Schedule D)

Instructions for Schedule D (Form 1120S), Capital


Gains and Losses and Built-In Gains

Form 1120-S (Schedule K-1)

Shareholder's Share of Income, Deductions, Credits,


etc.

Inst 1120-S (Schedule K-1)

Instructions for Schedule K-1 (Form 1120-S),


Shareholder's Share of Income, Deductions, Credits,
etc.

Form 1120-S (Schedule M-3)

Net Income (Loss) Reconciliation for S Corporations


With Total Assets of $10 Million or More

Inst 1120-S (Schedule M-3)

Instructions for Schedule M-3 (Form 1120-S), Net


Income (Loss) Reconciliation for S Corporations
With Total Assets of $10 Million or More

Form 1120-SF

U.S. Income Tax Return for Settlement Funds


(Under Section 468B)

Inst 1120-SF

Instructions for Form 1120-SF, U.S. Income Tax


Return for Settlement Funds

Form 1120-W

Estimated Tax for Corporations

Inst 1120-W

Instructions for Form 1120-W, Estimated Tax for


Corporations

Form 1120-X

Amended U.S. Corporation Income Tax Return

Form 1122

Authorization and Consent of Subsidiary Corporation


to be Included in a Consolidated Income Tax Return

Form 1125-A
Form 1125-E

Cost of Goods Sold

Inst 1125-E

Instructions for Form 1125-E, Compensation of


Officers

Form 1127

Application for Extension of Time for Payment of Tax


Due to Undue Hardship

Form 1128

Application to Adopt, Change or Retain a Tax Year

Inst 1128

Instructions for Form 1128, Application to Adopt,


Change, or Retain a Tax Year

Compensation of Officers

Form 1138

Extension of Time For Payment of Taxes By a


Corporation Expecting a Net Operating Loss
Carryback

Form 1139

Corporation Application for Tentative Refund

Inst 1139

Instructions for Form 1139, Corporation Application


for Tentative Refund

Form 12153 (SP)

Solicitud Para una Audiencia Sobre el Debido


Proceso de Cobro o una Audiencia Equivalente

Form 12339-A

Tax Check Waiver

Form 12339-B

Information Reporting Program Advisory Committee


Membership Application

Form 12339-C

Advisory Committee on Tax Exempt and


Government Entities Membership Application

Form 1310

Statement of Person Claiming Refund Due a


Deceased Taxpayer

Form 13285-A

Reducing Tax Burden on America's Taxpayers

Form 13424-A

Low Income Taxpayer Clinic (LITC) Interim and YearEnd Report General Information

Form 13424-B

Low Income Taxpayer Clinic (LITC) Interim and YearEnd Report Controversy Issues

Form 13424-C

Low Income Taxpayer Clinic (LITC) Advocacy


Information

Form 13424-F

Volunteer / Pro Bono Time Reporting

Form 13424-I

Low Income Taxpayer Clinic (LITC) LITC Tax


Information Authorization

Form 13424-J

Low Income Tax Clinic - Detailed Budget Worksheet

Form 13424-K

Low Income Taxpayer Clinic (LITC) Interim and YearEnd Report Controversy Case Information

Form 13424-L

Statement of Grant Expenditures

Form 13424-M

Low Income Taxpayer Clinic (LITC) Application


Narrative

Form 13424-N

Low Income Taxpayer Clinic (LITC) Interim and YearEnd Report Program Narrative

Form 13586-A

Announcement 2004-46 Settlement Initiative


Declaration

Form 13614-C

Intake/Interview & Quality Review Sheet

Form 13614-C (AR)

Intake/Interview & Quality Review Sheet (Arabic


Version)

Form 13614-C (CN-S)

Intake/Interview & Quality Review Sheet (Chinese


Simplified Version)

Form 13614-C (CN-T)

Intake/Interview & Quality Review Sheet (Chinese


Traditional Version)

Form 13614-C (HT)

Intake/Interview & Quality Review Sheet (CreoleFrench Version)

Form 13614-C (KR)

Intake/Interview & Quality Review Sheet (Korean


Version)

Form 13614-C (PL)

Intake/Interview & Quality Review Sheet (Polish


Version)

Form 13614-C (PT)

Intake/Interview & Quality Review Sheet (Portuguese


Version)

Form 13614-C (SP)

Intake/Interview & Quality Review Sheet (Spanish


Version)

Form 13614-C (TL)

Intake/Interview & Quality Review Sheet (Tagalog


Version)

Form 13614-C (VN)

Intake/Interview & Quality Review Sheet


(Vietnamese Version)

Form 13614-NR

Nonresident Alien Intake and Interview Sheet

Form 13615 (PR)

Volunteer Standards of Conduct - Puerto Rico


Module

Form 1363

Export Exemption Certificate

Form 13690 (EN/SP)

Income and Deductions Checklist (English/Spanish)

Form 13691 (EN/SP)

Where is My Refund? (English/Spanish)

Form 13844 (SP)

Solicitud para la Reduccion del Cargo Administrativo


para el Plan de Pagos a Plazos

Form 14039 (SP)

Identity Theft Affidavit (Spanish version)

Form 14154 (EN/SP)

Form W-7 Checklist (EN/SP)

Form 14157-A

Tax Return Preparer Fraud or Misconduct Affidavit

Form 14419-A

Contractor Statement of Physical Security Assurance

Form 14419-B

Statement of Security (SoS) Questionnaire

Form 14568-A

Appendix C Part II Schedule 1 Interim and Certain


Discretionary Nonamender Failures

Form 14568-B

Appendix C Part II Schedule 2 Nonamender Failures


(other than those to which Schedule 1 applies) and
Failure to Adopt a 403(b) Plan Timely

Form 14568-C

Appendix C Part II Schedule 3 SEPs and SARSEPs

Form 14568-D

Appendix C Part II Schedule 4 Simple IRAs

Form 14568-E

Appendix C Part II Schedule 5 Plan Loan Failures


(Qualified Plans and 403(b) Plans)

Form 14568-F

Appendix C Part II Schedule 6 Employer Eligibility


Failure (Section 401(k) and 403(b) Plans only)

Form 14568-G

Appendix C Part II Schedule 7 Failure to Distribute


Elective Deferrals in Excess of the Section 402(g)
Limit

Form 14568-H

Appendix C Part II Schedule 8 Failure to Pay


Required Minimum Distributions Timely under
Section 401(a)(9)

Form 14568-I

Appendix C Part II Schedule 9 Correction by Plan


Amendment (in accordance with Appendix B)

Form 2032

Contract Coverage Under Title II of the Social


Security Act

Form 2063

U.S. Departing Alien Income Tax Statement

Form 2106

Employee Business Expenses

Inst 2106

Instructions for Form 2106, Employee Business


Expenses

Form 2106-EZ

Unreimbursed Employee Business Expenses

Form 2120
Form 2159

Multiple Support Declaration

Form 2159 (SP)

Payroll Deduction Agreement (Spanish version)

Form 2210

Underpayment of Estimated Tax by Individuals,


Estates and Trusts

Inst 2210

Instructions for Form 2210, Underpayment of


Estimated Tax by Individuals, Estates and Trusts

Form 2210-F

Underpayment of Estimated Tax By Farmers and


Fishermen

Inst 2210-F

Instructions for Form 2210-F, Underpayment of


Estimated Tax By Farmers and Fishermen

Form 2220

Underpayment of Estimated Tax By Corporations

Inst 2220

Instructions for Form 2220, Underpayment of


Estimated Tax by Corporations

Form 2290

Heavy Highway Vehicle Use Tax Return

Form 2290

Heavy Highway Vehicle Use Tax Return

Inst 2290

Instructions for Form 2290, Heavy Highway Vehicle


Use Tax Return

Inst 2290 (PDF)

Instructions for Form 2290, Heavy Vehicle Use Tax


Return

Form 2290 (FR)

Declaration dImpot sur lUtilisation des Vehicules


Lourds sur les Routes

Form 2290 (FR)

Declaration d?Impot sur l?Utilisation des Vehicules


Lourds sur les Routes

Inst 2290 (FR)

Instructions pour le Formulaire 2290(FR),


Declaration dImpot sur lUtilisation des Vehicules
Lourds sur les Routes

Inst 2290 (FR)

Instructions pour le Formulaire 2290(FR),


Declaration d?Impot sur l?Utilisation des Vehicules
Lourds sur les Routes

Payroll Deduction Agreement

Form 2290 (SP)

Declaracion del Impuesto sobre el Uso de Vehiculos


Pesados en las Carreteras

Inst 2290 (SP)

Instrucciones para el Formulario 2290(SP),


Declaracion del Impuesto sobre el Uso de Vehiculos
Pesados en las Carreteras

Inst 2290 (SP) (PDF)

Instrucciones para el Formulario 2290(SP),


Declaracion del Impuesto sobre el Uso de Vehiculos
Pesados en las Carreteras

Form 2333-X

SPEC Supplemental Order Form

Form 2350

Application for Extension of Time to File U.S. Income


Tax Return

Form 2350 (SP)

Application for Extension of Time to File U.S. Income


Tax Return (Spanish version)

Form 2438

Undistributed Capital Gains Tax Return

Form 2439

Notice to Shareholder of Undistributed Long-Term


Capital Gains

Form 2441

Child and Dependent Care Expenses

Inst 2441

Instructions for Form 2441, Child and Dependent


Care Expenses

Form 2553

Election by a Small Business Corporation

Inst 2553

Instructions for Form 2553, Election by a Small


Business Corporation

Form 2555

Foreign Earned Income

Inst 2555

Instructions for Form 2555, Foreign Earned Income

Form 2555-EZ

Foreign Earned Income Exclusion

Inst 2555-EZ

Instructions for Form 2555-EZ, Foreign Earned


Income Exclusion

Form 2587

Application for Special Enrollment Examination

Form 2678

Employer/Payer Appointment of Agent

Form 2848

Power of Attorney and Declaration of Representative

Inst 2848

Instructions for Form 2848, Power of Attorney and


Declaration of Representative

Form 2848 (SP)

Power of Attorney and Declaration of Representative


(Spanish Version)

Inst 2848 (SP)

Instructions for Form 2848 (SP), Power of Attorney


and Declaration of Representative (Spanish Version)

Form 3115

Application for Change in Accounting Method

Inst 3115

Instructions for Form 3115, Application for Change in


Accounting Method

Form 3468

Investment Credit

Inst 3468

Instructions for Form 3468, Investment Credit

Form 3491

Consumer Cooperative Exemption Application

Form 3520

Annual Return To Report Transactions With Foreign


Trusts and Receipt of Certain Foreign Gifts

Inst 3520

Instructions for Form 3520, Annual Return to Report


Transactions With Foreign Trusts and Receipt of
Certain Foreign Gifts

Form 3520-A

Annual Information Return of Foreign Trust With a


U.S. Owner

Inst 3520-A

Instructions for Form 3520-A, Annual Information


Return of Foreign Trust With a U.S. Owner

Form 3800

General Business Credit

Inst 3800

Instructions for Form 3800, General Business Credit

Form 3903

Moving Expenses

Form 3911

Taxpayer Statement Regarding Refund

Form 3911 (SP)

Taxpayer Statement Regarding Refund (Spanish


version)

Form 3921

Exercise of an Incentive Stock Option Under Section


422(b)

Inst 3921 & 3922

Instructions for Forms 3921 and 3922, Exercise on


Incentive Stock Options Under Section 422(b) and
Transfer of Stock Acquired Through an Employee
Stock Purchase Plan Under Section 423(c)

Form 3922

Transfer of Stock Acquired Through An Employee


Stock Purchase Plan Under Section 423(c)

Form 3949-A

Information Referral

Form 4029

Application for Exemption From Social Security and


Medicare Taxes and Waiver of Benefits

Form 4136

Credit For Federal Tax Paid On Fuels

Inst 4136

Instructions for Form 4136, Credit For Federal Tax


Paid On Fuels

Form 4137

Social Security and Medicare Tax On Unreported Tip


Income

Form 4219

Statement of Liability of Lender, Surety, or Other


Person for Withholding Taxes

Form 4255

Recapture of Investment Credit

Form 4361

Application for Exemption From Self-Employment


Tax for Use By Ministers, Members of Religious
Orders and Christian Science Practitioners

Form 4419

Application for Filing Information Returns


Electronically (FIRE)

Form 4421

Declarations - Executor's Commissioner's and


Attorney's Fees

Form 4422

Application for Certificate Discharging Property


Subject To Estate Tax Lien

Form 4461

Application for Approval of Master or Prototype or


Volume Submitter Defined Contribution Plans

Form 4461-A

Application for Approval of Master or Prototype or


Volume Submitter Defined Benefit Plan

Form 4461-B

Application for Approval of Master or Prototype or


Volume Submitter Plans

Form 4466

Corporation Application for Quick Refund of


Overpayment of Estimated Tax

Form 4506

Request for Copy of Tax Return

Form 4506-A

Request for Public Inspection or Copy of Exempt or


Political Organization IRS Form

Inst 4506-A

Instructions for Form 4506-A, Request for Public


Inspection or Copy of Exempt or Political
Organization IRS Form

Form 4506-T

Request for Transcript of Tax Return

Form 4506T-EZ

Short Form Request for Individual Tax Return


Transcript

Form 4506T-EZ (SP)

Short Form Request for Individual Tax Return


Transcript (Spanish Version)

Form 4562

Depreciation and Amortization (Including Information


on Listed Property)

Inst 4562

Instructions for Form 4562, Depreciation and


Amortization

Form 4563

Exclusion of Income for Bona Fide Residents of


American Samoa

Form 4626

Alternative Minimum Tax - Corporations

Inst 4626

Instructions for Form 4626, Alternative Minimum Tax


- Corporations

Form 4669

Statement of Payments Received

Form 4670

Request for relief from payment of income tax


withholding

Form 4684

Casualties and Thefts

Inst 4684

Instructions for Form 4684, Casualties and Thefts

Form 4720

Return of Certain Excise Taxes Under Chapters 41


and 42 of the Internal Revenue Code

Inst 4720

Instructions for Form 4720, Return of Certain Excise


Taxes Under Chapters 41 and 42 of the Internal
Revenue Code

Form 4768

Application for Extension of Time To File a Return


and/or Pay U.S. Estate (and Generation-Skipping
Transfer) Taxes

Inst 4768

Instructions for Form 4768, Application for Extension


of Time To File a Return and/or Pay U.S. Estate (and
Generation-Skipping Transfer) Taxes

Form 4797

Sales of Business Property

Inst 4797

Instructions for Form 4797, Sales of Business


Property

Form 4810

Request for Prompt Assessment Under IR Code


Section 6501(d)

Form 4835

Farm Rental Income and Expenses

Form 4852

Substitute for Form W-2, Wage and Tax Statement,


or Form 1099R, Distributions From Pensions,
Annuities, Retirement or Profit-Sharing Plans, IRA's
Insurance Contracts, Etc.

Form 4868

Application for Automatic Extension of Time to File


U.S. Individual Income Tax Return

Form 4868 (SP)

Application for Automatic Extension of Time to File


U.S. Individual Income Tax Return (Spanish version)

Form 4876-A

Election to Be Treated as an Interest Charge DISC

Form 4913

Taxpayer Education Statistical Report

Form 4952

Investment Interest Expense Deduction

Form 4970

Tax on Accumulation Distribution of Trusts

Form 4972
Form 4977

Tax on Lump-Sum Distributions


Schedule of Tax Liability

Form 5074

Allocation of Individual Income Tax to Guam or the


Commonwealth of the Northern Mariana Islands
(CNMI)

Form 5129

Questionnaire-Filing Status, Exemptions, and


Standard Deduction

Form 5213

Election to Postpone Determination As To Whether


the Presumption Applies That an Activity is Engaged
in for Profit

Form 5227

Split-Interest Trust Information Return

Inst 5227

Instructions for Form 5227, Split-Interest Trust


Information Return

Form 5300

Application for Determination for Employee Benefit


Plan (Info Copy Only)

Inst 5300

Instructions for Form 5300, Application for


Determination for Employee Benefit Plan

Form 5300 (Schedule Q)

Elective Determination Requests

Inst 5300 (Schedule Q)

Instructions for Schedule Q (Form 5300), Elective


Determination Requests

Form 5304-SIMPLE

Savings Incentive Match Plan for Employees of


Small Employers (SIMPLE) - Not for Use With a
Designated Financial Institution

Form 5305

Traditional Individual Retirement Trust Account

Form 5305-A

Traditional Individual Retirement Custodial Account

Form 5305-A-SEP

Salary Reduction and Other Elective Simplified


Employee Pension - Individual Retirement Accounts
Contribution Agreement

Form 5305-B
Form 5305-C

Health Savings Trust Account

Form 5305-E

Coverdell Education Savings Trust Account (Under


section 530 of the Internal Revenue Code)

Form 5305-EA

Coverdell Education Savings Custodial Account


(Under section 530 of the Internal Revenue Code)

Form 5305-R

Roth Individual Retirement Trust Account

Form 5305-RA

Roth Individual Retirement Custodial Account

Form 5305-RB

Roth Individual Retirement Annuity Endorsement

Form 5305-S

SIMPLE Individual Retirement Trust Account

Form 5305-SA

SIMPLE Individual Retirement Custodial Account

Form 5305-SEP

Simplified Employee Pension - Individual Retirement


Accounts Contribution Agreement

Form 5305-SIMPLE

Savings Incentive Match Plan for Employees of


Small Employers (SIMPLE) - for Use With a
Designated Financial Institution

Form 5306

Application for Approval of Prototype or Employer


Sponsored Individual Retirement Arrangement (IRA)

Form 5306-A

Application for Approval of Prototype Simplified


Employee Pension (SEP) or Savings Incentive
Match Plan for Employees of Small Employers
(SIMPLE IRA Plan)

Form 5307

Application for Determination for Adopters of Master


or Prototype or Volume Submitter Plans (Info Copy
Only)

Inst 5307

Instructions for Form 5307, Application for


Determination for Adopters of Master or Prototype
(M&P) or Volume Submitter (VS) Plans

Form 5308

Request for Change in Plan/Trust Year

Form 5309

Application for Determination of Employee Stock


Ownership Plan

Form 5310

Application for Determination Upon Termination (Info


Copy Only)

Inst 5310

Instructions for Form 5310, Application for


Determination Upon Termination

Health Savings Custodial Account

Form 5310-A

Notice of Plan Merger or Consolidation, Spinoff, or


Transfer of Plan Assets or Liabilities; Notice of
Qualified Separate Lines of Business

Inst 5310-A

Instructions for Form 5310-A, Notice of Plan Merger


or Consolidation, Spinoff, or Transfer of Plan Assets
or Liabilities; Notice of Qualified Separate Lines of
Business

Form 5316

Application for Group or Pooled Trust Ruling

Form 5329

Additional Taxes on Qualified Plans (including IRAs)


and Other Tax-Favored Accounts

Inst 5329

Instructions for Form 5329, Additional Taxes on


Qualified Plans (Including IRAs) and Other TaxFavored Accounts

Form 5330

Return of Excise Taxes Related to Employee Benefit


Plans

Inst 5330

Instructions for Form 5330, Return of Excise Taxes


Related to Employee Benefit Plans

Form 5405

Repayment of the First-Time Homebuyer Credit

Inst 5405

Instructions for Form 5405, Repayment of the FirstTime Homebuyer Credit

Form 5434

Joint Board for the Enrollment of Actuaries Application for Enrollment

Form 5434-A

Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment

Form 5452

Corporate Report of Nondividend Distributions

Form 5471

Information Return of U.S. Persons With Respect To


Certain Foreign Corporations

Inst 5471

Instructions for Form 5471, Information Return of


U.S. Persons With Respect to Certain Foreign
Corporations

Form 5471 (Schedule J)

Accumulated Earnings and Profits (E&P) of


Controlled Foreign Corporation

Form 5471 (Schedule M)

Transactions Between Controlled Foreign


Corporation and Shareholders or Other Related
Persons

Form 5471 (Schedule O)

Organization or Reorganization of Foreign


Corporation, and Acquisitions and Dispositions of Its
Stock

Form 5472

Information Return of a 25% Foreign-Owned U.S.


Corporation or a Foreign Corporation Engaged in a
U.S. Trade or Business

Inst 5472

Instructions for Form 5472, Information Return of a


25% Foreign-Owned U.S. Corporation or a Foreign
Corporation Engaged in a U.S. Trade or Business

Form 5495

Request for Discharge from Personal Liability Under


I.R. Code Sec. 2204 or 6905

Form 5498

IRA Contribution Information (Info Copy Only)

Form 5498-ESA

Coverdell ESA Contribution Information (Info Copy


Only)

Form 5498-ESA

Coverdell ESA Contribution Information (Info Copy


Only)

Inst 5498-ESA

Instructions for Form 5498-ESA

Inst 5498-ESA (PDF)

Instructions for Form 5498-ESA, Coverdell ESA


Contribution Information

Form 5498

IRA Contribution Information (Info Copy Only)

Form 5498-SA

HSA, Archer MSA, or Medicare Advantage MSA


Information (Info Copy Only)

Form 5498-SA

HSA, Archer MSA, or Medicare Advantage MSA


Information (Info Copy Only)

Form 5500-EZ

Annual Return of One Participant (Owners and Their


Spouses) Retirement Plan

Inst 5500-EZ

Instructions for Form 5500-EZ, Annual Return of


One-Participant (Owners and Their Spouses)
Retirement Plan

Inst 5500-SF

Instructions for Form 5500-SF, Short Form Annual


Return/Report of Small Employee Benefit Plan

Form 5558

Application for Extension of Time to File Certain


Employee Plan Returns

Form 5578

Annual Certification of Racial Nondiscrimination for a


Private School Exempt From Federal Income Tax

Form 5646
Form 5695
Form 5713

Claim for Damage, Injury, or Death

Inst 5713

Instructions for Form 5713, International Boycott


Report

Form 5713 (Schedule A)

International Boycott Factor (Section 999(c)(1))

Form 5713 (Schedule B)

Specifically Attributable Taxes and Income (Section


999(c)(2))

Form 5713 (Schedule C)

Tax Effect of the International Boycott Provisions

Form 5735

American Samoa Economic Development Credit

Residential Energy Credits


International Boycott Report

Inst 5735

Instructions for Form 5735, American Samoa


Economic Development Credit

Form 5754

Statement by Person(s) Receiving Gambling


Winnings

Form 5768

Election/Revocation of Election By an Eligible


Section 501(c)(3) Organization to Make
Expenditures To Influence Legislation

Form 5884

Work Opportunity Credit

Form 5884-C

Work Opportunity Credit for Qualified Tax-Exempt


Organizations Hiring Qualified Veterans

Form 6069

Return of Excise Tax on Excess Contributions to


Black Lung Benefit Trust Under Section 4953 and
Computation of Section 192 Deduction

Form 6088

Distributable Benefits From Employee Pension


Benefit Plans

Form 6118

Claim for Refund of Income Tax Return Preparer and


Promoter Penalties

Form 6197
Form 6198

Gas Guzzler Tax

Inst 6198

Instructions for Form 6198, At-Risk Limitations

Form 6251

Alternative Minimum Tax - Individuals

Inst 6251

Instructions for Form 6251, Alternative Minimum Tax


- Individuals

Form 6252
Form 6478

Installment Sale Income

Form 6497

Information Return of Nontaxable Energy Grants or


Subsidized Energy Financing

Form 6524

Chief Counsel Application Honors/Summer

Form 6627
Form 6729

Environmental Taxes

Form 6729-B

Volunteer Return Preparation Program - Shopping


Review Sheet

Form 6729-C

Volunteer Return Preparation Program - Quality


Return Review Sheet

Form 6744

VITA/TCE Volunteer Assistor's Test/Retest

Form 6765

Credit for Increasing Research Activities

Form 6781

Gains and Losses From Section 1256 Contracts and


Straddles

Form 7004

Application for Automatic Extension of Time To File


Certain Business Income Tax, Information, and
Other Returns

Inst 7004

Instructions for Form 7004, Application for Automatic


Extension of Time To File Certain Business Income
Tax, Information, and Other Returns

At-Risk Limitations

Biofuel Producer Credit

Site Review Sheet

Form 8023

Elections Under Section 338 for Corporations


Making Qualified Stock Purchases

Inst 8023

Instructions for Form 8023, Elections Under Section


338 for Corporations Making Qualified Stock
Purchases

Form 8027

Employer's Annual Information Return of Tip Income


and Allocated Tips

Inst 8027

Instructions for Form 8027, Employer's Annual


Information Return of Tip Income and Allocated Tips

Form 8027-T

Transmittal of Employer's Annual Information Return


of Tip Income and Allocated Tips

Form 8038

Information Return for Tax-Exempt Private Activity


Bond Issues

Inst 8038

Instructions for Form 8038, Information Return for


Tax-Exempt Private Activity Bond Issues

Form 8038-B

Information Return for Build America Bonds and


Recovery Zone Economic Development Bonds

Inst 8038-B

Instructions for Form 8038-B, Information Return for


Build America Bonds and Recovery Zone Economic
Development Bonds

Form 8038-CP

Return for Credit Payments to Issuers of Qualified


Bonds

Inst 8038-CP

Instructions for Form 8038-CP, Return for Credit


Payments to Issuers of Qualified Bonds

Form 8038-G

Information Return for Tax-Exempt Governmental


Obligations

Inst 8038-G

Instructions for Form 8038-G, Information Return for


Tax-Exempt Governmental Obligations

Form 8038-GC

Information Return for Small Tax-Exempt


Governmental Bond Issues, Leases, and Installment
Sales

Form 8038-R

Request for Recovery of Overpayments Under


Arbitrage Rebate Provisions

Form 8038-T

Arbitrage Rebate, Yield Reduction and Penalty in


Lieu of Arbitrage Rebate

Inst 8038-T

Instructions for Form 8038-T, Arbitrage Rebate, Yield


Reduction and Penalty in Lieu of Arbitrage Rebate

Form 8038-TC

Information Return for Tax Credit Bonds and


Specified Tax Credit Bonds

Inst 8038-TC

Instructions for Form 8038-TC, Information Return


for Tax Credit Bonds and Specified Tax Credit Bonds

Form 8050

Direct Deposit of Corporate Tax Refund

Form 8082

Notice of Inconsistent Treatment or Administrative


Adjustment Request (AAR)

Inst 8082

Instructions for Form 8082, Notice of Inconsistent


Treatment or Administrative Adjustment Request
(AAR)

Form 8233

Exemption From Withholding on Compensation for


Independent (and Certain Dependent) Personal
Services of a Nonresident Alien Individual

Inst 8233

Instructions for Form 8233, Exemption from


Withholding on Compensation for Independent (and
Certain Dependent) Personal Service of a
Nonresident Alien Individual

Form 8274

Certification by Churches and Qualified ChurchControlled Organizations Electing Exemption From


Employer Social Security and Medicare Taxes

Form 8275

Disclosure Statement

Inst 8275

Instructions for Form 8275, Disclosure Statement

Form 8275-R

Regulation Disclosure Statement

Inst 8275-R

Instructions for Form 8275-R, Regulation Disclosure


Statement

Form 8281

Information Return for Publicly Offered Original Issue


Discount Instruments

Form 8282

Donee Information Return (Sale, Exchange or Other


Disposition of Donated Property)

Form 8283

Noncash Charitable Contributions

Inst 8283

Instructions for Form 8283, Noncash Charitable


Contributions

Form 8283-V

Payment Voucher for Filing Fee Under Section 170(f)


(13)

Form 8288

U.S. Withholding Tax Return for Dispositions by


Foreign Persons of U.S. Real Property Interests

Inst 8288

Instructions for Form 8288, U.S. Withholding Tax


Return for Dispositions by Foreign Persons of U.S.
Real Property Interests

Form 8288-A

Statement of Withholding on Dispositions by Foreign


Persons of U.S. Real Property Interests

Form 8288-B

Application for Withholding Certificate for


Dispositions by Foreign Persons of U.S. Real
Property Interests

Form 8300

Report of Cash Payments Over $10,000 Received In


a Trade or Business

Form 8300 (SP)

Informe de Pagos en Efectivo en Exceso de $10,000


Recibidos en Una Ocupacion o Negocio

Form 8302

Direct Deposit of Tax Refund of $1 Million or More

Form 8308

Report of a Sale or Exchange of Certain Partnership


Interests

Form 8316

Information Regarding Request for Refund of Social


Security Tax Erroneously Withheld on Wages
Received by a Nonresident Alien on an F, J, or M
Type Visa

Form 8328

Carryforward Election of Unused Private Activity


Bond Volume Cap

Form 8329

Lender's Information Return for Mortgage Credit


Certificates (MCCs)

Form 8330

Issuer's Quarterly Information Return for Mortgage


Credit Certificates (MCCs)

Form 8332

Release/Revocation of Release of Claim to


Exemption for Child by Custodial Parent

Form 8379

Injured Spouse Allocation

Inst 8379

Instructions for Form 8379, Injured Spouse


Allocation

Form 8396

Mortgage Interest Credit

Form 8404

Interest Charge on DISC-Related Deferred Tax


Liability

Form 8453

U.S. Individual Income Tax Transmittal for an IRS efile Return

Form 8453 (SP)

U.S. Individual Income Tax Declaration for an IRS efile Return (Spanish version)

Form 8453-B

U.S. Electing Large Partnership Declaration for an


IRS e-file Return

Form 8453-C

U.S. Corporation Income Tax Declaration for an IRS


e-file Return

Form 8453-EMP

Employment Tax Declaration for an IRS e-file Return

Form 8453-EO

Exempt Organization Declaration and Signature for


Electronic Filing

Form 8453-EX

Excise Tax Declaration for an IRS e-file Return

Form 8453-F

U.S. Estate or Trust Income Tax Declaration and


Signature for Electronic Filing

Form 8453-FE

U.S. Estate or Trust Declaration for an IRS e-file


Return

Form 8453-I

Foreign Corporation Income Tax Declaration for an


IRS e-file Return

Form 8453-PE

U.S. Partnership Declaration for an IRS e-file Return

Form 8453-R

Declaration and Signature for Electronic Filing of


Forms 8947 and 8963

Form 8453-S

U.S. S Corporation Income Tax Declaration for an


IRS e-file Return

Form 8453-X

Political Organization Declaration for Electronic Filing


of Notice of Section 527 Status

Form 8498

Continuing Education Provider Application and


Request for Provider Number

Form 8508

Request for Waiver From Filing Information Returns


Electronically (Forms W-2, W-2G, 1042-S, 1097BTC, 1098 Series, 1099 Series, 3921, 3922, 5498
Series, and 8027)

Form 8546

Claim for Reimbursement of Bank Charges Incurred


Due to Erroneous Service Levy or Misplaced
Payment Check

Form 8554

Application for Renewal of Enrollment to Practice


Before the Internal Revenue Service

Form 8554-EP

Application for Renewal of Enrollment to Practice


Before the Internal Revenue Service as an Enrolled
Retirement Plan Agent (ERPA)

Form 8569
Form 8582

Geographic Availability Statement

Inst 8582

Instructions for Form 8582, Passive Activity Loss


Limitations

Form 8582-CR

Passive Activity Credit Limitations

Inst 8582-CR

Instructions for Form 8582CR, Passive Activity Credit


Limitations

Form 8586

Low-Income Housing Credit

Form 8594

Asset Acquisition Statement Under Section 1060

Inst 8594

Instructions for Form 8594, Asset Acquisition


Statement Under Section 1060

Form 8596

Information Return for Federal Contracts

Form 8596-A

Quarterly Transmittal of Information Returns for


Federal Contracts

Form 8606

Nondeductible IRAs

Inst 8606

Instructions for Form 8606, Nondeductible IRAs

Form 8609

Low-Income Housing Credit Allocation and


Certification

Inst 8609

Instructions for Form 8609, Low-Income Housing


Credit Allocation and Certification

Form 8609-A

Annual Statement for Low-Income Housing Credit

Inst 8609-A

Instructions for Form 8609-A, Annual Statement for


Low-Income Housing Credit

Form 8610

Annual Low-Income Housing Credit Agencies Report

Form 8610 (Schedule A)

Carryover Allocation of Low-Income Housing Credit

Form 8611

Recapture of Low-Income Housing Credit

Passive Activity Loss Limitations

Form 8612

Return of Excise Tax on Undistributed Income of


Real Estate Investment Trusts

Form 8613

Return of Excise Tax on Undistributed Income of


Regulated Investment Companies

Form 8615

Tax for Certain Children Who Have Unearned


Income

Inst 8615

Instructions for Form 8615, Tax for Certain Children


Who Have Unearned Income

Form 8621

Information Return by a Shareholder of a Passive


Foreign Investment Company or Qualified Electing
Fund

Inst 8621

Instructions for Form 8621, Return by a Shareholder


of a Passive Foreign Investment Company or
Qualified Electing Fund

Form 8621-A

Return by a Shareholder Making Certain Late


Elections To End Treatment as a Passive Foreign
Investment Company

Inst 8621-A

Instructions for Form 8621-A, Return by a


Shareholder Making Certain Late Elections To End
Treatment as a Passive Foreign Investment
Company

Form 8653

Tax Counseling for the Elderly Program Application


Plan

Form 8654

Tax Counseling for the Elderly Program SemiAnnual/Annual Program Report

Form 8655

Reporting Agent Authorization

Form 8689

Allocation of Individual Income Tax to the U.S. Virgin


Islands

Form 8693

Low-Income Housing Credit Disposition Bond

Form 8697

Interest Computation Under the Look-Back Method


for Completed Long-Term Contracts

Inst 8697

Instructions for Form 8697, Interest Computation


Under the Look-Back Method for Completed LongTerm Contracts

Form 8703

Annual Certification of a Residential Rental Project

Form 8716

Election to Have a Tax Year Other Than a Required


Tax Year

Form 8717

User Fee for Employee Plan Determination Letter


Request

Form 8717-A

User Fee for Employee Plan Opinion or Advisory


Letter Request

Form 8718

User Fee for Exempt Organization Determination


Letter Request

Form 8725

Excise Tax on Greenmail

Form 8734

Support Schedule for Advance Ruling Period

Inst 8734

Instructions for Form 8734, Support Schedule For


Advance Ruling Period

Form 8752

Required Payment or Refund Under Section 7519

Form 8796-A

Request for Return/Information (Federal/State Tax


Exchange Program - State and Local Government
Use Only)

Form 8801

Credit for Prior Year Minimum Tax - Individuals,


Estates, and Trusts

Inst 8801

Instructions for Form 8801, Credit for Prior Year


Minimum Tax - Individuals, Estates, and Trusts

Form 8802

Application for U.S. Residency Certification

Inst 8802

Instructions for Form 8802, Application for U.S.


Residency Certification

Form 8804

Annual Return for Partnership Withholding Tax


(Section 1446)

Form 8804 (Schedule A)

Penalty for Underpayment of Estimated Section


1446 Tax by Partnerships

Inst 8804 (Schedule A)

Instructions for Schedule A (Form 8804), Penalty for


Underpayment of Estimated Section 1446 Tax by
Partnerships

Inst 8804, 8805 and 8813

Instructions for Forms 8804, 8805 and 8813

Form 8804-C

Certificate of Partner-Level Items to Reduce Section


1446 Withholding

Inst 8804-C

Instructions for Form 8804-C, Certificate of PartnerLevel Items to Reduce Section 1446 Withholding

Form 8804-W

Installment Payments of Section 1446 Tax for


Partnerships

Inst 8804-W

Instructions for Form 8804-W, Installment Payments


of Section 1446 Tax for Partnerships

Form 8805

Foreign Partner's Information Statement of Section


1446 Withholding tax

Form 8806

Information Return for Acquisition of Control or


Substantial Change in Capital Structure

Form 8809

Application for Extension of Time to File Information


Returns

Form 8809-EX

Request for Extension of Time To File an ExSTARS


Information Return (For Form 720TO or Form
720CS)

Form 8810

Corporate Passive Activity Loss and Credit


Limitations

Inst 8810

Instructions for Form 8810, Corporate Passive


Activity Loss and Credit Limitations

Form 8811

Information Return for Real Estate Mortgage


Investment Conduits (REMICs) and Issuers of
Collateralized Debt Obligations

Form 8813

Partnership Withholding Tax Payment Voucher


(Section 1446)

Form 8814

Parent's 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 8816

Special Loss Discount Account and Special


Estimated Tax Payments for Insurance Companies

Form 8818

Optional Form To Record Redemption of Series EE


and I U.S. Savings Bonds Issued After 1989

Form
Form
Form
Form

Dollar Election Under Section 985

8819
8820
8821
8822

Orphan Drug Credit


Tax Information Authorization
Change of Address

Form 8822-B

Change of Address or Responsible Party - Business

Form 8823

Low-Income Housing Credit Agencies Report of


Noncompliance or Building Disposition

Form 8824

Like-Kind Exchanges

Inst 8824

Instructions for Form 8824, Like-Kind Exchanges

Form 8825

Rental Real Estate Income and Expenses of a


Partnership or an S Corporation

Form 8826

Disabled Access Credit

Form 8827

Credit for Prior Year Minimum Tax - Corporations

Form 8828

Recapture of Federal Mortgage Subsidy

Inst 8828

Instructions for Form 8828, Recapture of Federal


Mortgage Subsidy

Form 8829

Expenses for Business Use of Your Home

Inst 8829

Instructions for Form 8829, Expenses for Business


Use of Your Home

Form 8831

Excise Taxes on Excess Inclusions of REMIC


Residual Interests

Form 8832

Entity Classification Election

Form 8833

Treaty-Based Return Position Disclosure Under


Section 6114 or 7701(b)

Form 8834

Qualified Plug-in Electric and Electric Vehicle Credit

Form 8835

Renewable Electricity, Refined Coal, and Indian Coal


Production Credit

Inst 8835

Instructions for Form 8835, Renewable Electricity,


Refined Coal, and Indian Coal Production Credit

Form 8838

Consent to Extend the Time to Assess Tax Under


Section 367 - Gain Recognition Agreement

Form 8839

Qualified Adoption Expenses

Inst 8839

Instructions for Form 8839, Qualified Adoption


Expenses

Form 8840

Closer Connection Exception Statement for Aliens

Form 8842

Election to Use Different Annualization Periods for


Corporation Estimated Tax

Form 8843

Statement for Exempt Individuals and Individuals


with a Medical Condition

Form 8844

Empowerment Zone and Renewal Community


Employment Credit

Form 8845

Indian Employment Credit

Form 8846

Credit for Employer Social Security and Medicare


Taxes Paid on Certain Employee Tips

Form 8847

Credit for Contributions to Selected Community


Development Corporations

Form 8848

Consent to Extend the Time to Assess the Branch


Profits Tax Under Regulations Sections 1.884-2T(a)
and (c)

Form 8849

Claim for Refund of Excise Taxes

Form 8849 (Schedule 1)

Nontaxable Use of Fuels

Form 8849 (Schedule 2)

Sales by Registered Ultimate Vendors

Form 8849 (Schedule 3)

Certain Fuel Mixtures and the Alternative Fuel Credit

Form 8849 (Schedule 5)

Section 4081(e) Claims

Form 8849 (Schedule 6)

Other Claims

Inst 8849 (Schedule 6)

Instructions for Schedule 6 (Form 8849), Other


Claims

Form 8849 (Schedule 8)

Registered Credit Card Issuers

Form 8850

Pre-Screening Notice and Certification Request for


the Work Opportunity Credit

Inst 8850

Instructions for Form 8850, Pre-Screening Notice


and Certification Request for the Work Opportunity
Credit

Form 8851

Summary of Archer MSAs

Form 8853

Archer MSAs and Long-Term Care Insurance


Contracts

Inst 8853

Instructions for Form 8853, Archer MSAs and LongTerm Care Insurance Contracts

Form 8854

Initial and Annual Expatriation Statement

Inst 8854

Instructions for Form 8854, Initial and Annual


Expatriation Statement

Form 8855

Election to Treat a Qualified Revocable Trust as Part


of an Estate

Form 8857

Request for Innocent Spouse Relief

Inst 8857

Instructions for Form 8857, Request for Innocent


Spouse Relief

Form 8857 (SP)

Solicitud para Alivio del Conyuge Inocente

Inst 8857 (SP)

Instrucciones para el Formulario 8857(SP), Solicitud


para Alivio del Conyuge Inocente

Form 8858

Information Return of U.S. Persons With Respect to


Foreign Disregarded Entities

Inst 8858

Instructions for Form 8858, Information Return of


U.S. Persons With Respect To Foreign Disregarded
Entities

Form 8858 (Schedule M)

Transactions Between Foreign Disregarded Entity of


a Foreign Tax Owner and the Filer or Other Related
Entities

Form 8859

District of Columbia First-Time Homebuyer Credit

Form 8862

Information To Claim Earned Income Credit After


Disallowance

Form 8862 (SP)

Information to Claim Earned Income Credit After


Disallowance (Spanish Version)

Form 8863

Education Credits (American Opportunity and


Lifetime Learning Credits)

Inst 8863

Instructions for Form 8863, Education Credits


(American Opportunity and Lifetime Learning
Credits)

Form 8864

Biodiesel and Renewable Diesel Fuels Credit

Form 8865

Return of U.S. Persons With Respect to Certain


Foreign Partnerships

Inst 8865

Instructions for Form 8865, Return of U.S. Persons


With Respect to Certain Foreign Partnerships

Form 8865 (Schedule K-1)

Partner's Share of Income, Deductions, Credits, etc.

Form 8865 (Schedule O)

Transfer of Property to a Foreign Partnership (under


section 6038B)

Form 8865 (Schedule P)

Acquisitions, Dispositions, and Changes of Interests


in a Foreign Partnership

Form 8866

Interest Computation Under the Look-Back Method


for Property Depreciated Under the Income Forecast
Method

Inst 8866

Instructions for Form 8866, Interest Computation


Under the Look-Back Method for Property
Depreciated Under the Income Forecast Method

Form 8867

Paid Preparer's Earned Income Credit Checklist

Inst 8867

Instructions for Form 8867, Paid Preparer's Earned


Income Credit Checklist

Form 8868

Application for Extension of Time To File an Exempt


Organization Return

Form 8869

Qualified Subchapter S Subsidiary Election

Form 8870

Information Return for Transfers Associated With


Certain Personal Benefit Contracts

Inst 8871

Instructions for Form 8871, Political Organization


Notice of Section 527 Status

Form 8872

Political Organization Report of Contributions and


Expenditures

Inst 8872

Instructions for Form 8872, Political Organization


Report of Contributions and Expenditures

Form 8873

Extraterritorial Income Exclusion

Inst 8873

Instructions for Form 8873, Extraterritorial Income


Exclusion

Form 8874

New Markets Credit

Form 8874-A

Notice of Qualified Equity Investment for New


Markets Credit

Form 8874-B

Notice of Recapture Event for New Markets Credit

Form 8875

Taxable REIT Subsidiary Election

Form 8876

Excise Tax on Structured Settlement Factoring


Transactions

Form 8878

IRS e-file Signature Authorization for Form 4868 or


Form 2350

Form 8878 (SP)

IRS e-file Signature Authorization for Application for


Extension of Time to File Form 4868 (SP) or Form
2350 (SP) (Spanish version)

Form 8878-A

IRS e-file Electronic Funds Withdrawal Authorization


for Form 7004

Form 8879

IRS e-file Signature Authorization

Form 8879 (SP)

IRS e-file Signature Authorization (Spanish version)

Form 8879-B

IRS e-file Signature Authorization for Form 1065-B

Form 8879-C

IRS e-file Signature Authorization for Form 1120

Form 8879-EMP

IRS e-file Signature Authorization for Forms 940, 940


(PR), 941, 941 (PR), 941-SS, 943, 943 (PR), 944,
and 945

Form 8879-EO

IRS e-file Signature Authorization for an Exempt


Organization

Form 8879-EX

IRS e-file Signature Authorization for Forms 720,


2290, and 8849

Form 8879-F

IRS e-file Signature Authorization for Form 1041

Form 8879-I

IRS e-file Signature Authorization for Form 1120-F

Form 8879-PE

IRS e-file Signature Authorization for Form 1065

Form 8879-S

IRS e-file Signature Authorization for Form 1120S

Form 8880

Credit for Qualified Retirement Savings


Contributions

Form 8881

Credit for Small Employer Pension Plan Startup


Costs

Form 8882

Credit for Employer-Provided Child Care Facilities


and Services

Form 8883

Asset Allocation Statement Under Section 338

Inst 8883

Instructions for Form 8883, Asset Allocation


Statement Under Section 338

Form 8885

Health Coverage Tax Credit

Form 8886

Reportable Transaction Disclosure Statement

Inst 8886

Instructions for Form 8886, Reportable Transaction


Disclosure Statement

Form 8886-T

Disclosure by Tax Exempt Entity Regarding


Prohibited Tax Shelter Transaction

Inst 8886-T

Instructions for Form 8886-T, Disclosure by TaxExempt Entity Regarding Prohibited Tax Shelter
Transaction

Form 8888

Allocation of Refund (Including Savings Bond


Purchases)

Form 8889

Health Savings Accounts (HSAs)

Inst 8889

Instructions for Form 8889, Health Savings Accounts


(HSAs)

Form 8891

U.S. Information Return for Beneficiaries of Certain


Canadian Registered Retirement Plans

Form 8892

Application for Automatic Extension of Time To File


Form 709 and/or Payment of Gift/GenerationSkipping Transfer Tax

Form 8893

Election of Partnership Level Tax Treatment

Form 8894

Request to Revoke Partnership Level Tax Treatment


Election

Form 8896

Low Sulfur Diesel Fuel Production Credit

Form 8898

Statement for Individuals Who Begin or End Bona


Fide Residence in a U.S. Possession

Inst 8898

Instructions for Form 8898, Statement for Individuals


Who Begin or End Bona Fide Residence in a U.S.
Possession

Form 8899

Notification of Income from Donated Intellectual


Property

Form 8900

Qualified Railroad Track Maintenance Credit

Form 8902

Alternative Tax on Qualifying Shipping Activities

Inst 8902

Instructions for Form 8902, Alternative Tax on


Qualifying Shipping Activities

Form 8903

Domestic Production Activities Deduction

Inst 8903

Instructions for Form 8903, Domestic Production


Activities Deduction

Form 8905

Certification of Intent to Adopt a Pre-Approved Plan

Form
Form
Form
Form
Form

Distilled Spirits Credit

8906
8907
8908
8909
8910

Nonconventional Source Fuel Credit


Energy Efficient Home Credit
Energy Efficient Appliance Credit
Alternative Motor Vehicle Credit

Inst 8910

Instructions for Form 8910, Alternative Motor Vehicle


Credit

Form 8911

Alternative Fuel Vehicle Refueling Property Credit

Form 8912

Credit to Holders of Tax Credit Bonds

Inst 8912

Instructions for Form 8912, Credit to Holders of Tax


Credit Bonds

Form 8913

Credit for Federal Telephone Excise Tax Paid

Inst 8913

Instructions for Form 8913, Credit for Federal


Telephone Excise Tax Paid

Form 8914

Exemption Amount for Taxpayers Housing


Midwestern Displaced Individuals

Form 8915

Qualified Hurricane Retirement Plan Distributions


and Repayments

Inst 8915

Instructions for Form 8915, Qualified Hurricane


Retirement Plan Distributions and Repayments

Form 8916

Reconciliation of Schedule M-3 Taxable Income with


Tax Return Taxable Income for Mixed Groups

Form 8916-A

Supplemental Attachment to Schedule M-3

Form 8917
Form 8918

Tuition and Fees Deduction

Inst 8918

Instructions for Form 8918, Material Advisor


Disclosure Statement

Form 8919

Uncollected Social Security and Medicare Tax on


Wages

Form 8921

Applicable Insurance Contract Information Return

Material Advisor Disclosure Statement

Inst 8921

Instructions for Form 8921, Applicable Insurance


Contract Information Return

Form 8923

Mine Rescue Team Training Credit

Form 8924

Excise Tax on Certain Transfers of Qualifying


Geothermal or Mineral Interests

Form 8925

Report of Employer-Owned Life Insurance Contracts

Form 8926

Disqualified Corporate Interest Expense Disallowed


Under Section 163(j) and Related Information

Inst 8926

Instructions for Form 8926, Disqualified Corporate


Interest Expense Disallowed Under Section 163(j)
and Related Information

Form 8927

Determination Under Section 860(e)(4) by a


Qualified Investment Entity

Form 8928

Return of Certain Excise Taxes Under Chapter 43 of


the Internal Revenue Code

Inst 8928

Instructions for Form 8928, Return of Certain Excise


Taxes Under Chapter 43 of the Internal Revenue
Code

Inst 8930

Instructions for Form 8930, Qualified Disaster


Recovery Assistance Retirement Plan Distributions
and Repayments

Form 8931

Agricultural Chemicals Security Credit

Form 8932

Credit for Employer Differential Wage Payments

Form 8933
Form 8935

Carbon Dioxide Sequestration Credit

Inst 8935

Instructions for Form 8935, Airline Payments Report

Form 8935-T

Transmittal of Airline Payments Reports

Form 8936

Qualified Plug-in Electric Drive Motor Vehicle Credit

Form 8937

Report of Organizational Actions Affecting Basis of


Securities

Inst 8937

Instructions for Form 8937, Report of Organizational


Actions Affecting Basis of Securities

Form 8938

Statement of Foreign Financial Assets

Inst 8938

Instructions for Form 8938, Statement of Specified


Foreign Financial Assets

Form 8940

Request for Miscellaneous Determination

Inst 8940

Instructions for Form 8940, Request for


Miscellaneous Determination

Form 8941

Credit for Small Employer Health Insurance


Premiums

Airline Payments Report

Inst 8941

Instructions for Form 8941, Credit for Small


Employer Health Insurance Premiums

Form 8942

Application for Certification of Qualified Investments


Eligible for Credits and Grants Under the Qualifying
Therapeutic Discovery Project Program

Inst 8942

Instructions for Form 8942, Application for


Certification of Qualified Investments Eligible for
Credits and Grants Under the Qualifying Therapeutic
Discovery Project Program

Form 8944

Preparer e-file Hardship Waiver Request

Form 8945

PTIN Supplemental Application For U.S. Citizens


Without a Social Security Number Due To
Conscientious Religious Objection

Form 8946

PTIN Supplemental Application For Foreign Persons


Without a Social Security Number

Form 8947

Report of Branded Prescription Drug Information

Form 8948

Preparer Explanation for Not Filing Electronically

Form 8949

Sales and other Dispositions of Capital Assets

Inst 8949

Instructions for Form 8949, Sales and other


Dispositions of Capital Assets

Form 8950

Application for Voluntary Correction Program (VCP)

Inst 8950

Instructions for Form 8950, Application for Voluntary


Correction Program (VCP) Submission Under the
Employee Plans Compliance Resolution System
(EPCRS)

Form 8951

Compliance Fee for Application for Voluntary


Correction Program (VCP)

Form 8952

Application for Voluntary Classification Settlement


Program (VCSP)

Inst 8952

Instructions for Form 8952, Application for Voluntary


Classification Settlement Program (VCSP)

Form 8955-SSA

Annual Registration Statement Identifying Separated


Participants With Deferred Vested Benefits

Inst 8955-SSA

Instruction for Form 8955-SSA, Annual Registration


Statement Identifying Separated Participants With
Deferred Vested Benefits

Form 8957

Foreign Account Tax Compliance Act (FATCA)


Registration

Inst 8957

Instructions for Form 8957, Foreign Account Tax


Compliance Act (FATCA) Registration

Form 8958

Allocation of Tax Amounts Between Certain


Individuals in Community Property States

Form 8959

Additional Medicare Tax

Inst 8959

Instructions for Form 8959, Additional Medicare Tax

Form 8960

Net Investment Income Tax Individuals, Estates, and


Trusts

Inst 8960

Instructions for Form 8960, Net Investment Income


Tax Individuals, Estates, and Trusts

Form 8963

Report of Health Insurance Provider Information

Inst 8963

Instructions for Form 8963, Report of Health


Insurance Provider Information

Form 8966

Foreign Asset Tax Compliance Act (FATCA) Report

Inst 8966

Instructions for Form 8966, Foreign Asset Tax


Compliance Act (FATCA) Report

Form 9325

Acknowledgement and General Information for


Taxpayers Who File Returns Electronically

Form 9423
Form 9452
Form 9465

Collection Appeal Request

Inst 9465

Instructions for Form 9465, Installment Agreement


Request

Form 9465 (SP)

Installment Agreement Request (Spanish version)

Inst 9465 (SP)

Instructions for Form 9465 (SP), Installment


Agreement Request (Spanish Version)

Form 9517-E

Evaluation of Executive Potential and Endorsement


for SES Candidate Development Program (External
Applicants)

Form 9661

Cooperative Agreement

Form CT-1

Employer's Annual Railroad Retirement Tax Return

Inst CT-1

Instructions for Form CT-1, Employer's Annual


Railroad Retirement Tax Return

Form CT-1X

Adjusted Employer's Annual Railroad Retirement Tax


Return or Claim for Refund

Inst CT-1X

Instructions for Form CT-1X, Adjusted Employer's


Annual Railroad Retirement Tax Return or Claim for
Refund

Form CT-2

Employee Representative's Quarterly Railroad Tax


Return

Form FinCEN101A

Instructions for FinCEN Form 101, Suspicious


Activity Report - Securities and Futures Industry

Filing Assistance Program


Installment Agreement Request

Form FinCEN102A

Instructions For FinCEN Form 102, Suspicious


Activity Report - Casinos and Card Clubs

Form FinCEN103

Currency Transaction Report by Casinos

Form FinCEN104

Currency Transaction Report

Form FinCEN105

Report of International Transportation of Currency or


Monetary Instruments (CMIR)

Form FinCEN107

Registration of Money Services Business

Form FinCEN109

Suspicious Activity Report by Money Services


Business

Form FinCEN109A
Form FinCEN110
Form SS-16

Instructions for FinCEN Form 109

Form SS-4

Application for Employer Identification Number

Inst SS-4

Instructions for Form SS-4, Application for Employer


Identification Number

Form SS-4 (PR)

Solicitud de Numero de Identificacion Patronal (EIN)

Inst SS-4 (PR)

Instrucciones para la Forma SS-4PR, Solicitud de


Numero de Identificacion Patronal (EIN)

Form SS-8

Determination of Worker Status for Purposes of


Federal Employment Taxes and Income Tax
Withholding

Inst SS-8

Instructions for Form SS-8, Determination of Worker


Status for Purposes of Federal Employment Taxes
and Income Tax Withholding

Form SS-8 (PR)

Determinacion del Estado de Empleo de un


Trabajador para Propositos de Las Contribuciones
Federales Sobre el Empleo

Form T (Timber)

Forest Activities Schedule

Inst T (Timber)

Instructions for Form T (Timber), Forest Activities


Schedule

Form W-10

Dependent Care Provider's Identification and


Certification

Form W-11

Hiring Incentives to Restore Employment (HIRE) Act


Employee Affidavit

Form W-11 (SP)

Hiring Incentives to Restore Employment (HIRE) Act


Employee Affidavit (Spanish Version)

Form W-12

IRS Paid Preparer Tax Identification Number (PTIN)


Application and Renewal

Inst W-12

Instructions for Form W-12, IRS Paid Preparer Tax


Identification Number (PTIN) Application and
Renewal

Designation of Exempt Person


Certificate of Election of Coverage

Form W-13

ExSTARS Reporting Information Request for


Taxpayer Identification Number and Certification

Form W-2

Wage and Tax Statement (Info Copy Only)

Form W-2

Wage and Tax Statement (Info Copy Only)

Inst W-2 and W-3

Instructions for Forms W-2 and W-3, Wage and Tax


Statement and Transmittal of Wage and Tax
Statements

Inst W-2 and W-3

Instructions for Forms W-2 and W-3, Wage and Tax


Statement and Transmittal of Wage and Tax
Statements

Form W-2AS

American Samoa Wage and Tax Statement (Info


Copy Only)

Form W-2AS

American Samoa Wage and Tax Statement (Info


Copy Only)

Form W-2C

Corrected Wage and Tax Statement (Info Copy Only)

Form W-2G
Form W-2G

Certain Gambling Winnings


Certain Gambling Winnings

Inst W-2G and 5754

Instructions for Forms W-2G and 5754, Certain


Gambling Winnings and Statement by Person(s)
Receiving Gambling Winnings

Inst W-2G and 5754

Instructions for Forms W-2G and 5754, Certain


Gambling Winnings and Statement by Person(s)
Receiving Gambling Winnings

Form W-2GU

Guam Wage and Tax Statement (Info Copy Only)

Form W-2GU

Guam Wage and Tax Statement (Info Copy Only)

Form W-2VI

U.S. Virgin Islands Wage and Tax Statement (Info


Copy Only)

Form W-2VI

U.S. Virgin Islands Wage and Tax Statement (Info


Copy Only)

Form W-3

Transmittal of Wage and Tax Statements (Info Copy


Only)

Form W-3

Transmittal of Wage and Tax Statements (Info Copy


Only)

Form W-3 (PR)

Informe de Comprobantes de Retencion (Info Copy


Only)

Form W-3 (PR)

Informe de Comprobantes de Retencion (Info Copy


Only)

Inst W-3 (PR)

Instrucciones para el Formulario W-3PR, Informe de


Comprobantes de Retencion

Inst W-3 (PR)

Instrucciones para el Formulario W-3PR, Informe de


Comprobantes de Retencion

Form W-3C

Transmittal of Corrected Wage and Tax Statements


(Info Copy Only)

Form W-3C (PR)

Transmision de Comprobantes de Retencion


Corregidos

Inst W-3C (PR)

Instrucciones para la Forma W-3c PR, Transmision


de Comprobantes de Retencion Corregidos

Form W-3SS

Transmittal of Wage and Tax Statements (Info Copy


Only)

Form W-3SS

Transmittal of Wage and Tax Statements (Info Copy


Only)

Inst W-3SS

Instructions for Forms W-2AS, W-2GU, W-2VI, and


W-3SS

Form W-4

Employee's Withholding Allowance Certificate

Form W-4

Employee's Withholding Allowance Certificate

Form W-4 (SP)

Employee's Withholding Allowance Certificate


(Spanish version)

Form W-4 (SP)

Employee's Withholding Allowance Certificate


(Spanish version)

Form W-4P

Withholding Certificate for Pension or Annuity


Payments

Form W-4P (PDF)

Withholding Certificate for Pension or Annuity


Payments

Form W-4S

Request for Federal Income Tax Withholding from


Sick Pay

Form W-4V

Voluntary Withholding Request

Form W-7

Application for IRS Individual Taxpayer Identification


Number

Inst W-7

Instructions for Form W-7, Application for IRS


Individual Taxpayer Identification Number

Form W-7 (COA)

Certificate of Accuracy for IRS Individual Taxpayer


Identification Number

Form W-7 (SP)

Solicitud de Numero de Identificacion Personal del


Contribuyente del Servicio de Impuestos Internos

Inst W-7 (SP)

Solicitud de Numero de Identificacion Personal del


Contribuyente del Servicio de Impuestos Internos

Form W-7A

Application for Taxpayer Identification Number for


Pending U.S. Adoptions

Inst W-8

Instructions for the Requester of Forms W-8BEN, W8BEN-E, W-8ECI, W-8EXP, and W-8IMY

Form W-8BEN

Certificate of Foreign Status of Beneficial Owner for


United States Tax Withholding

Inst W-8BEN

Instructions for Form W-8BEN, Certificate of Foreign


Status of Beneficial Owner for United States Tax
Withholding

Form W-8BEN-E

Certificate of Entities Status of Beneficial Owner for


United States Tax Withholding and Reporting
(Entities)

Inst W-8BEN-E

Instructions for Form W-8BEN(E), Certificate of


Entities Status of Beneficial Owner for United States
Tax Withholding and Reporting (Entities)

Form W-8CE

Notice of Expatriation and Waiver of Treaty Benefits

Form W-8ECI

Certificate of Foreign Person's Claim That Income Is


Effectively Connected With the Conduct of a Trade
or Business in the United States

Inst W-8ECI

Instructions for Form W-8ECI, Certificate of Foreign


Person's Claim That Income Is Effectively Connected
With the Conduct of a Trade or Business in the
United States

Form W-8EXP

Certificate of Foreign Government or Other Foreign


Organization for United States Tax Withholding and
Reporting

Inst W-8EXP

Instructions for Form W-8EXP, Certificate of Foreign


Government or Other Foreign Organization for
United States Tax Withholding

Form W-8IMY

Certificate of Foreign Intermediary, Foreign FlowThrough Entity, or Certain U.S. Branches for United
States Tax Withholding and Reporting

Inst W-8IMY

Instructions for Form W-8IMY, Certificate of Foreign


Intermediary, Foreign Flow-Through Entity, or Certain
U.S. Branches for United States Tax Withholding

Form W-9

Request for Taxpayer Identification Number and


Certification

Inst W-9

Instructions for the Requestor of Form W-9, Request


for Taxpayer Identification Number and Certification

Form W-9 (SP)

Solicitud y Certificacion del Numero de Identificacion


del Contribuyente

Inst W-9 (SP)

Instrucciones para el Solicitante del Formulario W9(SP), Solicitud y Certificacion del Numero de
Identificacion del Contribuyente

Form W-9S

Request for Student's or Borrower's Taxpayer


Identification Number and Certification

Form 12009

Request for an Informal Conference and Appeals


Review

Form 12153

Request for a Collection Due Process or Equivalent


Hearing

Form 12203

Request for Appeals Review

Form 12256

Withdrawal of Request for Collection Due Process or


Equivalent Hearing

Form 12277

Application for Withdrawal of Filed Form 668(Y),


Notice of Federal Tax Lien (Internal Revenue Code
Section 6323(j))

Form 12339

Internal Revenue Service Advisory CouncilMembership Application

Form 12451

Request for Relocation Expenses Allowance

Form 12507

Innocent Spouse Statement

Form 12508

Questionnaire for Non-Requesting Spouse

Form 12509
Form 13072

Statement of Disagreement

Form 13206

Volunteer Assistance Summary Report

Form 13287

Bank Payment Problem Identification

Form 13321

Low-Income Tax Clinic (LITC) Conference


Registration Form

Form 13324

IRS Civil Rights Assurance for Subrecipients under


SPEC Partnership Agreements

Form 13325

Statement of Assurance Concerning Civil Rights


Compliance for IRS SPEC Partnerships

Form 13424

Low Income Taxpayer Clinic (LITC) Application


Information

Form 13551

Application to Participate in the IRS Acceptance


Agent Program

Form 13586

Additional Information and Documentation for


Announcement 2004-46, Settlement Initiative---60Day Response

Form 13599

Rating in State-Qualified Private Plans

Form 13615

Volunteer Standards of Conduct Agreement ?


VITA/TCE Programs

Form 13632

Property Loan Agreement

Form 13656

Notice of Election by Executive and Related Person


to Participate in Announcement 2005-19 Settlement
Initiative

Form 13657

Notice of Election by Corporation to Participate in


Announcement 2005-19 Settlement Initiative

Form 13711

Request for Appeal of Offer in Compromise

Form 13715
Form 13748

Volunteer Site Information Sheet

Form 13750

Election to Participate in Announcement 2005-80


Settlement Initiative

Form 13751

Waiver of Right to Consistent Agreement of


Partnership Items and Partnership-Level
Determinations as to Penalties, Additions to Tax, and
Additional Amounts

Form 13768

Electronic Tax Administration Advisory Committee


(ETAAC) Membership Application

Victim Witness Assistance Brochure

Event Registration Form

Form 13775
Form 13797

Tax Check Waiver

Form 13803

Income Verification Express Service (IVES)


Application

Form 13844

Application For Reduced User Fee For Installment


Agreements

Form 13896

SES/CDP Application Intake Information

Form 13909

Tax-Exempt Organization Complaint (Referral)

Form 13930

Instructions on How to Apply for a Central


Withholding Agreement

Form 13976

Itemized Statement Component of Advisee List

Form 14017

Application for Fast Track Settlement

Form 14035

Pilot Questionnaire for Governmental Plans Initiative

Form 14039

Identity Theft Affidavit

Form 14134

Application for Certificate of Subordination of Federal


Tax Lien

Form 14135

Application for Certificate of Discharge of Property


from Federal Tax Lien

Form 14157
Form 14199

Complaint: Tax Return Preparer

Form 14204

Tax Counseling for the Elderly (TCE) Program


Application Checklist and Contact Sheet

Form 14242

Reporting Abusive Tax Promotions and/or Promoters

Form 14310

VITA/TCE Volunteer Sign Up

Form 14335

Primary Contact Information for VITA/TCE Grant


Programs

Form 14345

Qualified Imtermediary Application

Form 14360

Continuing Education Provider Complaint Referral

Form 14364
Form 14392

Continuing Education Evaluation

Form 14402

Internal Revenue Code (IRC) Section 6702(d)


Frivolous Return Submissions Penalty Reduction

Form 14411

Systemic Advocacy Issue Submission Form

Form 14414

Group Ruling Questionnaire

Form 14417

Reimbursable Agreement - Non-Federal Entities


(State and Local Governments, Foreign
Governments, Commercial Organizations, and
Private Businesses)

Form 14419

Contractor Statement of Security Assurance

Form 14420

Verification of Reported Income

Form 14429

Tax Exempt Bonds Voluntary Closing Agreement


Program Request

Compliance Check Report

COBRA Recapture Statement

Continuing Education Waiver Request

Form 14431

Response to Proposed Adjustment(s)

Form 14438

Streamlined Filing Compliance Procedures for NonResident, Non-Filer Taxpayers

Form 14446

Virtual VITA/TCE Site Model Taxpayer Consent

Form 14452
Form 14453

Foreign Account or Asset Statement

Form 14454

Attachment to Offshore Voluntary Disclosure Letter

Form 14457

Offshore Voluntary Disclosure Letter

Form 14462

Authorization for Disclosure of Information - IRS


Return Preparer Office

Form 14467

Statement on Dissolved Entities

Form 14534

Intake/Interview and Quality Review Certificate

Form 14568

Appendix C Part I Model VCP Submission


Compliance Statement

Form 14581

FSLG Compliance Self-Assessment

Form 14653

Certification by U.S. Person Residing Outside of the


United States for Streamlined Foreign Offshore
Procedures

Form 14654

Certification by U.S. Person Residing in the United


States for Streamlined Domestic Offshore
Procedures

Penalty Computation Worksheet

Revision Date

Posted Date

2013

2/26/2014

1213

11/15/2013

413

5/9/2013

413

5/9/2013

1211

7/17/2012

1211

7/17/2012

1209

7/17/2012

314

4/2/2014

389

7/17/2012

1212

3/29/2013

114

12/31/2013

313

4/23/2013

1212

12/5/2012

114

12/31/2013

513

5/10/2013

1113

1/8/2014

1113

1/8/2014

113

4/18/2013

313

12/13/2013

1213

12/16/2013

114

12/31/2013

212

7/17/2012

309

7/17/2012

1207

7/17/2012

813

10/29/2013

813

11/19/2013

913

9/20/2013

913

9/24/2013

1013

11/13/2013

813

10/11/2013

813

10/17/2013

1008

7/17/2012

1113

10/17/2013

1113

10/11/2013

1113

10/29/2013

813

8/23/2013

813

2/19/2014

814

8/8/2014

814

8/13/2014

2013

11/25/2013

2013

1/18/2014

406

7/17/2012

414

5/23/2014

414

5/21/2014

910

7/17/2012

910

7/17/2012

910

7/17/2012

910

7/17/2012

313

4/3/2013

1213

10/16/2013

811

10/1/2013

1213

1/6/2014

1210

7/17/2012

709

7/17/2012

909

7/17/2012

101

7/17/2012

511

12/13/2012

701

7/17/2012

101

7/17/2012

1012

5/16/2014

1001

7/17/2012

1213

10/30/2013

1213

11/5/2013

2013

1/24/2014

2013

11/20/2013

2013

12/20/2013

2013

12/18/2013

2013

12/13/2013

2013

11/20/2013

1212

11/23/2012

510

7/17/2012

114

1/31/2014

114

1/31/2014

114

3/19/2014

114

3/25/2014

114

2/3/2014

114

2/7/2014

114

1/30/2014

114

1/30/2014

611

7/17/2012

611

7/17/2012

114

1/30/2014

114

1/31/2014

114

1/31/2014

414

4/16/2014

414

4/16/2014

414

5/9/2014

414

6/2/2014

2013

12/6/2013

2013

12/6/2013

2013

12/17/2013

2013

1/9/2014

1213

12/6/2013

1213

12/19/2013

214

2/27/2014

214

2/27/2014

514

5/16/2014

514

5/16/2014

2013

12/18/2013

2013

12/18/2013

2011

7/17/2012

2011

7/17/2012

2013

12/30/2013

2013

1/30/2014

2011

7/17/2012

2011

7/17/2012

214

2/27/2014

214

2/27/2014

212

7/17/2012

212

8/23/2012

514

5/6/2014

514

5/8/2014

2013

10/9/2013

2013

10/9/2013

214

2/4/2014

214

2/27/2014

214

2/27/2014

1206

7/17/2012

1210

7/17/2012

1112

11/29/2012

1211

7/17/2012

1203

7/17/2012

1212

10/24/2012

713

7/17/2013

2013

10/28/2013

2013

12/4/2013

2013

9/24/2013

2013

11/19/2013

2013

10/2/2013

2013

10/29/2013

2013

10/2/2013

2013

1/16/2014

2013

10/28/2013

2009

7/17/2012

2013

9/12/2013

2013

12/2/2013

2009

7/17/2012

2009

7/17/2012

2013

10/7/2013

2013

12/3/2013

2014

8/11/2014

2014

8/26/2014

2014

8/13/2014

2013

11/1/2013

2009

7/17/2012

2013

9/24/2013

2013

11/26/2013

2013

11/7/2013

2013

10/15/2013

2013

10/2/2013

2014

8/27/2014

2013

10/3/2013

2013

9/24/2013

2013

10/29/2013

2014

8/14/2014

2009

7/17/2012

2013

10/23/2013

1213

8/29/2013

1213

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1208

7/17/2012

1204

7/17/2012

908

7/17/2012

1213

10/18/2013

107

7/17/2012

1211

7/17/2012

813

9/20/2013

2013

10/28/2013

1207

7/17/2012

1207

7/17/2012

1210

7/17/2012

113

1/24/2013

112

7/17/2012

2013

10/21/2013

2013

1/10/2014

2013

1/10/2014

2013

12/11/2013

2013

1/3/2014

2013

1/6/2014

2013

1/10/2014

2013

12/6/2013

2013

12/6/2013

2006

7/17/2012

2006

7/17/2012

2009

7/17/2012

2009

7/17/2012

2009

7/17/2012

1208

7/17/2012

2013

11/12/2013

2013

10/28/2013

1211

7/17/2012

1211

7/17/2012

2013

11/26/2013

807

7/17/2012

807

7/17/2012

1212

1/20/2013

1213

1/22/2014

110

7/17/2012

1211

7/17/2012

1211

7/17/2012

709

7/17/2012

1213

8/30/2013

1213

9/11/2013

2012

11/14/2012

1210

7/17/2012

1212

1/18/2013

2013

9/13/2013

309

7/17/2012

309

7/17/2012

609

7/17/2012

2013

1/16/2014

1211

7/17/2012

1212

11/30/2012

1213

12/19/2013

1213

1/8/2014

611

7/17/2012

611

7/17/2012

2013

12/3/2013

2013

1/8/2014

610

7/17/2012

610

7/17/2012

912

9/20/2012

912

2/4/2013

912

2/4/2013

1013

8/30/2013

912

9/19/2012

2013

1/14/2014

2013

12/17/2013

113

1/30/2013

113

2/1/2013

814

8/5/2014

1113

9/17/2013

1113

11/13/2013

2013

1/13/2014

2013

1/15/2014

813

8/18/2013

813

8/18/2013

1212

1/11/2013

2013

12/30/2013

2013

1/24/2014

2013

1/23/2014

2013

2/26/2014

114

6/23/2014

114

3/4/2014

2014

3/5/2014

2014

6/24/2014

114

12/19/2013

512

8/21/2012

2013

1/30/2014

1213

12/27/2013

1213

1/3/2014

1213

1/18/2014

1213

1/28/2014

707

7/17/2012

413

4/12/2013

2013

12/23/2013

2013

12/23/2013

214

2/27/2014

214

2/27/2014

114

4/16/2014

504

8/23/2012

403

8/23/2012

808

8/23/2012

1203

8/23/2012

703

8/23/2012

808

8/23/2012

307

8/23/2012

1008

8/23/2012

805

8/23/2012

410

7/17/2012

110

1/14/2014

111

1/14/2014

310

7/31/2013

311

7/31/2013

514

5/19/2014

514

6/18/2014

1011

7/17/2012

1213

10/1/2013

1213

10/2/2013

711

7/17/2012

610

7/17/2012

610

7/17/2012

113

2/5/2013

113

2/4/2013

114

1/24/2014

2013

1/2/2014

2014

12/26/2013

2014

12/26/2013

2013

1/2/2014

2013

12/17/2013

2014

12/13/2013

209

7/17/2012

2014

11/8/2013

2013

11/12/2013

2012

12/17/2013

2014

12/11/2013

2014

12/16/2013

2011

12/17/2013

2013

12/17/2013

2014

12/16/2013

2014

9/30/2013

2013

1/16/2014

2013

1/24/2014

2014

1/24/2014

2014

1/27/2014

2013

1/28/2014

814

9/3/2014

1013

10/17/2013

1113

12/23/2013

2014

10/1/2013

2013

1/16/2014

2011

7/17/2012

2013

1/2/2014

2014

12/26/2013

2014

2/20/2014

2013

2/21/2014

2014

12/23/2013

2013

1/2/2014

2014

11/18/2013

814

8/28/2014

813

9/16/2013

813

10/10/2013

313

3/11/2013

813

9/20/2013

813

10/1/2013

1011

7/17/2012

714

7/25/2014

214

3/3/2014

214

3/3/2014

214

7/3/2014

614

6/24/2014

1109

7/17/2012

214

7/25/2014

214

7/25/2014

414

7/3/2014

414

5/1/2014

414

7/3/2014

614

6/18/2014

813

1/24/2014

813

8/30/2013

813

9/30/2013

813

10/1/2013

308

7/17/2012

1206

7/17/2012

1213

3/13/2014

404

8/23/2012

1012

12/5/2012

1011

7/17/2012

314

3/13/2014

105

7/17/2012

1299

7/17/2012

713

10/21/2013

105

7/17/2012

212

7/17/2012

713

8/7/2013

1209

7/17/2012

1106

3/8/2013

712

3/20/2013

1113

12/11/2013

413

5/3/2013

1212

2/22/2013

504

7/17/2012

704

7/17/2012

713

9/9/2013

510

3/19/2013

305

7/17/2012

305

7/17/2012

313

3/14/2013

313

8/1/2013

1005

7/17/2012

1005

7/17/2012

1005

7/17/2012

214

3/6/2014

1112

11/29/2012

1106

7/17/2012

711

9/7/2012

114

8/5/2014

607

7/17/2012

807

7/17/2012

313

3/13/2013

408

7/17/2012

1010

7/17/2012

209

7/17/2012

214

3/19/2014

610

7/17/2012

610

7/17/2012

813

8/29/2013

111

7/17/2012

514

2/5/2014

213

2/28/2013

813

9/5/2013

314

3/26/2014

1111

5/2/2013

514

5/19/2014

813

8/6/2013

912

10/2/2012

1112

11/29/2012

1109

9/26/2012

1012

5/13/2013

213

2/14/2013

613

7/15/2013

114

5/16/2014

313

3/7/2013

213

8/15/2013

813

8/29/2013

714

8/19/2014

313

3/19/2013

313

3/21/2013

714

7/7/2014

714

7/7/2014

214

2/13/2014

313

3/21/2013

1013

10/22/2013

114

6/4/2014

214

2/20/2014

814

8/14/2014

814

8/14/2014

Form
SF 15
SF 39
SF 39A
SF 50
SF 52
SF 59
SF 61
SF 62
SF 75
SF 85
SF 85P
SF 85P-S
SF 86
2010
SF 86C
SF 113A
SF 113G
SF 144
SF 144A
SF 181
SF 182
SF 256

SF 813
SF 1152
SF 1153
SF 1187
SF 1188
SF 2800
SF
2800A
SF 2801
SF 2802
SF 2803
SF 2804
SF 2805
SF 2806
SF 28061
SF 2807
SF 2808
SF 2809
SF 2810
SF 2812
SF
2812A
SF 2817
SF 2818
SF 2819

SF 2820
SF 2821
SF 2822
SF 2823
SF 3100
SF 3101
SF 3102
SF 3103
SF 3104
SF
3104B

SF 3106

SF 3107
SF 3108
SF 3109
SF 3110
SF 3111
SF 3112

Title
Application for 10-Point Veteran's Preference (Fillable PDF file) [1.22 MB]
Request for Referral of Eligibles (Fillable PDF file) [388.58 KB]

Request and Justification for Selective Factors and Quality Ranking Factors (Attach to SF 39) (Fillable P
Notification of Personnel Action (PDF file) [335.25 KB]
Request for Personnel Action (PDF file)
Request for Approval of Non-Competitive Action (PDF file) [603.6 KB]
Appointment Affidavits (Fillable PDF file) [52.15 KB]

Agency Request to Pass Over a Preference Eligible or Object to an Eligible (Fillable PDF file) [381.31 KB
Request for Preliminary Employment Data (Fillable PDF file) [340.31 KB]
Questionnaire for Non-Sensitive Positions (Fillable PDF file) [354.59 KB]
Questionnaire for Public Trust Positions (Fillable PDF file) [513.33 KB]
Supplemental Questionnaire for Selected Positions (PDF file) [68.25 KB]
Questionnaire for National Security Positions (Fillable PDF file) [6.98 MB]
Standard Form 86 Certification (Fillable PDF file) [669.52 KB]
Monthly Report of Federal Civilian Employment (Fillable PDF file) [522.29 KB]
Monthly Report of Full-Time Equivalent/Work-Year Civilian Employment (Fillable PDF file) [484.73 KB]
Statement of Prior Federal Service (Fillable PDF file) [163.32 KB]
Statement of Prior Federal Service - Worksheet (Fillable PDF file) [467.31 KB]
Ethnicity and Race Identification
FOR USE WITH CURRENT FEDERAL EMPLOYEES ONLY (Fillable PDF file) [63.35 KB]
Authorization, Agreement and Certification of Training (Fillable PDF file) [903.6 KB]
Self-Identification of Disability (Fillable PDF file) [556.76 KB]

Verification of A Military Retiree's Service in Nonwartime Campaigns or Expeditions (Fillable PDF file) [

Designation of Beneficiary -- Unpaid Compensation of Deceased Civilian Employee (Fillable PDF file) [2
Claim for Unpaid Compensation of Deceased Civilian Employee (Fillable PDF file) [120.26 KB]
Request for Payroll Deductions for Labor Organization Dues (Fillable PDF file) [41.07 KB]
Cancellation of Payroll Deductions for Labor Organization Dues (Fillable PDF file) [75.8 KB]
Application for Death Benefits (Civil Service Retirement System) (Fillable PDF file) [667.22 KB]

Documentation and Elections in Support of Application for Death Benefits When Deceased Was an Em
Application for Immediate Retirement (Civil Service Retirement System) (PDF file) [1.03 MB]
Application for Refund of Retirement Deductions (PDF file) [1.11 MB]
Application to Make Deposit or Redeposit (Fillable PDF file) [978.22 KB]
Application to Make Voluntary Contributions, CSRS (Fillable PDF file) [651.88 KB]
Request for Recovery of Debt Due the United States (Fillable PDF file) [188.76 KB]
Individual Retirement Record (PDF file) [55.61 KB]
Notice of Correction of Individual Retirement Record (Fillable PDF file) [50.45 KB]
Register of Separations and Transfers (CSRS) (Fillable PDF file) [105.73 KB]
Designation of Beneficiary, CSRS (Fillable PDF file) [243.47 KB]
Employee Health Benefits Registration Form (Fillable PDF file) [1.46 MB]
Notice of Change in Health Benefits Enrollment (Fillable PDF file) [134.05 KB]
Report of Withholdings and Contributions for Health Benefits, Life Insurance, and
Retirement (PDF file) [68.47 KB] (Fillable PDF file) [134.05 KB]

Report of Withholdings and Contributions for Health Benefits by Enrollment Code (PDF file) [249.29 KB
Life Insurance Election: FEGLI (Fillable PDF file) [341.63 KB]

Continuation of Life Insurance Coverage as an Annuitant or Compensationer (Fillable PDF file) [151.67

Notice of Conversion Privilege, Federal Employee's Group Life Insurance Program (Fillable PDF file) [73

Certification of Insured Employee's Retired Status


(Fillable PDF file) [295.7 KB]
Agency Certification of Insurance Status (Fillable PDF file) [561.9 KB]
Request for Insurance (Fillable PDF file) [232.33 KB]

Designation of Beneficiary, Federal Employees' Group Life Insurance Program (Fillable PDF file) [717.8
Individual Retirement Record (FERS) (Fillable PDF file) [259.39 KB]
Notice of Correction of Individual Retirement Record (Fillable PDF file) [149.08 KB]
Designation of Beneficiary, Federal Employees Retirement System (Fillable PDF file) [582.76 KB]
Register of Separations and Transfers (Fillable PDF file) [93.09 KB]
Application for Death Benefit (FERS) (Fillable PDF file) [757.62 KB]

Documentation and Elections in Support of Application for Death Benefits when Deceased was an Emp

Application For Refund of Retirement Deductions (Federal Employees Retirement System) (SF 3106A, C

Application for Immediate Retirement (Federal Employees Retirement System) (Fillable PDF file) [754.8

Application to Make Service Credit Payment (Federal Employees Retirement System) (Fillable PDF file)
Election of Coverage (Federal Employees Retirement System) (Fillable PDF file) [161.37 KB]
Former Spouse's Consent to FERS Election (Fillable PDF file) [36.04 KB]

Request for Waiver, Extension, or Search in Connection with Election of FERS Coverage, Federal Emplo
Documentation in Support of Disability Retirement Application (Fillable PDF file) [747.53 KB]

Form

Title

OF 8

Position Description (PDF file) [543.04 KB]

OF 69

Assignment Agreement - Title IV, Intergovernmental Personnel Act

OF 178

Certificate of Medical Examination (Fillable PDF file) [764.67 KB]

OF 306

Declaration for Federal Employment (Fillable PDF file) [97.75 KB]

OF 311

Application for Federal Employee Commercial Garnishment (Fillabl

OF 612

Obsolete: Optional Application for Federal Employment (PDF file)

Form

Title

OPM 71

Request for Leave or Approved Absence (Fillable PDF file

OPM 630

Application to Become a Leave Recipient Under the Volu

OPM 630A

Request to Donate Annual Leave to Leave Recipient Und

OPM 630B

Request to Donate Annual Leave to Leave Recipient Und

OPM 630C

Transfer of Leave Records for Leave Recipient Covered b

OPM 913B

Recognitions and Agreements Change Form (PDF file) [3

OPM 1203 FX

Occupational Questionnaire The vacancy announcemen

OPM 1302

Presidential Management Fellows (PMF) Individual Deve

OPM 1303

Presidential Management Fellows (PMF) Executive Resou

OPM 1306

Presidential Management Fellows (PMF) Appointment Int

OPM 1351A

Work Years and Personnel Costs Report - Basic and Prem

OPM 1351B

Work Years and Personnel Costs Report - Costs of Emplo

OPM 1351C

Work Years and Personnel Costs Report - Leave Earned a

OPM 1396

Request to Establish or Discontinue a Personnel Office Id

OPM 1397

Special Salary Rate Request Form (Fillable PDF file) [580

OPM 1482

Agency Certification of Status of Reemployed Annuitant

OPM 1496

Application for Deferred Retirement (Separations before

OPM 1496A

Application For Deferred Retirement, Civil Service Retire

OPM 1510

Certification of Agency Officer of Position and Required D

OPM 1514

Military Deposit Worksheet (Fillable PDF file) [174.72 KB

OPM 1515

Military Service Deposit Election (Fillable PDF file) [61.69

OPM 1519

Survivor's Military Service Election - Deceased Employe

OPM 1522

Request for Offset for Health Benefits Premiums from Mo

OPM 1523

Supplemental Semiannual Headcount Report (Fillable PD

OPM 1530

Report of Medical Examination of Person Electing Surviv

OPM 1558

Annual Senior Executive Service Ratings and Pay-for-Per

OPM 1562

Application For Return of Excess Retirement Deductions

OPM 1623

List of Experts & Consultants Hired - 5 USC 3109 (Fillabl

OPM 1637

Application to Become a Leave Recipient Under the Eme

OPM 1638

Request to Donate Annual Leave Under the Emergency

OPM 1639

Transfer of Donated Annual Leave To/From the Emergen

OPM 1643

Child Care Subsidy Application Form (Fillable PDF file) [2

OPM 1644

Child Care Provider Information for Child Care Subsidy P

OPM 1645

Report on Agency Results of Child Care Subsidy Program

OPM 1647A

Combined Federal Campaign 2013 Application for Natio

OPM 1647B

Combined Federal Campaign 2013 Application for Natio

OPM 1647C

Combined Federal Campaign 2013 Application for Local

OPM 1647D

Combined Federal Campaign 2013 Application for Local

OPM 1647E

Combined Federal Campaign 2013 Application for Family

2014 Combined Federal Campaign Model Pledge Form (


OPM 1654
This form is for CFC Campaign Personnel
Use Only
OPM 1655

Application for Senior Administrative Law Judge (Fillable

OPM 1655A

Geographic Preference for Senior Administrative Law Jud

OPM 1674

Training Nomination and Employee Assessment, Delega

OPM 1675

Individual and Supervisory Assessments, Delegated Exa

OPM 1676

Coverage Determination Application (Fillable PDF file) [1

OPM 1748

Hiring Reform Evaluation Report Template (Fillable PDF fi

OPM 1749

Action Review Checklist (Fillable PDF file) [428.43 KB]

OPM 1750A

Time to Hire Chart FY 2011 (PDF file) [94.2 KB]

OPM 1750B

Time to Hire Chart FY 2012 (PDF file) [89.74 KB]

OPM 1750C

Time to Hire Chart FY 2013 (PDF file) [64.93 KB]

OPM 1828

Data Standards Request Form (PDF file) [262.93 KB]

OPM 1840

http://www.opm.gov/forms/pdf_fill/opm1840.pdf

OPM 1841

Multi-State Plan Program External Review Authorized Re

OPM 2809

Health Benefits Registration Form (ONLY FOR USE BY An

Form

Title

INV 60

Request for Determination or Advisory (Fillable PDF file) [138.97 K

INV 100

Freedom of Information/ Privacy Act Request Form (PDF file)

SF 85

Questionnaire for Non-Sensitive Positions (Fillable PDF file) [354.5

SF 85P

Questionnaire for Public Trust Positions (Fillable PDF file) [513.33 K

SF 85P-S

Supplemental Questionnaire for Selected Positions (Fillable PDF fil

SF 86 2010

Questionnaire for National Security Positions (Fillable PDF file) [6.9

SF 86C

http://www.opm.gov/forms/pdf_fill/sf86c.pdf

Form

Title

FE-6

Claim for Death Benefits, Federal Employees' Group Life Insuran

FE-6 DEP

Settlement of Claim; Option C -- Family Life Insurance (Fillable P

FE-7

Claim for Dismemberment Benefits (Fillable PDF file) [124.7 KB]

FE-2004

Open Season Election Form for 2004 (Fillable PDF file) [295.11 K

Number
CMS-40B
HA-501-U5
HA-520-U5
HA-539
HA-4608
HA-4631
HA-4632
HA-4633
IRS W-4V
Online
Online
Online
Online
Online
Online
Online
Online
Online
Online
Online
Online
Online
SS-5
SS-5-FS
SS-5-SP
SSA-1-BK

SSA-2-BK
SSA-3
SSA-4-BK
SSA-4-INST
SSA-5-BK
SSA-5-INST
SSA-7-F6
SSA-8
SSA-10
SSA-10-INST
SSA-11-BK
SSA-16-BK
SSA-16-BK-SP
SSA-16-INST
SSA-21
SSA-24
SSA-25
SSA-44

SSA-88

SSA-89

SSA-89-SP
SSA-117-PC
SSA-131
SSA-150
SSA-199
SSA-308

SSA-437-BK

SSA-437-BK-SP
SSA-521
SSA-545-BK
SSA-546
SSA-561-U2
SSA-623-F6
SSA-632-BK
SSA-671
SSA-711
SSA-714
SSA-721
SSA-753
SSA-754-F4
SSA-781
SSA-783
SSA-789-U4
SSA-795

SSA-820-BK
SSA-821-BK
SSA-827
SSA-827-INST
SSA-827-INST-SP
SSA-1020-OCR-SM

SSA-1020-OCR-SM-SP

SSA-1020-INST

SSA-1020B-OCR-SM

SSA-1020B-OCR-SM-SP

SSA-1020B-INST

SSA-1020B-INST-SP

SSA-1021

SSA-1021-SP

SSA-1021-INST

SSA-1021-INST-SP

SSA-1026-OCR-SMREDE
SSA-1026-OCR-SMREDE-SP
SSA-1026-OCR-SMSCE
SSA-1026-OCR-SMSCE-SP
SSA-1026B-OCR-SMINST
SSA-1026B-OCR-SMINST-SP
SSA-1372-BK
SSA-1372-BK-FC
SSA-1383
SSA-1560-U4
SSA-1694
SSA-1695-F3
SSA-1696-U4
SSA-1699
SSA-1724-F4
SSA-1945
SSA-2000-F6
SSA-2032-BK
SSA-2512
SSA-2519
SSA-3033

SSA-3105
SSA-3288
SSA-3288-SP
SSA-3368-BK
SSA-3369-BK
SSA-3373-BK
SSA-3375-BK
SSA-3380-BK
SSA-3381
SSA-3441-BK
SSA-3820-BK
SSA-3881-BK
SSA-3885
SSA-4111
SSA-4162
SSA-5665-BK
SSA-5666
SSA-7008
SSA-7050-F4
SSA-7104
SSA-7156
SSA-7157-F4
SSA-7163
SSA-7163A-F4
SSA-8202-BK
SSA-L706-F3
SSA-L4201-BK

Title
Application for Enrollment in Medicare
Not available online - contact your local Social Security office
Request for Hearing by Administrative Law Judge
Request for Review of Decision/Order of Administrative Law Judge
Notice Regarding Substitution of Party Upon Death of Claimant
Waiver of Your Right to Personal Appearance Before an Administrative Law Judge
Claimant's Recent Medical Treatment
Claimant's Medications
Claimant's Work Background
Voluntary Withholding Request
Adult Disability Report
Appeal a Recent Medical Decision
Apply for Disability Benefits
Apply for Retirement, Spouse's or Medicare Benefits
Apply Online for Extra Help with Medicare Prescription Drug Plan Costs
Change Address or Telephone Number
Child Disability Report
Get a Replacement Medicare Card
Representative Payee Accounting Report
Request a Form SSA-1099/1042 (Benefit Statement) for tax or other purposes
Request a Proof of Social Security Benefits Letter
Request Special Notices for the Blind or Visually Impaired
Sign Up For or Change Direct Deposit
Application for a Social Security Card
Application for a Social Security Card (Outside of the U.S.)
Solicitud para una tarjeta de Seguro Social
Application for Retirement Insurance Benefits

Application for Wife's or Husband's Insurance Benefits


Marriage Certification
Application for Child's Insurance Benefits
Reporting Responsibilities for Child's Insurance Benefits
Application for Mother's or Father's Insurance Benefits
Reporting Responsibilities for Mother's or Father's Insurance Benefits
Application for Parent's Insurance Benefits
Application for Lump-Sum Death Payment
Application for Widow's or Widower's Insurance Benefits
Reporting Responsibilities for Widow's or Widower's Insurance Benefits
Request to be Selected as Payee
Not available online - contact your local Social Security office
Application for Disability Insurance Benefits
Solicitud para beneficios de seguro por incapacidad
Reporting Responsibilities For Disability Insurance Benefits
Supplement to Claim of Person Outside the United States
Application for Survivors Benefits (Payable Under Title II of the Social Security Act)
Certification of Election for Reduced Spouse's Benefits
Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event

Pre-Approval Form for Consent Based Social Security Number Verification (CBSV)

Authorization for the Social Security Administration To Release Social Security Number (SSN) Verificati

Autorizacin para que la Administracin de Seguro Social Divulgue la Verificacin de un Nmero de Se


How are we doing?
Employer Report of Special Wage Payments
Modified Benefits Formula Questionnaire
Vocational Rehabilitation Provider Claim
Modified Benefits Formula Questionnaire, Foreign Pension

Complaint Form for Allegations of Discrimination in Programs or Activities Conducted by the Social Sec

Formulario Para Querellas De Alegaciones De Discriminacin En Los Programas De La Administracin D


Request for Withdrawal of Application
Plan for Achieving Self-Support
Worker's Compensation/Public Disability Questionnaire
Request for Reconsideration
Representative Payee Report
Not available online - contact your local Social Security office
Request for Waiver of Overpayment Recovery or Change in Repayment Rate
Railroad Employment Questionnaire
Request for Deceased Individual's Social Security Record
You can make your payment by Credit Card
Statement of Death by Funeral Director
Statement Regarding Marriage
Statement of Marital Relationship
Certificate of Responsibility for Welfare and Care of Child
Statement Regarding Contributions
Request for Reconsideration - Disability Cessation
Statement of Claimant or Other Persons

Work Activity Report (Self-Employed Person)


Work Activity Report
Authorization to Disclose Information to the Social Security Administration
Instructions for Completing the SSA-827
Instrucciones para completar el formulario SSA-827

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

Instrucciones generales para llenar la Solicitud para el Benefi cio Adicional con los gastos del plan de

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

Instrucciones generales para llenar la Solicitud para el Benefi cio Adicional con los gastos del plan de

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

Instrucciones generales para llenar la Solicitud para el Benefi cio Adicional con los gastos del plan de

Appeal of Determination for Extra Help with Medicare Prescription Drug Plan Costs

Apelacin de la determinacin para recibir el Beneficio Adicional con los gastos del plan de medicame

Instructions for Completing the Appeal of Determination for Extra Help with Medicare Prescription Dru

Instrucciones para llenar la apelacin de la determinacin para recibir el beneficio adicional con los ga

Social Security Administration Review Of Your Eligibility For Extra Help


Administracin del Seguro Social Revisin sobre su derecho a recibir el Beneficio Adicional
Social Security Administration Reporting A Change That May Affect Your Extra Help
Administracin del Seguro Social Informe de un cambio que podra afectar su Beneficio Adicional
Review of your Eligibility for Extra Help
Revisin sobre su derecho a recibir el Beneficio Adicional
Advanced Notice of Termination of Child's Benefits
Advanced Notice of Termination of Child's Benefits (Foreign Claims)
Student Reporting Form

Petition to Obtain Approval of a Fee For Representing a Claimant Before the Social Security Administra
Request for Business Entity Taxpayer Information
Identifying Information for Possible Direct Payment of Authorized Fees
Appointment of Representative
Registration for Appointed Representative Services and Direct Payment
Claim for Amounts due in case of a Deceased Beneficiary
Statement Concerning Your Employment in a Job Not Covered by Social Security
Application for Special Benefits for World War II Veterans

Request for Waiver of Special Veterans Benefits (SVB) Overpayment Recovery or Change in Repaymen
Pre-1957 Military Service Federal Benefit Questionnaire
Child Relationship Statement
Employee Work Activity Questionnaire

Important information about your appeal, waiver rights, and repayment options
Consent for Release of Information
Consentimiento para divulgar informacin
Disability Report - Adult
Work History Report
Function Report - Adult
Function Report - Child Birth to 1st Birthday
Function Report - Adult - Third Party Form
Medical and Job Worksheet - Adult
Disability Report - Appeal
Disability Report - Child
Questionnaire for Children Claiming SSI Benefits
Government Pension Questionnaire
Certification of Election for Reduced Widow(er)'s and Surviving Divorced Spouse's Benefits
Child Care Dropout Questionnaire
Teacher Questionnaire
Request for Administrative Information
Request for Correction of Earnings Record
Request for Social Security Earnings Information
Partnership Questionnaire
Farm Self Employment Questionnaire
Farm Arrangement Questionnaire
Questionnaire about Employment or Self Employment
Supplemental Statement Regarding Farming Activities
Statement for Determining Continuing Eligibility for Supplemental Security Income Payment
Letter to Custodian of Birth Records
Letter to Employer Requesting Wage Information

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