IRS Forms

Form W-4R
Form W-4R – Withholding Rules and Defaults
Form W-4P
Form W-4P – Pension Withholding Guide for Retirees
Form W-4
Form W-4 2025 – Step-by-Step Guide to Accurate Withholding
Form W-2VI
Form W‑2VI – Virgin Islands Wage Reporting Guide
Form W-2GU
Form W‑2GU – Guam Wage & Tax Statement, Deadlines & E‑File
Form W-2AS
Form W‑2AS Filing Guide – Deadlines, W‑3SS, BSO e‑Fi
Form W-2
Form W‑2 – Deadlines, E‑File Rules, Boxes, and W‑2c Corrections
Form 15504
Form 15504 – ISO/IEC 33020 Capability Assessment Guide
Form 15119
Form 15119 – NY New Hire Reporting Guide (20-Day Rule)
Form 15118
Form 15118 – Respond to CP562A and Update SSN
Form 14135
IRS Form 14135 – Certificate of Discharge Guide for Closings
Form 14134
Form 14134 – Subordination of Federal Tax Lien Explained
Form 1099-DA
Form 1099-DA – Guide 2025 to 2026 for CPA Firms and Brokers
Form 1041 (SCHEDULE J )
Form 1041 Schedule J – Accumulation Distribution Throwback Guide
Form 1098-F
Form 1098-F – $50,000 Threshold, Reporting Rules, Deductibility
Form 1042-S
Form 1042‑S Guide – Rates, Deadlines, Filing, FAQs
Form 1041-QFT.png
Form 1041-QFT – Composite Filing, Deadlines, EINs, NIIT
Form 1041-ES
Form 1041‑ES – Estimated Tax Guide for Estates & Trusts
Form 1041 (SCHEDULE K-1 )
Form 1041 Schedule K‑1 – 1040 Mapping, Boxes, Deadlines
Form 1041 (SCHEDULE I )
Form 1041 Schedule I – AMT Guide for Estates and Trusts
Form 1041 (SCHEDULE D)
Form 1041 Schedule D – Estates & Trusts Capital Gains Guide
Form 1040-NR
Form 1040‑NR – Filing 2025, Nonresident Taxes Made Simple
Form 1099-MISC
Form 1099‑MISC – Deadlines, Boxes, Thresholds & Filing Guide
Form 1099-SB
Form 1099-SB – What It Is, Boxes 1 and 2, 1099-LS, 2025 Deadlines
Form 1099-R
Form 1099‑R – Box 7 Codes, Rollovers, 2025 Filing Guide
Form 1099-QA
Form 1099‑QA – 2025 Guide to ABLE Distributions and Taxes
Form 1099-NEC
Form 1099-NEC – Rules, Who Gets One, How to File
Form 1099-LTC
Form 1099-LTC – 2025 Guide to Taxability, Per Diem Limits & Reporting
Form 1099-LS
Form 1099-LS – Acquirer Filing Guide, Deadlines, 1099-SB
Form 1099-CAP
Form 1099-CAP – Guide 2025: Box 2 Proceeds, Exemptions, Deadlines
Form 1099-H
1099‑H – Health Coverage Tax Credit Advance Payments Guide
Form 1099-C
Form 1099-C – Taxable Income, Exclusions, and How to Report
Form 1099-A
Form 1099-A – Boxes Explained, Reporting Steps, 1099-C
Form 1098-T
Form 1098‑T – Guide: Read Boxes Correctly and Claim Credits
Form 1099-SA
Form 1099-SA – HSA Distributions, Codes, Penalties & Filing
Form 1099-S
Form 1099‑S – Real Estate Sale Reporting Guide
Form 13979-A
Form 13979-A – VITA Grant Budget and Narrative Guide
Form 14310-A
Form 14310-A – VITA Partner Referral Guide and Checklist
Form 13977
Form 13977 – VITA Grant Budget Plan Guide for 2025
Form 13844
Form 13844 – IRS Fee Waiver and $43 Reduced Installment Setup
Form 13615
Form 13615 – IRS VITA/TCE Volunteer Standards & Requirements
Form 13588
Form 13588 – EITC proof guide for Native American taxpayers
Form 7211
Form 7211 – 2025 Clean Electricity Production Credit (45Y) Guide
Form 5500-EZ
Form 5500‑EZ – $250,000 Threshold, Deadlines, E‑Filing, Penalties
Form 3922
Form 3922 – ESPP Basis, Holding Period & 1099‑B Corrections
Form 3921
Form 3921 – 2025 Guide to Filing, Deadlines, AMT & Penalties
Form 3800
Form 3800 – How to Claim the General Business Credit in 2025
Form 15110
Form 15110 – CP08 Response for the Additional Child Tax Credit
Form 10837
IRS Form 10837 – Weather and Safety Leave Guide and PDF
Form 13980
Form 13980 Guide – The Right IRS Forms for Penalty Relief
Form 15200
Form 15200 – IRS Certificate for Paid Preparer Due Diligence 2025
Form 15417 E
Form 15417‑E: California Premium Tax Submission Guide (CDI)
Form 15417i
Form 15417‑I – Illinois Representative Authorization Guide
Form 5417 C
Form 15417-C – CDI Premium Tax Email and EFT Guide
Form 656B
Form 656-B – OIC Guide, Low-Income, Fees, Addresses
Form 9000
Form 9000 – IRS Alternative Media Preference Guide 2025
Form 8621 A
Form 8621-A – Late PFIC Purging Elections and Filing Guide
Form 8621 A
Form 8892 – Gift Tax Filing Extension for Form 709 Guide
Form 8453-EG
Form 8453‑EG – Guide to e‑File Form 709 and 709‑NA, Attachments and Signatures
Form 5558
Form 5558 – Extension Guide 2025, Deadlines and EFAST2 e‑File
Form 13424-N
Form 13424-N – LITC Program Narrative Report Guide 2025
Form 15111
Form 15111 – CP09, your Earned Income Credit checklist
Form 15112
Form 15112 – CP27 Response Guide for the Earned Income Credit
Form 15227
Form 15227 – Get an IRS IP PIN by Mail or Fax in 2025
Form 15397
Form 15397 – 30-Day Recipient Copy Extension Guide (2025)
Form 15503
IRS Form 15503 – How To Respond, Required Documents, Deadlines
Form 15658
Form 15658 – California APS Reporting Guide, SOC 341 vs SOC 342
Form 15674
Form 15674 – Maine Pupil Counts, Ratios, Salary Matrix Guide
Form CT-2
Form CT-2 – Print CT Wage Attachment in NY Returns
Form CT‑1X
Form CT-1X – 2025 Guide to RRTA Corrections and Refunds
Form 14653
Form 14653 – Streamlined Foreign Offshore Guide
Form 14457
IRS Form 14457 – 2025 Voluntary Disclosure Guide
Form 14310
Form 14310 – How to Complete the 2025 IRS VITA/TCE Sign Up
Form 13979
Form 13979: VITA/TCE Grant Budget Report, Deadlines & PDF
Form 13206.png
Form 13206 – VITA/TCE Summary Report Guide 2025
Form 1098-MA
Form 1098‑MA – Boxes 1–3, IRS Safe Harbor, Deduction Caps
Form 706-CE
Form 706-CE – Foreign Death Tax Credit on 706
Form 706-A
Form 706 Schedule A – How to Report Estate Real Property
Form 2290
Form 2290 – Heavy Highway Vehicle Use Tax Guide with Deadlines, E‑File, and Schedule 1
Form 14234-E
Form 14234‑E – 2025 CAP Cross Border Activities Guide
Form 14234-C
Form 14234-C – TIIL Guide, CAP Requirements & Checklist
Form 14711-A
Form 14711‑A – Direct Pay Bonds & 8038‑CP Planning Guide
FORM 14234 B.PNG
Form 14234-B – MITT, Guide and Requirements for CAP 2025
Form 14234-A
Form 14234-A – CAP Research Credit Questionnaire Guide
Form 14234
Form 14234 – CAP 2026 Application, CBAQ and MITT
Form 13981
IRS Form 13981 – VITA Grant Agreement Explained
Form 13614-NR
Form 13614-NR: Nonresident Intake Guide 2025 for 1040-NR and 8843
Form 9661
Form 9661 – Application Guide, Fillable PDF, E‑Sign
Form 8971 (Schedule A)
Form 8971 Schedule A – Deadlines, Basis, and Filing Guide
Form 6112
Form 6112 Guide – IRS Letter 6112, 6112-A, and Advisor Lists
Form 1098-Q
Form 1098‑Q – QLAC Reporting, Deadlines, $200,000 Limit
Form 1098-E
Form 1098‑E – Student Loan Interest Deduction Guide
Form 1098
Form 1098 – How to Read It and Claim Mortgage Interest
Form 1097-BTC
Form 1097-BTC, 2025 Filing Guide, Deadlines, E-file Rules
Form 1096
Form 1096 – You Need It, Deadlines, and Instructions
Form 944-X
Form 944‑X – Instructions, Deadlines, How to File
Form 941-X
Form 941‑X – Correct Payroll Tax Errors and Claim Refunds
Form 656
Form 656 – How to File an Offer in Compromise, Requirements and Checklist
Form 433-H
Form 433-H – IRS Installment Agreement & Financial Disclosure
Form 433-F
Form 433-F – Complete the IRS Collection Information Statement
Form 433-B (OIC)
Form 433-B (OIC) – Business OIC Guide & Checklist
Form 433-A (OIC)
Form 433-A (OIC): 2025 Guide to Requirements and Docs
Form 4506-T-EZ
Form 4506-T-EZ – Request IRS 1040 Transcript, 4506-C vs 4506-T
Form 4422
Form 4422 – Estate Tax Lien Discharge Guide, Filing Checklist and Timeline
Form 911
IRS Form 911 – How to Get Taxpayer Advocate Service Help Fast
Form 886-L
Form 886-L – IRS Wage and Withholding Verification Guide
Form 886-H-AOC
Form 886‑H‑AOC – AOTC Proof Checklist for IRS Notices
Form 706-QDT
Form 706‑QDT – QDOT Tax Deadlines and Filing Steps
Form 706-NA
Form 706‑NA – Nonresident Estate Tax Filing Guide & Deadlines
Form 706-GSDN
Form 706-GSDN – GST Trust Distributions and California Filing Guide
Form 706-GSD
Form 706-GS(D) – How to File, Deadlines, GST Rate, CA Rules
Form 706
Form 706 – Estate Tax Return, DSUE Portability & Deadlines
Form 706 (Schedule W).PNG
Form 706 Schedule W – Continuation Guide for Clean, DSUE-Ready Filings
Form 706 (Schedule U)
Form 706 Schedule U – Qualified Conservation Easement Election Guide
Form 706 (Schedule T)
Form 706 Schedule T – GST, Special‑Use Valuation Guide
Form 706 (Schedule R-1)
Form 706 Schedule R-1 -Trustee vs Executor Filing Guide
Form 706 (Schedule R)
Form 706 Schedule R – GST Guide, R‑1 Rules, Allocation & Lacerte
Form 706 (Schedule Q)
Form 706 Schedule Q – Section 2013 Credit Guide for Estates
Form 706 Schedule PC
Form 706 Schedule PC – Protective Claim Checklist and Timeline
Form 706 (Schedule P)
Form 706 Schedule P – Foreign Death Tax Credit Guide
Form 706 (Schedule O)
Form 706 Schedule O – Charitable Deduction and Residuary Guide
Form 706 (Schedule M)
Form 706 Schedule M – Marital Deduction, QTIP & QDOT Guide
Form 706 Schedule K
Form 706 Schedule K – Deduct Debts, Mortgages, and Claims
Form 706 ( SHEDULE L)
Form 706 Schedule L – Guide to Post‑Death Losses and Trust Costs
Form 706 (Schedule J)
Form 706 Schedule J – Funeral and Administration Deductions
Form 706 (Schedule I)
Form 706 Schedule I – Annuities, plus GST on R and R‑1
Form 706 (Schedule H)
Form 706 Schedule H – Instructions, General Power of Appointment
Form 706 (Schedule G)
Form 706 Schedule G – Reporting Transfers and Retained Rights
Form 706 (Schedule F)
Form 706 Schedule F – Reporting Checklist, Valuation, and Appraisals
Form 706 (Schedule E)
Form 706 Schedule E – 50% Rule, Documentation, Portability
Form 706 (Schedule D)
Form 706 Schedule D – Life Insurance and Form 712 Guide
Form 706 (Schedule C)
Form 706 Schedule C – Mortgages, Notes, Cash Explained
Form 706 (Schedule B)
Form 706 Schedule B – How to Value Stocks and Bonds at Date of Death
Form 15108
Form 15108 – CP108 Notice, Fix Misapplied IRS Payments
Form 15620
Form 15620 – 83(b) Election Filing, Deadline, Online Portal
Form 720
Form 720 – Deadlines, Deposits, and PCORI, 2025 Guide
Form 8971
Form 8971 – Schedule A, 30-Day Deadline, Filing Guide
Form 15109
Form 15109 – How to Claim Combat Zone Tax Deadline Relief
Form 15662
Form 15662 – Guide to the IRS PLR Intake Form and Checklist
Form 8038
Form 8038 Guide – 2025 Filing Deadlines, Requirements & Tips
Form 1094-C
Form 1094-C – Deadlines, Authoritative Transmittal, E-file Rule
Form 1095-C
Form 1095‑C : Deadlines, Codes, and Employer Filing Guide
Form 6729-C
Form 6729‑C – IRS VITA/TCE Return Review Sheet Explained (2025)
Form 15315
IRS Form 15315 – How to File, Deadline, and Proof in 2025
Form 13715
Form 13715 – How to Fill and Submit the VITA/TCE Site Sheet
Form 1095-A
Form 1095-A, fix SLCSP gaps and APTC errors
Form 13614-C
Form 13614-C Fillable PDF, Checklist, and What to Bring