1040 Individual
1040 US New Forms, Worksheets and Client Documents
1040 US Returns
- U.S. Individual Income Tax Return (Form 1040)
- U.S. Individual Income Tax Return (Form 1040A)
- Income Tax Return for Single and Joint Filers With No Dependents (Form 1040EZ)
- U.S. Nonresident Alien Income Tax Return (Form 1040NR)
- U.S. Nonresident Alien Income Tax Return (Form 1040NR-EZ)
- U.S. Self-Employment Tax Return (Form 1040-SS)
- Amended U.S. Individual Income Tax Return (Form 1040X)
- Annual Return to Report Transactions with Foreign Trusts (Form 3520)
- Annual Information Return of Foreign Trust With a U.S. Owner (Form 3520-A)
- Information Return of U.S. Persons With Respect to Certain Foreign Corporations (Form 5471)
- Employer's Annual Information Return of Tip Income and Allocated Tips (Form 8027)
- Donee Information Return (Form 8282)
- Return by a Shareholder of a Passive Foreign Investment Company (Form 8621)
- Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (Form 8858)
- U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans (Form 8891)
- Return by a U.S. Transferor of Property to a Foreign Corporation (Form 926)
1040 US Forms
- Bank Product App - Refund Advantage
- Bank Product Disclosure
- Form 1040 (Individual Income Tax Return)
- Form 1040-ES (Estimated Tax for Individuals)
- Form 1040-ES OCR-A (Estimated Tax for Individuals)
- Form 1040-ES Scan (Estimated Tax for Individuals)
- Form 1040-EZ (Individual Income Tax Return)
- Form 1040-SS (US Self-Employment Tax Return)
- Form 1040-V Scanline (Payment Voucher)
- Form 1040-V Voucher (Payment Voucher)
- Form 1040A (Individual Income Tax Return)
- Form 1040NR (Nonresident Alien Tax Return)
- Form 1040NR-ES (Estimated Tax for Individuals)
- Form 1040NR-EZ (Nonresident Alien Tax Return)
- Form 1040X (Amended Individual Tax Return)
- Form 1045 (Application Tentative Refund)
- Form 1098-C, Copy B (Contribution of Motor Vehicle)
- Form 1116 (Foreign Tax Credit)
- Form 1310 (Refund Due a Deceased Taxpayer)
- Form 14039 (Identity Theft Affidavit)
- Form 2106 (Employee Business Expenses)
- Form 2106-EZ (Unreimbursed Employee Bus Exp)
- Form 2120 (Multiple Support Declaration)
- Form 2210 (Underpayment of Estimated Tax)
- Form 2210F (Underpayment of Estimated Tax)
- Form 2350 (Application for Extension)
- Form 2441 (Child & Dependent Care Expense)
- Form 2555 (Foreign Earned Income)
- Form 2555-EZ (Foreign Earned Inc Exclusion)
- Form 2848 (Power of Attorney)
- Form 3115 (Change in Accounting Method)
- Form 3468 (Investment Credit)
- Form 3520 (Annual Return Foreign Gifts)
- Form 3520A (Annual Return Foreign Trust)
- Form 3800 (General Business Credit)
- Form 3903 (Moving Expenses)
- Form 4136 (Federal Fuel Tax Credit)
- Form 4137 (SS Tax on Unreported Tips)
- Form 4255 (Recapture of Investment Credit)
- Form 433-F (Collection Information Stmt)
- Form 4506 (Request for Copy of Tax Form)
- Form 4506-T (Request Transcript of Tax Form)
- Form 4506T-EZ (Request Transcript of Tax Form)
- Form 4562 (Depreciation and Amortization)
- Form 4684 (Casualties and Thefts)
- Form 4797 (Sales of Business Property)
- Form 4835 (Farm Rental Income & Expenses)
- Form 4852 (Substitute Form W2 / 1099-R)
- Form 4868 (Application for Extension)
- Form 4868 Scanline (Application for Extension)
- Form 4952 (Investment Interest Expense)
- Form 4970 (Accumulation Distribution Tax)
- Form 4972 (Tax on Lump-sum Distributions)
- Form 5074 (Alloc of Inc Tax to Guam/CNMI)
- Form 5329 (Additional Taxes on IRAs, etc.)
- Form 5405 (First-time Homebuyer Credit)
- Form 5471 (Foreign Corp Information)
- Form 56 (Fiduciary Relationship Notice)
- Form 5695 (Residential Energy Credits)
- Form 5884 (Work Opportunity Credit)
- Form 6198 (At-Risk Limitations)
- Form 6251 (Alternative Minimum Tax)
- Form 6252 (Installment Sale Income)
- Form 6478 (Credit for Alcohol Used)
- Form 673 (Claim Exempt from W/H on FEI)
- Form 6765 (Increasing Research Credit)
- Form 6781 (Section 1256 Gains and Losses)
- Form 8027 (Employer Return of Tip Income)
- Form 8082 (Inconsistent Treatment Notice)
- Form 8275 (Disclosure Statement)
- Form 8275-R (Regulation Disclosure Stmt)
- Form 8282 (Donee Information Return)
- Form 8283 Page 1 (Noncash Contributions)
- Form 8283 Page 2 (Noncash Contributions)
- Form 8332 - Custodial Parent (Release of Claim to Exemption)
- Form 8332 - Noncustodial Parent (Release of Claim to Exemption)
- Form 8379 (Injured Spouse Claim)
- Form 8396 (Mortgage Interest Credit)
- Form 8404 (Interest Charge on DISC)
- Form 843 (Claim for Refund Abatement)
- Form 8453 (Electronic Filing Transmittal)
- Form 8582 (Passive Activity Loss Limits)
- Form 8582, AMT (Passive Activity Loss Limits)
- Form 8582-CR (Passive Activity Credit Limits)
- Form 8586 (Low-Income Housing Credit)
- Form 8594 (Asset Acquisition Statement)
- Form 8606 (Nondeductible IRAs)
- Form 8609 (Low-Income Housing Certificate)
- Form 8609-A (Annual Statement)
- Form 8611 (Recapture Low-Income Housing)
- Form 8615 (Tax for Certain Children)
- Form 8621 (Return by a Shareholder)
- Form 8689 (Income Tax to US Virgin Island)
- Form 8697 (Interest Look-Back LT Contract)
- Form 8697 - Refund
- Form 8801 (Prior Year Minimum Tax Credit)
- Form 8802 (Application for US Residency)
- Form 8814 (Election to Report Child's Int)
- Form 8815 (Exclusion of US Bond Interest)
- Form 8821 (Tax Information Authorization)
- Form 8822 (Change of Address)
- Form 8822-B - Business (Change of Address - Business)
- Form 8824 (Like-Kind Exchanges)
- Form 8826 (Disabled Access Credit)
- Form 8828 (Recapture of Mortgage Subsidy)
- Form 8829 (Business Use of Home)
- Form 8833 (Treaty-Based Return Disclosure)
- Form 8834 (Qualified Electric Vehicle)
- Form 8835 (Renewable Electricity Credit)
- Form 8839 (Adoption Credit)
- Form 8840 (Closer Connection Exception)
- Form 8843 (Exempt Individual Statement)
- Form 8844 (Empowerment Zone Credit)
- Form 8845 (Indian Employment Credit)
- Form 8846 (Credit for Employer SS Taxes)
- Form 8853 (Medical Savings Account)
- Form 8854 (Expatriation Information Stmt)
- Form 8857 (Request for Innocent Spouse)
- Form 8858 (Foreign Disregard Information)
- Form 8859 (D.C. First-Time Homebuyer)
- Form 8862 (Information to Claim EIC)
- Form 8863 (Education Credit)
- Form 8864 (Biodiesel Fuels Credit)
- Form 8867 (Paid Preparer's EIC Checklist)
- Form 8873 (Extraterritorial Income Excl)
- Form 8874 (New Markets Credit)
- Form 8879 (Personal Identification Number)
- Form 8880 (Qualified Retirement Savings)
- Form 8881 (Small Employer Pension Plan Cr)
- Form 8882 (Employer Child Care Credit)
- Form 8885 (Health Coverage Tax Credit)
- Form 8886 (Reportable Transaction Stmt)
- Form 8886 OTSA Copy
- Form 8888 (Allocation of Refund)
- Form 8889 (Health Savings Account)
- Form 8891 (Canadian Retirement Plans)
- Form 8896 (Low Sulfur Diesel Fuel Credit)
- Form 8898 (Resident in U.S. Possession)
- Form 8900 (Qualified Railroad Maintenance)
- Form 8903 (Domestic Production Deduction)
- Form 8906 (Distilled Spirits Credit)
- Form 8907 (Nonconventional Source Fuel)
- Form 8908 (Energy Efficient Home Credit)
- Form 8910 (Alternative Motor Vehicle Cr)
- Form 8911 (Alternative Fuel Credit)
- Form 8912 (Tax Credit Bonds Credit)
- Form 8917 (Tuition and Fees Deduction)
- Form 8918 (Material Advisor Disclosure)
- Form 8919 (Unreported SS Tax on Wages)
- Form 8925 (Employer-Owned Life Insurance)
- Form 8930 (Midwest Disaster Retirement)
- Form 8931 (Ag Chemical Security Credit)
- Form 8932 (Employer Wage Pymt Credit)
- Form 8933 (Carbon Dioxide Credit)
- Form 8936 (Qualified Plug-In Vehicle Cr)
- Form 8938 (Stmt of Foreign Fin Assets)
- Form 8941 (Small Employer Health Ins Cr)
- Form 8944 (Preparer Hardship Waiver Req)
- Form 8945 (PTIN Application No SSN)
- Form 8946 (PTIN Application Frgn No SSN)
- Form 8948 (Preparer Explanation Not ELF)
- Form 8949 (Sales & Disp of Capital Assets)
- Form 8958 (Allocation of Tax Amounts)
- Form 926 (Return by U.S. Transferor)
- Form 9465 (Installment Agreement Request)
- Form 9465 (Notice) (Install Agreement - Notice)
- Form 970 (Application to use LIFO Method)
- Form 982 (Reduction of Tax Attributes)
- Form SS-4 (Application for Employer ID)
- Form SS-8 (Worker Status Determination)
- Form T (Forest Activities Schedule)
- Form TD F 90-22.1 (Report of Foreign Bank Account)
- Form W-12 (PTIN Application)
- Form W-4 (Employee Withholding Allowance)
- Form W-4P (Withholding Certificate)
- Form W-4V (Voluntary Withholding Request)
- Form W-7 (Application for ITIN)
- Form W-9 (Request for TIN)
- PIN Extension Forms
- Schedule 8812 (Child Tax Credit)
- Schedule A (Itemized Deductions)
- Schedule B (Interest and Dividend Income)
- Schedule C (Profit or Loss from Business)
- Schedule C-EZ (Net Profit from Business)
- Schedule D (Capital Gains and Losses)
- Schedule E Page 1 (Supplemental Income & Loss)
- Schedule E Page 2 (Supplemental Income & Loss)
- Schedule EIC (Earned Income Credit)
- Schedule F (Profit or Loss From Farming)
- Schedule H (Household Employment Taxes)
- Schedule J (Farm Income Averaging)
- Schedule R (Credit for Elderly or Disabled)
- Schedule SE (Self-Employment Tax)
1040 US Worksheets
- 2 Yr Comparison Report
- 2 Yr Comparison, Form 4835
- 2 Yr Comparison, Schedule C
- 2 Yr Comparison, Schedule E
- 2 Yr Comparison, Schedule F
- AMT 28% Gain & Sec 1250 Worksheets
- AMT Disposition Prop & Exemption Wrk
- AMT Home Mtg Int & MFS Add'l Inc Wrk
- AMT PAL & Loss Limit Adjustment Wrk
- AMT Schedule D Tax Worksheet
- Amended Comparison Report
- Auto Worksheet
- COBRA Recapture Worksheet
- Cancellation of Debt Worksheet
- Capital Gain/Loss Worksheets
- Capital Loss Carryover Worksheet
- Carryover Reports
- Carryover Summary
- Charitable Contribution Worksheet
- Charitable Contribution Worksheet AMT
- Child Tax Credit Worksheet
- Clergy Worksheet
- Client Carryforward Memos Wrk
- Deduction Worksheets
- Education Expense Allocation
- Election Report
- Electronic Filing PDF Attachment Report
- Electronic Funds Withdrawal
- Electronic Funds Withdrawal Extension
- Excess Farm Loss Worksheet
- Excess Social Security Tax WH Worksheet
- Federal Financial Aid Information Wrk
- Foreclosure, Repossessions Worksheet
- Form 1040-SS Worksheet
- Form 1045 Worksheets
- Form 1116 Carryover Report
- Form 1116 Carryover Worksheet
- Form 1116 Schedule D Worksheet
- Form 1116 Worksheet
- Form 2210 Penalty Worksheet
- Form 2555 Worksheets
- Form 4562 - 179 Deduction, AMT Version
- Form 4797, AMT Version
- Form 4952 Worksheets
- Form 5405 Worksheets
- Form 6198 Worksheets
- Form 6252, AMT Version
- Form 8615 Line 5 Worksheet
- Form 8615 Worksheets
- Form 8801 Worksheet
- Form 8839 Worksheet
- Form 8941 Worksheets
- Form 8949, AMT Version
- General Business Credit Carryover Report
- General Sales Tax Worksheet
- Home Interest Limit Worksheets
- Home Office Expense Worksheet
- Home Sale Worksheet
- IRA Distribution Report
- IRA Worksheets
- Insolvency Worksheet
- K-1 Reconciliation Worksheet
- K-1 Summary Report
- Keogh/SEP/SIMPLE Worksheet
- Late Filing Penalty Worksheet
- Net Operating Loss Worksheets
- Nonrefundable Personal Cr Limit Wrk
- Oil/Gas Well Schedule
- PIN Consent Forms
- Partner Basis Worksheet
- Partner Basis Wrk, AMT Version
- Passive Activity Loss MAGI Worksheet
- Passive Activity Loss Worksheet
- Pension Worksheet
- Pension/Annuity Report
- Preparer Review Report
- Publicly Traded Partnership Worksheet
- QTP/ESA Basis Worksheets
- Qualified Conservation C/O Worksheet
- Qualified Conservation C/O Worksheet AMT
- Qualified Dividends & Capital Gain Tax Wrk
- Qualified Tuition Programs Worksheet
- Rent and Royalty Reconciliation Wrk
- Return Summary
- Rev Proc 2009-20 Appendix A
- Sch A Actual vs IRS Comparison
- Sch C Actual vs IRS Comparison
- Schedule D, AMT Version
- Schedule EIC Worksheet 1
- Schedule EIC Worksheet 2
- Schedule J Worksheets
- Section 962 Election
- Section 962 Election Tax Worksheet
- Self-Employed Earnings Worksheet
- Self-Employed Health Insurance Worksheet
- Shareholder Basis Worksheet
- Shareholder Basis Wrk, AMT Version
- Social Security Worksheets
- Student Loan Worksheet
- Supplemental Business Expense Worksheets
- Tax Projection Comparison Report
- Tax Projection Hospital Insurance Tax
- Tax Projection Premium Tax Credit
- Tax Projection Worksheets
- Tax Refund Worksheet
- Tax Refund Worksheet - No Benefit AMT
- Tax Refund Worksheet - Taxable to Next Year
- Tax Return History Report
- US Residency Termination Statement
- Vacation Home Worksheet
- W2G Gambling Report
- Wages Report
- Withholding Report
1040 US New Forms, Worksheets and Client Documents
- Client Carryforward Memos Wrk
- Electronic Filing PDF Attachment Report
- Filing Instructions (14039)
- Filing Instructions (8404)
- Form 433-F (Collection Information Stmt)
- Form 4562 - 179 Deduction, AMT Version
- Form 8027 (Employer Return of Tip Income)
- Form 8404 (Interest Charge on DISC)
- Form 8958 (Allocation of Tax Amounts)
- Section 962 Election
- Section 962 Election Tax Worksheet
- Tax Authority Slipsheet (14039)
- Tax Authority Slipsheet (8404)
- Tax Projection Hospital Insurance Tax
- Tax Projection Premium Tax Credit
