| Earned Income Credit, EIC | |
|---|---|
| W-5 | Earned Income Credit Advance Payment Certificate (pdf) |
| W-5 (SP) | Earned Income Credit Advance Payment Certificate (Spanish version) (pdf) |
| Schedule EIC Form 1040 |
Earned Income Credit (pdf) · Instructions (pdf) |
| 8862 | Information To Claim Earned Income Credit After Disallowance (pdf) |
| 8867 | Paid Preparer's Earned Income Credit Checklist (pdf) |
| Education | |
|---|---|
| 1098-T | Tuition Payments Statement (pdf) · Instructions (pdf) |
| 1099-Q | Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only) (pdf) · Instructions (pdf) |
| 5305-E | Education Individual Retirement Trust Account (pdf) |
| 5305-EA | Education Individual Retirement Custodial Account (pdf) |
| 8863 | Education Credits (Hope and Lifetime Learning Credits) (pdf) |
| EIN, Employer Identification Number; Federal Tax ID Number | |
|---|---|
| SS-4 | Application for Employer Identification Number (pdf) · Instructions (pdf) |
| Elderly Credit | |
|---|---|
| Schedule R Form 1040 |
Credit for the Elderly or the Disabled (pdf) · Instructions (pdf) |
| Schedule 3 Form 1040A |
Credit for the Elderly or the Disabled for Form 1040A Filers (pdf) · Instructions (pdf) |
| Electric Vehicle | |
|---|---|
| 8834 | Qualified Electric Vehicle Credit (pdf) |
| Electronic Filing, e-file; Electronic Payments | |
|---|---|
| 4419 | Application for Filing Information Returns Magnetically/Electronically (pdf) |
| 4804 | Transmittal of Information Returns Reported Magnetically/Electronically (pdf) |
| 4996 | Electronic/Magnetic Media Filing Transmittal for Wage and Withholding Tax Returns (pdf) |
| 6466 | Transmittal of Forms W-4 Reported Magnetically/Electronically (pdf) |
| 6559 | Transmitter Report and Summary of Magnetic Media (pdf) |
| 8453 | U.S. Individual Income Tax Declaration for Electronic Filing (pdf) |
| 8453-C | U.S. Corporation Income Tax Declaration for an IRS e-file Return (pdf) |
| 8453-EO | Exempt Organization Declaration and Signature for Electronic Filing (pdf) |
| 8453-F | U.S. Estate or Trust Income Tax Declaration and Signature for Electronic and Magnetic Media Filing (pdf) |
| 8453-OL | U.S. Individual Income Tax Declaration for On-Line Services Electronic Filing (pdf) |
| 8453-P | U.S. Partnership Declaration and Signature for Electronic Filing (pdf) |
| 8453-S | S Corporation Declaration and Signature for Electronic Filing (pdf) |
| 8633 | Application to Participate in the IRS e-file Program (pdf) |
| 8655 | Reporting Agent Authorization for Magnetic Tape/Electronic Filers (pdf) |
| 8878 | IRS e-file Signature Authorization-Application for Extension of Time to File (pdf) |
| 8878 (SP) | IRS e-file Signature Authorization-Application for Extension of Time to File (Spanish version) (pdf) |
| 8879 | IRS e-file Signature Authorization (pdf) |
| 8879 (SP) | IRS e-file Signature Authorization (Spanish version) (pdf) |
| 8879-C | IRS e-file Signature Authorization for Form 1120 (pdf) |
| 8879-EO | IRS e-file Signature Authorization for an Exempt Organization (pdf) |
| 8879-S | IRS e-file Signature Authorization for Form 1120S (pdf) |
| Employee Business Expenses | |
|---|---|
| 2106 | Employee Business Expenses (pdf) · Instructions (pdf) |
| 2106-EZ | Unreimbursed Employee Business Expenses (pdf) |
| Employment Tax | |
|---|---|
| SS-8 | Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding (pdf) |
| SS-10 | Consent to Extend Time to Assess Employment Taxes (pdf) |
| W-4 | Employee's Withholding Allowance Certificate (pdf) |
| W-4P | Withholding Certificate for Pension or Annuity Payments (pdf) |
| W-4S | Request for Federal Income Tax Withholding From Sick Pay (pdf) |
| W-4V | Voluntary Withholding Request (pdf) |
| W-5 | Employee's Advance Earned Income Credit Certificate (pdf) |
| Schedule H Form 1040 |
Household Employment Taxes (pdf) · Instructions (pdf) |
| Empowerment Zone | |
|---|---|
| 8844 | Empowerment Zone and Renewal Community Employment Credit (pdf) |
| Entertainment Expenses | |
|---|---|
| 2106 | Employee Business Expenses (pdf) · Instructions (pdf) |
| 2106-EZ | Unreimbursed Employee Business Expenses (pdf) |
| Environment | |
|---|---|
| 6627 | Environmental Taxes (pdf) |
| Estate; Estate and Gift Taxes | |
|---|---|
| 706 | United States Estate (and Generation-Skipping Transfer) Tax Return (pdf) · Instructions (pdf |
| 706-A | United States Additional Estate Tax Return (pdf) · Instructions (pdf) |
| 706-CE | Certification of Payment of Foreign Death Tax (pdf) |
| 706-D | United States Additional Estate Tax Return Under Code Section 2057 (pdf) · Instructions (pdf) |
| 706-GS(D) | Generation-Skipping Transfer Tax Return for Distributions (pdf) · Instructions (pdf) |
| 706-GS(D-1) | Notification of Distribution From a Generation-Skipping Trust (pdf) · Instructions (pdf) |
| 706-GS(T) | Generation Skipping Transfer Tax Return for Terminations (pdf ) · Instructions (pdf) |
| 706-NA | United States Estate (and Generation-Skipping Transfer) Tax Return (pdf) · Instructions (pdf) |
| 706-QDT | United States Estate Tax Return for Qualified Domestic Trusts (pdf) · Instructions (pdf) |
| 709 | United States Gift (and Generation-Skipping Transfer) Tax Return (pdf) · Instructions (pdf) |
| 1041 | U.S. Income Tax Return for Estates and Trusts ( pdf) · Instructions (pdf) |
| Schedule K-1 Form 1041 |
Beneficiary's Share of Income, Deductions, Credits, etc. (pdf) |
| 1041-ES | Estimated Income Tax for Estates and Trusts (pdf) |
| 4422 | Application for Certificate Discharging Property Subject to Estate Tax Lien (pdf) |
| 4768 | Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes (pdf) · Instructions (pdf) |
| 8453-F | U.S. Estate or Trust Income Tax Declaration and Signature for Electronic and Magnetic Media Filing (pdf) |
| 8855 | Election to treat a Qualified Revocable Trust as Part of an Estate (pdf) |
| Estimated Tax | |
|---|---|
| 990-W | Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations (pdf) |
| 1040-ES | Estimated Tax for Individuals (pdf) |
| 1040-ES (NR) | U.S. Estimated Tax for Nonresident Alien Individuals (pdf) |
| 1041-ES | Estimated Income Tax for Estates and Trusts (pdf) |
| 1041-T | Allocation of Estimated Tax Payments to Beneficiaries (pdf) |
| 1120-W | Estimated Tax for Corporations (pdf) |
| 2210 | Underpayment of Estimated Tax by Individuals, Estates and Trusts (pdf) · Instructions (pdf) |
| 2210-F | Underpayment of Estimated Tax By Farmers and Fishermen (pdf) |
| 2220 | Underpayment of Estimated Tax By Corporations (pdf) · Instructions (pdf) |
| 4466 | Corporation Application for Quick Refund of Overpayment of Estimated Tax (pdf) |
| 8816 | Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies (pdf) |
| 8842 | Election to Use Different Annualization Periods for Corporation Estimated Tax (pdf) |
| Excise Tax | |
|---|---|
| 637 | Application for Registration (For Certain Tax Activities) (pdf) |
| 720 | Quarterly Federal Excise Tax Return (pdf) · Instructions (pdf) |
| 720-X | Amended Quarterly Federal Excise Tax Return (pdf) |
| 990-BL | Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons (pdf) · Instructions (pdf) |
| 1363 | Export Exemption Certificate (pdf) |
| 2290 | Heavy Vehicle Use Tax Return (pdf) · Instructions (pdf) |
| 4136 | Credit For Federal Tax Paid on Fuels (pdf) |
| 4720 | Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code (pdf) · Instructions (pdf) |
| 5330 | Return of Excise Taxes Related to Employee Benefit Plans (pdf) · Instructions (pdf) |
| 6069 | Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 Deduction (pdf) |
| 6197 | Gas Guzzler Tax (pdf) |
| 8725 | Excise Tax on Greenmail (pdf) |
| 8849 | Claim for Refund of Excise Taxes (pdf) |
| 8876 | Excise Tax on Structured Settlement Factoring Transactions (pdf) |
| Exempt Organization | |
|---|---|
| 990 | Return of Organization Exempt From Income Tax (pdf) · Instructions (pdf) |
| 990-EZ | Short Form Return of Organization Exempt From Income Tax (pdf) · Instructions (pdf) |
| 990-PF | Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation (pdf) · Instructions (pdf) |
| 990-T | Exempt Organization Business Income Tax Return (pdf) · Instructions (pdf) |
| 990-W | Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations (pdf) |
| 1120-POL | U.S. Income Tax Return for Certain Political Organizations (pdf) |
| 8453-EO | Exempt Organization Declaration and Signature for Electronic Filing (pdf) |
| 8718 | User Fee for Exempt Organization Determination Letter Request (pdf) |
| 8868 | Application for Extension of Time To File an Exempt Organization Return (pdf) |
| 8879-EO | IRS e-file Signature Authorization for an Exempt Organization (pdf) |
| Exemption | |
|---|---|
| 1023 | Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code (pdf) · Instructions (pdf) |
| 1028 | Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code (pdf) · Instructions (pdf) |
| 1363 | Export Exemption Certificate (pdf) |
| 2120 | Multiple Support Declaration (pdf) |
| 3491 | Consumer Cooperative Exemption Application (pdf) |
| 4029 | Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits (pdf) |
| 4361 | Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners (pdf) |
| 8233 | Exemption From Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual (pdf) · Instructions (pdf) |
| 8274 | Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes (pdf) |
| 8332 | Release of Claim to Exemption for Child of Divorced or Separated Parents (pdf) |
| Expenses | |
|---|---|
| Schedule 2 Form 1040A |
Child and Dependent Care Expenses for Form 1040A Filers (pdf) · Instructions (pdf) |
| 2106 | Employee Business Expenses (pdf) · Instructions (pdf) |
| 2106-EZ | Unreimbursed Employee Business Expenses (pdf) |
| 2441 | Child and Dependent Care Expenses (pdf) · Instructions (pdf) |
| 3903 | Moving Expenses (pdf) |
| 4835 | Farm Rental Income and Expenses (pdf) |
| 8825 | Rental Real Estate Income and Expenses of a Partnership or an S Corporation (pdf) |
| 8829 | Expenses for Business Use of Your Home (pdf) · Instructions (pdf) |
| 8839 | Qualified Adoption Expenses (pdf) · Instructions (pdf) |
| Extension | |
|---|---|
| 1127 | Application for Extension of Time for Payment of Tax (pdf) |
| 1138 | Extension of Time For Payment of Taxes By a Corporation Expecting a Net Operating Loss Carryback (pdf) |
| 2350 | Application for Extension of Time to File U.S. Income Tax Return (pdf) |
| 4768 | Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes (pdf) · Instructions (pdf) |
| 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (pdf) |
| 5558 | Application for Extension of Time to File Certain Employee Plan Returns (pdf) |
| 7004 | Application for Automatic Extension of Time to File Corporation Income Tax Return (pdf) |
| 8809 | Request for Extension of Time to File Information Returns (pdf) |
| 8868 | Application for Extension of Time To File an Exempt Organization Return (pdf) |
| 8878 | IRS e-file Signature Authorization-Application for Extension of Time to File (pdf) |
| 8878 (SP) | IRS e-file Signature Authorization-Application for Extension of Time to File (Spanish version) (pdf) |
| 8892 | Payment of Gift/GST Tax and/or Application for Extension of Time to File Form 709 (pdf) |