| Independent Contractor | |
|---|---|
| SS-8 | Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding (pdf) |
| 1099-MISC | Miscellaneous Income (Info Copy Only) (pdf) · Instructions (pdf) |
| Indian; Native American | |
|---|---|
| 8845 | Indian Employment Credit (pdf) |
| Individual Retirement Arrangements (IRAs) | |
|---|---|
| 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (pdf) |
| 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. (pdf) |
| 5305 | Traditional Individual Retirement Trust Account (pdf) |
| 5305-A | Traditional Individual Retirement Custodial Account (pdf) |
| 5305-E | Education Individual Retirement Trust Account (pdf) |
| 5305-EA | Education Individual Retirement Custodial Account (pdf) |
| 5305-R | Roth Individual Retirement Trust Account (pdf) |
| 5305-RA | Roth Individual Retirement Custodial Account (pdf) |
| 5305-S | SIMPLE Individual Retirement Trust Account (pdf) |
| 5305-SA | SIMPLE Individual Retirement Custodial Account (pdf) |
| 5306 | Application for Approval of Prototype or Employer Sponsored Individual Retirement Account (pdf) |
| 5329 | Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts (pdf) · Instructions (pdf) |
| 5498 | IRA Contribution Information (pdf) |
| 8606 | Nondeductible IRAs and Coverdell ESA's (pdf) · Instructions (pdf) |
| Injured Spouse | |
|---|---|
| 8379 | Injured Spouse Claim and Allocation (pdf) |
| Innocent Spouse | |
|---|---|
| 8857 | Request for Innocent Spouse Relief (pdf) |
| 12507 | Innocent Spouse Statement (pdf) |
| 12508 | Innocent Spouse Information Request (pdf) |
| 12509 | Statement of Disagreement (pdf) |
| 12510 | Questionnaire for Requesting Spouse (pdf) |
| Installment Agreement | |
|---|---|
| 2159 | Payroll Deduction Agreement (pdf) |
| 2159 (SP) | Payroll Deduction Agreement (Spanish version) (pdf) |
| 9465 | Installment Agreement Request (pdf) |
| Installment Sale | |
|---|---|
| 6252 | Installment Sale Income (pdf) |
| 8038-GC | Information Return for Small Tax-Exempt Governmental Bond Issues, Leases and Installment Sales (pdf) |
| Insurance | |
|---|---|
| 712 | Life Insurance Statement (pdf) |
| 1099-H | Health Insurance Advance Payments (Info Copy Only) (pdf) · Instructions (pdf) |
| 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) (pdf) · Instructions (pdf) |
| 1120-L | U.S. Life Insurance Company Income Tax Return (pdf ) · Instructions (pdf) |
| 1120-PC | U.S. Property and Casualty Insurance Company Income Tax Return (pdf) · Instructions (pdf) |
| 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. (pdf) |
| Schedule A (Form 5500) |
Insurance Information (Info Copy Only) (pdf) |
| 8816 | Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies (pdf) |
| 8853 | Archer MSAs and Long-Term Care Insurance Contracts (pdf) · Instructions (pdf) |
| Interest | |
|---|---|
| Schedule B (Form 1040) |
Interest & Dividend Income ( pdf) · Instructions (pdf) |
| Schedule 1 (Form 1040A) |
Interest and Ordinary Dividends for Form 1040A Filers (pdf) |
| 1098 | Mortgage Interest Statement (pdf) · Instructions (pdf) |
| 1098-E | Student Loan Interest Statement (pdf) · Instructions (pdf) |
| 1099-INT | Interest Income (Info Copy Only) (pdf) · Instructions (pdf) |
| 1120-IC-DISC | Interest Charge Domestic International Sales Corporation Return (pdf) · Instructions (pdf) |
| 4876-A | Election to Be Treated as an Interest Charge DISC (pdf) |
| 4952 | Investment Interest Expense Deduction (pdf) |
| 8396 | Mortgage Interest Credit (pdf) |
| 8404 | Interest Charge on DISC-Related Deferred Tax Liability (pdf) |
| 8697 | Interest Computation Under the Look-Back Method for Completed Long-Term Contracts (pdf) · Instructions (pdf) |
| 8814 | Parent's Election to Report Child's Interest and Dividends (pdf) |
| 8815 | Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (pdf) |
| 8866 | Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method (pdf) · Instructions (pdf) |
| Inventory | |
|---|---|
| 970 | Application to Use Lifo Inventory Method (pdf) |
| Investment | |
|---|---|
| 976 | Claim for Deficiency Dividends Deductions by a Personal Holding Company, Regulated Investment Company, or Real Estate Investment Trust (pdf) |
| 1066 | U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return (pdf) · Instructions (pdf) |
| 1120-REIT | U.S. Income Tax Return for Real Estate Investment Trusts (pdf) · Instructions (pdf) |
| 1120-RIC | U.S. Income Tax Return for Regulated Investment Companies (pdf) · Instructions (pdf) |
| 3468 | Investment Credit (pdf) |
| 4255 | Recapture of Investment Credit (pdf) |
| 4952 | Investment Interest Expense Deduction (pdf) |
| 8612 | Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts (pdf) |
| 8613 | Return of Excise Tax on Undistributed Income of Regulated Investment Company (pdf) |
| 8615 | Tax for Children Under Age 14 Who Have Investment Income of More Than $1,600 (pdf) |
| 8621 | Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (pdf) · Instructions (pdf) |
| 8811 | Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations (pdf) |