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Download Tax Forms and Instructions - I
| 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) |
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