| Partnerships | |
|---|---|
| 1065 | U.S. Partnership Return of Income (pdf) · Instructions (pdf) |
| Schedule K-1 (Form 1065) |
Partner's Share of Income, Credits, Deductions, etc. (pdf) · Instructions (pdf) |
| Form 1065-B | U.S. Return of Income for Electing Large Partnerships ( pdf) · Instructions (pdf) |
| Schedule K-1 (Form 1065-B) |
Partner's Share of Income (Loss) From an Electing Large Partnership (pdf) · Instructions (pdf) |
| 8308 | Report of a Sale or Exchange of Certain Partnership Interests (pdf) |
| 8453-P | U.S. Partnership Declaration and Signature for Electronic Filing (pdf) |
| 8804 | Annual Return for Partnership Withholding Tax (Section 1446) (pdf) · Instructions (pdf) |
| 8813 | Partnership Withholding Tax Payment (Section 1446) (pdf) · Instructions (pdf) |
| 8825 | Rental Real Estate Income and Expenses of a Partnership or an S Corporation (pdf) |
| 8832 | Entity Classification Election (pdf) |
| 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships(pdf) · Instructions (pdf) |
| 8893 | Election of Partnership Level Tax Treatment (pdf) |
| Passive Activity Rules | |
|---|---|
| 8582 | Passive Activity Loss Limitations (pdf) · Instructions (pdf) |
| 8582-CR | Passive Activity Credit Limitations (pdf) · Instructions (pdf) |
| 8810 | Corporate Passive Activity Loss and Credit Limitations (pdf) · Instructions (pdf) |
| Pension Plan; Retirement Plan | |
|---|---|
| 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)( pdf) · Instructions (pdf) |
| 4461 | Application for Approval of Master or Prototype Defined Contribution Plan (pdf) |
| 4461-A | Application for Approval of Master or Prototype Defined Benefit Plan (pdf) |
| 4461-B | Application for Approval of Master or Prototype Plan (pdf) |
| 5310 | Application for Determination Upon Termination (Info Copy Only) (pdf) · Instructions (pdf) |
| 5310-A | Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business (Info Copy Only) (pdf) · Instructions (pdf) |
| 5329 | (Additional Taxes Attributable to IRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contracts, and MSAs (pdf) · Instructions (pdf) |
| 5330 | Return of Excise Taxes Related to Employee Benefit Plans (pdf) · Instructions (pdf) |
| 5500 | Annual Return/Report of Employee Benefit Plan (Info Copy Only) (pdf) · Instructions (pdf) |
| Schedule A 5500 |
Insurance Information (Info Copy Only) (pdf) |
| Schedule B 5500 |
Actuarial Information (Info Copy Only) (pdf) · Instructions (pdf) |
| Schedule C 5500 |
Service Provider Information (Info Copy Only) (pdf) |
| Schedule D 5500 |
DFE/Participating Plan Information (Info Copy Only) (pdf) |
| Schedule E 5500 |
ESOP Annual Information (Info Copy Only) (pdf) |
| Schedule G 5500 |
Financial Transaction Schedules (Info Copy Only) (pdf) |
| Schedule H 5500 |
Financial Information (Info Copy Only) (pdf) |
| Schedule I 5500 |
Financial Information - Small Plan (Info Copy Only) (pdf) |
| Schedule P 5500 |
Annual Return of Fiduciary of Employee Benefit Trust (Info Copy Only) (pdf) · Instructions (pdf) |
| Schedule R 5500 |
Retirement Plan Information (Info Copy Only) (pdf) |
| Schedule SSA 5500 |
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only) (pdf) |
| 5500-EZ | Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) (pdf) · Instructions (pdf) |
| 6088 | Distributable Benefits From Employee Pension Benefit Plans (pdf) |
| 8881 | Credit for Small Employer Pension Plan Startup Costs (pdf) |
| 8891 | U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans (pdf) |
| Power of Attorney; Practice Before the IRS | |
|---|---|
| 23 | Application for Enrollment to Practice Before the Internal Revenue Service (pdf) |
| 2848 | Power of Attorney and Declaration of Representative (pdf) · Instructions (pdf) |
| 5434 | Joint Board for the Enrollment of Actuaries - Application for Enrollment (pdf) |
| 8498 | Program Sponsor Agreement for Continuing Education for Enrolled Agents (pdf) |
| 8554 | Application for Renewal of Enrollment to Practice Before the Internal Revenue Service (pdf) |
| 8821 | Tax Information Authorization (pdf) |