| Tax Shelter | |
|---|---|
| 8264 | Application for Registration of a Tax Shelter (pdf) · Instructions (pdf) |
| 8271 | Investor Reporting of Tax Shelter Registration Number (pdf) |
| 8886 | Reportable Transaction Disclosure Statement (pdf) · Instructions (pdf) |
| Tax Tables | |
|---|---|
| 1040 | Tax Tables (pdf) |
| Taxpayer Advocate | |
|---|---|
| 911 | Application for Taxpayer Assistance Order (ATAO) (pdf) |
| Taxpayer Identification Number; TIN | |
|---|---|
| W-7 | Application for IRS Individual Taxpayer Identification Number (pdf) |
| W-7A | Application for Taxpayer Identification Number for Pending U.S. Adoptions (pdf) |
| W-9 | Request for Taxpayer Identification Number and Certification (pdf) · Instructions (pdf) |
| W-9S | Request for Student's or Borrower's Social Security Number and Certification (pdf) |
| 13551 | Application to Participate in the ITIN Acceptance Agent Program (pdf) |
| Theft and Casualty Loss | |
|---|---|
| 1040-X | Amended U.S. Individual Income Tax Return (pdf) · Instructions (pdf) |
| 4684 | Casualties and Thefts (pdf) · Instructions (pdf) |
| Third Party Authorization | |
|---|---|
| 8821 | Tax Information Authorization (pdf) |
| Tip Income | |
|---|---|
| 4137 | Social Security and Medicare Tax on Unreported Tip Income (pdf) |
| 8027 | Employer's Annual Information Return of Tip Income and Allocated Tips (pdf) · Instructions (pdf) |
| Transcript | |
|---|---|
| 4506 | Request for Copy of Tax Return (pdf) |
| 4506-T | Request for Transcript of Tax Return (pdf) |
| Travel Expenses | |
|---|---|
| 2106 | Employee Business Expense (pdf) · Instructions (pdf) |
| 2106-EZ | Unreimbursed Employee Business Expense (pdf) |
| Treaty; Tax Treaty | |
|---|---|
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) (pdf) |
| Trust | |
|---|---|
| 706-GS(D-1) | Notification of Distribution From a Generation-Skipping Trust (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) |
| 1041 | U.S. Income Tax Return for Estates and Trusts ( pdf) · Instructions (pdf) |
| Schedule J (Form 1041) |
Accumulation Distribution for a Complex Trust (pdf) |
| Schedule K-1 (Form 1041) |
Beneficiary's Share of Income, Deductions, Credits, etc. (pdf) |
| 1041-A | U.S. Information Return Trust Accumulation of Charitable Amounts (pdf) |
| 1041-ES | Estimated Income Tax for Estates and Trusts (pdf) |
| 1041-QFT | U.S. Income Tax Return for Qualified Funeral Trusts (pdf) |
| 1041-T | Allocation of Estimated Tax Payments to Beneficiaries (pdf) |
| 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner (pdf) · Instructions (pdf) |
| 5227 | Split-Interest Trust Information Return (pdf) · Instructions (pdf) |
| 5305 | Traditional Individual Retirement Trust Account (pdf) |
| 5305-B | Health Savings Trust Account (pdf) |
| 5305-E | Education Individual Retirement Trust Account (pdf) |
| 5305-R | Roth Individual Retirement Trust Account (pdf) |
| 5305-S | SIMPLE Individual Retirement Trust Account (pdf) |
| 6069 | Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 Deduction (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) |