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Income/Employment

  • 1000 - Ownership Certificate
  • 1023 - Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
  • 1023-EZ - Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
  • 1024 - Application for Recognition of Exemption Under Section 501(a)
  • 1024-A - Application for Recognition of Exemption Under Section 501(c)(4) of the Internal Revenue Code
  • 1028 - Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code
  • 10301 - CD Encryption Code Authorization For CP2100/972CG Notices
  • 1040 (2018-2023) - U.S. Individual Income Tax Return
  • 1040 SR (2019-2023) - U.S. Tax Return for Seniors
  • 1040 Schedule 1 (2018-2023) - Additional Income and Adjustments to Income
  • 1040 Schedule 2 (2018-2023) - Additional Taxes
  • 1040 Schedule 3 (2018-2023) - Nonrefundable Credits and Additional Credits and Payments
  • 1040 Schedule 4 (2018) - Other Taxes
  • 1040 Schedule 5 (2018) - Other Payments and Refundable Credits
  • 1040 Schedule 6 (2018) - Foreign Address and Third Party Designee
  • 1040 Schedule 8812 (2018-2023) - Additional Child Tax Credit
  • 1040 Schedule A (2018-2023) - Itemized Deductions
  • 1040 Schedule B (2018-2022) - Interest and Ordinary Dividends
  • 1040 Schedule C (2018-2023) - Profit or Loss From Business
  • 1040 Schedule C-EZ (2018) - Net Profit From Business
  • 1040 Schedule D (2018-2023) - Capital Gains and Losses
  • 1040 Schedule E (2018-2023) - Supplemental Income and Loss
  • 1040 Schedule EIC (2018-2023) - Earned Income Credit
  • 1040 Schedule F (2018-2023) - Profit or Loss From Farming
  • 1040 Schedule H (2018-2023) - Household Employment Taxes
  • 1040 Schedule J (2018-2023) - Income Averaging for Farmers and Fishermen
  • 1040 Schedule LEP - Request for Change in Language Preference
  • 1040 Schedule R (2018-2023) - Credit for the Elderly or the Disabled
  • 1040 Schedule SE (2018-2023) - Self-Employment Tax
  • 1040 Two-Year Comparison Worksheet
  • 1040-C - U.S. Departing Alien Income Tax Return
  • 1040-ES - Estimated Tax for Individuals
  • 1040-ES (NR) - Estimated Tax Payment Voucher
  • 1040-NR - U.S. Nonresident Alien Income Tax Return
  • 1040-NR Schedule A - Itemized Deductions
  • 1040-NR Schedule NEC - Tax on Income Not Effectively Connected With a U.S. Trade or Business
  • 1040-NR Schedule OI - Other Information
  • 1040-SS - U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)
  • 1040-V - Payment Voucher
  • 1040-X - Amended U.S. Individual Income Tax Return
  • 1041 - U.S. Income Tax Return for Estates and Trusts
  • 1041 Schedule I - Alternative Minimum Tax - Estates and Trusts
  • 1041 Schedule J - Accumulation Distribution for Certain Complex Trusts
  • 1041 Schedule K-1 - Beneficiary's Share of Income, Deductions, Credits, etc.
  • 1041-A - U.S. Information Return Trust Accumulation of Charitable Amounts
  • 1041-ES - Estimated Income Tax for Estates and Trusts
  • 1041-N - U.S. Income Tax Return for Electing Alaska Native Settlement Trusts
  • 1041-QFT - U.S. Income Tax Return for Qualified Funeral Trusts
  • 1041-T - Allocation of Estimated Tax Payments to Beneficiaries
  • 1041-V - Payment Voucher
  • 1042 - Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
  • 1042 Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD)
  • 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
  • 1042-T - Annual Summary and Transmittal of Forms 1042-S
  • 1045 - Application for Tentative Refund
  • 1065 (2018-2023) - U.S. Return of Partnership Income
  • 1065 Schedule B (2018-2023) - Other Information
  • 1065 Schedule B-1 - Information on Partners Owning 50% or More of the Partnership
  • 1065 Schedule B-2 - Election Out of the Centralized Partnership Audit Regime
  • 1065 Schedule C - Additional Information for Schedule M-3 Filers
  • 1065 Schedule D - Capital Gains and Losses
  • 1065 Schedule K (2018-2023) - Partners’ Distributive Share Items
  • 1065 Schedule K-2 - Partners' Distributive Share Items - International
  • 1065 Schedule K-3 - Partner's Share of Income, Deductions, Credits, etc. - International
  • 1065 Schedule K1 (2018-2023) - Partner’s Share of Income, Deductions, Credits, etc.
  • 1065 Schedule L M1 M2 (2018-2023) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
  • 1065 Schedule M-3 - Net Income (Loss) Reconciliation for Certain Partnerships
  • 1065-X - Amended Return or Administrative Adjustment Request (AAR)
  • 1066 - U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return
  • 1066 Schedule Q - Quarterly Notice to Residual Interest Holder of REMIC Taxable Income or Net Loss Allocation
  • 1094-B - Transmittal of Health Coverage Information Returns
  • 1094-C - Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
  • 1095-A - Health Insurance Marketplace Statement
  • 1095-B - Health Coverage
  • 1095-C - Employer-Provided Health Insurance Offer and Coverage
  • 1096 - Annual Summary and Transmittal of U.S. Information Returns
  • 1097-BTC - Bond Tax Credit
  • 1098 - Mortgage Interest Statement
  • 1098-C - Contributions of Motor Vehicles, Boats, and Airplanes
  • 1098-E - Student Loan Interest Statement
  • 1098-F - Fines, Penalties, and Other Amounts
  • 1098-MA - Mortgage Assistance Payments
  • 1098-Q - Qualifying Longevity Annuity Contract Information
  • 1098-T - Tuition Statement
  • 1099-A - Acquisition or Abandonment of Secured Property
  • 1099-B - Proceeds From Broker and Barter Exchange Transactions
  • 1099-C - Cancellation of Debt
  • 1099-CAP - Changes in Corporate Control and Capital Structure
  • 1099-DIV - Dividends and Distributions
  • 1099-G - Certain Government Payments
  • 1099-H - Health Coverage Tax Credit (HCTC) Advance Payments
  • 1099-INT - Interest income
  • 1099-K - Payment Card and Third-party Network Transactions
  • 1099-LS - Reportable Life Insurance Sale
  • 1099-LTC - Long-Term Care and Accelerated Death Benefits
  • 1099-MISC - Miscellaneous Information
  • 1099-NEC - Nonemployee Compensation
  • 1099-OID - Original Issue Discount
  • 1099-PATR - Taxable Distributions Received From Cooperatives
  • 1099-Q - Payments from Qualified Education Programs
  • 1099-QA - Distributions from ABLE Accounts
  • 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • 1099-S - Proceeds from Real Estate Transactions
  • 1099-SA - Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  • 1099-SB - Seller's Investment in Life Insurance Contract
  • 11-C - Occupational Tax and Registration Return for Wagering
  • 1116 - Foreign Tax Credit (Individual, Estate, or Trust)
  • 1116 Schedule B - Foreign Tax Carryover Reconciliation Schedule
  • 1116 Schedule C - Foreign Tax Redeterminations
  • 1117 - Income Tax Surety Bond
  • 1118 - Foreign Tax Credit - Corporations
  • 1118 Schedule I - Reduction of Foreign Oil and Gas Taxes
  • 1118 Schedule J - Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End Recharacterization Balances, and Overall Foreign and Domestic Loss Account Balances
  • 1118 Schedule K - Foreign Tax Carryover Reconciliation Schedule
  • 1118 Schedule L - Foreign Tax Redeterminations
  • 1120 (2018-2023) - U.S. Corporation Income Tax Return
  • 1120 Schedule B - Additional Information for Schedule M-3 Filers
  • 1120 Schedule D - Capital Gains and Losses
  • 1120 Schedule G - Information on Certain Persons Owning the Corporation’s Voting Stock
  • 1120 Schedule H - Section 280H Limitations for a Personal Service Corporation (PSC)
  • 1120 Schedule L M1 M2 (2018-2023) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report
  • 1120 Schedule M-3 - Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More
  • 1120 Schedule N - Foreign Operations of U.S. Corporations
  • 1120 Schedule O - Consent Plan and Apportionment Schedule for a Controlled Group
  • 1120 Schedule PH - U.S. Personal Holding Company (PHC) Tax
  • 1120 Schedule UTP - Uncertain Tax Position Statement
  • 1120-C - U.S. Income Tax Return for Cooperative Associations
  • 1120-F - U.S. Income Tax Return of a Foreign Corporation
  • 1120-F Schedule H - Deductions Allocated To Effectively Connected Income Under Regulations Section 1.861-8
  • 1120-F Schedule I - Interest Expense Allocation Under Regulations Section 1.882-5
  • 1120-F Schedules M-1 and M-2 - Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books
  • 1120-F Schedule M-3 - Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More
  • 1120-F Schedule P - List of Foreign Partner Interests in Partnerships
  • 1120-F Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD)
  • 1120-F Schedule S - Exclusion of Income From the International Operation of Ships or Aircraft Under Section 883
  • 1120-F Schedule V - List of Vessels or Aircraft, Operators, and Owners
  • 1120-FSC - U.S. Income Tax Return of a Foreign Sales Corporation
  • 1120-FSC Schedule P - Transfer Price or Commission
  • 1120-H - U.S. Income Tax Return for Homeowners Associations
  • 1120-IC-DISC - Interest Charge Domestic International Sales Corporation Return
  • 1120-IC-DISC Schedule K - Shareholder's Statement of IC-DISC Distributions
  • 1120-IC-DISC Schedule P - Intercompany Transfer Price or Commission
  • 1120-IC-DISC Schedule Q - Borrower's Certificate of Compliance With the Rules for Producer's Loans
  • 1120-L Schedule M-3 - Net Income (Loss) Reconciliation for U.S. Life Insurance Companies With Total Assets of $10 Million or More
  • 1120-ND - Return for Nuclear Decommissioning Funds and Certain Related Persons
  • 1120-PC - U.S. Property and Casualty Insurance Company Income Tax Return
  • 1120-PC Schedule M-3 - Net Income (Loss) Reconciliation for U.S. Property and Casualty Insurance Companies With Total Assets of $10 Million or More
  • 1120-POL - U.S. Income Tax Return for Certain Political Organizations
  • 1120-REIT - U.S. Income Tax Return for Real Estate Investment Trusts
  • 1120-RIC - U.S. Income Tax Return for Regulated Investment Companies
  • 1120S Schedule B (2018-2023) - Other Information
  • 1120S Schedule B-1 - Information on Certain Shareholders of an S Corporation
  • 1120S Schedule D - Capital Gains and Losses and Built-in Gains
  • 1120S Schedule K-2 - Shareholders' Pro Rata Share Items - International
  • 1120S Schedule K-3 - Shareholder's Share of Income, Deductions, Credits, etc. - International
  • 1120S Schedule M-3 - Net Income (Loss) Reconciliation for S Corporations With Total Assets of $10 Million or More
  • 1120S Two-Year Comparison Worksheet
  • 1120-SF - U.S. Income Tax Return for Settlement Funds
  • 1120-X - Amended U.S. Corporation Income Tax Return
  • 1120S (2018-2023) - U.S. Income Tax Return for an S Corporation
  • 1120S Schedule K1 (2018-2023) - Shareholder’s Share of Income, Deductions, Credits, etc.
  • 1120S Schedule L M1 M2 (2018-2023) - L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report
  • 1122 - Authorization and Consent of Subsidiary Corporation To Be Included in a Consolidated Income Tax Return
  • 1125-E - Compensation of Officers
  • 1127 - Application for Extension of Time for Payment of Tax Due to Undue Hardship
  • 1128 - Application to Adopt, Change, or Retain a Tax Year
  • 1138 - Extension of Time for Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback
  • 1139 - Corporation Application for Tentative Refund
  • 11652 - Questionnaire and Supporting Documentation Form 1040 Schedule C (Profit or Loss from Business)
  • 12009 - Request for an Informal Conference and Appeals Review
  • 12153 - Request for a Collection Due Process or Equivalent Hearing
  • 12203 - Request for Appeals Review
  • 12203-A - Request for Appeal
  • 12256 - Withdrawal of Request for Collection Due Process or Equivalent Hearing
  • 12277 - Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien
  • 12325 - Military Status Questionnaire
  • 12339 - Internal Revenue Service Advisory Council Membership Application
  • 12451 - Request for Relocation Expenses Allowance
  • 12508 - Questionnaire for Non-Requesting Spouse
  • 12661 - Disputed Issue Verification
  • 12673 - Agreement to Bid
  • 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer
  • 13285-A - Reducing Tax Burden on America's Taxpayers
  • 13287 - Bank Payment Problem Identification
  • 13424 - Low Income Taxpayer Clinic (LITC) Application Information
  • 13424-C - Low Income Taxpayer Clinic (LITC) Advocacy Information Report
  • 13424-F - Volunteer / Pro Bono Time Reporting
  • 13441-A - Health Coverage Tax Credit (HCTC)
  • Monthly Registration and Update
  • 13533 - VITA/TCE Partner Sponsor Agreement
  • 13533-A - FSA Remote Sponsor Agreement
  • 13551 - Application to Participate in the IRS Acceptance Agent Program"
  • 13560 - Health Plan Administrator (HPA) Return of Funds
  • 13614-C - Intake/Interview & Quality Review Sheet
  • 13614-NR - Nonresident Alien Intake and Interview Sheet
  • 13615 - Volunteer Standards of Conduct Agreement - VITA/TCE Programs
  • 1363 - Export Exemption Certificates
  • 13711 - Income and Deductions Checklist
  • 13715 - Where is My Refund
  • 13748 - Request for Appeal of Offer in Compromise
  • 13750 - Volunteer Site Information Sheet
  • 13751 - Workshops/Seminars Registration
  • 13768 - Election to Participate in Announcement 2005-80 Settlement Initiative
  • 13797 - Waiver of Right to Consistent Agreement of Partnership Items and Partnership-Level Determinations as to Penalties, Additions to Tax, and Additional Amounts
  • 13803 - Electronic Tax Administration Advisory Committee Membership Application
  • 13844 - Compliance Check Report
  • 13909 - Application to Participate in the Income Verification Express Service (IVES) Program
  • 13930 - Application For Reduced User Fee For Installment Agreements
  • 13973 - Tax-Exempt Organization Complaint (Referral)
  • 13976 - Application for Central Withholding Agreement
  • 13977 - Health Coverage Tax Credit (HCTC) Blank Payment Coupon
  • 13978 - Itemized Statement Component of Advisee List
  • 13989 - VITA Grant Budget Plan
  • 13997 - Validating Your TIN and Reasonable Cause
  • 14017 - Projected Operations VITA Grant Application
  • 14039 - IRS Tax Forum Case Resolution Data Sheet
  • 14039-B - Validating Your TIN and Reasonable Cause
  • 14095 - Application for Fast Track Settlement
  • 14134 - Identity Theft Affidavit
  • 14135 - Business Identity Theft Affidavit
  • 14157 - The Health Coverage Tax Credit (HCTC) Reimbursement Request
  • 14157-A - Application for Certificate of Subordination of Federal Tax Lien
  • 14199 - Application for Certificate of Discharge of Property from Federal Tax Lien
  • 14204 - Form W-7 Checklist
  • 14310 - Return Preparer Complaint
  • 14335 - Tax Return Preparer Fraud or Misconduct Affidavit
  • 14360 - COBRA Recapture Statement
  • 14364 - Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
  • 14392 - Partner and Volunteer Sign Up
  • 14402 - Contact Information for VITA and TCE Grant Programs
  • 14411 - Continuing Education Provider Complaint Referral
  • 14414 - Group Ruling Questionnaire
  • 14417 - Reimbursable Agreement - Non-Federal Entities
  • 14429 - Tax Exempt Bonds Voluntary Closing Agreement Program Request
  • 14446 - Virtual VITA/TCE Taxpayer Consent
  • 14452 - Foreign Account or Asset Statement
  • 14454 - Attachment to Offshore Voluntary Disclosure Letter
  • 14462 - Authorization for Disclosure of Information - IRS Return Preparer Office
  • 14568 - Model VCP Compliance Statement
  • 14568-A - Model VCP Compliance Statement - Schedule 1: Plan Document Failures for 403(b) Plans
  • 14568-B - Model VCP Compliance Statement - Schedule 2: Nonamender Failures for IRC 401(a) Plans
  • 14568-C - Model VCP Compliance Statement - Schedule 3 SEPs and SARSEPs
  • 14568-D - Model VCP Compliance Statement - Schedule 4 SIMPLE IRAs
  • 14568-E - Model VCP Compliance Statement - Schedule 5: Plan Loan Failures
  • 14568-F - Model VCP Compliance Statement - Schedule 6 Employer Eligibility Failure
  • 14568-G - Model VCP Compliance Statement - Schedule 7 Failure to Distribute Elective Deferrals in Excess of the 402(g) Limit
  • 14568-H - Model VCP Compliance Statement - Schedule 8: Failure to Pay Required Minimum Distributions Timely
  • 14568-I - Model VCP Compliance Statement - Schedule 9: Limited Safe Harbor Correction by Plan Amendment
  • 14581-A - Fringe Benefits Compliance Self-Assessment For Public Employers
  • 14581-B - International Issues Compliance Self-Assessment For Public Employers
  • 14581-C - Medicare Coverage Compliance Self-Assessment For State and Local Government Employers
  • 14581-D - Other Tax Issues Compliance Self-Assessment For Public Employers
  • 14581-E - Retirement Plan Coverage Compliance Self-Assessment For State and Local Government Entities
  • 14581-F - Social Security Coverage Compliance Self-Assessment For State and Local Government Entities
  • 14581-G - Employee or Independent Contractor Compliance Self-Assessment For Public Employers
  • 14693 - Application for Reduced Rate of Withholding on Whistleblower Award Payment
  • 14704 - Transmittal Schedule – Form 5500-EZ Delinquent Filer Penalty Relief Program
  • 14708 - Streamlined Domestic Penalty Reconsideration Request Related to Canadian Retirement Plans
  • 14765 - Employee Premium Tax Credit (PTC) Listing
  • 14773 - Offer in Compromise Withdrawal
  • 14773-A - Offer in Compromise Withdrawal - Joint
  • 14781 - Electronic Federal Tax Payment System (EFTPS) – Insolvency Registration
  • 14815 - Supporting Documents to Prove the Child Tax Credit (CTC) and Credit for Other Dependents (ODC) for 2018-2025
  • 14815-A - Supporting Documents to Prove the Child Tax Credit (CTC) and Credit for Other Dependents (ODC) for 2021
  • 14824 - Supporting Documents to Prove Filing Status
  • 14950 - Premium Tax Credit Verification
  • 15057 - Agreement to Rescind Notice of Final Partnership Adjustment
  • 15080 - Consent to Disclose Tax Return Information to VITA/TCE Tax Preparation Sites
  • 15086 - Offer in Compromise Public Inspection File Request
  • 15100 - Adoption Taxpayer Identification Number (ATIN) Extension Request
  • 15101 - Provide a Social Security Number (SSN) for Adoptive Child
  • 15103 - Form 1040 Return Delinquency
  • 15104 - Status of the Taxpayer Levy
  • 15105 - No Breakdown of Liability By Abstract Number on Form 720
  • 15107 - Information Request for a Deceased Taxpayer
  • 15109 - Request for Tax Deferment
  • 15110 - Additional Child Tax Credit Worksheet
  • 15111 - Earned Income Credit Worksheet (CP 09)
  • 15112 - Earned Income Credit Worksheet (CP 27)
  • 15230 - Senior Executive Service Candidate Development Program Endorsement
  • 15230-A - Mobility Statement for the Senior Executive Service Candidate Development Program
  • 15230-B - Continuing Service Agreement (for Candidate Development Program Participants)
  • 15250 - Nonbank Trustee/Custodian Status Notification
  • 15254 - Request for Section 754 Revocation
  • 15288 - Request to Revoke Partnership Election under IRC Section 6221(b) or Request to Revoke Election under 1101(g)(4)
  • 15314 - TE/GE Secure Messaging Taxpayer Agreement Authorization of Disclosure to Designated Users
  • 15315 - Annual Certification for Multiemployer Defined Benefit Plans
  • 15320 - Application for Security Summit Membership
  • 15400 - Clean Vehicle Seller Report
  • 2032 - Contract Coverage Under Title II of the Social Security Act
  • 2063 - U.S. Departing Alien Income Tax Statement
  • 2106 - Employee Business Expenses
  • 211 - Application for Award for Original Information
  • 211A - State or Local Law Enforcement Application for Reimbursement for Original Information
  • 2120 - Multiple Support Declaration
  • 2159 - Payroll Deduction Agreement
  • 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts
  • 2210-F - Underpayment of Estimated Tax By Farmers and Fishermen
  • 2220 - Underpayment of Estimated Tax By Corporations
  • 2290 - Heavy Highway Vehicle Use Tax Return
  • 23 - Application for Enrollment to Practice Before the Internal Revenue Service
  • 2350 - Application for Extension of Time to File U.S. Income Tax Return
  • 2438 - Undistributed Capital Gains Tax Return
  • 2439 - Notice to Shareholder of Undistributed Long-Term Capital Gains
  • 2441 - Child and Dependent Care Expenses
  • 2553 - Election by a Small Business Corporation
  • 2555 - Foreign Earned Income
  • 2587 - Application for Special Enrollment Examination
  • 2624 - Consent for Third-party Contact
  • 2678 - Employer/Payer Appointment of Agent
  • 2848 - Power of Attorney and Declaration of Representative
  • 3115 - Application for Change in Accounting Method
  • 3468 - Investment Credit
  • 3491 - Consumer Cooperative Exemption Application
  • 3520 - Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
  • 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner
  • 3800 - General Business Credit
  • 3881 - ACH Vendor/Miscellaneous Payment Enrollment
  • 3881-A - ACH Vendor/Miscellaneous Payment Enrollment - HCTC
  • 3903 - Moving Expenses
  • 3911 - Taxpayer Statement Regarding Refund
  • 3921 - Exercise of an Incentive Stock Option Under Section 422(b)
  • 3922 - Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)
  • 3949-A - Information Referral
  • 4029 - Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits
  • 4089 - Notice of Deficiency - Waiver
  • 4136 - Credit for Federal Tax Paid on Fuels
  • 4137 - Social Security and Medicare Tax on Unreported Tip Income
  • 4219 - Statement of Liability of Lender, Surety, or Other Person for Withholding Taxes
  • 4255 - Recapture of Investment Credit
  • 433-A - Collection Information Statement for Wage Earners and Self-Employed Individuals
  • 433-A (OIC) - Collection Information Statement for Wage Earners and Self-Employed Individuals
  • 433-B - Collection Information Statement for Businesses
  • 433-B (OIC) - Collection Information Statement for Businesses
  • 433-D - Installment Agreement
  • 433-F - Collection Information Statement
  • 433-H - Installment Agreement Request and Collection Information Statement
  • 4361 - Application for Exemption From Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science Practitioners
  • 4421 - Declaration - Executor's Commissions and Attorney's Fees
  • 4422 - Application for Certificate Discharging Property Subject to Estate Tax Lien
  • 4461 - Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Contribution Plans
  • 4461-A - Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Benefit Plan
  • 4461-B - Application for Approval of Standardized or Nonstandardized Pre-Approved Plans
  • 4461-C - Application for Approval of Standardized or Nonstandardized 403(b) Pre-Approved Plans
  • 4466 - Corporation Application for Quick Refund of Overpayment of Estimated Tax
  • 4506 - Request for Copy of Tax Return
  • 4506-A - Request for a Copy of Exempt or Political Organization IRS Form
  • 4506-B - Request for a Copy of Exempt Organization IRS Application or Letter
  • 4506-C - IVES Request for Transcript of Tax Return
  • 4506-F - Identity Theft Victim's Request for Copy of Fraudulent Tax Return
  • 4506-T - Request for Transcript of Tax Return
  • 4562 - Depreciation and Amortization (Including Information on Listed Property)
  • 4506-T-EZ - Short Form Request for Individual Tax Return Transcript
  • 4563 - Exclusion of Income for Bona Fide Residents of American Samoa
  • 461 - Limitation on Business Losses
  • 4669 - Statement of Payments Received
  • 4670 - Request for Relief of Payment of Certain Withholding Taxes
  • 4684 - Casualties and Thefts
  • 4720 - Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code
  • 4768 - Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
  • 4797 - Sales of Business Property
  • 4808 - Computation of Credit for Gift Tax
  • 4810 - Request for Prompt Assessment Under Internal Revenue Code Section 6501(d)
  • 4835 (2022) and (2023) - Farm Rental Income and Expenses
  • 4852 - Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • 4868 - Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
  • 4876-A - Election To Be Treated as an Interest Charge DISC
  • 4952 - Investment Interest Expense Deduction
  • 4970 - Tax on Accumulation Distribution of Trusts
  • 4972 - Tax on Lump-Sum Distributions
  • 4977 - Schedule of Tax Liability
  • 5074 - Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
  • 5129 - Questionnaire - Filing Status, Exemptions, and Standard Deduction
  • 5213 - Election To Postpone Determination as To Whether the Presumption Applies That an Activity is Engaged in for Profit
  • 5227 - Split-Interest Trust Information Return
  • 5304-SIMPLE - Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution
  • 5305 - Traditional Individual Retirement Trust Account
  • 5305-A - Traditional Individual Retirement Custodial Account
  • 5305-A-SEP - Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
  • 5305-B - Health Savings Trust Account
  • 5305-C - Health Savings Custodial Account
  • 5305-E - Coverdell Education Savings Trust Account
  • 5305-EA - Coverdell Education Savings Custodial Account
  • 5305-R - Roth Individual Retirement Trust Account
  • 5305-RA - Roth Individual Retirement Custodial Account
  • 5305-RB - Roth Individual Retirement Annuity Endorsement
  • 5305-S - SIMPLE Individual Retirement Trust Account
  • 5305-SA - SIMPLE Individual Retirement Custodial Account
  • 5305-SEP - Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
  • 5305-SIMPLE - Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution
  • 5306 - Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA)
  • 5306-A - Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)
  • 5308 - Request for Change in Plan/Trust Year
  • 5309 - Application for Determination of Employee Stock Ownership Plan
  • 5310-A - Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
  • 5329 - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
  • 5330 - Return of Excise Taxes Related to Employee Benefit Plans
  • 5405 - Repayment of the First-Time Homebuyer Credit
  • 5434 - Joint Board for the Enrollment of Actuaries - Application for Enrollment
  • 5434-A - Joint Board for the Enrollment of Actuaries - Application for Renewal of Enrollment
  • 5452 - Corporate Report of Nondividend Distributions
  • 5471 - Information Return of U.S. Persons With Respect to Certain Foreign Corporations
  • 5471 Schedule E - Income, War Profits, and Excess Profits Taxes Paid or Accrued
  • 5471 Schedule G-1 - Cost Sharing Arrangement
  • 5471 Schedule H - Current Earnings and Profits
  • 5471 Schedule I-1 - Information for Global Intangible Low-Taxed Income
  • 5471 Schedule J - Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation
  • 5471 Schedule M - Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons
    v5471 Schedule O - Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock
  • 5471 Schedule P - Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations
  • 5471 Schedule Q - CFC Income by CFC Income Groups
  • 5471 Schedule R - Distributions From a Foreign Corporation
  • 5472 - Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
  • 5495 - Request for Discharge From Personal Liability Under Internal Revenue Code Section 2204 or 6905
  • 5498 - IRA Contribution Information
  • 5498-ESA - Coverdell ESA Contribution Information
  • 5498-QA - ABLE Account Contribution Information
  • 5498-SA - HSA, Archer MSA, or Medicare Advantage MSA Information
  • 5500-EZ - Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
  • 5558 - Application for Extension of Time To File Certain Employee Plan Returns
  • 5578 - Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax
  • 56 - Notice Concerning Fiduciary Relationship
  • 56-F - Notice Concerning Fiduciary Relationship of Financial Institution
  • 5646 - Claim for Damage, Injury, or Death
  • 5695 - Residential Energy Credits
  • 5713 - International Boycott Report
  • 5713 Schedule A - International Boycott Factor (Section 999(c)(1))
  • 5713 Schedule B - Specifically Attributable Taxes and Income (Section 999(c)(2))
  • 5713 Schedule C - Tax Effect of the International Boycott Provisions
  • 5735 - American Samoa Economic Development Credit
  • 5754 - Statement by Person(s) Receiving Gambling Winnings
  • 5768 - Election/Revocation of Election by an Eligible Section 501(c)(3) Organization To Make Expenditures To Influence Legislation
  • 5884 - Work Opportunity Credit
  • 5884-A - Employee Retention Credit for Employers Affected by Qualified Disasters
  • 5884-C - Work Opportunity Credit for Qualified Tax-Exempt Organizations Hiring Qualified Veterans
  • 5884-D - Employee Retention Credit for Certain Tax-Exempt Organizations Affected by Qualified Disasters
  • 6069 - Return of Certain Excise Taxes on Mine Operators, Black Lung Trusts, and Other Persons Under Sections 4951, 4952, and 4953
  • 6088 - Distributable Benefits From Employee Pension Benefit Plans
  • 6118 - Claim for Refund of Tax Return Preparer and Promoter Penalties
  • 6197 - Gas Guzzler Tax
  • 6198 - At-Risk Limitations
  • 6251 - Alternative Minimum Tax—Individuals
  • 6252 - Installment Sale Income
  • 637 - Application for Registration (For Certain Excise Tax Activities)
  • 6478 - Biofuel Producer Credit
  • 6497 - Information Return of Nontaxable Energy Grants or Subsidized Energy Financing
  • 656 - Offer in Compromise
  • 656-L - Offer in Compromise (Doubt as to Liability)
  • 656-PPV - Offer in Compromise - Periodic Payment Voucher
  • 6627 - Environmental Taxes
  • 6729-C - FSV Return Review Sheet
  • 6729-D - Site Review Sheet
  • 673 - Statement for Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911
  • 6765 - Credit for Increasing Research Activities
  • 6781 - Gains and Losses From Section 1256 Contracts and Straddles
  • 7004 - Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
  • 7036 - Election under Section 1101(g)(4) of the Bipartisan Budget Act of 2015
  • 706 - United States Estate (and Generation-Skipping Transfer) Tax Return
  • 706 Schedule R-1 - Generating-Skipping Transfer Tax
  • 706-A - United States Additional Estate Tax Return
  • 706-CE - Certification of Payment of Foreign Death Tax
  • 706-GS(D-1) - Notification of Distribution From a Generation-Skipping Trust
  • 706-GS(D) - Generation-Skipping Transfer Tax Return for Distributions
  • 706-GS(T) - Generation-Skipping Transfer Tax Return For Terminations
  • 706-NA - United States Estate (and Generation-Skipping Transfer) Tax Return - Estate of nonresident not a citizen of the United States
  • 706-QDT - U.S. Estate Tax Return for Qualified Domestic Trusts
  • 709 - United States Gift (and Generation-Skipping Transfer) Tax Return
  • 712 - Life Insurance Statement
  • 720 - Quarterly Federal Excise Tax Return
  • 720-CS - Carrier Summary Report
  • 720-TO - Terminal Operator Report
  • 720-X - Amended Quarterly Federal Excise Tax Return
  • 7200 - Advance Payment of Employer Credits Due to COVID-19
  • 7203 - S Corporation Shareholder Stock and Debt Basis Limitations
  • 7204 - Consent To Extend the Time To Assess Tax Related To Contested Foreign Income Taxes - Provisional Foreign Tax Credit Agreement
  • 7205 - Energy Efficient Commercial Buildings Deduction
  • 7207 - Advanced Manufacturing Production Credit
  • 730 - Monthly Tax Return for Wagers
  • 8023 - Elections Under Section 338 for Corporations Making Qualified Stock Purchases
  • 8027 - Employer's Annual Information Return of Tip Income and Allocated Tips
  • 8027-T - Transmittal of Employer's Annual Information Return of Tip Income and Allocated Tips
  • 8038 - Information Return for Tax-Exempt Private Activity Bond Issues
  • 8038-B - Information Return for Build America Bonds and Recovery Zone Economic Development Bonds
  • 8038-CP - Return for Credit Payments to Issuers of Qualified Bonds
  • 8038-CP Schedule A - Specified Tax Credit Bonds Credit Computation
  • 8038-G - Information Return for Tax-Exempt Governmental Bonds
  • 8038-GC - Information Return for Small Tax-Exempt Governmental Bond Issues, Leases, and Installment Sales
  • 8038-R - Request for Recovery of Overpayments Under Arbitrage Rebate Provisions
  • 8038-T - Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate
  • 8038-TC - Information Return for Tax Credit Bonds and Specified Tax Credit Bonds
  • 8050 - Direct Deposit of Corporate Tax Refund
  • 8082 - Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
  • 8233 - Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual
  • 8274 - Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes
  • 8275 - Disclosure Statement
  • 8275-R - Regulation Disclosure Statement
  • 8281 - Information Return for Publicly Offered Original Issue Discount Instruments
  • 8282 - Donee Information Return
  • 8283 - Noncash Charitable Contributions
  • 8283-V - Payment Voucher for Filing Fee Under Section 170(f)(13)
  • 8288 - U.S. Withholding Tax Return for Certain Dispositions by Foreign Persons
  • 8288-A - Statement of Withholding on Certain Dispositions by Foreign Persons
  • 8288-B - Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests
  • 8288-C - Statement of Withholding Under Section 1446(f)(4) on Dispositions by Foreign Persons of Partnership Interests
  • 8300 - Report of Cash Payments Over $10,000 Received In a Trade or Business
  • 8302 - Electronic Deposit of Tax Refund of $1 Million or More
  • 8308 - Report of a Sale or Exchange of Certain Partnership Interests
  • 8316 - Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on an F, J, or M Type Visa
  • 8328 - Carryforward Election of Unused Private Activity Bond Volume Cap
  • 8329 - Lender's Information Return for Mortgage Credit Certificates (MCCs)
  • 8330 - Issuer's Quarterly Information Return for Mortgage Credit Certificates (MCCs)
  • 8332 - Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent
  • 8379 - Injured Spouse Allocation
  • 8396 - Mortgage Interest Credit
  • 8404 - Interest Charge on DISC-Related Deferred Tax Liability
  • 843 - Claim for Refund and Request for Abatement
  • 8453 - U.S. Individual Income Tax Transmittal for an IRS e-file Return
  • 8453-C - U.S. Corporation Income Tax Declaration for an IRS e-file Return
  • 8453-CORP - E-file Declaration for Corporations
  • 8453-EMP - Employment Tax Declaration for an IRS e-file Return
  • 8453-EX - Excise Tax Declaration for an IRS e-file Return
  • 8453-FE - U.S. Estate or Trust Declaration for an IRS e-file Return
  • 8453-PE - E-file Declaration for Form 1065
  • 8453-R - Electronic Filing Declaration for Form 8963
  • 8453-WH - E-File Declaration for Form 1042
  • 8453-S - U.S. S Corporation Income Tax Declaration for an IRS e-file Return
  • 8453-TE - Tax Exempt Entity Declaration and Signature for Electronic Filing
  • 8453-X - Political Organization Declaration for Electronic Filing of Notice of Section 527 Status
  • 8498 - Continuing Education Provider Application and Request for Provider Number
  • 8508 - Application for a Waiver from Electronic Filing of Information Returns
  • 8508-I - Request for Waiver From Filing Information Returns Electronically
  • 851 - Affiliations Schedule
  • 8546 - Claim for Reimbursement of Bank Charges
  • 8554 - Application for Renewal of Enrollment to Practice Before the Internal Revenue Service
  • 8554-EP - Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)
  • 8582 - Passive Activity Loss Limitations
  • 8582-CR - Passive Activity Credit Limitations
  • 8586 - Low-Income Housing Credit
  • 8594 - Asset Acquisition Statement Under Section 1060
  • 8596 - Information Return for Federal Contracts
  • 8596-A - Quarterly Transmittal of Information Returns for Federal Contracts
  • 8606 - Nondeductible IRAs
  • 8609 - Low-Income Housing Credit Allocation and Certification
  • 8609-A - Annual Statement for Low-Income Housing Credit
  • 8610 - Annual Low-Income Housing Credit Agencies Report
  • 8610 Schedule A - Carryover Allocation of Low-Income Housing Credit
  • 8611 - Recapture of Low-Income Housing Credit
  • 8612 - Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts
  • 8613 - Return of Excise Tax on Undistributed Income of Regulated Investment Companies
  • 8615 - Tax for Certain Children Who Have Unearned Income
  • 8615 - Tax for Certain Children Who Have Unearned Income
  • 8621 - Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  • 8621-A - Return by a Shareholder Making Certain Late Elections To End Treatment as a Passive Foreign Investment Company
  • 8653 - Tax Counseling for the Elderly Program Application Plan
  • 8654 - Tax Counseling for the Elderly Semi-Annual/Annual Program Report
  • 8655 - Reporting Agent Authorization
  • 8689 - Allocation of Individual Income Tax to the U.S. Virgin Islands
  • 8697 - Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
  • 8703 - Annual Certification of a Residential Rental Project
  • 8716 - Election to Have a Tax Year Other Than a Required Tax Year
  • 8717 - User Fee for Employee Plan Determination Letter Request
  • 8717-A - User Fee for Employee Plan Opinion Letter Request
  • 8718 - User Fee for Exempt Organization Determination Letter Request
  • 8725 - Excise Tax on Greenmail
  • 8752 - Required Payment or Refund Under Section 7519
  • 8796-A - Request for Return/Information
  • 8801 - Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts
  • 8802 - Application for United States Residency Certification
  • 8804 - Annual Return for Partnership Withholding Tax
  • 8804 Schedule A - Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships
  • 8804-C - Certificate of Partner-Level Items to Reduce Section 1446 Withholding
  • 8804-W - Installment Payments of Section 1446 Tax for Partnerships
  • 8805 - Foreign Partner's Information Statement of Section 1446 Withholding tax
  • 8806 - Information Return for Acquisition of Control or Substantial Change in Capital Structure
  • 8809 - Application for Extension of Time To File Information Returns
  • 8809-EX - Request for Extension of Time To File an ExSTARS Information Return
  • 8809-I - Application for Extension of Time to File FATCA Form 8966
  • 8810 - Corporate Passive Activity Loss and Credit Limitations
  • 8811 - Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations
  • 8813 - Partnership Withholding Tax Payment Voucher
  • 8814 - Parents' Election To Report Child's Interest and Dividends
  • 8815 - Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
  • 8818 - Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989
  • 8819 - Dollar Election Under Section 985
  • 8820 - Orphan Drug Credit
  • 8821 - Tax Information Authorization
  • 8821-A - IRS Disclosure Authorization for Victims of Identity Theft
  • 8822 - Change of Address
  • 8822-B - Change of Address or Responsible Party - Business
  • 8823 - Low-Income Housing Credit Agencies Report of Noncompliance or Building Disposition
  • 8824 - Like-Kind Exchanges
  • 8826 - Disabled Access Credit
  • 8827 - Credit for Prior Year Minimum Tax - Corporations
  • 8828 - Recapture of Federal Mortgage Subsidy
  • 8829 - Expenses for Business Use of Your Home
  • 8830 - Enhanced Oil Recovery Credit
  • 8831 - Excise Taxes on Excess Inclusions of REMIC Residual Interests
  • 8832 - Entity Classification Election
  • 8833 - Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
  • 8834 - Qualified Electric Vehicle Credit
  • 8835 - Renewable Electricity Production Credit
  • 8838 - Consent to Extend the Time to Assess Tax Under Section 367 - Gain Recognition Agreement
  • 8838-P - Consent to Extend the Time to Assess Tax Pursuant to the Gain Deferral Method
  • 8839 - Qualified Adoption Expenses
  • 8840 - Closer Connection Exception Statement for Aliens
  • 8842 - Election To Use Different Annualization Periods for Corporate Estimated Tax
  • 8843 - Statement for Exempt Individuals and Individuals with a Medical Condition
  • 8844 - Empowerment Zone Employment Credit
  • 8845 - Indian Employment Credit
  • 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
  • 8848 - Consent To Extend the Time To Assess the Branch Profits Tax Under Regulations Sections 1.884-2(a) and (c)
  • 8849 - Claim for Refund of Excise Taxes
  • 8849 Schedule 1 - Nontaxable Use of Fuels
  • 8849 Schedule 2 - Sales by Registered Ultimate Vendors
  • 8849 Schedule 3 - Certain Fuel Mixtures and the Alternative Fuel Credit
  • 8849 Schedule 5 - Section 4081(e) Claims
  • 8849 Schedule 6 - Other Claims
  • 8849 Schedule 8 - Registered Credit Card Issuers
  • 8850 - Pre-Screening Notice and Certification Request for the Work Opportunity Credit
  • 8851 - Summary of Archer MSAs
  • 8853 - Archer MSAs and Long-Term Care Insurance Contracts
  • 8854 - Initial and Annual Expatriation Statement
  • 8855 - Election To Treat a Qualified Revocable Trust as Part of an Estate
  • 8857 - Request for Innocent Spouse Relief
  • 8858 - Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)
  • 8858 Schedule M - Transactions Between Foreign Disregarded Entity (FDE) or Foreign Branch (FB) and the Filer or Other Related Entities
  • 8859 - Carryforward of the District of Columbia First-Time Homebuyer Credit
  • 886-H-DEP - Supporting Documents for Dependents
  • 886-H-EIC - Documents You Need to Send to Claim the Earned Income Credit on the Basis of a Qualifying Child or Children
  • 886-H-HOH - Supporting Documents to Prove Head of Household Filing Status
  • 8862 - Information To Claim Certain Credits After Disallowance
  • 8863 - Education Credits (American Opportunity and Lifetime Learning Credits)
  • 8864 - Biodiesel, Renewable Diesel, or Sustainable Aviation Fuels Credit
  • 8865 - Return of U.S. Persons With Respect to Certain Foreign Partnerships
  • 8865 Schedule G - Statement of Application of the Gain Deferral Method Under Section 721(c)
  • 8865 Schedule H - Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c)
  • 8865 Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc.
  • 8865 Schedule K-2 - Partners' Distributive Share Items - International
  • 8865 Schedule K-3 - Partner's Share of Income, Deductions, Credits, etc. - International
  • 8865 Schedule O - Transfer of Property to a Foreign Partnership
  • 8865 Schedule P - Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership
  • 8866 - Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
  • 8867 - Paid Preparer’s Due Diligence Checklist
  • 8868 - Application for Automatic Extension of Time To File an Exempt Organization Return
  • 8869 - Qualified Subchapter S Subsidiary Election
  • 8870 - Information Return for Transfers Associated With Certain Personal Benefit Contracts
  • 8872 - Political Organization Report of Contributions and Expenditures
  • 8873 - Extraterritorial Income Exclusion
  • 8874 - New Markets Credit
  • 8874-A - Notice of Qualified Equity Investment for New Markets Credit
  • 8874-B - Notice of Recapture Event for New Markets Credit
  • 8875 - Taxable REIT Subsidiary Election
  • 8876 - Excise Tax on Structured Settlement Factoring Transactions
  • 8878 - IRS e-file Signature Authorization for Form 4868 or Form 2350
  • 8878-A - IRS e-file Electronic Funds Withdrawal Authorization for Form 7004
  • 8879 - IRS e-file Signature Authorization
  • 8879-C - IRS e-file Signature Authorization for Form 1120
  • 8879-CORP - E-file Authorization for Corporations
  • 8879-EMP - IRS e-file Signature Authorization for Forms 940, 940-PR, 941, 941-PR, 941-SS, 943, 943-PR, 944, and 945
  • 8879-EX - IRS e-file Signature Authorization for Forms 720, 2290, and 8849
  • 8879-F - IRS e-file Signature Authorization for Form 1041
  • 8879-PE - E-File Authorization
  • 8879-S - IRS e-file Signature Authorization for Form 1120S
  • 8879-TE - IRS e-file Signature Authorization for a Tax Exempt Entity
  • 8879-WH - E-file Authorization for Form 1042
  • 8880 - Credit for Qualified Retirement Savings Contributions
  • 8881 - Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment
  • 8882 - Credit for Employer-Provided Childcare Facilities and Services
  • 8883 - Asset Allocation Statement Under Section 338
  • 8885 - Health Coverage Tax Credit
  • 8886 - Reportable Transaction Disclosure Statement
  • 8886-T - Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction
  • 8888 - Allocation of Refund (Including Savings Bond Purchases)
  • 8889 - Health Savings Accounts (HSAs)
  • 8892 - Application for Automatic Extension of Time To File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax
  • 8896 - Low Sulfur Diesel Fuel Production Credit
  • 8898 - Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession
  • 8899 - Notice of Income From Donated Intellectual Property
  • 8900 - Qualified Railroad Track Maintenance Credit
  • 8902 - Alternative Tax on Qualifying Shipping Activities
  • 8903 - Domestic Production Activities Deduction
  • 8904 - Credit for Oil and Gas Production From Marginal Wells
  • 8905 - Certification of Intent To Adopt a Pre-approved Plan
  • 8906 - Distilled Spirits Credit
  • 8908 - Energy Efficient Home Credit
  • 8910 - Alternative Motor Vehicle Credit
  • 8911 - Alternative Fuel Vehicle Refueling Property Credit
  • 8912 - Credit to Holders of Tax Credit Bonds
  • 8915-B - Qualified 2017 Disaster Retirement Plan Distributions and Repayments
  • 8915-C - Qualified 2018 Disaster Retirement Plan Distributions and Repayments
  • 8915-D - Qualified 2019 Disaster Retirement Plan Distributions and Repayments
  • 8915-F - Qualified Disaster Retirement Plan Distributions and Repayments
  • 8916 - Reconciliation of Schedule M-3 Taxable Income With Tax Return Taxable Income for Mixed Groups
  • 8916-A - Supplemental Attachment to Schedule M-3
  • 8917 - Tuition and Fees Deduction
  • 8918 - Material Advisor Disclosure Statement
  • 8919 - Uncollected Social Security and Medicare Tax on Wages
  • 8922 - Third-Party Sick Pay Recap
  • 8923 - Mine Rescue Team Training Credit
  • 8924 - Excise Tax on Certain Transfers of Qualifying Geothermal or Mineral Interests
  • 8925 - Report of Employer-Owned Life Insurance Contracts
  • 8927 - Determination Under Section 860(e)(4) by a Qualified Investment Entity
  • 8928 - Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code
  • 8932 - Credit for Employer Differential Wage Payments
  • 8933 - Carbon Oxide Sequestration Credit
  • 8936 - Qualified Plug-in Electric Drive Motor Vehicle Credit
  • 8936-A - Qualified Commercial Clean Vehicle Credit
  • 8936-A Schedule 1 - Qualified Commercial Clean Vehicle Credit Amount
  • 8937 - Report of Organizational Actions Affecting Basis of Securities
  • 8938 - Statement of Specified Foreign Financial Assets
  • 8940 - Request for Miscellaneous Determination
  • 8941 - Credit for Small Employer Health Insurance Premiums
  • 8944 - Preparer e-file Hardship Waiver Request
  • 8945 - PTIN Supplemental Application For U.S. Citizens Without a Social Security Number Due To Conscientious Religious Objection
  • 8946 - PTIN Supplemental Application For Foreign Persons Without a Social Security Number
  • 8948 - Preparer Explanation for Not Filing Electronically
  • 8949 - Sales and Other Dispositions of Capital Assets
  • 8950 - Application for Voluntary Correction Program (VCP)
  • 8951 - User Fee for Application for Voluntary Correction Program (VCP)
  • 8952 - Application for Voluntary Classification Settlement Program (VCSP)
  • 8957 - Foreign Account Tax Compliance Act (FATCA) Registration
  • 8958 - Allocation of Tax Amounts Between Certain Individuals in Community Property States
  • 8959 - Additional Medicare Tax
  • 8960 Worksheet
  • 8962 - Premium Tax Credit (PTC)
  • 8966 - FATCA Report
  • 8966-C - Cover Sheet for Form 8966 Paper Submissions
  • 8971 - Information Regarding Beneficiaries Acquiring Property From a Decedent
  • 8973 - Certified Professional Employer Organization/Customer Reporting Agreement
  • 8974 - Qualified Small Business Payroll Tax Credit for Increasing Research Activities
  • 8975 - Country-by-Country Report
  • 8975 Schedule A - Tax Jurisdiction and Constituent Entity Information
  • 8978 - Partner's Additional Reporting Year Tax
  • 8978 Schedule A - Partner's Additional Reporting Year Tax (Schedule of Adjustments)
  • 8979 - Partnership Representative Revocation, Designation, and Resignation
  • 8985-V - Tax Payment by a Pass-Through Partner
  • 8990 - Limitation on Business Interest Expense Under Section 163(j)
  • 8991 - Tax on Base Erosion Payments of Taxpayers With Substantial Gross Receipts
  • 8992 - U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
  • 8992 Schedule A - Schedule of Controlled Foreign Corporation (CFC) Information To Compute Global Intangible Low-Taxed Income (GILTI)
  • 8992 Schedule B - Calculation of Global Intangible Low-Taxed Income (GILTI) for Members of a U.S. Consolidated Group Who Are U.S. Shareholders of a CFC
  • 8993 - Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI)
  • 8994 - Employer Credit for Paid Family and Medical Leave
  • 8995 - Qualified Business Income Deduction Simplified Computation
  • 8995-A - Qualified Business Income Deduction
  • 8995-A Schedule A - Specified Service Trades or Businesses
  • 8995-A Schedule B - Aggregation of Business Operations
  • 8995-A Schedule C - Loss Netting and Carryforward
  • 8995-A Schedule D - Special Rules for Patrons of Agricultural or Horticultural Cooperatives
  • 8996 - Qualified Opportunity Fund
  • 8997 - Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
  • 9000 - Alternative Media Preference
  • 907 - Agreement to Extend the Time to Bring Suit
  • 911 - Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order)
  • 921 - Consent to Extend the Time to Assess Income Tax
  • 921-A - Consent Fixing Period of Limitation on Assessment of Income and Profits Tax
  • 921-I - Consent Fixing Period of Limitation on Assessment of Income and Profits Tax
  • 921-M - Consent Fixing Period of Limitation to Make Partnership Adjustments
  • 921-P - Consent Fixing Period of Limitation on Assessment of Income and Profits Tax
  • 9210 - Alien Status Questionnaire
  • 926 - Return by a U.S. Transferor of Property to a Foreign Corporation
  • 928 - Taxable Fuel Bond
  • 9325 - Acknowledgement and General Information for Taxpayers Who File Returns Electronically
  • 940 - Employer’s Annual Federal Unemployment (FUTA) Tax Return
  • 940 Schedule A - Multi-State Employer and Credit Reduction Information
  • 940 Schedule R - Allocation Schedule for Aggregate Form 940 Filers
  • 940-B - Request for Verification of Credit Information Shown on Form 940
  • 940-V - Payment Voucher
  • 941 - Employer’s QUARTERLY Federal Tax Return
  • 941 Schedule B - Report of Tax Liability for Semiweekly Schedule Depositors
  • 941 Schedule D - Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
  • 941 Schedule R - Allocation Schedule for Aggregate Form 941 Filers
  • 941-SS - Employer's QUARTERLY Federal Tax Return
  • 941-V - Payment Voucher
  • 941-X - Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund
  • 9423 - Collection Appeal Request
  • 943 - Employer's Annual Federal Tax Return for Agricultural Employees
  • 943 Schedule R - Allocation Schedule for Aggregate Form 943 Filers
  • 943-A - Agricultural Employer's Record of Federal Tax Liability
  • 943-X - Adjusted Employer's Annual Federal Tax Return for Agricultural Employees or Claim for Refund
  • 944-X - Adjusted Employer's Annual Federal Tax Return or Claim for Refund
  • 945 - Annual Return of Withheld Federal Income Tax
  • 945-A - Annual Record of Federal Tax Liability
  • 945-X - Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund
  • 9465 - Installment Agreement Request
  • 952 - Consent To Extend the Time To Assess Tax Under Section 332(b)
  • 965 - Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System
  • 965 Schedule D - U.S. Shareholder's Aggregate Foreign Cash Position
  • 965 Schedule F - Foreign Taxes Deemed Paid by Domestic Corporation
  • 965 Schedule H - Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes
  • 965-A - Individual Report of Net 965 Tax Liability
  • 965-B - Corporate and Real Estate Investment Trust (REIT) Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts
  • 965-C - Transfer Agreement Under Section 965(h)(3)
  • 965-D - Transfer Agreement Under Section 965(i)(2)
  • 965-E - Consent Agreement Under Section 965(i)(4)(D)
  • 966 - Corporate Dissolution or Liquidation
  • 9661 - Cooperative Agreement
  • 970 - Application to Use LIFO Inventory Method
  • 972 - Consent of Shareholder to Include Specific Amount in Gross Income
  • 973 - Corporation Claim for Deduction for Consent Dividends
  • 976 - Claim for Deficiency Dividends Deductions by a Personal Holding Company, Regulated Investment Company, or Real Estate Investment Trust
  • 9779 - Electronic Federal Tax Payment System Business Enrollment
  • 9783 - Electronic Federal Tax Payment System Individual Enrollment
  • 982 - Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment)
  • 990 - Return of Organization Exempt From Income Tax
  • 990 Schedule A - Public Charity Status and Public Support
  • 990 Schedule B - Schedule of Contributors
  • 990 Schedule C - Political Campaign and Lobbying Activities
  • 990 Schedule D - Supplemental Financial Statements
  • 990 Schedule E - Schools
  • 990 Schedule F - Statement of Activities Outside the United States
  • 990 Schedule G - Supplemental Information Regarding Fundraising or Gaming Activities
  • 990 Schedule H - Hospitals
  • 990 Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
  • 990 Schedule J - Compensation Information
  • 990 Schedule K - Supplemental Information on Tax-Exempt Bonds
  • 990 Schedule L - Transactions With Interested Persons
  • 990 Schedule M - Noncash Contributions
  • 990 Schedule N - Liquidation, Termination, Dissolution, or Significant Disposition of Assets
  • 990 Schedule O - Supplemental Information to Form 990 or 990-EZ
  • 990 Schedule R - Related Organizations and Unrelated Partnerships
  • 990-BL - Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons
  • 990-EZ - Short Form Return of Organization Exempt From Income Tax
  • 990-PF - Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation
  • 990-T - Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))
  • 990-T Schedule A - Unrelated Business Taxable Income From an Unrelated Trade or Business
  • Balance Sheet
  • Bank Statement Estimate
  • Charitable Deduction Limits Worksheet
  • CT-1 - Employer’s Annual Railroad Retirement Tax Return
  • CT-1X - Adjusted Employer’s Annual Railroad Retirement Tax Return or Claim for Refund
  • CT-2 - Employee Representative’s Quarterly Railroad Tax Return
  • Disability Award Letter
  • Employment Offer Letter
  • Estimated Tax Worksheet
  • Federal Carryover Worksheet
  • Federal Information Worksheet
  • Federal Supporting Statements - Other Deductions
  • Federal Tax Return Worksheet
  • I-797 - Notice of Action
  • Income Calculator
  • Income Tax Estimator
  • IRS 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation
  • LLC Corporation Documents
  • Pay Stub
  • Pension Award Letter
  • Personal Information Worksheet
  • Profit and Loss Statement
  • Recovery Rebate Credit Worksheet
  • Self-Employed Business Narrative
  • Social Security Award Letter
  • SS-16 - Certificate of Election of Coverage
  • SS-4 - Application for Employer Identification Number
  • SS-8 - Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
  • SSA-1099 - Social Security Benefit Statement
  • State Tax Return
  • T (Timber) - Forest Activities Schedule
  • Tax Certification
  • Tax Summary
  • Veterans Affairs (VA) Award Letter
  • VOE (1005 - Request for Verification of Employment
  • VOE (Generic) - Verification of Employment Report
  • VOE Work Number - The Work Number Verification of Employment Report
  • W-10 - Dependent Care Provider’s Identification and Certification
  • W-12 - IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal
  • W-13 - ExSTARS Reporting Information Request for Employer Identification Number and Certification
  • W-14 - Certificate of Foreign Contracting Party Receiving Federal Procurement Payments
  • W-2AS - American Samoa Wage and Tax Statement
  • W-2C - Corrected Wage and Tax Statement
  • W-2G - Certain Gambling Winnings
  • W-2GU - Guam Wage and Tax Statement
  • W-2VI - U.S. Virgin Islands Wage and Tax Statement
  • W-3C - Transmittal of Corrected Wage and Tax Statements
  • W-3SS - Transmittal of Wage and Tax Statements
  • W-4 - Employee’s Withholding Certificate
  • W-4P - Withholding Certificate for Periodic Pension or Annuity Payments
  • W-4R - Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
  • W-4S - Request for Federal Income Tax Withholding From Sick Pay
  • W-4V - Voluntary Withholding Request
  • W-7 - Application for IRS Individual Taxpayer Identification Number
  • W-7 (COA) - Certificate of Accuracy for IRS Individual Taxpayer Identification Number
  • W-7A - Application for Taxpayer Identification Number for Pending U.S. Adoptions
  • W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
  • W-8BEN-E - Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
  • W-8CE - Notice of Expatriation and Waiver of Treaty Benefits
  • W-8ECI - Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States
  • W-8EXP - Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting
  • W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting
  • W-9S - Request for Student's or Borrower's Taxpayer Identification Number and Certification
  • W2 - Wage and Tax Statement
  • W3 - Transmittal of Wage and Tax Statements
  • W9 - Request for Taxpayer Identification Number and Certification

Disclosure

  • Arm Disclosure
  • Acknowledgment of Intent to Proceed
  • Acknowledgment of Receipt of Loan Estimate
  • Anti-steering Safe Harbor Disclosure
  • Applicant Certification Regarding Forbearance of Obligations
  • Automated Payments Customer Authorization
  • Borrower Affirmation of Information Provided to Establish ATR
  • Borrower Certification and Authorization
  • Borrower Certification of Business Purpose
  • Borrower Consent to the Use of Tax Return Information
  • Change of Circumstance
  • Closing Disclosure
  • Credit Score Disclosure
  • Disclosure Consent
  • Electronic Record and Signature Disclosure
  • Equal Credit Opportunity Act Notice
  • First Payment Letter
  • Hazard Insurance Authorization Requirements
  • Hazard Insurance Authorization Requirements and Disclosure
  • Incoming Wire Direct Deposit Confirmation
  • Initial Escrow Account Disclosure Statement
  • Large Deposit Explanation
  • Loan Estimate
  • Notice of Furnishing Negative Information
  • Notice of Right to Cancel
  • Pre-approval Letter
  • RESPA Affiliated Business Disclosures
  • Service Provider List
  • Signature Name Affidavit
  • SSA-89 - Social Security Administration Authorization
  • USA Patriot Act Information Disclosure

Credit

  • Commercial loan application
  • Credit authorization form
  • Credit report
  • Credit score information disclosure
  • Divorce decree
  • Letter of explanation
  • Rental agreement
  • Verification of rent

Government

Closing

Misc.

  • Amortization Schedule
  • Closing Document Request
  • Closing Instructions
  • Compliance Agreement
  • Compliance Report
  • Conditional Approval
  • Condo Project Manager Certificate
  • Cover Letter
  • Cover Page
  • Electronic Filing Instruction
  • Electronic Postmark
  • Fee Worksheet
  • Filing Instructions
  • Fraud Report
  • ISO Application
  • Invoice
  • Lock Confirmation
  • Project Questionnaire

Property

  • Abstract of Title
  • Affidavit of Occupancy
  • Appraisal Notice
  • Buydown Agreement
  • Certificate Of Completion
  • Certificate of Liability Insurance
  • Condominium Rider
  • DD Form 214 Certificate of Release or Discharge from Active Duty
  • FHA Amendatory Clause and Real Estate Certification
  • FHA Appraisal Logging
  • FHA Case Query
  • FHA Identity of Interest Certification
  • Final Inspection
  • Flood Elevation Certificate
  • Flood Hazard Determination
  • For Your Protection Get a Home Inspection
  • Homebuyer Education Certificate
  • Homeowner Association (HOA)
  • Homeowner Association Budget
  • Homeowner Association Bylaws
  • Homeowner Association Covenants Conditions Restrictions Summary
  • Homeowner Association Insurance
  • Homeowner Insurance Policy
  • Homeowner Association Meeting Minutes
  • Homestyle Renovation Loan Agreement
  • HUD Appraised Value Disclosure
  • HUD-50112 Construction Loan Rider
  • HUD-55014 Warranty for New Manufactured Home
  • HUD-92051 Compliance Inspection Report
  • HUD-92541 Builder's Certification of Plans Specifications & Site
  • HUD-92544 Warranty of Completion of Construction
  • HUD-92800.5B Conditional Commitment
  • HUD-92900-A HUD Addendum to Uniform Residential Loan Application
  • HUD-92900-B Important Notice to Homebuyers
  • HUD-92900-LT FHA Loan Underwriting and Transmittal Summary
  • HUD-NPMA-99-A Subterranean Termite Protection Builder's Guarantee
  • HUD-NPMA-99-B New Construction Subterranean Termite Service Record
  • HUD/VA Addendum To Uniform Residential Loan Application (HUD-92900-A/VA 26-1802A)
  • Informed Consumer Choice Disclosure Notice
  • Lease Agreement
  • Loan Submission
  • Loan Summary
  • Mortgage Findings
  • Mortgage Insurance Certificate
  • Mortgage Insurance Disclosure
  • Mortgage Insurance Payment Receipt
  • Mortgage Insurance Policy
  • Notice to Homeowner Assumption of HUD/FHA Insured Loans
  • NPMA-33 Wood Destroying Insect Inspection Report
  • Mortgage Statement
  • One-Unit Residential Appraisal Field Review Report (form 1032)
  • Planned Unit Development (PUD) Rider
  • Power of Attorney (POA) Certification (Live and Well)
  • Payoff Statement
  • Property Detail Report
  • Property Tax Info Sheet
  • Purchase Advice
  • Purchase Contract
  • RD 1980-18 Conditional Commitment for Single Family Housing Loan Guarantee
  • RD 3555-11 Lender Record Change
  • RD 3555-17 Loan Note Guarantee
  • RD 3555-21 Request for Single Family Housing Loan Guarantee
  • Rehabilitation Loan Rider
  • Termite Inspection Report
  • Tax bill
  • Title Commitment
  • Title Opinion
  • Uniform Residential Appraisal Report (1004)
  • Utility bill
  • VA 26-0286 VA Loan Summary Sheet
  • VA 26-0551 Debt Questionnaire
  • VA 26-0592 Counseling Checklist for Military Homebuyers
  • VA 26-1805 Request for Determination of Reasonable Value
  • VA 26-1880 Request for a Certificate of Eligibility
  • VA 26-6393 Loan Analysis
  • VA 26-6705B Credit Statement of Prospective Purchaser
  • VA 26-8599 Manufactured Home Warranty
  • VA 26-8937 Verification of VA Benefits
  • VA Assumption Notice
  • VA Child Care Statement
  • VA Escape Clause
  • VA Lender Certification
  • VA Lender's Notice of Value
  • VA Nearest Living Relative Statement
  • VA Rate Reduction Certification
  • Your Home Loan Toolkit

Legal

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