forms of VITA

Form 1041 Schedule K-1

Beneficiary's Share of Income, Deductions, Credits, etc. Used by the fiduciary of a domestic decedent's estate, trust, or bankruptcy estate to report income, gains, losses, etc., of the estate or trust.

Form 1099-C

Cancellation of Debt

Form 1040 Schedule D

Capital Gains and Losses

Form W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Form 8822

Change of Address

Form (Schedule) 8812

Child Tax Credit

Form 2441

Child and Dependent Care Expenses

Form 843

Claim for Refund and Request for Abatement

Form 8840

Closer Connection Exception Statement for Aliens

Form W-2c

Corrected Wage and Tax Statement, used to correct information issued on a W-2.

Form 8880

Credit for Qualified Retirement Savings Contributions

Form 8888

Direct Deposit of Refund to More Than One Account

Form W-5

Earned Income Credit Advance Payment Certificate, used by taxpayers who have a qualifying child, may be eligible for the earned income credit, and choose to get advance EIC payments

Form 8863

Education Credits, may be used instead of Form 2106, Employee Business Expenses, if education expenses were the only business expenses.

Form 2106

Employee Business Expenses

Form W-4

Employee's Withholding Allowance Certificate is completed by the employee and used by an employer to determine how much to withhold from an employee's paycheck for federal income tax purposes

Form 1095-C

Employers with 50 or more full-time employees use Form 1095-C to report information about offers of health coverage and enrollment in health coverage for their employees.

Form 1040ES

Estimated Tax for Individuals

Form 8233

Exemption From Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual

Form 9452

Filing Assistance Program, helps taxpayers determine whether they are required to file a federal income tax return.

Form 5405

First-Time Homebuyer Credit

Form 2555

Foreign Earned Income Exclusion

Form 2555-EZ

Foreign Earned Income Exclusion

Form 1042-S

Foreign Person's U.S. Source Income Subject to Withholding

Form 1116

Foreign Tax Credit (Individual, Estate or Trust)

Form 1095-B

Form 1095-B is used to report certain information to the IRS and to taxpayers about individuals who are covered by minimum essential coverage and therefore are not liable for the individual shared responsibility payment.

Form 1098-MA

Form 1098-MA, Mortgage Assistance Payments, is a new information return. The form is used to report to the IRS and homeowners the total amounts of certain mortgage assistance payments made to mortgage servicers. Although, mortgage assistance payments are not included in income, taxpayers cannot deduct interest that is paid for them.

Form 1099-K

Form 1099-K is used to report the proceeds of payment card and third party network transactions made to taxpayers under Internal Revenue Code section 6050W. Merchant card and third party network payers, as payment settlement entities (PSE), must report the proceeds of payment card and third party network transactions made to taxpayers on Form 1099-K.

Form 8965

Health Care Coverage Exemptions

Form 1099-MISC

Statement showing miscellaneous income (such as rents, royalties, fishing boat proceeds, non-employee compensation, medical and healthcare payments, substitute payments in lieu of dividends or interest, crop insurance proceeds, gross proceeds paid to an attorney, excess golden parachute payments, and other miscellaneous income)

Form 4852

Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's, Insurance Contracts, Etc., used by taxpayers who have been unable to obtain (or have received incorrect) wage or distribution statements.

Form 1040 Schedule E

Supplemental Income and Loss

Form 1040 Schedule SE

Supplemental Income and Loss

Form 1040EZ

Tax Return for Single and Joint Filers with No Dependents, used to report income from wages, salaries, and tips, plus income from dividends and interest greater than $1,500; capital gain distributions; IRA, pension, and annuity income; and social security and railroad retirement benefits.

Form 1040A

Tax return used to report all Form 1040A items, plus all other forms of income.

Form 1040

Tax return used to report income from wages, salaries, and tips; qualified tuition program earnings; Alaska Permanent Fund dividends; taxable scholarships and fellowship grants; interest of $1,500 or less; and unemployment compensation.

Form 1040 Schedule A

Itemized Deductions

Form 1099-LTC

Long-term Care and Accelerated Death Benefits

Form 1040 Schedule M

Making Work Pay and Government Retiree Credits

Form 1040 Schedule L

Standard Deduction for Certain Filers

Form 8843

Statement for Exempt Individuals and Individuals with a Medical Condition

Form 1099-R

Statement showing Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc

Form 1099-DIV

Statement showing Dividends and Distributions

Form 1099-INT

Statement showing Interest Income

Form 1098

Statement showing Mortgage Interest

Form 1099-OID

Statement showing Original Issue Discount

Form 1098-E

Statement showing Student Loan Interest

Form 1099-G

Statement showing certain government payments (such as Unemployment Compensation Income)

Form 1095-A

Affordable Insurance Marketplace Statement is used to report certain information to the IRS about family members who enroll in a qualified health plan through the Marketplace. Form 1095-A also is furnished to individuals to allow them to claim the premium tax credit, to reconcile the credit on their returns with advance payments of the premium tax credit (advance credit payments), and to file an accurate tax return.

Form 1040X

Amended U.S. Individual Income Tax Return, used to modify a previously filed tax return.

Form RRB-1099-R

Annuities or Pensions by the Railroad Retirement Board

Form 4868

Application for Automatic Extension of Time to File U.S. Individual Income Tax Return.

Form W-7

Application for IRS Individual Taxpayer Identification Number.

Form SS-5

Application for a Social Security Card.

Form 1099-A

Acquisition or Abandonment of Secured Property

Form 5329

Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts

Form 8879

IRS e-file Signature Authorization

Form 8453-OL

Income tax declaration used for e-filing

Form 8316

Information Regarding Request for Refund of Social Security Tax

Form 8901

Information on Qualifying Children Who Are Not Dependents (For Child Tax Credit)

Form 8379

Injured Spouse Claim and Allocation, allows taxpayers to request relief from a spouse's past due federal debts, including back child support and past due taxes.

Form 9465

Installment Agreement Request, used to request a monthly installment plan for taxes owed

Form 13614-C

Intake/Interview & Quality Review Sheet

Form 1040 Schedule B

Interest and Ordinary Dividends

Form 4952

Investment Interest Expense Deduction

Form 3903

Moving Expenses

Form 2120

Multiple Support Declaration, allows taxpayers to identify other eligible individuals who paid over 10% of the support of another person.

Form 1040 Schedule C-EZ

Net Profit from Business

Form 8606

Nondeductible IRAs, reports nondeductible contributions to traditional IRAs and/or distributions taken from certain IRAs. Part I explains in detail when this form is used.

Form 1065 Schedule K-1

Partner's Share of Income, Deductions, Credits, etc. Used by partnerships to report the taxpayers' share of the partnership's income, deductions, credits, etc.

Form 8582

Passive Activity Loss Limitations

Form RRB-1099

Payments by the Railroad Retirement Board

Form 2848

Power of Attorney and Declaration of Representative

Form 8962

Premium Tax Credit

Form 1099-B

Proceeds From Broker and Barter Exchange Transactions

Form 1099-S

Proceeds From Real Estate Transactions

Form 982

Reduction of Tax Attributes Due to Discharge of Indebtedness

Form 8332

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent. This form allows a taxpayer who is a custodial parent (and who was married to his or her child's noncustodial parent) to release his or her claim on the child's exemption.

Form 4506

Request for Copy or Transcript of Tax Form

Form 8857

Request for Innocent Spouse Relief. This form explains various forms of relief and who may qualify

form 5695

Residential Energy Efficient Property Credit

Form 8949

Sales and Other Dispositions of Capital Assets. This form is used to report capital gains or losses

Form 1120S Schedule K-1

Shareholder's Share of Income , Deductions, Credits, etc. Used by S corporations to report the taxpayers' share of the corporation's income (reduced by any tax the corporation paid on the income), as well as any deductions, credits, etc.

Form SSA-1099

Social Security Benefit Statement

Form 4137

Social Security and Medicare Tax on Unreported Tip Income, is used to report unreported tip income.

Form 1040NR

U.S. Nonresident Alien Income Tax Return

Form 1040NR-EZ

U.S. Nonresident Alien Income Tax Return

Form 2210

Underpayment of Estimated Tax by Individual, Estates and Trusts. While completion of the Form 2210 is out of scope, volunteers need to caution taxpayers they will receive a notice of an estimated tax penalty if it is applicable.

Form 2106-EZ

Unreimbursed Employee Business Expenses

Form W-4V

Voluntary Withholding Request, filed by taxpayers (or estates) who are recipients of social security benefits and want to request withholding from their payments from the Social Security Administration.

Form W-2

Wages and Tax Statement, issued by employers to report their employees' earned income for the year. Generally, employers should issue Form W-2 to every employee and a copy to the Social Security Administration

Form W-4P

Withholding Certificate for Pension or Annuity Payments. The form allows taxpayers to tell payers the correct amount of federal income tax to withhold from payments.