Tax Forms

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Form 1098-T

Tuition statement.

Form 8863

Education Credits (American Opportunity and Lifetime Learning Credits)

Form 1099-DIV

Form that corporations use to report distributions to shareholders.

Schedule C-EZ/C

Form that reports income for family caregivers who are conducting a child care business.

Form 1099-MISC

Form that reports miscellaneous income

Form 1099-R

Form that reports pension distributions, retirement fund benefits, and IRA distributions.

RRB-1099

Form that reports railroad retirement board benefits

Form SSA-1099

Form that reports social security benefits

Form 1099-G

Form that reports unemployment compensation

Form W-7

Form to acquire Individual Taxpayer Identification Number *Usually takes 4 to 6 weeks to acquire an ITIN.

Form W-4P

Form to request federal income tax to be withheld from retirement income, aka Withholding Certificate for Pension or Annuity Payments.

Form 8949 Schedule D

Form used to report capital gains and losses on the sale of assets

Form 1099-Q

Payments from qualified education programs. Taxpayers will receive this form if they receive distributions from Coverdell ESAs or QTPs.

Form 1099-B

Reflects gross or net proceeds for sales of stocks or shares in mutual funds.

Form 1099-S

Reflects gross proceeds of real estate transactions

Form W-2

A statement of an individual's annual wages and taxes provided by an employer that must be included with the employee's federal, state, and city income tax returns.

Form 5329

Additional taxes on Qualified Plans and Other Tax-Favored Accounts

Form 1040X

Amended US individual income tax return

Form 2441

Child and Dependent Care expenses

Frm FS-240

Consular report of birth abroad- establishes official evidence that a child is a US citizen. *Parents should also apply for a social security number and passport for their child.

Form 8880

Credit for Qualified Retirement Savings Contributions

Form 1116

Foreign Tax Credit

Form 8379

If married taxpayers tell you they want to file separately, you should ask if a potential refund offset is the reason. If it is, you can suggest that they file a joint return with form 8379, Injured Spouse Allocation.

Form 1099-INT

Interest reports.

Form 1099

Miscellaneous income return

Form 1098

Mortgage Interest Statement

Form 2120

Multiple Support Declaration

Form 8332

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent

Form 5405

Repayment of the First-Time Homebuyer credit

Form 5498-ESA

Reports educational savings account distributions.

Form 5695

Residential Energy Credits

Form 8949

Sales and Other Dispositions of Capital Assets. Capital gain or loss transactions are divided into 6 types and each type is reported on a separate Form 8949. For short-term the transaction types and their respective codes are: Code A - Form 1099-B that show basis in box 3 Code B - Form 1099-B that do not show basis in box 3 Code C - if Form 1099-B not received or if code A or B is not applicable (such as sale of a home) For long-term, the transaction types and their respective codes are: Code D - Form 1099-B that show basis in box 3 Code E - Form 1099-B that do not show basis in box 3 Code F - If Form 1099-B not received or if code D or E is not applicable (such as sale of a home)

Form 4137

Social Security and Medicare tax on unreported tip income

Form CSA 1009-R

Statement of Annuity Paid (civil service retirement payments)

Form CSF 1099-R

Statement of Survivor Annuity Paid

Form 1098-E

Student loan interest statement

Form 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.

Form 1099-INT or Form 1099-OID

Taxpayers can adjust their income by deducting penalties they paid for withdrawing funds from a deferred interest account before maturity. Ask for form 1099-INT or Form 1099-OID.

Form 8917

Tuition and Fees Deduction. Helps to figure the MAGI and the resulting deduction amount.

Form 1040

US individual income tax return


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