Tax Forms
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