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.