REG Forms/Schedules

Schedule D (1040)

capital gain/loss

Form W-4

completed by employee that employer uses to determine amount of income tax withheld from paycheck

Schedule F (1040)

farm income

Schedule E (1040)

includes itemized deductions for rental property, trusts, royalties, partnerships, etc.

Form 1120X

income tax form corporation to file an amended income tax return

Form 1120S

income tax form for S corporation

Form 843

income tax form for a claim for refund or abatement of interest, penalties, and additions to tax

Form 7004

income tax form for an application for automatic 6 month extension to file business income tax, information and other returns

Form 4868

income tax form for an automatic extension of time to file Form 1040

Form 8868

income tax form for an exempt organization to rile automatic 3 month return

Form 1045

income tax form for application for a refund for individuals, estates and trusts

Form 990-T

income tax form for business income for exempt organizations

Form 1024

income tax form for certain organizations for applying for recognition under Section 501 (a) for plan qualifications under Section 120

Form 1139

income tax form for corporation other than S corporation to claim refund for each carryback year

Form 8282

income tax form for dispositions of certain charitable deduction property by a charitable organization

Form 1040X

income tax form for individual to claim a refund for each carryback year; alternative to Form 1045

Form 6251

income tax form for installment sales income

Form 8824

income tax form for like kind exchanges

Form 990

income tax form for organization exempt from income tax

Form 990-PF

income tax form for private foundation or nonexempt charitable trusts treated as private foundations

Form 4797

income tax form for reporting details on G/L from the sale, exchange, involuntary conversion, or disposition of business property

Form 8815

income tax form for the exclusion of income of Series EE bonds

Form 8332

income tax form for the release of a claim to the exemption for a child of divorced or separated parents

Form 8275

income tax form to disclose tax positions that are not adequately disclosed on other forms

Form 990-N

income tax information form for exempt organizations (electronic)

Form 1120

income tax return form for corporations

Form 1041

income tax return form for estates and trusts

Form 1040

income tax return form for individuals

Form 1065

income tax return form for partnership income

Form 990-EZ

income tax short form for exempt organizations

Schedule B (1040)

interest and ordinary dividends

Schedule A (1040)

itemized deductions

Form 2120

joint contributors, multiple source declaration

Schedule C (1040)

profit or loss from business (sole proprietorship); includes itemized deductions for business

Schedule K-1 (1065)

report individual partners income (Partnership & LLC)

Schedule K (1065)

report partnerships income

Schedule K-1 (1120S)

report shareholders share of income (S Corp)

Form 1099-DIV

tax reporting form received by the taxpayer; reports dividends received, income tax withheld from dividends and foreign taxes paid on dividends

Form 1099-INT

tax reporting form received by the taxpayer; reports on interest income, early withdrawal penalties, and foreign taxes paid

Form 706

tax return form for estates and generation skipping transfers

Form 709

tax return form for gifts and generation skipping transfers

Form W-2

used by employers to report annual wages, taxes withheld, and other information