FEDERAL TAX FORMS:
- Form 1040 - Individual Income Tax return
- Schedule 1 (Form 1040) - Additional Income and Adjustments to Income
- Schedule 2 (Form 1040) -Additional Taxes
- Schedule 3 (Form 1040) -Additional Credits and Payments
INDIVIDUAL INCOME TAX REPORTING FORMS:
- Form 1040EZ - Individual Tax Return. (2017 - Prior Years)
- Form 1040A - Individual Tax Return. (2017 - Prior Years)
- Form 1040 - Individual Income Tax Return.
- Form 1040X - Federal Amendment. (Must have a Filed & Accepted Tax Return in system).
- Form 4868 - Application for Extension of Time to File U.S. Income Tax Return.
INCOME:
- Form 1040 - Schedule B - Interest and Ordinary Dividends
- Form 1040 - Schedule C - Net Profit or Loss from Business
- Form 1040 - Schedule D - Capital Gains and Losses
- Form 1040 - Schedule E - Supplemental Income and Loss
- Form 1040 - Schedule F - Profit or Loss from Farming
- Form 2555 - Foreign Earned Income
- Form 4563 - Exclusion of Income for Bona Fide Residents of American Samoa
- Form 4797 - Sales of Business Property
- Form 6252 - Installment Sales
- Form 8824 - Like-Kind Exchanges
- Form 8938 - Statement of Specified Foreign Financial Assets
- Form 8949 - Sales and Other Dispositions of Capital Assets
- Form 982 - Reduction of Tax Attributes Due to Discharge of Indebtedness
ADJUSTMENTS & DEDUCTIONS
- Schedule A - Itemized Deductions
- Form 4562 - Depreciation and Amortization (Schedules C, E, F)
- Form 8582 - Passive Activity Loss Limitations (Located within the Schedule D)
- Form 8829 - Expenses for Business Use of Your Home (Schedule C only)
- Form 3903 - Moving Expenses
- Form 8889 - Health Savings Accounts (HSAs)
- Form 8903 - Domestic Production Activities Deduction
- Form 8917 - Tuition and Fees deduction
- Form 2106 - Employee Business Expenses
- Form 4684 - Casualties and Thefts
- Form 4952 - Investment Interest Expense Deduction
- Form 8283 - Noncash Charitable Contributions
- Form 1098-E - Student Loan Interest
CREDITS:
- Schedule EIC - Earned Income Credit
- Schedule M - Making Work Pay and Government Retiree Credits
- Schedule R - Credit for the Elderly or the Disabled
- Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust)
- Form 2441 - Child and Dependent Care Expenses
- Form 3800 - General Business Credit
- Form 4136 - Credit for Federal Tax Paid on Fuels
- Form 5405 - First-Time Homebuyer Credit/Repayment (Credit section not eFilable)
- Form 5695 - Residential Energy Credits
- Form 8396 - Mortgage Interest Credit
- Form 8812 - Child Tax Credit & Additional Child Tax Credit
- Form 8936 - Qualified Plug-in Electric Drive Motor Vehicle
- Form 8839 - Qualified Adoption Expenses
- Form 8941 - Credit for Small Employer Health Insurance Premiums
- Form 8863 - Education Credits (American Opportunity, Hope/Lifetime Learning Credits)
- Form 8880 - Credit for Qualified Retirement Savings Contributions
- Form 8911 - Alternative Fuel Vehcile Refueling Property Credit
ACA/HEALTH COVERAGE:
- Form 8962 - Premium Tax Credit/Advance Premium Tax Credit Repayment
- Form 8965 - Health Coverage Exemptions
TAXES:
- Schedule SE - Self-employment Tax
- Schedule H - Household Employment Taxes
- Form 4137 - Social Security and Medicare tax on Tip Income
- Form 5074 - Allocation of Individual Income Tax to Guam or the CNMI
- Form 5329 - Additional Taxes Attributable to IRAs, et. al
- Form 6251 - Alternative Minimum Tax
- Form 8606 - Nondeductible IRA, et. al.
- Form 8919 - Uncollected Social Security and Medicare Tax on Wages
- Form 8960 - Net Investment Income Tax
OTHER:
- Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer
- Form 2120 - Multiple Support Declaration
- Form 8379 - Injured Spouse Allocation
- Form 8814 - Parent’s Election to Report Child’s Interest and Dividends
- Form 8862 - Information to Claim Earned Income Credit After Disallowance
- Form 8867 - Paid Preparer's Earned Income Credit Checklist
- Form 8878 - IRS e-file Signature Authorization for Form 4868 or Form 2350
- Form 8879 - IRS e-file Signature Authorization
- Form 8888 - Direct Deposit of Refund to More Than One Account
- Form 8948 - Preparer Explanation for Not Filing Electronically
- FEC - Foreign Employer Compensation for eFile
- Form Payment - Form Payment for eFile
- Preparer & Elective Notes