Forms Library

IRS form used to claim the adoption tax credit for qualified adoption expenses and to exclude employer-provided adoption benefits from income.

IRS form used by aliens who meet the substantial presence test to claim the closer connection exception to avoid being treated as U.S. residents for tax purposes.

IRS form used by food and beverage employers to claim a credit for the employer's share of Social Security and Medicare taxes paid on employee tip income.

IRS form used to request relief from joint and several liability on a joint tax return when one spouse believes they should not be held responsible for the tax.

IRS form that paid tax preparers must complete to meet due diligence requirements when preparing returns claiming EITC, CTC, AOTC, or head of household status.

IRS form used to authorize an ERO to enter a PIN as the taxpayer's signature on an electronically filed extension request (Form 4868 or 2350).

IRS form used to authorize an ERO to submit an e-filed return using the taxpayer's self-selected PIN as their electronic signature.

IRS form used by eligible low- and moderate-income taxpayers to claim the saver's credit for contributions to IRAs or employer-sponsored retirement plans.

IRS form used by small employers to claim a tax credit for costs of starting a qualified retirement plan, SIMPLE IRA, or SEP.

IRS form used by taxpayers to disclose participation in reportable transactions, including listed transactions and transactions of interest.

IRS form used to split your tax refund into two or three accounts at U.S. financial institutions, including purchasing U.S. savings bonds.

IRS form used to request an automatic extension of time to file Form 709 (Gift Tax Return) and to make a payment of gift or GST tax.

IRS form used to claim the tuition and fees deduction for qualified education expenses paid during the tax year.

IRS form used by employees whose employer did not withhold Social Security and Medicare taxes to calculate and report the uncollected amounts.

Official IRS Form 8921 for tax filing and reporting purposes. Complete and submit this form according to IRS instructions for proper tax compliance.

Official IRS Form 8922 for tax filing and reporting purposes. Complete and submit this form according to IRS instructions for proper tax compliance.

Official IRS Form 8924 for tax filing and reporting purposes. Complete and submit this form according to IRS instructions for proper tax compliance.

Official IRS Form 8925 for tax filing and reporting purposes. Complete and submit this form according to IRS instructions for proper tax compliance.

IRS form used by U.S. taxpayers to report specified foreign financial assets if the total value exceeds certain thresholds, as required by FATCA.

IRS form used by eligible small employers to claim the tax credit for paying at least 50% of employee health insurance premiums.

IRS form used to calculate the 0.9% Additional Medicare Tax on wages, compensation, and self-employment income exceeding threshold amounts.

IRS form used to calculate the 3.8% net investment income tax (NIIT) on investment income for individuals, estates, and trusts above threshold amounts.

IRS form used by applicable taxpayers with substantial gross receipts to calculate the base erosion and anti-abuse tax (BEAT) on deductible payments to foreign related parties.

IRS form used by U.S. shareholders of controlled foreign corporations to calculate their global intangible low-taxed income (GILTI) inclusion.