IRS Forms and Instructions

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Product Number Title

Form 1099-K ( Payment Card and Third Party Network Transactions

Occupational Tax and Registration Return for


Form 11-C Wagering

Application for Enrollment to Practice Before the


Form 23 Internal Revenue Service

Application for Enrollment to Practice Before the


Form 23-EP Internal Revenue Service as an Enrolled Retirement
Plan Agent (ERPA)

Form 56 Notice Concerning Fiduciary Relationship

Instructions for Form 56, Notice Concerning


Inst 56 Fiduciary Relationship

Notice Concerning Fiduciary Relationship of


Form 56-F Financial Institution

Form 211 Application for Reward for Original Information

Form 211-A State or Local Law Enforcement

Collection Information Statement for Wage Earners


Form 433-A and Self-Employed Individuals

Collection Information Statement for Wage Earners


Form 433-A (OIC) and Self-Employed Individuals

Informacion de Cobro Para los Asalariados y los


Form 433-A (SP) Individuos Autonomos

Form 433-B Collection Information Statement for Businesses

Form 433-B (OIC) Collection Information Statement for Businesses

Form 433-B (SP) Informacion de Cobro Para los Negocios

Form 433-D Installment Agreement

Form 433-D (SP) Installment Agreement (Spanish version)

Form 433-F Collection Information Statement

Form 433-F (SP) Collection Information Statement (Spanish version)

Application for Registration (For Certain Excise Tax


Form 637 Activities)
Form 656-B Offer in Compromise Booklet
Form 656-L Offer in Compromise (Doubt as to Liability)

Form 656-PPV Offer in Compromise - Periodic Payment Voucher

Statement for Claiming Exemption from Withholding


Form 673 on Foreign Earned Income Eligible for the
Exclusion(s) Provided by Section 911

United States Estate (and Generation-Skipping


Form 706 Transfer) Tax Return

Instructions for Form 706, United States Estate (and


Inst 706 Generation-Skipping Transfer) Tax Return

Form 706-A United States Additional Estate Tax Return

Instructions for Form 706-A, United States Additional


Inst 706-A Estate Tax Return

Form 706-CE Certification of Payment of Foreign Death Tax

Generation-Skipping Transfer Tax Return for


Form 706-GS(D) Distributions

Instructions for Form 706-GS(D), Generation-


Inst 706-GS(D) Skipping Transfer Tax Return for Distributions

Notification of Distribution From a Generation-


Form 706-GS(D-1) Skipping Trust

Instructions for Form 706-GS(D-1), Notification of


Inst 706-GS(D-1) Distribution From a Generation-Skipping Trust

Generation Skipping Transfer Tax Return for


Form 706-GS(T) Terminations

Instructions for Form 706-GS(T), Generation-


Inst 706-GS(T) Skipping Transfer Tax Return For Terminations

United States Estate (and Generation-Skipping


Form 706-NA Transfer) Tax Return

Instructions for Form 706-NA, United States Estate


Inst 706-NA (and Generation-Skipping Transfer) Tax Return
(Estate of nonresident not a citizen of the U.S.)

Form 706-QDT U.S. Estate Tax Return for Qualified Domestic Trusts

Instructions for Form 706-QDT, U.S. Estate Tax


Inst 706-QDT Return for Qualified Domestic Trusts

United States Gift (and Generation-Skipping


Form 709 Transfer) Tax Return

Instructions for Form 709, United States Gift (and


Inst 709 Generation-Skipping Transfer) Tax Return

Form 712 Life Insurance Statement


Form 720 Quarterly Federal Excise Tax Return
Instructions for Form 720, Quarterly Federal Excise
Inst 720 Tax Return
Form 720-CS Carrier Summary Report
Instructions for Form 720-CS, Carrier Summary
Inst 720-CS Report
Form 720-TO Terminal Operator Report
Instructions for Form 720-TO, Terminal Operator
Inst 720-TO Report

Form 720-X Amended Quarterly Federal Excise Tax Return

Form 730 Monthly Tax Return for Wagers

Form 843 Claim for Refund and Request for Abatement

Instructions for Form 843, Claim for Refund and


Inst 843 Request for Abatement
Form 851 Affiliations Schedule
Supporting Documents to Prove American
Form 886-H-AOC Opportunity Credit

Form 886-H-FTHBC First-Time Homebuyer Credit Supporting Documents

Form 907 Agreement to Extend the Time to Bring Suit

Request for Taxpayer Advocate Service Assistance


Form 911 (And Application for Taxpayer Assistance Order)

Form 921 Consent to Extend the Time to Assess Income Tax

Consent Fixing Period of Limitation on Assessment


Form 921-A of Income and Profits Tax
Consent Fixing Period of Limitation on Assessment
Form 921-I of Income and Profits Tax
Consent Fixing Period of Limitation on Assessment
Form 921-P of Income and Profits Tax
Return by a U.S. Transferor of Property to a Foreign
Form 926 Corporation

Instructions for Form 926, Return by a U.S.


Inst 926 Transferor of Property to a Foreign Corporation

Employer's Annual Federal Unemployment (FUTA)


Form 940 Tax Return

Instructions for Form 940, Employer's Annual


Inst 940 Federal Unemployment (FUTA) Tax Return

Planilla Para La Declaracion Federal Anual Del


Form 940 (PR) Patrono de la Contribcion Federal Para El
Desempleo (FUTA)

Instrucciones para el Formulario 940-PR, Planilla


Inst 940 (PR) para la Declaracion Federal Anual del Patrono de la
Contribucion Federal para el Desempleo (FUTA)

Multi-State Employer and Credit Reduction


Form 940 (PR) (Schedule A) Information (Puerto Rican Version)

Multi-State Employer and Credit Reduction


Form 940 (Schedule A) Information

Form 940 (Schedule R) Allocation Schedule for Aggregate Form 940 Filers
Request for Verification of Credit Information Shown
Form 940-B on Form 940

Form 941 Employer's Quarterly Federal Tax Return

Instructions for Form 941, Employer's Quarterly


Inst 941 Federal Tax Return
Planilla para la Declaracion Federal TRIMESTRAL
Form 941 (PR) del Patrono
Instrucciones para el Formulario 941-PR, Planilla
Inst 941 (PR) para la Declaracion Federal TRIMESTRAL del
Patrono

Registro de la Obligacion Contributiva para los


Form 941 (PR) (Schedule B) Depositantes de Itinerario Bisemanal

Instrucciones para el Anexo B (Forma 941-PR),


Inst 941 (PR) (Schedule B) Registro de la Obligacion Contributiva para los
Depositantes de Itinerario Bisemanal

Report of Tax Liability for Semiweekly Schedule


Form 941 (Schedule B) Depositors

Instructions for Schedule B (Form 941), Report of


Inst 941 (Schedule B) Tax Liability for Semiweekly Schedule Depositors

Report of Discrepancies Caused by Acquisitions,


Form 941 (Schedule D) Statutory Mergers, or Consolidations

Instructions for Schedule D (Form 941), Report of


Inst 941 (Schedule D) Discrepancies Caused by Acquisitions, Statutory
Mergers, or Consolidations

Form 941 (Schedule R) Allocation Schedule for Aggregate Form 941 Filers

Employer's Quarterly Federal Tax Return - American


Form 941-SS Samoa, Guam, the Commonwealth of the Northern
Mariana Islands, and the U.S. Virgin Islands

Instructions for Form 941-SS, Employer's Quarterly


Federal Tax Return - American Samoa, Guam, the
Inst 941-SS Commonwealth of the Northern Mariana Islands, and
the U.S. Virgin Islands

Adjusted Employer's Quarterly Federal Tax Return or


Form 941-X Claim for Refund

Instructions for Form 941-X, Adjusted Employer's


Inst 941-X Quarterly Federal Tax Return or Claim for Refund

Adjusted Employer?s Quarterly Federal Tax Return


Form 941-X (PR) or Claim for Refund (Puerto Rico Version)

Instructions for Form 941-X (PR), Adjusted


Inst 941-X (PR) Employer's Quarterly Federal Tax Return or Claim for
Refund (Puerto Rico Version)

Employer's Annual Federal Tax Return for


Form 943 Agricultural Employees
Instructions for Form 943, Employer's Annual
Inst 943 Federal Tax Return for Agricultural Employees

Planilla para la Declaracion Anual de la Contribucion


Form 943 (PR) Federal del Patrono de Empleados Agricolas

Instrucciones para el Formulario 943-PR, Planilla


Inst 943 (PR) para la Declaracion Anual de la Contribucion Federal
del Patrono de Empleados Agricolas

Agricultural Employer's Record of Federal Tax


Form 943-A Liability
Registro De La Obligation Contributiva Federal del
Form 943-A (PR) Patrono Agr?cola

Adjusted Employer's Annual Federal Tax Return for


Form 943-X Agricultural Employees or Claim for Refund

Instructions for Form 943-X, Adjusted Employer's


Inst 943-X Annual Federal Tax Return for Agricultural
Employees or Claim for Refund

Adjuste a la Declaraci?n Federal ANUAL del Patrono


Form 943-X (PR) de Empleados Agr?colas o Reclamaci?n de
Reembolso

Instructions for Form 943-X (PR), Adjusted


Inst 943-X (PR) Employer's Annual Federal Tax Return for
Agricultural Employees or Claim for Refund

Form 944 Employer's Annual Federal Tax Return


Instructions for Form 944, Employer's Annual
Inst 944 Federal Tax Return
Planilla para la Declaracion Federal ANUAL del
Form 944 (PR) Patrono

Instrucciones para el Formulario 944-PR, Planilla


Inst 944 (PR) para la Declaracion Federal ANUAL del Patrono

Declaracion Federal ANUAL de Impuestos del


Form 944 (SP) Patrono o Empleador

Instrucciones para el Formulario 944(SP),


Inst 944 (SP) Declaracion Federal ANUAL de Impuestos del
Patrono o Empleador

Employer's Annual Federal Tax Return - American


Form 944-SS Samoa, Guam, the Commonwealth of the Northern
Mariana Islands, and the U.S. Virgin Islands

Instructions for Form 944-SS, Employer's Annual


Federal Tax Return - American Samoa, Guam, the
Inst 944-SS Commonwealth of the Northern Mariana Islands, and
the U.S. Virgin Islands

Adjusted Employer's Annual Federal Tax Return or


Form 944-X Claim for Refund
Instructions for Form 944-X, Adjusted Employer's
Inst 944-X Annual Federal Tax Return or Claim for Refund

Adjusted Employer's ANNUAL Federal Tax Return or


Form 944-X (PR) Claim for Refund (Puerto Rican Version)

Instructions for Form 944-X (PR), Adjusted


Inst 944-X (PR) Employer's ANNUAL Federal Tax Return or Claim for
Refund (Puerto Rican Version)

Adjusted Employer's ANNUAL Federal Tax Return or


Form 944-X (SP) Claim for Refund (Spanish Version)

Instructions for Form 944-X (SP), Adjusted


Inst 944-X (SP) Employer's ANNUAL Federal Tax Return or Claim for
Refund (Spanish Version)

Form 945 Annual Return of Withheld Federal Income Tax

Instructions for Form 945, Annual Return of Withheld


Inst 945 Federal Income Tax

Form 945-A Annual Record of Federal Tax Liability

Adjusted Annual Return of Withheld Federal Income


Form 945-X Tax or Claim for Refund

Instructions for Form 945-X, Adjusted Annual Return


Inst 945-X of Withheld Federal Income Tax or Claim for Refund

Consent to Extend Period of Limitation on


Form 952 Assessment of Income Taxes
Form 966 Corporate Dissolution or Liquidation

Form 970 Application to Use Lifo Inventory Method

Consent of Shareholder to Include Specific Amount


Form 972 in Gross Income
Corporation Claim for Deduction for Consent
Form 973 Dividends

Claim for Deficiency Dividends Deductions by a


Form 976 Personal Holding Company, Regulated Investment
Company, or Real Estate Investment Trust

Reduction of Tax Attributes Due to Discharge of


Form 982 Indebtedness (and Section 1082 Basis Adjustment)

Form 990 Return of Organization Exempt from Income Tax

Instructions for Form 990, Return of Organization


Inst 990 Exempt From Income Tax
Form 990 (Schedule D) Supplemental Financial Statements

Instructions for Schedule D (Form 990),


Inst 990 (Schedule D) Supplemental Financial Statements

Form 990 (Schedule F) Statement of Activities Outside the United States


Instructions for Schedule F (Form 990), Statement of
Inst 990 (Schedule F) Activities Outside the U.S.

Form 990 (Schedule H) Hospitals

Inst 990 (Schedule H) Instructions for Schedule H (Form 990), Hospitals

Grants and Other Assistance to Organizations,


Form 990 (Schedule I) Governments and Individuals in the U.S.

Form 990 (Schedule I-1) Continuation Sheet for Schedule I (Form 990)

Form 990 (Schedule J) Compensation Information


Instructions for Schedule J (Form 990),
Inst 990 (Schedule J) Compensation Information

Form 990 (Schedule J-1) Continuation Sheet for Schedule J (Form 990)

Form 990 (Schedule J-2) Continuation Sheet for Form 990

Form 990 (Schedule K) Supplemental Information on Tax-Exempt Bonds

Instructions for Schedule K (Form 990),


Inst 990 (Schedule K) Supplemental Information on Tax-Exempt Bonds

Form 990 (Schedule M) Noncash Contributions

Form 990 (Schedule O) Supplemental Information to Form 990

Form 990 (Schedule R) Related Organizations and Unrelated Partnerships

Instructions for Schedule R (Form 990), Related


Inst 990 (Schedule R) Organizations and Unrelated Partnerships

Form 990 (Schedule R-1) Continuation Sheet for Schedule R (Form 990)

Form 990 or 990-EZ (Sch A) Public Charity Status and Public Support

Instructions for Schedule A (Form 990 or Form 990-


Inst 990 or 990-EZ (Sch A) EZ), Public Charity Status and Public Support

Form 990 or 990-EZ (Sch C) Political Campaign and Lobbying Activities

Instructions for Schedule C (Form 990 or 990-EZ),


Inst 990 or 990-EZ (Sch C) Political Campaign and Lobbying Activities

Form 990 or 990-EZ (Sch E) Schools

Supplemental Information Regarding Fundraising or


Form 990 or 990-EZ (Sch G) Gaming Activities

Instructions for Schedule G (Form 990 or 990-EZ),


Inst 990 or 990-EZ (Sch G) Supplemental Information Regarding Fundraising or
Gaming Activities
Form 990 or 990-EZ (Sch L) Transactions with Interested Persons

Instructions for Schedule L (Form 990 or 990-EZ),


Inst 990 or 990-EZ (Sch L) Transactions with Interested Persons

Liquidation, Termination, Dissolution, or Significant


Form 990 or 990-EZ (Sch N) Disposition of Assets

Continuation Sheet for Schedule N (Form 990 or


Form 990 or 990-EZ (Sch N-1) 990-EZ)

Form 990, 990-EZ, 990PF (Sch Schedule


B) of Contributors

Information and Initial Excise Tax Return for Black


Form 990-BL Lung Benefit Trusts and Certain Related Persons

Instructions for Form 990-BL, Information and Initial


Inst 990-BL Excise Tax Return for Black Lung Benefit Trusts and
Certain Related Persons

Short Form Return of Organization Exempt from


Form 990-EZ Income Tax

Instructions for Form 990-EZ, Short Form Return of


Organization Exempt From Income Tax Under
Inst 990-EZ Section 501(c), 527, or 4947(a)(1) of the Internal
Revenue Code

Return of Private Foundation or Section 4947(a)(1)


Form 990-PF Nonexempt Charitable Trust Treated as a Private
Foundation

Instructions for Form 990-PF, Return of Private


Inst 990-PF Foundation or Section 4947(a)(1) Nonexempt
Charitable Trust Treated as a Private Foundation

Exempt Organization Business Income Tax Return


Form 990-T (and proxy tax under section 6033(e))

Instructions for Form 990-T, Exempt Organization


Inst 990-T Business Income Tax Return (and proxy tax under
section 6033(e))

Estimated Tax on Unrelated Business Taxable


Form 990-W Income for Tax-Exempt Organizations

Form 1000 Ownership Certificate

Application for Recognition of Exemption Under


Form 1023 Section 501(c)(3) of the Internal Revenue Code

Instructions for Form 1023, Application for


Inst 1023 Recognition of Exemption Under Section 501(c)(3) of
the Internal Revenue Code
Streamlined Application for Recognition of
Form 1023-EZ Exemption Under Section 501(c)(3) of the Internal
Revenue Code

Instructions for Form 1023-EZ, Streamlined


Inst 1023-EZ Application for Recognition of Exemption Under
Section 501(c)(3) of the Internal Revenue Code

Application for Recognition of Exemption Under


Form 1023-I Section 501(c)(3) of the Internal Revenue Code
(Interactive)

Application for Recognition of Exemption Under


Form 1024 Section 501(a)

Instructions for Form 1024, Application for


Inst 1024 Recognition of Exemption Under Section 501(a)

Application for Recognition of Exemption Under


Form 1028 Section 521 of the Internal Revenue Code

Instructions for Form 1028, Application for


Inst 1028 Recognition of Exemption Under Section 521 of the
Internal Revenue Code

Form 1040 U.S. Individual Income Tax Return

Instructions for Form 1040, U.S. Individual Income


Inst 1040 Tax Return, Form 8949, and Schedules 8812, A, C,
D, E, F, R, and SE

Instructions for Form 1040, U.S. Individual Income


Inst 1040 (General Inst.) Tax Return

Planilla para la Declaraci?n de la Contribuci?n


Federal sobre el Trabajo por Cuenta Propia
Form 1040 (PR) (Incluyendo el Cr?dito Tributario Adicional por Hijos
para Residentes Bona Fide de Puerto Rico)

Instrucciones para el Formulario 1040-PR, Planilla


Inst 1040 (PR) Para La Declaracion De La Contribucion Federal
Sobre El Trabajo Por Cuenta Propia - Puerto Rico

Contribuciones Sobre El Empleo De Empleados


Form 1040 (PR) (Anexo H-PR) Domesticos

Instrucciones para el Anexo H-PR (Formulario 1040-


Inst 1040 (PR) (Anexo H-PR) PR), Contribuciones sobre el Empleo de Empleados
Domesticos

Form 1040 (Schedule 8812) Child Tax Credit

Inst 1040 (Schedule 8812) Instructions for Child Tax Credit


Form 1040 (Schedule A) Itemized Deductions

Instructions for Schedule A (Form 1040), Itemized


Inst 1040 (Schedule A) Deductions

Form 1040 (Schedule B) Interest and Ordinary Dividends

Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship)

Instructions for Schedule C (Form 1040), Profit or


Inst 1040 (Schedule C) Loss From Business (Sole Proprietorship)

Form 1040 (Schedule C-EZ) Net Profit from Business (Sole Proprietorship)

Form 1040 (Schedule D) Capital Gains and Losses

Instructions for Schedule D (Form 1040), Capital


Inst 1040 (Schedule D) Gains and Losses

Form 1040 (Schedule E) Supplemental Income and Loss

Instructions for Schedule E (Form 1040),


Inst 1040 (Schedule E) Supplemental Income and Loss

Form 1040 (Schedule EIC) Earned Income Credit

Form 1040 (Schedule F) Profit or Loss From Farming

Instructions for Schedule F (Form 1040), Profit or


Inst 1040 (Schedule F) Loss From Farming

Form 1040 (Schedule H) Household Employment Taxes

Instructions for Schedule H (Form 1040), Household


Inst 1040 (Schedule H) Employment Taxes

Form 1040 (Schedule J) Income Averaging for Farmers and Fishermen

Instructions for Schedule J (Form 1040), Income


Inst 1040 (Schedule J) Averaging for Farmers and Fishermen

Form 1040 (Schedule R) Credit for the Elderly or the Disabled

Instructions for Schedule R (Form 1040A or 1040),


Inst 1040 (Schedule R) Credit for the Elderly or the Disabled

Form 1040 (Schedule SE) Self-Employment Tax

Instructions for Schedule SE (Form 1040), Self-


Inst 1040 (Schedule SE) Employment Tax

Inst 1040 (Tax Tables) Tax Table and Tax Rate Schedules
Form 1040-A U.S. Individual Income Tax Return
Instructions for Form 1040-A, U.S. Individual Income
Inst 1040-A Tax Return
Form 1040-C U.S. Departing Alien Income Tax Return

Instructions for Form 1040-C, U.S. Departing Alien


Inst 1040-C Income Tax Return
Form 1040-ES Estimated Tax for Individuals
Form 1040-ES Estimated Tax for Individuals

Form 1040-ES (NR) U.S. Estimated Tax for Nonresident Alien Individuals

Contribuciones Federales Estimadas del Trabajo por


Form 1040-ES (PR) Cuenta Propia Y Sobre El Empleo de Empleados
Domesticos-Puerto Rico

Income Tax Return for Single and Joint Filers With


Form 1040-EZ No Dependents

Instructions for Form 1040-EZ, Income Tax Return


Inst 1040-EZ for Single and Joint Filers With No Dependents

Form 1040-NR U.S. Nonresident Alien Income Tax Return

Instructions for Form 1040-NR, U.S. Nonresident


Inst 1040-NR Alien Income Tax Return

U.S. Income Tax Return for Certain Nonresident


Form 1040-NR-EZ Aliens With No Dependents

Instructions for Form 1040NR-EZ, U.S. Income Tax


Inst 1040-NR-EZ Return for Certain Nonresident Aliens With No
Dependents

U.S. Self-Employment Tax Return (Including the


Form 1040-SS Additional Child Tax Credit for Bona Fide Residents
of Puerto Rico)

Instructions for Form 1040-SS, U.S. Self-


Employment Tax Return (Including the Additional
Inst 1040-SS Child Tax Credit for Bona Fide Residents of Puerto
Rico)

Form 1040-V Payment Voucher

Form 1040-X Amended U.S. Individual Income Tax Return

Instructions for Form 1040-X, Amended U.S.


Inst 1040-X Individual Income Tax Return

Form 1041 U.S. Income Tax Return for Estates and Trusts

Instructions for Form 1041, U.S. Income Tax Return


Inst 1041 for Estates and Trusts, and Schedules A, B, G, J,
and K-1

Form 1041 (Schedule D) Capital Gains and Losses

Instructions for Schedule D (Form 1041), Capital


Inst 1041 (Schedule D) Gains and Losses

Form 1041 (Schedule D-1) Continuation Sheet for Schedule D (Form 1041)
Form 1041 (Schedule I) Alternative Minimum Tax - Estates and Trusts

Instructions for Schedule I (Form 1041), Alternative


Inst 1041 (Schedule I) Minimum Tax (AMT)

Form 1041 (Schedule J) Accumulation Distribution for Certain Complex Trusts

Beneficiary's Share of Income, Deductions, Credits,


Form 1041 (Schedule K-1) etc.

Instructions for Schedule K-1 (Form 1041) for a


Inst 1041 (Schedule K-1) Beneficiary Filing Form 1040

U.S. Information Return Trust Accumulation of


Form 1041-A Charitable Amounts

Form 1041-ES Estimated Income Tax for Estates and Trusts

Form 1041-ES Estimated Income Tax for Estates and Trusts

U.S. Income Tax Return for Electing Alaska Native


Form 1041-N Settlement Trusts

Instructions for Form 1041-N, U.S. Income Tax


Inst 1041-N Return for Electing Alaska Native Settlement Trusts

Form 1041-QFT U.S. Income Tax Return for Qualified Funeral Trusts

Allocation of Estimated Tax Payments to


Form 1041-T Beneficiaries
Form 1041-V Payment Voucher
Annual Withholding Tax Return for U.S. Source
Form 1042 Income of Foreign Persons
Annual Withholding Tax Return for U.S. Source
Form 1042 Income of Foreign Persons

Instructions for Form 1042, Annual Withholding Tax


Inst 1042 Return for U.S. Source Income of Foreign Persons

Foreign Person's U.S. Source Income Subject to


Form 1042-S Withholding
Foreign Person's U.S. Source Income Subject to
Form 1042-S Withholding

Instructions for Form 1042-S, Foreign Person's U.S.


Inst 1042-S Source Income Subject to Withholding

Form 1042-T Annual Summary and Transmittal of Forms 1042-S

Form 1045 Application for Tentative Refund


Instructions for Form 1045, Application for Tentative
Inst 1045 Refund
Form 1065 U.S. Return of Partnership Income
Instructions for Form 1065, U.S. Return of
Inst 1065 Partnership Income
Information on Partners Owning 50% or More of the
Form 1065 (Schedule B-1) Partnership

Form 1065 (Schedule C) Additional Information for Schedule M-3 Filers


Instructions for Schedule C (Form 1065), Additional
Inst 1065 (Schedule C) Information for Schedule M-3 Filers

Form 1065 (Schedule D) Capital Gains and Losses

Instructions for Schedule D (Form 1065), Capital


Inst 1065 (Schedule D) Gains and Losses

Form 1065 (Schedule K-1) Partner's Share of Income, Deductions, Credits, etc.

Instructions for Schedule K-1 (Form 1065), Partner's


Inst 1065 (Schedule K-1) Share of Income, Deductions, Credits, etc.

Net Income (Loss) Reconciliation for Certain


Form 1065 (Schedule M-3) Partnerships
Instructions for Form 1065 Schedule M-3, Net
Inst 1065 (Schedule M-3) Income (Loss) Reconciliation for Certain
Partnerships
U.S. Return of Income for Electing Large
Form 1065-B Partnerships

Instructions for Form 1065-B, U.S. Return of Income


Inst 1065-B for Electing Large Partnerships

Partner's Share of Income (Loss) From an Electing


Form 1065-B (Schedule K-1) Large Partnership

Instructions for Schedule K-1 (Form 1065-B),


Inst 1065-B (Schedule K-1) Partner's Share of Income (Loss) From an Electing
Large Partnership

Amended Return or Administrative Adjustment


Form 1065-X Request (AAR)

Instructions for Form 1065X, Amended Return or


Inst 1065-X Administrative Adjustment Request (AAR)

U.S. Real Estate Mortgage Investment Conduit


Form 1066 (REMIC) Income Tax Return
Instructions for Form 1066, U.S. Real Estate
Inst 1066 Mortgage Investment Conduit (REMIC) Income Tax
Return

Quarterly Notice to Residual Interest Holder of


Form 1066 (Schedule Q) REMIC Taxable Income or Net Loss Allocation

Annual Summary and Transmittal of U.S. Information


Form 1096 Returns (Info Copy Only)

Annual Summary and Transmittal of U.S. Information


Form 1096 Returns (Info Copy Only)

Form 1097-BTC Bond Tax Credit


Form 1097-BTC Bond Tax Credit
Inst 1097-BTC Instructions for Form 1097-BTC
Inst 1097-BTC Instructions for Form 1097-BTC

Form 1098 Mortgage Interest Statement (Info Copy Only)


Form 1098 Mortgage Interest Statement (Info Copy Only)

Instructions for Form 1098, Mortgage Interest


Inst 1098 Statement
Instructions for Form 1098, Mortgage Interest
Inst 1098 Statement
Contributions of Motor Vehicles, Boats, and
Form 1098-C Airplanes (Info Copy Only)
Contributions of Motor Vehicles, Boats, and
Form 1098-C Airplanes (Info Copy Only)

Instructions for Form 1098-C, Contributions of Motor


Inst 1098-C Vehicles, Boats, and Airplanes

Instructions for Form 1098-C, Contributions of Motor


Inst 1098-C (PDF) Vehicles, Boats, and Airplanes

Form 1098-E Student Loan Interest Statement (Info Copy Only)

Form 1098-E Student Loan Interest Statement (Info Copy Only)

Instructions for Forms 1098-E and 1098-T, Student


Inst 1098-E and 1098-T Loan Interest Statement and Tuition Statement

Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T

Form 1098-MA Mortgage Assistance Payments


Form 1098-MA Mortgage Assistance Payments
Form 1098-T Tuition Statement (Info Copy Only)
Form 1098-T Tuition Statement (Info Copy Only)

Inst 1099 General Instructions Instructions for Forms 1099, 1098, 5498, and W-2G

General Instructions for Certain Information Returns


Inst 1099 General Instructions (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-
2G)

Acquisition or Abandonment of Secured Property


Form 1099-A (Info Copy Only)
Acquisition or Abandonment of Secured Property
Form 1099-A (Info Copy Only)

Instructions for Forms 1099-A and 1099-C,


Inst 1099-A and 1099-C Acquisition or Abandonment of Secured Property
and Cancellation of Debt

Instructions for Forms 1099-A and 1099-C,


Inst 1099-A and 1099-C Acquisition or Abandonment of Secured Property
and Cancellation of Debt

Proceeds from Broker and Barter Exchange


Form 1099-B Transactions (Info Copy Only)

Proceeds from Broker and Barter Exchange


Form 1099-B Transactions (Info Copy Only)
Instructions for Form 1099-B, Proceeds from Broker
Inst 1099-B and Barter Exchange Transactions

Instructions for Form 1099-B, Proceeds from Broker


Inst 1099-B and Barter Exchange Transactions

Form 1099-C Cancellation of Debt (Info Copy Only)


Form 1099-C Cancellation of Debt (Info Copy Only)
Changes in Corporate Control and Capital Structure
Form 1099-CAP (Info Copy Only)
Changes in Corporate Control and Capital Structure
Form 1099-CAP (Info Copy Only)
Inst 1099-CAP Instructions for Form 1099-CAP

Instructions for Form 1099-CAP, Changes in


Inst 1099-CAP Corporate Control and Capital Structure

Instructions for Form 1099-K, Payment Card and


Inst 1099-K ( Third Party Network Transactions

Form 1099-DIV Dividends and Distributions (Info Copy Only)

Form 1099-DIV Dividends and Distributions (Info Copy Only)

Inst 1099-DIV Instructions for Form 1099-DIV


Instructions for Form 1099-DIV, Dividends and
Inst 1099-DIV Distributions

Form 1099-G Certain Government Payments (Info Copy Only)

Form 1099-G Certain Government Payments (Info Copy Only)

Instructions for Form 1099-G, Certain Government


Inst 1099-G Payments
Instructions for Form 1099-G, Certain Government
Inst 1099-G Payments
Health Coverage Tax Credit (HCTC) Advance
Form 1099-H Payments (Info Copy Only)
Health Coverage Tax Credit (HCTC) Advance
Form 1099-H Payments (Info Copy Only)

Instructions for Form 1099-H, Health Coverage Tax


Inst 1099-H Credit (HCTC) Advance Payments

Instructions for Form 1099-H, Health Coverage Tax


Inst 1099-H Credit (HCTC) Advance Payments

Form 1099-INT Interest Income (Info Copy Only)


Form 1099-INT Interest Income (Info Copy Only)

Instructions for Forms 1099-INT and 1099-OID,


Inst 1099-INT and 1099-OID Interest Income and Original Issue Discount

Instructions for Forms 1099-INT and 1099-OID,


Inst 1099-INT and 1099-OID Interest Income and Original Issue Discount

Form 1099-K Payment Card and Third Party Network Transactions


Instructions for Form 1099-K, Payment Card and
Inst 1099-K Third Party Network Transactions

Long Term Care and Accelerated Death Benefits


Form 1099-LTC (Info Copy Only)
Long Term Care and Accelerated Death Benefits
Form 1099-LTC (Info Copy Only)

Instructions for Form 1099-LTC, Long Term Care and


Inst 1099-LTC Accelerated Death Benefits

Instructions for Form 1099-LTC, Long Term Care and


Inst 1099-LTC Accelerated Death Benefits

Form 1099-MISC Miscellaneous Income (Info Copy Only)

Form 1099-MISC Miscellaneous Income (Info Copy Only)

Instructions for Form 1099-MISC, Miscellaneous


Inst 1099-MISC Income
Instructions for Form 1099-MISC, Miscellaneous
Inst 1099-MISC Income

Form 1099-OID Original Issue Discount (Info Copy Only)

Form 1099-OID Original Issue Discount (Info Copy Only)

Taxable Distributions Received From Cooperatives


Form 1099-PATR (Info Copy Only)
Taxable Distributions Received From Cooperatives
Form 1099-PATR (Info Copy Only)

Instructions for Form 1099-PATR, Taxable


Inst 1099-PATR Distributions Received From Cooperatives

Instructions for Form 1099-PATR, Taxable


Inst 1099-PATR Distributions Received From Cooperatives

Payments From Qualified Education Programs


Form 1099-Q (Under Sections 529 and 530) (Info Copy Only)

Payments from Qualified Education Programs


Form 1099-Q (Under Sections 529 and 530) (Info Copy Only)

Instructions for Form 1099-Q, Payments from


Inst 1099-Q Qualified Education Programs

Instructions for Form 1099-Q, Payments from


Inst 1099-Q Qualified Education Programs

Distributions From Pensions, Annuities, Retirement


Form 1099-R or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. (Info Copy Only)

Distributions From Pensions, Annuities, Retirement


Form 1099-R or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. (Info Copy Only)
Instructions for Forms 1099-R and 5498,
Distributions From Pensions, Annuities, Retirement
Inst 1099-R and 5498 or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. and IRA Contribution Information

Instructions for Forms 1099-R and 5498,


Distributions From Pensions, Annuities, Retirement
Inst 1099-R and 5498 or Profit-Sharing Plans, IRAs, Insurance Contracts,
etc. and IRA Contribution Information

Proceeds from Real Estate Transactions (Info Copy


Form 1099-S Only)
Proceeds from Real Estate Transactions (Info Copy
Form 1099-S Only)

Instructions for Form 1099-S, Proceeds From Real


Inst 1099-S Estate Transactions

Instructions for Form 1099-S, Proceeds From Real


Inst 1099-S Estate Transactions

Distributions From an HSA, Archer MSA, or


Form 1099-SA Medicare+Choice MSA (Info Copy Only)

Distributions From an HSA, Archer MSA, or


Form 1099-SA Medicare Advantage MSA (Info Copy Only)

Instructions for Forms 1099-SA and 5498-SA,


Distributions From an HSA, Archer MSA, or
Inst 1099-SA and 5498-SA Medicare Advantage MSA and HSA, Archer MSA, or
Medicare Advantage MSA Information

Instructions for Forms 1099-SA and 5498-SA,


Distributions From an HSA, Archer MSA, or
Inst 1099-SA and 5498-SA Medicare Advantage MSA and HSA, Archer MSA, or
Medicare Advantage MSA Information

Form 1116 Foreign Tax Credit (Individual, Estate, or Trust)

Instructions for Form 1116, Foreign Tax Credit


Inst 1116 (Individual, Estate, or Trust)
Form 1117 Income Tax Surety Bond
Form 1118 Foreign Tax Credit - Corporations
Instructions for Form 1118, Foreign Tax Credit -
Inst 1118 Corporations

Form 1118 (Schedule I) Reduction of Foreign Oil and Gas Taxes

Adjustments to Separate Limitation Income (Loss)


Categories for Determining Numerators of Limitation
Form 1118 (Schedule J) Fractions, Year-End Recharacterization Balances,
and Overall Foreign Loss Account Balances
Instructions for Schedule J (Form 1118), Adjustments
Inst 1118 (Schedule J) to Separate Limitation Income (Loss) Categories for
Determining Numerators of Limitation Fractions

Form 1118 (Schedule K) Foreign Tax Carryover Reconciliation Schedule

Instructions for Schedule K (Form 1118), Foreign Tax


Inst 1118 (Schedule K) Carryover Reconciliation Schedule

Form 1120 U.S. Corporation Income Tax Return


Instructions for Form 1120, U.S. Corporation Income
Inst 1120 Tax Return

Form 1120 (Schedule B) Additional Information for Schedule M-3 Filers

Form 1120 (Schedule D) Capital Gains and Losses

Instructions for Schedule D (Form 1120), Capital


Inst 1120 (Schedule D) Gains and Losses
Information on Certain Persons Owning the
Form 1120 (Schedule G) Corporation's Voting Stock

Section 280H Limitations for a Personal Service


Form 1120 (Schedule H) Corporation (PSC)

Net Income (Loss) Reconciliation for Corporations


Form 1120 (Schedule M-3) With Total Assets of $10 Million or More

Instructions for Schedule M-3 (Form 1120), Net


Inst 1120 (Schedule M-3) Income (Loss) Reconciliation for Corporations With
Total Assets of $10 Million or More

Form 1120 (Schedule N) Foreign Operations of U.S. Corporations

Consent Plan and Apportionment Schedule for a


Form 1120 (Schedule O) Controlled Group

Instructions for Schedule O (Form 1120), Consent


Inst 1120 (Schedule O) Plan and Apportionment Schedule for a Controlled
Group

Form 1120 (Schedule PH) U.S. Personal Holding Company (PHC) Tax

Instructions for Schedule PH (Form 1120), U.S.


Inst 1120 (Schedule PH) Personal Holding Company (PHC) Tax

Form 1120 (Schedule UTP) Uncertain Tax Position Statement

Instructions for Schedule UTP (Form 1120),


Inst 1120 (Schedule UTP) Uncertain Tax Position Statement

U.S. Income Tax Return for Cooperative


Form 1120-C Associations
Instructions for Form 1120-C, U.S. Income Tax
Inst 1120-C Return for Cooperative Associations

Form 1120-F U.S. Income Tax Return of a Foreign Corporation

Instructions for Form 1120-F, U.S. Income Tax


Inst 1120-F Return of a Foreign Corporation

Deductions Allocated To Effectively Connected


Form 1120-F (Schedule H) Income Under Regulations Section 1.861-8

Instructions for Schedule H (Form 1120-F),


Inst 1120-F (Schedule H) Deductions Allocated To Effectively Connected
Income Under Regulations Section 1.861-8

Interest Expense Allocation Under Regulations


Form 1120-F (Schedule I) Section 1.882-5
Instructions for Schedule I (Form 1120-F), Interest
Inst 1120-F (Schedule I) Expense Allocation Under Regulations Section
1.882-5
Net Income (Loss) Reconciliation for Foreign
Form 1120-F (Schedule M-3) Corporations With Reportable Assets of $10 Million
or More

Instructions for Schedule M-3 (Form 1120-F), Net


Income (Loss) Reconciliation for Foreign
Inst 1120-F (Schedule M-3) Corporations With Reportable Assets of $10 Million
or More

Form 1120-F (Schedule P) List of Foreign Partner Interests in Partnerships

Instructions for Schedule P (Form 1120-F), List of


Inst 1120-F (Schedule P) Foreign Partner Interests in Partnerships

Exclusion of Income from the International Operation


Form 1120-F (Schedule S) of Ships or Aircraft Under Section 883

Instructions for Schedule S (Form 1120-F), Exclusion


Inst 1120-F (Schedule S) of Income from the International Operation of Ships
or Aircraft Under Section 883

Form 1120-F (Schedule V) List of Vessels or Aircraft, Operators, and Owners

Instructions for Schedule V (Form 1120-F), List of


Inst 1120-F (Schedule V) Vessels or Aircraft, Operators, and Owners

Reconciliation of Income (Loss) and Analysis of


Form 1120-F Schedules M-1, M-2
Unappropriated Retained Earnings per Books

U.S. Income Tax Return of a Foreign Sales


Form 1120-FSC Corporation

Instructions for Form 1120-FSC, U.S. Income Tax


Inst 1120-FSC Return of a Foreign Sales Corporation

Form 1120-FSC (Schedule P) Transfer Price or Commission


U.S. Income Tax Return for Homeowners
Form 1120-H Associations

Instructions for Form 1120-H, U.S. Income Tax


Inst 1120-H Return for Certain Homeowners Associations

Interest Charge Domestic International Sales


Form 1120-IC-DISC Corporation Return

Instructions for Form 1120-IC-DISC, Interest Charge


Inst 1120-IC-DISC Domestic International Sales Corporation Return

Form 1120-IC-DISC (Schedule K)


Shareholder's Statement of IC-DISC Distributions

Form 1120-IC-DISC (Schedule P)


Intercompany Transfer Price or Commission

Borrower's Certificate of Compliance With the Rules


Form 1120-IC-DISC (Schedule Q)
for Producer's Loan

Form 1120-L U.S. Life Insurance Company Income Tax Return

Instructions for Form 1120-L, U.S. Life Insurance


Inst 1120-L Company Income Tax Return

Net Income (Loss) Reconciliation for U.S. Life


Form 1120-L (Schedule M-3) Insurance Companies With Total Assets of $10
Million or More

Instructions for Form 1120-L Schedule M-3), Net


Inst 1120-L (Schedule M-3) Income (Loss) Reconciliation for US Life Insurance
Companies With Total Assets of $10 Million or More

Return for Nuclear Decommissioning Funds and


Form 1120-ND Certain Related Persons
Instructions for Form 1120-ND, Return for Nuclear
Inst 1120-ND Decommissioning Funds and Certain Related
Persons
U.S. Property and Casualty Insurance Company
Form 1120-PC Income Tax Return

Instructions for Form 1120-PC, U.S. Property and


Inst 1120-PC Casualty Insurance Company Income Tax Return

Net Income (Loss) Reconciliation for U.S. Property


Form 1120-PC (Schedule M-3) and Casualty Insurance Companies with Total Assets
of $10 Million or More

Instructions for Schedule M-3 (Form 1120-PC), Net


Income (Loss) Reconciliation for U.S. Property and
Inst 1120-PC (Schedule M-3) Casualty Insurance Companies With Total Assets of
$10 Million or More

U.S. Income Tax Return for Certain Political


Form 1120-POL Organizations
U.S. Income Tax Return for Real Estate Investment
Form 1120-REIT Trusts

Instructions for Form 1120 REIT, U.S. Income Tax


Inst 1120-REIT Return for Real Estate Investment Trusts
U.S. Income Tax Return for Regulated Investment
Form 1120-RIC Companies

Instructions for Form 1120-RIC, U.S. Income Tax


Inst 1120-RIC Return For Regulated Investment Companies

Form 1120-S U.S. Income Tax Return for an S Corporation

Instructions for Form 1120-S, U.S. Income Tax


Inst 1120-S Return for an S Corporation

Information on Certain Shareholders of an S


Form 1120-S (Schedule B-1) Corporation

Form 1120-S (Schedule D) Capital Gains and Losses and Built-in Gains

Instructions for Schedule D (Form 1120S), Capital


Inst 1120-S (Schedule D) Gains and Losses and Built-In Gains

Shareholder's Share of Income, Deductions, Credits,


Form 1120-S (Schedule K-1) etc.
Instructions for Schedule K-1 (Form 1120-S),
Inst 1120-S (Schedule K-1) Shareholder's Share of Income, Deductions, Credits,
etc.

Net Income (Loss) Reconciliation for S Corporations


Form 1120-S (Schedule M-3) With Total Assets of $10 Million or More

Instructions for Schedule M-3 (Form 1120-S), Net


Inst 1120-S (Schedule M-3) Income (Loss) Reconciliation for S Corporations
With Total Assets of $10 Million or More

U.S. Income Tax Return for Settlement Funds


Form 1120-SF (Under Section 468B)

Instructions for Form 1120-SF, U.S. Income Tax


Inst 1120-SF Return for Settlement Funds

Form 1120-W Estimated Tax for Corporations


Instructions for Form 1120-W, Estimated Tax for
Inst 1120-W Corporations

Form 1120-X Amended U.S. Corporation Income Tax Return

Authorization and Consent of Subsidiary Corporation


Form 1122 to be Included in a Consolidated Income Tax Return

Form 1125-A Cost of Goods Sold


Form 1125-E Compensation of Officers
Instructions for Form 1125-E, Compensation of
Inst 1125-E Officers

Application for Extension of Time for Payment of Tax


Form 1127 Due to Undue Hardship

Form 1128 Application to Adopt, Change or Retain a Tax Year

Instructions for Form 1128, Application to Adopt,


Inst 1128 Change, or Retain a Tax Year
Extension of Time For Payment of Taxes By a
Form 1138 Corporation Expecting a Net Operating Loss
Carryback

Form 1139 Corporation Application for Tentative Refund

Instructions for Form 1139, Corporation Application


Inst 1139 for Tentative Refund

Solicitud Para una Audiencia Sobre el Debido


Form 12153 (SP) Proceso de Cobro o una Audiencia Equivalente

Form 12339-A Tax Check Waiver

Information Reporting Program Advisory Committee


Form 12339-B Membership Application

Advisory Committee on Tax Exempt and


Form 12339-C Government Entities Membership Application

Statement of Person Claiming Refund Due a


Form 1310 Deceased Taxpayer

Form 13285-A Reducing Tax Burden on America's Taxpayers

Low Income Taxpayer Clinic (LITC) Interim and Year-


Form 13424-A End Report General Information

Low Income Taxpayer Clinic (LITC) Interim and Year-


Form 13424-B End Report Controversy Issues

Low Income Taxpayer Clinic (LITC) Advocacy


Form 13424-C Information
Form 13424-F Volunteer / Pro Bono Time Reporting
Low Income Taxpayer Clinic (LITC) LITC Tax
Form 13424-I Information Authorization

Form 13424-J Low Income Tax Clinic - Detailed Budget Worksheet

Low Income Taxpayer Clinic (LITC) Interim and Year-


Form 13424-K End Report Controversy Case Information

Form 13424-L Statement of Grant Expenditures


Low Income Taxpayer Clinic (LITC) Application
Form 13424-M Narrative

Low Income Taxpayer Clinic (LITC) Interim and Year-


Form 13424-N End Report Program Narrative

Announcement 2004-46 Settlement Initiative


Form 13586-A Declaration

Form 13614-C Intake/Interview & Quality Review Sheet

Intake/Interview & Quality Review Sheet (Arabic


Form 13614-C (AR) Version)
Intake/Interview & Quality Review Sheet (Chinese
Form 13614-C (CN-S) Simplified Version)
Intake/Interview & Quality Review Sheet (Chinese
Form 13614-C (CN-T) Traditional Version)
Intake/Interview & Quality Review Sheet (Creole-
Form 13614-C (HT) French Version)
Intake/Interview & Quality Review Sheet (Korean
Form 13614-C (KR) Version)
Intake/Interview & Quality Review Sheet (Polish
Form 13614-C (PL) Version)
Intake/Interview & Quality Review Sheet (Portuguese
Form 13614-C (PT) Version)
Intake/Interview & Quality Review Sheet (Spanish
Form 13614-C (SP) Version)
Intake/Interview & Quality Review Sheet (Tagalog
Form 13614-C (TL) Version)
Intake/Interview & Quality Review Sheet
Form 13614-C (VN) (Vietnamese Version)

Form 13614-NR Nonresident Alien Intake and Interview Sheet

Volunteer Standards of Conduct - Puerto Rico


Form 13615 (PR) Module
Form 1363 Export Exemption Certificate

Form 13690 (EN/SP) Income and Deductions Checklist (English/Spanish)

Form 13691 (EN/SP) Where is My Refund? (English/Spanish)

Solicitud para la Reduccion del Cargo Administrativo


Form 13844 (SP) para el Plan de Pagos a Plazos

Form 14039 (SP) Identity Theft Affidavit (Spanish version)

Form 14154 (EN/SP) Form W-7 Checklist (EN/SP)

Form 14157-A Tax Return Preparer Fraud or Misconduct Affidavit

Form 14419-A Contractor Statement of Physical Security Assurance

Form 14419-B Statement of Security (SoS) Questionnaire

Appendix C Part II Schedule 1 Interim and Certain


Form 14568-A Discretionary Nonamender Failures

Appendix C Part II Schedule 2 Nonamender Failures


Form 14568-B (other than those to which Schedule 1 applies) and
Failure to Adopt a 403(b) Plan Timely

Form 14568-C Appendix C Part II Schedule 3 SEPs and SARSEPs

Form 14568-D Appendix C Part II Schedule 4 Simple IRAs

Appendix C Part II Schedule 5 Plan Loan Failures


Form 14568-E (Qualified Plans and 403(b) Plans)

Appendix C Part II Schedule 6 Employer Eligibility


Form 14568-F Failure (Section 401(k) and 403(b) Plans only)

Appendix C Part II Schedule 7 Failure to Distribute


Form 14568-G Elective Deferrals in Excess of the Section 402(g)
Limit
Appendix C Part II Schedule 8 Failure to Pay
Form 14568-H Required Minimum Distributions Timely under
Section 401(a)(9)

Appendix C Part II Schedule 9 Correction by Plan


Form 14568-I Amendment (in accordance with Appendix B)

Contract Coverage Under Title II of the Social


Form 2032 Security Act

Form 2063 U.S. Departing Alien Income Tax Statement

Form 2106 Employee Business Expenses


Instructions for Form 2106, Employee Business
Inst 2106 Expenses

Form 2106-EZ Unreimbursed Employee Business Expenses

Form 2120 Multiple Support Declaration


Form 2159 Payroll Deduction Agreement

Form 2159 (SP) Payroll Deduction Agreement (Spanish version)

Underpayment of Estimated Tax by Individuals,


Form 2210 Estates and Trusts

Instructions for Form 2210, Underpayment of


Inst 2210 Estimated Tax by Individuals, Estates and Trusts

Underpayment of Estimated Tax By Farmers and


Form 2210-F Fishermen

Instructions for Form 2210-F, Underpayment of


Inst 2210-F Estimated Tax By Farmers and Fishermen

Form 2220 Underpayment of Estimated Tax By Corporations

Instructions for Form 2220, Underpayment of


Inst 2220 Estimated Tax by Corporations

Form 2290 Heavy Highway Vehicle Use Tax Return

Form 2290 Heavy Highway Vehicle Use Tax Return

Instructions for Form 2290, Heavy Highway Vehicle


Inst 2290 Use Tax Return
Instructions for Form 2290, Heavy Vehicle Use Tax
Inst 2290 (PDF) Return
Declaration d’Impot sur l’Utilisation des Vehicules
Form 2290 (FR) Lourds sur les Routes
Declaration d?Impot sur l?Utilisation des Vehicules
Form 2290 (FR) Lourds sur les Routes

Instructions pour le Formulaire 2290(FR),


Inst 2290 (FR) Declaration d’Impot sur l’Utilisation des Vehicules
Lourds sur les Routes

Instructions pour le Formulaire 2290(FR),


Inst 2290 (FR) Declaration d?Impot sur l?Utilisation des Vehicules
Lourds sur les Routes
Declaracion del Impuesto sobre el Uso de Vehiculos
Form 2290 (SP) Pesados en las Carreteras

Instrucciones para el Formulario 2290(SP),


Inst 2290 (SP) Declaracion del Impuesto sobre el Uso de Vehiculos
Pesados en las Carreteras

Instrucciones para el Formulario 2290(SP),


Inst 2290 (SP) (PDF) Declaracion del Impuesto sobre el Uso de Vehiculos
Pesados en las Carreteras

Form 2333-X SPEC Supplemental Order Form


Application for Extension of Time to File U.S. Income
Form 2350 Tax Return

Application for Extension of Time to File U.S. Income


Form 2350 (SP) Tax Return (Spanish version)

Form 2438 Undistributed Capital Gains Tax Return

Notice to Shareholder of Undistributed Long-Term


Form 2439 Capital Gains
Form 2441 Child and Dependent Care Expenses
Instructions for Form 2441, Child and Dependent
Inst 2441 Care Expenses

Form 2553 Election by a Small Business Corporation

Instructions for Form 2553, Election by a Small


Inst 2553 Business Corporation
Form 2555 Foreign Earned Income

Inst 2555 Instructions for Form 2555, Foreign Earned Income

Form 2555-EZ Foreign Earned Income Exclusion


Instructions for Form 2555-EZ, Foreign Earned
Inst 2555-EZ Income Exclusion

Form 2587 Application for Special Enrollment Examination

Form 2678 Employer/Payer Appointment of Agent

Form 2848 Power of Attorney and Declaration of Representative

Instructions for Form 2848, Power of Attorney and


Inst 2848 Declaration of Representative

Power of Attorney and Declaration of Representative


Form 2848 (SP) (Spanish Version)

Instructions for Form 2848 (SP), Power of Attorney


Inst 2848 (SP) and Declaration of Representative (Spanish Version)

Form 3115 Application for Change in Accounting Method

Instructions for Form 3115, Application for Change in


Inst 3115 Accounting Method
Form 3468 Investment Credit

Inst 3468 Instructions for Form 3468, Investment Credit


Form 3491 Consumer Cooperative Exemption Application

Annual Return To Report Transactions With Foreign


Form 3520 Trusts and Receipt of Certain Foreign Gifts

Instructions for Form 3520, Annual Return to Report


Inst 3520 Transactions With Foreign Trusts and Receipt of
Certain Foreign Gifts

Annual Information Return of Foreign Trust With a


Form 3520-A U.S. Owner

Instructions for Form 3520-A, Annual Information


Inst 3520-A Return of Foreign Trust With a U.S. Owner

Form 3800 General Business Credit

Inst 3800 Instructions for Form 3800, General Business Credit

Form 3903 Moving Expenses

Form 3911 Taxpayer Statement Regarding Refund

Taxpayer Statement Regarding Refund (Spanish


Form 3911 (SP) version)
Exercise of an Incentive Stock Option Under Section
Form 3921 422(b)

Instructions for Forms 3921 and 3922, Exercise on


Incentive Stock Options Under Section 422(b) and
Inst 3921 & 3922 Transfer of Stock Acquired Through an Employee
Stock Purchase Plan Under Section 423(c)

Transfer of Stock Acquired Through An Employee


Form 3922 Stock Purchase Plan Under Section 423(c)

Form 3949-A Information Referral

Application for Exemption From Social Security and


Form 4029 Medicare Taxes and Waiver of Benefits

Form 4136 Credit For Federal Tax Paid On Fuels


Instructions for Form 4136, Credit For Federal Tax
Inst 4136 Paid On Fuels
Social Security and Medicare Tax On Unreported Tip
Form 4137 Income
Statement of Liability of Lender, Surety, or Other
Form 4219 Person for Withholding Taxes
Form 4255 Recapture of Investment Credit

Application for Exemption From Self-Employment


Form 4361 Tax for Use By Ministers, Members of Religious
Orders and Christian Science Practitioners

Application for Filing Information Returns


Form 4419 Electronically (FIRE)
Declarations - Executor's Commissioner's and
Form 4421 Attorney's Fees
Application for Certificate Discharging Property
Form 4422 Subject To Estate Tax Lien
Application for Approval of Master or Prototype or
Form 4461 Volume Submitter Defined Contribution Plans

Application for Approval of Master or Prototype or


Form 4461-A Volume Submitter Defined Benefit Plan

Application for Approval of Master or Prototype or


Form 4461-B Volume Submitter Plans

Corporation Application for Quick Refund of


Form 4466 Overpayment of Estimated Tax

Form 4506 Request for Copy of Tax Return

Request for Public Inspection or Copy of Exempt or


Form 4506-A Political Organization IRS Form

Instructions for Form 4506-A, Request for Public


Inst 4506-A Inspection or Copy of Exempt or Political
Organization IRS Form

Form 4506-T Request for Transcript of Tax Return


Short Form Request for Individual Tax Return
Form 4506T-EZ Transcript
Short Form Request for Individual Tax Return
Form 4506T-EZ (SP) Transcript (Spanish Version)

Depreciation and Amortization (Including Information


Form 4562 on Listed Property)

Instructions for Form 4562, Depreciation and


Inst 4562 Amortization
Exclusion of Income for Bona Fide Residents of
Form 4563 American Samoa

Form 4626 Alternative Minimum Tax - Corporations

Instructions for Form 4626, Alternative Minimum Tax


Inst 4626 - Corporations
Form 4669 Statement of Payments Received
Request for relief from payment of income tax
Form 4670 withholding
Form 4684 Casualties and Thefts

Inst 4684 Instructions for Form 4684, Casualties and Thefts

Return of Certain Excise Taxes Under Chapters 41


Form 4720 and 42 of the Internal Revenue Code

Instructions for Form 4720, Return of Certain Excise


Inst 4720 Taxes Under Chapters 41 and 42 of the Internal
Revenue Code

Application for Extension of Time To File a Return


Form 4768 and/or Pay U.S. Estate (and Generation-Skipping
Transfer) Taxes

Instructions for Form 4768, Application for Extension


Inst 4768 of Time To File a Return and/or Pay U.S. Estate (and
Generation-Skipping Transfer) Taxes
Form 4797 Sales of Business Property
Instructions for Form 4797, Sales of Business
Inst 4797 Property
Request for Prompt Assessment Under IR Code
Form 4810 Section 6501(d)
Form 4835 Farm Rental Income and Expenses

Substitute for Form W-2, Wage and Tax Statement,


or Form 1099R, Distributions From Pensions,
Form 4852 Annuities, Retirement or Profit-Sharing Plans, IRA's
Insurance Contracts, Etc.

Application for Automatic Extension of Time to File


Form 4868 U.S. Individual Income Tax Return

Application for Automatic Extension of Time to File


Form 4868 (SP) U.S. Individual Income Tax Return (Spanish version)

Form 4876-A Election to Be Treated as an Interest Charge DISC

Form 4913 Taxpayer Education Statistical Report

Form 4952 Investment Interest Expense Deduction

Form 4970 Tax on Accumulation Distribution of Trusts

Form 4972 Tax on Lump-Sum Distributions


Form 4977 Schedule of Tax Liability
Allocation of Individual Income Tax to Guam or the
Form 5074 Commonwealth of the Northern Mariana Islands
(CNMI)
Questionnaire-Filing Status, Exemptions, and
Form 5129 Standard Deduction
Election to Postpone Determination As To Whether
Form 5213 the Presumption Applies That an Activity is Engaged
in for Profit
Form 5227 Split-Interest Trust Information Return
Instructions for Form 5227, Split-Interest Trust
Inst 5227 Information Return

Application for Determination for Employee Benefit


Form 5300 Plan (Info Copy Only)

Instructions for Form 5300, Application for


Inst 5300 Determination for Employee Benefit Plan

Form 5300 (Schedule Q) Elective Determination Requests

Instructions for Schedule Q (Form 5300), Elective


Inst 5300 (Schedule Q) Determination Requests

Savings Incentive Match Plan for Employees of


Form 5304-SIMPLE Small Employers (SIMPLE) - Not for Use With a
Designated Financial Institution

Form 5305 Traditional Individual Retirement Trust Account


Form 5305-A Traditional Individual Retirement Custodial Account

Salary Reduction and Other Elective Simplified


Form 5305-A-SEP Employee Pension - Individual Retirement Accounts
Contribution Agreement

Form 5305-B Health Savings Trust Account


Form 5305-C Health Savings Custodial Account

Coverdell Education Savings Trust Account (Under


Form 5305-E section 530 of the Internal Revenue Code)

Coverdell Education Savings Custodial Account


Form 5305-EA (Under section 530 of the Internal Revenue Code)

Form 5305-R Roth Individual Retirement Trust Account

Form 5305-RA Roth Individual Retirement Custodial Account

Form 5305-RB Roth Individual Retirement Annuity Endorsement

Form 5305-S SIMPLE Individual Retirement Trust Account

Form 5305-SA SIMPLE Individual Retirement Custodial Account

Simplified Employee Pension - Individual Retirement


Form 5305-SEP Accounts Contribution Agreement

Savings Incentive Match Plan for Employees of


Form 5305-SIMPLE Small Employers (SIMPLE) - for Use With a
Designated Financial Institution

Application for Approval of Prototype or Employer


Form 5306 Sponsored Individual Retirement Arrangement (IRA)

Application for Approval of Prototype Simplified


Employee Pension (SEP) or Savings Incentive
Form 5306-A Match Plan for Employees of Small Employers
(SIMPLE IRA Plan)

Application for Determination for Adopters of Master


Form 5307 or Prototype or Volume Submitter Plans (Info Copy
Only)

Instructions for Form 5307, Application for


Inst 5307 Determination for Adopters of Master or Prototype
(M&P) or Volume Submitter (VS) Plans

Form 5308 Request for Change in Plan/Trust Year


Application for Determination of Employee Stock
Form 5309 Ownership Plan
Application for Determination Upon Termination (Info
Form 5310 Copy Only)
Instructions for Form 5310, Application for
Inst 5310 Determination Upon Termination
Notice of Plan Merger or Consolidation, Spinoff, or
Form 5310-A Transfer of Plan Assets or Liabilities; Notice of
Qualified Separate Lines of Business

Instructions for Form 5310-A, Notice of Plan Merger


or Consolidation, Spinoff, or Transfer of Plan Assets
Inst 5310-A or Liabilities; Notice of Qualified Separate Lines of
Business

Form 5316 Application for Group or Pooled Trust Ruling

Additional Taxes on Qualified Plans (including IRAs)


Form 5329 and Other Tax-Favored Accounts

Instructions for Form 5329, Additional Taxes on


Inst 5329 Qualified Plans (Including IRAs) and Other Tax-
Favored Accounts
Return of Excise Taxes Related to Employee Benefit
Form 5330 Plans

Instructions for Form 5330, Return of Excise Taxes


Inst 5330 Related to Employee Benefit Plans

Form 5405 Repayment of the First-Time Homebuyer Credit

Instructions for Form 5405, Repayment of the First-


Inst 5405 Time Homebuyer Credit

Joint Board for the Enrollment of Actuaries -


Form 5434 Application for Enrollment

Joint Board for the Enrollment of Actuaries -


Form 5434-A Application for Renewal of Enrollment

Form 5452 Corporate Report of Nondividend Distributions

Information Return of U.S. Persons With Respect To


Form 5471 Certain Foreign Corporations

Instructions for Form 5471, Information Return of


Inst 5471 U.S. Persons With Respect to Certain Foreign
Corporations

Accumulated Earnings and Profits (E&P) of


Form 5471 (Schedule J) Controlled Foreign Corporation

Transactions Between Controlled Foreign


Form 5471 (Schedule M) Corporation and Shareholders or Other Related
Persons

Organization or Reorganization of Foreign


Form 5471 (Schedule O) Corporation, and Acquisitions and Dispositions of Its
Stock

Information Return of a 25% Foreign-Owned U.S.


Form 5472 Corporation or a Foreign Corporation Engaged in a
U.S. Trade or Business
Instructions for Form 5472, Information Return of a
Inst 5472 25% Foreign-Owned U.S. Corporation or a Foreign
Corporation Engaged in a U.S. Trade or Business

Request for Discharge from Personal Liability Under


Form 5495 I.R. Code Sec. 2204 or 6905

Form 5498 IRA Contribution Information (Info Copy Only)

Coverdell ESA Contribution Information (Info Copy


Form 5498-ESA Only)
Coverdell ESA Contribution Information (Info Copy
Form 5498-ESA Only)
Inst 5498-ESA Instructions for Form 5498-ESA

Instructions for Form 5498-ESA, Coverdell ESA


Inst 5498-ESA (PDF) Contribution Information

Form 5498 IRA Contribution Information (Info Copy Only)

HSA, Archer MSA, or Medicare Advantage MSA


Form 5498-SA Information (Info Copy Only)

HSA, Archer MSA, or Medicare Advantage MSA


Form 5498-SA Information (Info Copy Only)

Annual Return of One Participant (Owners and Their


Form 5500-EZ Spouses) Retirement Plan

Instructions for Form 5500-EZ, Annual Return of


Inst 5500-EZ One-Participant (Owners and Their Spouses)
Retirement Plan

Instructions for Form 5500-SF, Short Form Annual


Inst 5500-SF Return/Report of Small Employee Benefit Plan

Application for Extension of Time to File Certain


Form 5558 Employee Plan Returns

Annual Certification of Racial Nondiscrimination for a


Form 5578 Private School Exempt From Federal Income Tax

Form 5646 Claim for Damage, Injury, or Death


Form 5695 Residential Energy Credits
Form 5713 International Boycott Report
Instructions for Form 5713, International Boycott
Inst 5713 Report

Form 5713 (Schedule A) International Boycott Factor (Section 999(c)(1))

Specifically Attributable Taxes and Income (Section


Form 5713 (Schedule B) 999(c)(2))

Form 5713 (Schedule C) Tax Effect of the International Boycott Provisions

Form 5735 American Samoa Economic Development Credit


Instructions for Form 5735, American Samoa
Inst 5735 Economic Development Credit
Statement by Person(s) Receiving Gambling
Form 5754 Winnings

Election/Revocation of Election By an Eligible


Form 5768 Section 501(c)(3) Organization to Make
Expenditures To Influence Legislation

Form 5884 Work Opportunity Credit

Work Opportunity Credit for Qualified Tax-Exempt


Form 5884-C Organizations Hiring Qualified Veterans

Return of Excise Tax on Excess Contributions to


Form 6069 Black Lung Benefit Trust Under Section 4953 and
Computation of Section 192 Deduction

Distributable Benefits From Employee Pension


Form 6088 Benefit Plans

Claim for Refund of Income Tax Return Preparer and


Form 6118 Promoter Penalties

Form 6197 Gas Guzzler Tax


Form 6198 At-Risk Limitations

Inst 6198 Instructions for Form 6198, At-Risk Limitations

Form 6251 Alternative Minimum Tax - Individuals


Instructions for Form 6251, Alternative Minimum Tax
Inst 6251 - Individuals
Form 6252 Installment Sale Income
Form 6478 Biofuel Producer Credit

Information Return of Nontaxable Energy Grants or


Form 6497 Subsidized Energy Financing

Form 6524 Chief Counsel Application Honors/Summer

Form 6627 Environmental Taxes


Form 6729 Site Review Sheet
Volunteer Return Preparation Program - Shopping
Form 6729-B Review Sheet
Volunteer Return Preparation Program - Quality
Form 6729-C Return Review Sheet

Form 6744 VITA/TCE Volunteer Assistor's Test/Retest

Form 6765 Credit for Increasing Research Activities

Gains and Losses From Section 1256 Contracts and


Form 6781 Straddles
Application for Automatic Extension of Time To File
Form 7004 Certain Business Income Tax, Information, and
Other Returns

Instructions for Form 7004, Application for Automatic


Inst 7004 Extension of Time To File Certain Business Income
Tax, Information, and Other Returns
Elections Under Section 338 for Corporations
Form 8023 Making Qualified Stock Purchases

Instructions for Form 8023, Elections Under Section


Inst 8023 338 for Corporations Making Qualified Stock
Purchases
Employer's Annual Information Return of Tip Income
Form 8027 and Allocated Tips

Instructions for Form 8027, Employer's Annual


Inst 8027 Information Return of Tip Income and Allocated Tips

Transmittal of Employer's Annual Information Return


Form 8027-T of Tip Income and Allocated Tips

Information Return for Tax-Exempt Private Activity


Form 8038 Bond Issues

Instructions for Form 8038, Information Return for


Inst 8038 Tax-Exempt Private Activity Bond Issues

Information Return for Build America Bonds and


Form 8038-B Recovery Zone Economic Development Bonds

Instructions for Form 8038-B, Information Return for


Inst 8038-B Build America Bonds and Recovery Zone Economic
Development Bonds

Return for Credit Payments to Issuers of Qualified


Form 8038-CP Bonds

Instructions for Form 8038-CP, Return for Credit


Inst 8038-CP Payments to Issuers of Qualified Bonds

Information Return for Tax-Exempt Governmental


Form 8038-G Obligations

Instructions for Form 8038-G, Information Return for


Inst 8038-G Tax-Exempt Governmental Obligations

Information Return for Small Tax-Exempt


Form 8038-GC Governmental Bond Issues, Leases, and Installment
Sales

Request for Recovery of Overpayments Under


Form 8038-R Arbitrage Rebate Provisions

Arbitrage Rebate, Yield Reduction and Penalty in


Form 8038-T Lieu of Arbitrage Rebate

Instructions for Form 8038-T, Arbitrage Rebate, Yield


Inst 8038-T Reduction and Penalty in Lieu of Arbitrage Rebate

Information Return for Tax Credit Bonds and


Form 8038-TC Specified Tax Credit Bonds

Instructions for Form 8038-TC, Information Return


Inst 8038-TC for Tax Credit Bonds and Specified Tax Credit Bonds

Form 8050 Direct Deposit of Corporate Tax Refund

Notice of Inconsistent Treatment or Administrative


Form 8082 Adjustment Request (AAR)
Instructions for Form 8082, Notice of Inconsistent
Inst 8082 Treatment or Administrative Adjustment Request
(AAR)

Exemption From Withholding on Compensation for


Form 8233 Independent (and Certain Dependent) Personal
Services of a Nonresident Alien Individual

Instructions for Form 8233, Exemption from


Withholding on Compensation for Independent (and
Inst 8233 Certain Dependent) Personal Service of a
Nonresident Alien Individual

Certification by Churches and Qualified Church-


Form 8274 Controlled Organizations Electing Exemption From
Employer Social Security and Medicare Taxes

Form 8275 Disclosure Statement

Inst 8275 Instructions for Form 8275, Disclosure Statement

Form 8275-R Regulation Disclosure Statement


Instructions for Form 8275-R, Regulation Disclosure
Inst 8275-R Statement
Information Return for Publicly Offered Original Issue
Form 8281 Discount Instruments

Donee Information Return (Sale, Exchange or Other


Form 8282 Disposition of Donated Property)

Form 8283 Noncash Charitable Contributions


Instructions for Form 8283, Noncash Charitable
Inst 8283 Contributions
Payment Voucher for Filing Fee Under Section 170(f)
Form 8283-V (13)

U.S. Withholding Tax Return for Dispositions by


Form 8288 Foreign Persons of U.S. Real Property Interests

Instructions for Form 8288, U.S. Withholding Tax


Inst 8288 Return for Dispositions by Foreign Persons of U.S.
Real Property Interests

Statement of Withholding on Dispositions by Foreign


Form 8288-A Persons of U.S. Real Property Interests

Application for Withholding Certificate for


Form 8288-B Dispositions by Foreign Persons of U.S. Real
Property Interests

Report of Cash Payments Over $10,000 Received In


Form 8300 a Trade or Business

Informe de Pagos en Efectivo en Exceso de $10,000


Form 8300 (SP) Recibidos en Una Ocupacion o Negocio

Form 8302 Direct Deposit of Tax Refund of $1 Million or More


Report of a Sale or Exchange of Certain Partnership
Form 8308 Interests

Information Regarding Request for Refund of Social


Security Tax Erroneously Withheld on Wages
Form 8316 Received by a Nonresident Alien on an F, J, or M
Type Visa

Carryforward Election of Unused Private Activity


Form 8328 Bond Volume Cap
Lender's Information Return for Mortgage Credit
Form 8329 Certificates (MCCs)

Issuer's Quarterly Information Return for Mortgage


Form 8330 Credit Certificates (MCCs)

Release/Revocation of Release of Claim to


Form 8332 Exemption for Child by Custodial Parent

Form 8379 Injured Spouse Allocation


Instructions for Form 8379, Injured Spouse
Inst 8379 Allocation
Form 8396 Mortgage Interest Credit
Interest Charge on DISC-Related Deferred Tax
Form 8404 Liability
U.S. Individual Income Tax Transmittal for an IRS e-
Form 8453 file Return

U.S. Individual Income Tax Declaration for an IRS e-


Form 8453 (SP) file Return (Spanish version)

U.S. Electing Large Partnership Declaration for an


Form 8453-B IRS e-file Return
U.S. Corporation Income Tax Declaration for an IRS
Form 8453-C e-file Return

Form 8453-EMP Employment Tax Declaration for an IRS e-file Return

Exempt Organization Declaration and Signature for


Form 8453-EO Electronic Filing

Form 8453-EX Excise Tax Declaration for an IRS e-file Return

U.S. Estate or Trust Income Tax Declaration and


Form 8453-F Signature for Electronic Filing

U.S. Estate or Trust Declaration for an IRS e-file


Form 8453-FE Return
Foreign Corporation Income Tax Declaration for an
Form 8453-I IRS e-file Return

Form 8453-PE U.S. Partnership Declaration for an IRS e-file Return

Declaration and Signature for Electronic Filing of


Form 8453-R Forms 8947 and 8963

U.S. S Corporation Income Tax Declaration for an


Form 8453-S IRS e-file Return

Political Organization Declaration for Electronic Filing


Form 8453-X of Notice of Section 527 Status
Continuing Education Provider Application and
Form 8498 Request for Provider Number

Request for Waiver From Filing Information Returns


Electronically (Forms W-2, W-2G, 1042-S, 1097-
Form 8508 BTC, 1098 Series, 1099 Series, 3921, 3922, 5498
Series, and 8027)

Claim for Reimbursement of Bank Charges Incurred


Form 8546 Due to Erroneous Service Levy or Misplaced
Payment Check

Application for Renewal of Enrollment to Practice


Form 8554 Before the Internal Revenue Service

Application for Renewal of Enrollment to Practice


Form 8554-EP Before the Internal Revenue Service as an Enrolled
Retirement Plan Agent (ERPA)

Form 8569 Geographic Availability Statement


Form 8582 Passive Activity Loss Limitations
Instructions for Form 8582, Passive Activity Loss
Inst 8582 Limitations
Form 8582-CR Passive Activity Credit Limitations
Instructions for Form 8582CR, Passive Activity Credit
Inst 8582-CR Limitations
Form 8586 Low-Income Housing Credit

Form 8594 Asset Acquisition Statement Under Section 1060

Instructions for Form 8594, Asset Acquisition


Inst 8594 Statement Under Section 1060

Form 8596 Information Return for Federal Contracts

Quarterly Transmittal of Information Returns for


Form 8596-A Federal Contracts
Form 8606 Nondeductible IRAs

Inst 8606 Instructions for Form 8606, Nondeductible IRAs

Low-Income Housing Credit Allocation and


Form 8609 Certification

Instructions for Form 8609, Low-Income Housing


Inst 8609 Credit Allocation and Certification

Form 8609-A Annual Statement for Low-Income Housing Credit

Instructions for Form 8609-A, Annual Statement for


Inst 8609-A Low-Income Housing Credit

Form 8610 Annual Low-Income Housing Credit Agencies Report

Form 8610 (Schedule A) Carryover Allocation of Low-Income Housing Credit

Form 8611 Recapture of Low-Income Housing Credit


Return of Excise Tax on Undistributed Income of
Form 8612 Real Estate Investment Trusts

Return of Excise Tax on Undistributed Income of


Form 8613 Regulated Investment Companies

Tax for Certain Children Who Have Unearned


Form 8615 Income

Instructions for Form 8615, Tax for Certain Children


Inst 8615 Who Have Unearned Income

Information Return by a Shareholder of a Passive


Form 8621 Foreign Investment Company or Qualified Electing
Fund

Instructions for Form 8621, Return by a Shareholder


Inst 8621 of a Passive Foreign Investment Company or
Qualified Electing Fund

Return by a Shareholder Making Certain Late


Form 8621-A Elections To End Treatment as a Passive Foreign
Investment Company

Instructions for Form 8621-A, Return by a


Shareholder Making Certain Late Elections To End
Inst 8621-A Treatment as a Passive Foreign Investment
Company
Tax Counseling for the Elderly Program Application
Form 8653 Plan

Tax Counseling for the Elderly Program Semi-


Form 8654 Annual/Annual Program Report

Form 8655 Reporting Agent Authorization


Allocation of Individual Income Tax to the U.S. Virgin
Form 8689 Islands

Form 8693 Low-Income Housing Credit Disposition Bond

Interest Computation Under the Look-Back Method


Form 8697 for Completed Long-Term Contracts

Instructions for Form 8697, Interest Computation


Inst 8697 Under the Look-Back Method for Completed Long-
Term Contracts

Form 8703 Annual Certification of a Residential Rental Project

Election to Have a Tax Year Other Than a Required


Form 8716 Tax Year
User Fee for Employee Plan Determination Letter
Form 8717 Request
User Fee for Employee Plan Opinion or Advisory
Form 8717-A Letter Request
User Fee for Exempt Organization Determination
Form 8718 Letter Request
Form 8725 Excise Tax on Greenmail

Form 8734 Support Schedule for Advance Ruling Period


Instructions for Form 8734, Support Schedule For
Inst 8734 Advance Ruling Period

Form 8752 Required Payment or Refund Under Section 7519

Request for Return/Information (Federal/State Tax


Form 8796-A Exchange Program - State and Local Government
Use Only)

Credit for Prior Year Minimum Tax - Individuals,


Form 8801 Estates, and Trusts

Instructions for Form 8801, Credit for Prior Year


Inst 8801 Minimum Tax - Individuals, Estates, and Trusts

Form 8802 Application for U.S. Residency Certification

Instructions for Form 8802, Application for U.S.


Inst 8802 Residency Certification
Annual Return for Partnership Withholding Tax
Form 8804 (Section 1446)

Penalty for Underpayment of Estimated Section


Form 8804 (Schedule A) 1446 Tax by Partnerships

Instructions for Schedule A (Form 8804), Penalty for


Inst 8804 (Schedule A) Underpayment of Estimated Section 1446 Tax by
Partnerships

Inst 8804, 8805 and 8813 Instructions for Forms 8804, 8805 and 8813

Certificate of Partner-Level Items to Reduce Section


Form 8804-C 1446 Withholding

Instructions for Form 8804-C, Certificate of Partner-


Inst 8804-C Level Items to Reduce Section 1446 Withholding

Installment Payments of Section 1446 Tax for


Form 8804-W Partnerships

Instructions for Form 8804-W, Installment Payments


Inst 8804-W of Section 1446 Tax for Partnerships

Foreign Partner's Information Statement of Section


Form 8805 1446 Withholding tax

Information Return for Acquisition of Control or


Form 8806 Substantial Change in Capital Structure

Application for Extension of Time to File Information


Form 8809 Returns
Request for Extension of Time To File an ExSTARS
Form 8809-EX Information Return (For Form 720TO or Form
720CS)
Corporate Passive Activity Loss and Credit
Form 8810 Limitations

Instructions for Form 8810, Corporate Passive


Inst 8810 Activity Loss and Credit Limitations
Information Return for Real Estate Mortgage
Form 8811 Investment Conduits (REMICs) and Issuers of
Collateralized Debt Obligations

Partnership Withholding Tax Payment Voucher


Form 8813 (Section 1446)
Parent's Election to Report Child's Interest and
Form 8814 Dividends

Exclusion of Interest From Series EE and I U.S.


Form 8815 Savings Bonds Issued After 1989

Special Loss Discount Account and Special


Form 8816 Estimated Tax Payments for Insurance Companies

Optional Form To Record Redemption of Series EE


Form 8818 and I U.S. Savings Bonds Issued After 1989

Form 8819 Dollar Election Under Section 985


Form 8820 Orphan Drug Credit
Form 8821 Tax Information Authorization
Form 8822 Change of Address

Form 8822-B Change of Address or Responsible Party - Business

Low-Income Housing Credit Agencies Report of


Form 8823 Noncompliance or Building Disposition

Form 8824 Like-Kind Exchanges

Inst 8824 Instructions for Form 8824, Like-Kind Exchanges

Rental Real Estate Income and Expenses of a


Form 8825 Partnership or an S Corporation

Form 8826 Disabled Access Credit

Form 8827 Credit for Prior Year Minimum Tax - Corporations

Form 8828 Recapture of Federal Mortgage Subsidy

Instructions for Form 8828, Recapture of Federal


Inst 8828 Mortgage Subsidy

Form 8829 Expenses for Business Use of Your Home

Instructions for Form 8829, Expenses for Business


Inst 8829 Use of Your Home
Excise Taxes on Excess Inclusions of REMIC
Form 8831 Residual Interests
Form 8832 Entity Classification Election

Treaty-Based Return Position Disclosure Under


Form 8833 Section 6114 or 7701(b)

Form 8834 Qualified Plug-in Electric and Electric Vehicle Credit

Renewable Electricity, Refined Coal, and Indian Coal


Form 8835 Production Credit
Instructions for Form 8835, Renewable Electricity,
Inst 8835 Refined Coal, and Indian Coal Production Credit

Consent to Extend the Time to Assess Tax Under


Form 8838 Section 367 - Gain Recognition Agreement

Form 8839 Qualified Adoption Expenses


Instructions for Form 8839, Qualified Adoption
Inst 8839 Expenses

Form 8840 Closer Connection Exception Statement for Aliens

Election to Use Different Annualization Periods for


Form 8842 Corporation Estimated Tax
Statement for Exempt Individuals and Individuals
Form 8843 with a Medical Condition
Empowerment Zone and Renewal Community
Form 8844 Employment Credit
Form 8845 Indian Employment Credit

Credit for Employer Social Security and Medicare


Form 8846 Taxes Paid on Certain Employee Tips

Credit for Contributions to Selected Community


Form 8847 Development Corporations

Consent to Extend the Time to Assess the Branch


Form 8848 Profits Tax Under Regulations Sections 1.884-2T(a)
and (c)

Form 8849 Claim for Refund of Excise Taxes

Form 8849 (Schedule 1) Nontaxable Use of Fuels

Form 8849 (Schedule 2) Sales by Registered Ultimate Vendors

Form 8849 (Schedule 3) Certain Fuel Mixtures and the Alternative Fuel Credit

Form 8849 (Schedule 5) Section 4081(e) Claims

Form 8849 (Schedule 6) Other Claims

Instructions for Schedule 6 (Form 8849), Other


Inst 8849 (Schedule 6) Claims

Form 8849 (Schedule 8) Registered Credit Card Issuers

Pre-Screening Notice and Certification Request for


Form 8850 the Work Opportunity Credit

Instructions for Form 8850, Pre-Screening Notice


Inst 8850 and Certification Request for the Work Opportunity
Credit

Form 8851 Summary of Archer MSAs


Archer MSAs and Long-Term Care Insurance
Form 8853 Contracts
Instructions for Form 8853, Archer MSAs and Long-
Inst 8853 Term Care Insurance Contracts

Form 8854 Initial and Annual Expatriation Statement

Instructions for Form 8854, Initial and Annual


Inst 8854 Expatriation Statement
Election to Treat a Qualified Revocable Trust as Part
Form 8855 of an Estate
Form 8857 Request for Innocent Spouse Relief
Instructions for Form 8857, Request for Innocent
Inst 8857 Spouse Relief

Form 8857 (SP) Solicitud para Alivio del Conyuge Inocente

Instrucciones para el Formulario 8857(SP), Solicitud


Inst 8857 (SP) para Alivio del Conyuge Inocente

Information Return of U.S. Persons With Respect to


Form 8858 Foreign Disregarded Entities

Instructions for Form 8858, Information Return of


Inst 8858 U.S. Persons With Respect To Foreign Disregarded
Entities

Transactions Between Foreign Disregarded Entity of


Form 8858 (Schedule M) a Foreign Tax Owner and the Filer or Other Related
Entities

Form 8859 District of Columbia First-Time Homebuyer Credit

Information To Claim Earned Income Credit After


Form 8862 Disallowance

Information to Claim Earned Income Credit After


Form 8862 (SP) Disallowance (Spanish Version)

Education Credits (American Opportunity and


Form 8863 Lifetime Learning Credits)

Instructions for Form 8863, Education Credits


Inst 8863 (American Opportunity and Lifetime Learning
Credits)

Form 8864 Biodiesel and Renewable Diesel Fuels Credit

Return of U.S. Persons With Respect to Certain


Form 8865 Foreign Partnerships

Instructions for Form 8865, Return of U.S. Persons


Inst 8865 With Respect to Certain Foreign Partnerships

Form 8865 (Schedule K-1) Partner's Share of Income, Deductions, Credits, etc.

Transfer of Property to a Foreign Partnership (under


Form 8865 (Schedule O) section 6038B)

Acquisitions, Dispositions, and Changes of Interests


Form 8865 (Schedule P) in a Foreign Partnership
Interest Computation Under the Look-Back Method
Form 8866 for Property Depreciated Under the Income Forecast
Method

Instructions for Form 8866, Interest Computation


Inst 8866 Under the Look-Back Method for Property
Depreciated Under the Income Forecast Method

Form 8867 Paid Preparer's Earned Income Credit Checklist

Instructions for Form 8867, Paid Preparer's Earned


Inst 8867 Income Credit Checklist

Application for Extension of Time To File an Exempt


Form 8868 Organization Return

Form 8869 Qualified Subchapter S Subsidiary Election

Information Return for Transfers Associated With


Form 8870 Certain Personal Benefit Contracts

Instructions for Form 8871, Political Organization


Inst 8871 Notice of Section 527 Status

Political Organization Report of Contributions and


Form 8872 Expenditures

Instructions for Form 8872, Political Organization


Inst 8872 Report of Contributions and Expenditures

Form 8873 Extraterritorial Income Exclusion


Instructions for Form 8873, Extraterritorial Income
Inst 8873 Exclusion
Form 8874 New Markets Credit
Notice of Qualified Equity Investment for New
Form 8874-A Markets Credit

Form 8874-B Notice of Recapture Event for New Markets Credit

Form 8875 Taxable REIT Subsidiary Election


Excise Tax on Structured Settlement Factoring
Form 8876 Transactions
IRS e-file Signature Authorization for Form 4868 or
Form 8878 Form 2350

IRS e-file Signature Authorization for Application for


Form 8878 (SP) Extension of Time to File Form 4868 (SP) or Form
2350 (SP) (Spanish version)

IRS e-file Electronic Funds Withdrawal Authorization


Form 8878-A for Form 7004
Form 8879 IRS e-file Signature Authorization

Form 8879 (SP) IRS e-file Signature Authorization (Spanish version)

Form 8879-B IRS e-file Signature Authorization for Form 1065-B

Form 8879-C IRS e-file Signature Authorization for Form 1120

IRS e-file Signature Authorization for Forms 940, 940


Form 8879-EMP (PR), 941, 941 (PR), 941-SS, 943, 943 (PR), 944,
and 945
IRS e-file Signature Authorization for an Exempt
Form 8879-EO Organization
IRS e-file Signature Authorization for Forms 720,
Form 8879-EX 2290, and 8849

Form 8879-F IRS e-file Signature Authorization for Form 1041

Form 8879-I IRS e-file Signature Authorization for Form 1120-F

Form 8879-PE IRS e-file Signature Authorization for Form 1065

Form 8879-S IRS e-file Signature Authorization for Form 1120S

Credit for Qualified Retirement Savings


Form 8880 Contributions
Credit for Small Employer Pension Plan Startup
Form 8881 Costs
Credit for Employer-Provided Child Care Facilities
Form 8882 and Services

Form 8883 Asset Allocation Statement Under Section 338

Instructions for Form 8883, Asset Allocation


Inst 8883 Statement Under Section 338

Form 8885 Health Coverage Tax Credit

Form 8886 Reportable Transaction Disclosure Statement

Instructions for Form 8886, Reportable Transaction


Inst 8886 Disclosure Statement

Disclosure by Tax Exempt Entity Regarding


Form 8886-T Prohibited Tax Shelter Transaction

Instructions for Form 8886-T, Disclosure by Tax-


Inst 8886-T Exempt Entity Regarding Prohibited Tax Shelter
Transaction

Allocation of Refund (Including Savings Bond


Form 8888 Purchases)
Form 8889 Health Savings Accounts (HSAs)
Instructions for Form 8889, Health Savings Accounts
Inst 8889 (HSAs)

U.S. Information Return for Beneficiaries of Certain


Form 8891 Canadian Registered Retirement Plans

Application for Automatic Extension of Time To File


Form 8892 Form 709 and/or Payment of Gift/Generation-
Skipping Transfer Tax

Form 8893 Election of Partnership Level Tax Treatment

Request to Revoke Partnership Level Tax Treatment


Form 8894 Election

Form 8896 Low Sulfur Diesel Fuel Production Credit

Statement for Individuals Who Begin or End Bona


Form 8898 Fide Residence in a U.S. Possession
Instructions for Form 8898, Statement for Individuals
Inst 8898 Who Begin or End Bona Fide Residence in a U.S.
Possession
Notification of Income from Donated Intellectual
Form 8899 Property

Form 8900 Qualified Railroad Track Maintenance Credit

Form 8902 Alternative Tax on Qualifying Shipping Activities

Instructions for Form 8902, Alternative Tax on


Inst 8902 Qualifying Shipping Activities

Form 8903 Domestic Production Activities Deduction

Instructions for Form 8903, Domestic Production


Inst 8903 Activities Deduction

Form 8905 Certification of Intent to Adopt a Pre-Approved Plan

Form 8906 Distilled Spirits Credit


Form 8907 Nonconventional Source Fuel Credit
Form 8908 Energy Efficient Home Credit
Form 8909 Energy Efficient Appliance Credit
Form 8910 Alternative Motor Vehicle Credit
Instructions for Form 8910, Alternative Motor Vehicle
Inst 8910 Credit

Form 8911 Alternative Fuel Vehicle Refueling Property Credit

Form 8912 Credit to Holders of Tax Credit Bonds


Instructions for Form 8912, Credit to Holders of Tax
Inst 8912 Credit Bonds

Form 8913 Credit for Federal Telephone Excise Tax Paid

Instructions for Form 8913, Credit for Federal


Inst 8913 Telephone Excise Tax Paid

Exemption Amount for Taxpayers Housing


Form 8914 Midwestern Displaced Individuals

Qualified Hurricane Retirement Plan Distributions


Form 8915 and Repayments

Instructions for Form 8915, Qualified Hurricane


Inst 8915 Retirement Plan Distributions and Repayments

Reconciliation of Schedule M-3 Taxable Income with


Form 8916 Tax Return Taxable Income for Mixed Groups

Form 8916-A Supplemental Attachment to Schedule M-3

Form 8917 Tuition and Fees Deduction


Form 8918 Material Advisor Disclosure Statement
Instructions for Form 8918, Material Advisor
Inst 8918 Disclosure Statement
Uncollected Social Security and Medicare Tax on
Form 8919 Wages

Form 8921 Applicable Insurance Contract Information Return


Instructions for Form 8921, Applicable Insurance
Inst 8921 Contract Information Return
Form 8923 Mine Rescue Team Training Credit

Excise Tax on Certain Transfers of Qualifying


Form 8924 Geothermal or Mineral Interests

Form 8925 Report of Employer-Owned Life Insurance Contracts

Disqualified Corporate Interest Expense Disallowed


Form 8926 Under Section 163(j) and Related Information

Instructions for Form 8926, Disqualified Corporate


Inst 8926 Interest Expense Disallowed Under Section 163(j)
and Related Information

Determination Under Section 860(e)(4) by a


Form 8927 Qualified Investment Entity

Return of Certain Excise Taxes Under Chapter 43 of


Form 8928 the Internal Revenue Code

Instructions for Form 8928, Return of Certain Excise


Inst 8928 Taxes Under Chapter 43 of the Internal Revenue
Code

Instructions for Form 8930, Qualified Disaster


Inst 8930 Recovery Assistance Retirement Plan Distributions
and Repayments

Form 8931 Agricultural Chemicals Security Credit

Form 8932 Credit for Employer Differential Wage Payments

Form 8933 Carbon Dioxide Sequestration Credit


Form 8935 Airline Payments Report

Inst 8935 Instructions for Form 8935, Airline Payments Report

Form 8935-T Transmittal of Airline Payments Reports

Form 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit

Report of Organizational Actions Affecting Basis of


Form 8937 Securities

Instructions for Form 8937, Report of Organizational


Inst 8937 Actions Affecting Basis of Securities

Form 8938 Statement of Foreign Financial Assets


Instructions for Form 8938, Statement of Specified
Inst 8938 Foreign Financial Assets

Form 8940 Request for Miscellaneous Determination

Instructions for Form 8940, Request for


Inst 8940 Miscellaneous Determination
Credit for Small Employer Health Insurance
Form 8941 Premiums
Instructions for Form 8941, Credit for Small
Inst 8941 Employer Health Insurance Premiums

Application for Certification of Qualified Investments


Form 8942 Eligible for Credits and Grants Under the Qualifying
Therapeutic Discovery Project Program

Instructions for Form 8942, Application for


Certification of Qualified Investments Eligible for
Inst 8942 Credits and Grants Under the Qualifying Therapeutic
Discovery Project Program

Form 8944 Preparer e-file Hardship Waiver Request

PTIN Supplemental Application For U.S. Citizens


Form 8945 Without a Social Security Number Due To
Conscientious Religious Objection

PTIN Supplemental Application For Foreign Persons


Form 8946 Without a Social Security Number

Form 8947 Report of Branded Prescription Drug Information

Form 8948 Preparer Explanation for Not Filing Electronically

Form 8949 Sales and other Dispositions of Capital Assets

Instructions for Form 8949, Sales and other


Inst 8949 Dispositions of Capital Assets

Form 8950 Application for Voluntary Correction Program (VCP)

Instructions for Form 8950, Application for Voluntary


Correction Program (VCP) Submission Under the
Inst 8950 Employee Plans Compliance Resolution System
(EPCRS)

Compliance Fee for Application for Voluntary


Form 8951 Correction Program (VCP)
Application for Voluntary Classification Settlement
Form 8952 Program (VCSP)

Instructions for Form 8952, Application for Voluntary


Inst 8952 Classification Settlement Program (VCSP)

Annual Registration Statement Identifying Separated


Form 8955-SSA Participants With Deferred Vested Benefits

Instruction for Form 8955-SSA, Annual Registration


Inst 8955-SSA Statement Identifying Separated Participants With
Deferred Vested Benefits

Foreign Account Tax Compliance Act (FATCA)


Form 8957 Registration

Instructions for Form 8957, Foreign Account Tax


Inst 8957 Compliance Act (FATCA) Registration
Allocation of Tax Amounts Between Certain
Form 8958 Individuals in Community Property States

Form 8959 Additional Medicare Tax

Inst 8959 Instructions for Form 8959, Additional Medicare Tax

Net Investment Income Tax Individuals, Estates, and


Form 8960 Trusts

Instructions for Form 8960, Net Investment Income


Inst 8960 Tax Individuals, Estates, and Trusts

Form 8963 Report of Health Insurance Provider Information

Instructions for Form 8963, Report of Health


Inst 8963 Insurance Provider Information

Form 8966 Foreign Asset Tax Compliance Act (FATCA) Report

Instructions for Form 8966, Foreign Asset Tax


Inst 8966 Compliance Act (FATCA) Report

Acknowledgement and General Information for


Form 9325 Taxpayers Who File Returns Electronically

Form 9423 Collection Appeal Request


Form 9452 Filing Assistance Program
Form 9465 Installment Agreement Request
Instructions for Form 9465, Installment Agreement
Inst 9465 Request

Form 9465 (SP) Installment Agreement Request (Spanish version)

Instructions for Form 9465 (SP), Installment


Inst 9465 (SP) Agreement Request (Spanish Version)

Evaluation of Executive Potential and Endorsement


Form 9517-E for SES Candidate Development Program (External
Applicants)

Form 9661 Cooperative Agreement

Form CT-1 Employer's Annual Railroad Retirement Tax Return

Instructions for Form CT-1, Employer's Annual


Inst CT-1 Railroad Retirement Tax Return

Adjusted Employer's Annual Railroad Retirement Tax


Form CT-1X Return or Claim for Refund

Instructions for Form CT-1X, Adjusted Employer's


Inst CT-1X Annual Railroad Retirement Tax Return or Claim for
Refund

Employee Representative's Quarterly Railroad Tax


Form CT-2 Return

Instructions for FinCEN Form 101, Suspicious


Form FinCEN101A Activity Report - Securities and Futures Industry
Instructions For FinCEN Form 102, Suspicious
Form FinCEN102A Activity Report - Casinos and Card Clubs

Form FinCEN103 Currency Transaction Report by Casinos

Form FinCEN104 Currency Transaction Report

Report of International Transportation of Currency or


Form FinCEN105 Monetary Instruments (CMIR)

Form FinCEN107 Registration of Money Services Business

Suspicious Activity Report by Money Services


Form FinCEN109 Business
Form FinCEN109A Instructions for FinCEN Form 109
Form FinCEN110 Designation of Exempt Person
Form SS-16 Certificate of Election of Coverage

Form SS-4 Application for Employer Identification Number

Instructions for Form SS-4, Application for Employer


Inst SS-4 Identification Number

Form SS-4 (PR) Solicitud de Numero de Identificacion Patronal (EIN)

Instrucciones para la Forma SS-4PR, Solicitud de


Inst SS-4 (PR) Numero de Identificacion Patronal (EIN)

Determination of Worker Status for Purposes of


Form SS-8 Federal Employment Taxes and Income Tax
Withholding

Instructions for Form SS-8, Determination of Worker


Inst SS-8 Status for Purposes of Federal Employment Taxes
and Income Tax Withholding

Determinacion del Estado de Empleo de un


Form SS-8 (PR) Trabajador para Propositos de Las Contribuciones
Federales Sobre el Empleo

Form T (Timber) Forest Activities Schedule


Instructions for Form T (Timber), Forest Activities
Inst T (Timber) Schedule
Dependent Care Provider's Identification and
Form W-10 Certification

Hiring Incentives to Restore Employment (HIRE) Act


Form W-11 Employee Affidavit

Hiring Incentives to Restore Employment (HIRE) Act


Form W-11 (SP) Employee Affidavit (Spanish Version)

IRS Paid Preparer Tax Identification Number (PTIN)


Form W-12 Application and Renewal

Instructions for Form W-12, IRS Paid Preparer Tax


Inst W-12 Identification Number (PTIN) Application and
Renewal
ExSTARS Reporting Information Request for
Form W-13 Taxpayer Identification Number and Certification

Form W-2 Wage and Tax Statement (Info Copy Only)

Form W-2 Wage and Tax Statement (Info Copy Only)

Instructions for Forms W-2 and W-3, Wage and Tax


Inst W-2 and W-3 Statement and Transmittal of Wage and Tax
Statements

Instructions for Forms W-2 and W-3, Wage and Tax


Inst W-2 and W-3 Statement and Transmittal of Wage and Tax
Statements

American Samoa Wage and Tax Statement (Info


Form W-2AS Copy Only)
American Samoa Wage and Tax Statement (Info
Form W-2AS Copy Only)

Form W-2C Corrected Wage and Tax Statement (Info Copy Only)

Form W-2G Certain Gambling Winnings


Form W-2G Certain Gambling Winnings

Instructions for Forms W-2G and 5754, Certain


Inst W-2G and 5754 Gambling Winnings and Statement by Person(s)
Receiving Gambling Winnings

Instructions for Forms W-2G and 5754, Certain


Inst W-2G and 5754 Gambling Winnings and Statement by Person(s)
Receiving Gambling Winnings

Form W-2GU Guam Wage and Tax Statement (Info Copy Only)

Form W-2GU Guam Wage and Tax Statement (Info Copy Only)

U.S. Virgin Islands Wage and Tax Statement (Info


Form W-2VI Copy Only)
U.S. Virgin Islands Wage and Tax Statement (Info
Form W-2VI Copy Only)
Transmittal of Wage and Tax Statements (Info Copy
Form W-3 Only)
Transmittal of Wage and Tax Statements (Info Copy
Form W-3 Only)
Informe de Comprobantes de Retencion (Info Copy
Form W-3 (PR) Only)
Informe de Comprobantes de Retencion (Info Copy
Form W-3 (PR) Only)

Instrucciones para el Formulario W-3PR, Informe de


Inst W-3 (PR) Comprobantes de Retencion

Instrucciones para el Formulario W-3PR, Informe de


Inst W-3 (PR) Comprobantes de Retencion

Transmittal of Corrected Wage and Tax Statements


Form W-3C (Info Copy Only)
Transmision de Comprobantes de Retencion
Form W-3C (PR) Corregidos

Instrucciones para la Forma W-3c PR, Transmision


Inst W-3C (PR) de Comprobantes de Retencion Corregidos

Transmittal of Wage and Tax Statements (Info Copy


Form W-3SS Only)
Transmittal of Wage and Tax Statements (Info Copy
Form W-3SS Only)
Instructions for Forms W-2AS, W-2GU, W-2VI, and
Inst W-3SS W-3SS

Form W-4 Employee's Withholding Allowance Certificate

Form W-4 Employee's Withholding Allowance Certificate

Employee's Withholding Allowance Certificate


Form W-4 (SP) (Spanish version)
Employee's Withholding Allowance Certificate
Form W-4 (SP) (Spanish version)
Withholding Certificate for Pension or Annuity
Form W-4P Payments
Withholding Certificate for Pension or Annuity
Form W-4P (PDF) Payments
Request for Federal Income Tax Withholding from
Form W-4S Sick Pay
Form W-4V Voluntary Withholding Request
Application for IRS Individual Taxpayer Identification
Form W-7 Number

Instructions for Form W-7, Application for IRS


Inst W-7 Individual Taxpayer Identification Number

Certificate of Accuracy for IRS Individual Taxpayer


Form W-7 (COA) Identification Number

Solicitud de Numero de Identificacion Personal del


Form W-7 (SP) Contribuyente del Servicio de Impuestos Internos

Solicitud de Numero de Identificacion Personal del


Inst W-7 (SP) Contribuyente del Servicio de Impuestos Internos

Application for Taxpayer Identification Number for


Form W-7A Pending U.S. Adoptions

Instructions for the Requester of Forms W-8BEN, W-


Inst W-8 8BEN-E, W-8ECI, W-8EXP, and W-8IMY

Certificate of Foreign Status of Beneficial Owner for


Form W-8BEN United States Tax Withholding

Instructions for Form W-8BEN, Certificate of Foreign


Inst W-8BEN Status of Beneficial Owner for United States Tax
Withholding

Certificate of Entities Status of Beneficial Owner for


Form W-8BEN-E United States Tax Withholding and Reporting
(Entities)
Instructions for Form W-8BEN(E), Certificate of
Inst W-8BEN-E Entities Status of Beneficial Owner for United States
Tax Withholding and Reporting (Entities)

Form W-8CE Notice of Expatriation and Waiver of Treaty Benefits

Certificate of Foreign Person's Claim That Income Is


Form W-8ECI Effectively Connected With the Conduct of a Trade
or Business in the United States

Instructions for Form W-8ECI, Certificate of Foreign


Person's Claim That Income Is Effectively Connected
Inst W-8ECI With the Conduct of a Trade or Business in the
United States

Certificate of Foreign Government or Other Foreign


Form W-8EXP Organization for United States Tax Withholding and
Reporting

Instructions for Form W-8EXP, Certificate of Foreign


Inst W-8EXP Government or Other Foreign Organization for
United States Tax Withholding

Certificate of Foreign Intermediary, Foreign Flow-


Form W-8IMY Through Entity, or Certain U.S. Branches for United
States Tax Withholding and Reporting

Instructions for Form W-8IMY, Certificate of Foreign


Inst W-8IMY Intermediary, Foreign Flow-Through Entity, or Certain
U.S. Branches for United States Tax Withholding

Request for Taxpayer Identification Number and


Form W-9 Certification

Instructions for the Requestor of Form W-9, Request


Inst W-9 for Taxpayer Identification Number and Certification

Solicitud y Certificacion del Numero de Identificacion


Form W-9 (SP) del Contribuyente

Instrucciones para el Solicitante del Formulario W-


Inst W-9 (SP) 9(SP), Solicitud y Certificacion del Numero de
Identificacion del Contribuyente

Request for Student's or Borrower's Taxpayer


Form W-9S Identification Number and Certification

Request for an Informal Conference and Appeals


Form 12009 Review
Request for a Collection Due Process or Equivalent
Form 12153 Hearing
Form 12203 Request for Appeals Review
Withdrawal of Request for Collection Due Process or
Form 12256 Equivalent Hearing

Application for Withdrawal of Filed Form 668(Y),


Form 12277 Notice of Federal Tax Lien (Internal Revenue Code
Section 6323(j))
Internal Revenue Service Advisory Council-
Form 12339 Membership Application

Form 12451 Request for Relocation Expenses Allowance

Form 12507 Innocent Spouse Statement

Form 12508 Questionnaire for Non-Requesting Spouse

Form 12509 Statement of Disagreement


Form 13072 Victim Witness Assistance Brochure

Form 13206 Volunteer Assistance Summary Report

Form 13287 Bank Payment Problem Identification


Low-Income Tax Clinic (LITC) Conference
Form 13321 Registration Form

IRS Civil Rights Assurance for Subrecipients under


Form 13324 SPEC Partnership Agreements

Statement of Assurance Concerning Civil Rights


Form 13325 Compliance for IRS SPEC Partnerships

Low Income Taxpayer Clinic (LITC) Application


Form 13424 Information
Application to Participate in the IRS Acceptance
Form 13551 Agent Program

Additional Information and Documentation for


Form 13586 Announcement 2004-46, Settlement Initiative---60-
Day Response

Form 13599 Rating in State-Qualified Private Plans


Volunteer Standards of Conduct Agreement ?
Form 13615 VITA/TCE Programs
Form 13632 Property Loan Agreement

Notice of Election by Executive and Related Person


Form 13656 to Participate in Announcement 2005-19 Settlement
Initiative

Notice of Election by Corporation to Participate in


Form 13657 Announcement 2005-19 Settlement Initiative

Form 13711 Request for Appeal of Offer in Compromise

Form 13715 Volunteer Site Information Sheet


Form 13748 Event Registration Form

Election to Participate in Announcement 2005-80


Form 13750 Settlement Initiative

Waiver of Right to Consistent Agreement of


Partnership Items and Partnership-Level
Form 13751 Determinations as to Penalties, Additions to Tax, and
Additional Amounts

Electronic Tax Administration Advisory Committee


Form 13768 (ETAAC) Membership Application
Form 13775 Tax Check Waiver
Form 13797 Compliance Check Report
Income Verification Express Service (IVES)
Form 13803 Application
Application For Reduced User Fee For Installment
Form 13844 Agreements

Form 13896 SES/CDP Application Intake Information

Form 13909 Tax-Exempt Organization Complaint (Referral)

Instructions on How to Apply for a Central


Form 13930 Withholding Agreement

Form 13976 Itemized Statement Component of Advisee List

Form 14017 Application for Fast Track Settlement

Form 14035 Pilot Questionnaire for Governmental Plans Initiative

Form 14039 Identity Theft Affidavit


Application for Certificate of Subordination of Federal
Form 14134 Tax Lien
Application for Certificate of Discharge of Property
Form 14135 from Federal Tax Lien
Form 14157 Complaint: Tax Return Preparer
Form 14199 COBRA Recapture Statement

Tax Counseling for the Elderly (TCE) Program


Form 14204 Application Checklist and Contact Sheet

Form 14242 Reporting Abusive Tax Promotions and/or Promoters

Form 14310 VITA/TCE Volunteer Sign Up


Primary Contact Information for VITA/TCE Grant
Form 14335 Programs
Form 14345 Qualified Imtermediary Application

Form 14360 Continuing Education Provider Complaint Referral

Form 14364 Continuing Education Evaluation


Form 14392 Continuing Education Waiver Request

Internal Revenue Code (IRC) Section 6702(d)


Form 14402 Frivolous Return Submissions Penalty Reduction

Form 14411 Systemic Advocacy Issue Submission Form

Form 14414 Group Ruling Questionnaire

Reimbursable Agreement - Non-Federal Entities


(State and Local Governments, Foreign
Form 14417 Governments, Commercial Organizations, and
Private Businesses)

Form 14419 Contractor Statement of Security Assurance

Form 14420 Verification of Reported Income


Tax Exempt Bonds Voluntary Closing Agreement
Form 14429 Program Request
Form 14431 Response to Proposed Adjustment(s)

Streamlined Filing Compliance Procedures for Non-


Form 14438 Resident, Non-Filer Taxpayers

Form 14446 Virtual VITA/TCE Site Model Taxpayer Consent

Form 14452 Foreign Account or Asset Statement


Form 14453 Penalty Computation Worksheet

Form 14454 Attachment to Offshore Voluntary Disclosure Letter

Form 14457 Offshore Voluntary Disclosure Letter

Authorization for Disclosure of Information - IRS


Form 14462 Return Preparer Office

Form 14467 Statement on Dissolved Entities

Form 14534 Intake/Interview and Quality Review Certificate

Appendix C Part I Model VCP Submission


Form 14568 Compliance Statement
Form 14581 FSLG Compliance Self-Assessment

Certification by U.S. Person Residing Outside of the


Form 14653 United States for Streamlined Foreign Offshore
Procedures

Certification by U.S. Person Residing in the United


Form 14654 States for Streamlined Domestic Offshore
Procedures
Revision Date Posted Date

2013 2/26/2014

1213 11/15/2013

413 5/9/2013

413 5/9/2013

1211 7/17/2012

1211 7/17/2012

1209 7/17/2012

314 4/2/2014

389 7/17/2012

1212 3/29/2013

114 12/31/2013

313 4/23/2013

1212 12/5/2012

114 12/31/2013

513 5/10/2013

1113 1/8/2014

1113 1/8/2014

113 4/18/2013

313 12/13/2013

1213 12/16/2013

114 12/31/2013
212 7/17/2012

309 7/17/2012

1207 7/17/2012

813 10/29/2013

813 11/19/2013

913 9/20/2013

913 9/24/2013

1013 11/13/2013

813 10/11/2013

813 10/17/2013

1008 7/17/2012

1113 10/17/2013

1113 10/11/2013

1113 10/29/2013

813 8/23/2013

813 2/19/2014

814 8/8/2014

814 8/13/2014

2013 11/25/2013

2013 1/18/2014

406 7/17/2012
414 5/23/2014

414 5/21/2014

910 7/17/2012
910 7/17/2012

910 7/17/2012

910 7/17/2012

313 4/3/2013

1213 10/16/2013

811 10/1/2013

1213 1/6/2014

1210 7/17/2012

709 7/17/2012

909 7/17/2012

101 7/17/2012

511 12/13/2012

701 7/17/2012

101 7/17/2012

1012 5/16/2014

1001 7/17/2012

1213 10/30/2013

1213 11/5/2013

2013 1/24/2014

2013 11/20/2013

2013 12/20/2013

2013 12/18/2013

2013 12/13/2013

2013 11/20/2013

1212 11/23/2012
510 7/17/2012

114 1/31/2014

114 1/31/2014

114 3/19/2014

114 3/25/2014

114 2/3/2014

114 2/7/2014

114 1/30/2014

114 1/30/2014

611 7/17/2012

611 7/17/2012

114 1/30/2014

114 1/31/2014

114 1/31/2014

414 4/16/2014

414 4/16/2014

414 5/9/2014

414 6/2/2014

2013 12/6/2013
2013 12/6/2013

2013 12/17/2013

2013 1/9/2014

1213 12/6/2013

1213 12/19/2013

214 2/27/2014

214 2/27/2014

514 5/16/2014

514 5/16/2014

2013 12/18/2013

2013 12/18/2013

2011 7/17/2012

2011 7/17/2012

2013 12/30/2013

2013 1/30/2014

2011 7/17/2012

2011 7/17/2012

214 2/27/2014
214 2/27/2014

212 7/17/2012

212 8/23/2012

514 5/6/2014

514 5/8/2014

2013 10/9/2013

2013 10/9/2013

214 2/4/2014

214 2/27/2014

214 2/27/2014

1206 7/17/2012

1210 7/17/2012

1112 11/29/2012

1211 7/17/2012

1203 7/17/2012

1212 10/24/2012

713 7/17/2013

2013 10/28/2013

2013 12/4/2013

2013 9/24/2013

2013 11/19/2013

2013 10/2/2013
2013 10/29/2013

2013 10/2/2013

2013 1/16/2014

2013 10/28/2013

2009 7/17/2012

2013 9/12/2013

2013 12/2/2013

2009 7/17/2012

2009 7/17/2012

2013 10/7/2013

2013 12/3/2013

2014 8/11/2014

2014 8/26/2014

2014 8/13/2014

2013 11/1/2013

2009 7/17/2012

2013 9/24/2013

2013 11/26/2013

2013 11/7/2013

2013 10/15/2013

2013 10/2/2013

2014 8/27/2014

2013 10/3/2013
2013 9/24/2013

2013 10/29/2013

2014 8/14/2014

2009 7/17/2012

2013 10/23/2013

1213 8/29/2013

1213 8/30/2013

2013 11/22/2013

2013 12/24/2013

2013 10/9/2013

2013 11/22/2013

2013 12/11/2013

2013 1/4/2014

2014 1/2/2014

1205 8/23/2012

1213 12/5/2013

606 7/17/2012
614 7/1/2014

814 8/4/2014

606 7/23/2014

998 7/17/2012

998 7/17/2012

906 8/21/2012

906 7/17/2012

2013 4/2/2014

2013 4/4/2014

2013 4/2/2014

2013 1/22/2014

2013 1/29/2014

2013 1/22/2014

2013 1/22/2014

2013 12/26/2013

2013 12/26/2013
2013 4/2/2014

2013 4/2/2014

2013 9/27/2013

2013 10/25/2013

2013 12/17/2013

2013 10/22/2013

2013 11/12/2013

2013 12/30/2013

2013 10/28/2013

2013 12/4/2013

2013 11/8/2013

2013 10/28/2013

2013 11/13/2013

2013 12/26/2013

2013 12/31/2013

2013 9/16/2013

2013 9/25/2013

2013 9/17/2013

2013 9/26/2013

2013 10/23/2013

2013 12/3/2013

2013 1/21/2014
2013 11/5/2013

2013 12/31/2013
2014 1/28/2014

2014 2/10/2014

2014 1/29/2014
2013 1/29/2014

2014 2/7/2014

2014 3/10/2014

2013 1/24/2014

2013 12/31/2013

2013 4/2/2014

2013 4/2/2014

2013 12/16/2013

2013 1/6/2014

2013 12/31/2013

2013 1/2/2014

2013 1/3/2014

1213 1/2/2014

2013 1/24/2014

2013 12/11/2013

2013 2/19/2014

2013 12/9/2013

2013 1/23/2014

2012 12/21/2012
2013 12/20/2013

2013 12/20/2013

2013 10/1/2013

2013 12/31/2013

2013 1/8/2014

212 8/6/2012

2014 1/16/2014

2013 1/15/2014

1213 12/24/2013

1213 12/24/2013

2013 1/8/2014

2013 10/7/2013

2013 10/11/2013

2013 3/12/2014

2014 3/21/2014

2014 5/2/2014

2014 4/2/2014

2013 3/7/2014

2014 7/21/2014

2014 5/12/2014

2013 11/14/2013

2013 11/8/2013

2013 4/2/2014

2013 4/2/2014

1211 7/17/2012

1211 7/17/2012
1211 7/17/2012

2013 1/6/2014

2013 1/27/2014

2013 12/2/2013

2013 1/21/2014

2013 11/15/2013

2013 11/14/2013

2013 1/6/2014

2013 2/18/2014

2013 12/23/2013

2013 1/21/2014

112 7/17/2012

112 7/17/2012

2013 11/1/2013

2013 10/24/2013

1213 10/24/2013

2013 1/24/2014

2014 1/24/2014

2013 12/18/2013
2014 12/13/2013
2014 12/13/2013
2013 12/18/2013

2013 9/30/2013
2014 9/20/2013

2014 9/19/2013

2013 9/30/2013

2014 11/7/2013

2013 11/12/2013

2014 11/6/2013

2013 11/12/2013

2013 11/20/2013

2014 11/19/2013

2013 11/20/2013

2014 11/18/2013

2013 10/8/2013
2014 9/18/2013
2013 11/20/2013
2014 11/15/2013

2013 12/17/2013

2014 12/11/2013

2014 10/28/2013

2013 10/29/2013

2013 10/29/2013

2014 11/8/2013

2014 1/23/2014

2013 1/24/2014
2013 1/24/2014

2014 1/23/2014

2014 10/28/2013
2013 10/29/2013

2013 10/29/2013

2015 9/11/2014

2015 9/10/2014

2013 10/29/2013

2013 2/26/2014

2013 10/18/2013

2014 10/18/2013

2014 10/18/2013

2013 10/18/2013

2013 9/30/2013

2014 9/25/2013

2013 9/30/2013

2014 9/25/2013

2013 10/26/2012

2012 12/3/2012

2012 12/3/2012

2013 10/26/2012

2014 12/31/2013
2013 1/2/2014

2011 7/17/2012

2014 1/6/2014

2014 2/27/2014
2014 2/25/2014

2013 11/6/2013

2014 11/4/2013

2014 10/24/2013

2013 10/29/2013

2013 11/14/2013

2014 1/24/2014

2014 11/14/2013

2013 11/15/2013

2014 12/9/2013

2013 12/10/2013

2013 12/3/2013

2014 11/27/2013

2014 11/27/2013

2013 12/3/2013

2013 11/14/2013

2014 11/12/2013

2014 11/12/2013

2013 11/14/2013

2014 11/27/2013

2013 12/3/2013
2013 1/14/2014

2014 12/5/2013

2013 12/3/2013

2014 11/20/2013

2014 11/18/2013

2013 11/20/2013

2013 11/12/2013

2014 11/6/2013

2014 11/6/2013

2013 11/12/2013

2013 11/4/2013

2013 12/16/2013

181 11/13/2013
1213 12/6/2013

1213 12/5/2013

1212 12/13/2012

109 7/17/2012
109 7/17/2012

1209 7/17/2012

1209 7/17/2012

2013 4/2/2014

2013 4/2/2014

1209 7/17/2012

2013 12/23/2013

2013 12/24/2013

1211 7/17/2012

1211 7/17/2012

2013 11/14/2013

2013 11/14/2013

2013 11/1/2013

1212 10/30/2012

2012 11/21/2012

1213 11/7/2013

1213 11/7/2013

2013 12/23/2013

2013 12/23/2013

2013 12/23/2013
2013 12/23/2013

2013 11/4/2013

2013 12/27/2013

2013 11/1/2013

2013 11/6/2013

2013 11/1/2013

2013 11/20/2013

2013 11/4/2013

2013 11/5/2013

2013 11/1/2013

2013 11/4/2013

2013 11/12/2013

2013 11/13/2013

2013 10/22/2013

2013 11/7/2013

2013 11/1/2013

1210 7/17/2012

1210 7/17/2012

1208 7/17/2012
2013 11/7/2013

2013 11/7/2013

1212 11/20/2012

1212 12/3/2012

2013 10/29/2013

1208 7/17/2012

1298 7/17/2012

2013 11/6/2013

2013 1/21/2014

2013 10/29/2013

2013 11/5/2013

1013 10/16/2013

1013 10/16/2013

2013 12/6/2013

2013 1/9/2014

2013 10/18/2013

2013 10/21/2013

2013 11/22/2013

2013 12/20/2013

2013 12/23/2013
2013 12/20/2013

2013 12/20/2013

2013 4/2/2014

2013 4/2/2014

1213 12/23/2013

2013 11/27/2013

2013 1/27/2014

2013 11/26/2013

2013 1/24/2014

2013 10/29/2013

2013 10/29/2013

1013 10/30/2013

1013 10/30/2013

2014 11/5/2013

2014 11/6/2013

111 7/17/2012

1203 7/17/2012

1212 12/21/2012
1213 11/22/2013

1213 11/22/2013

1211 7/17/2012

108 7/17/2012

1211 7/17/2012
1211 7/17/2012

1212 1/31/2013

1212 1/31/2013

407 3/13/2013

506 7/17/2012

314 3/19/2014

813 9/19/2013

814 7/21/2014

112 8/23/2012

414 4/25/2014

412 8/23/2012

513 5/22/2013

410 7/17/2012

412 8/23/2012

613 6/21/2013

414 4/25/2014

414 4/25/2014

814 9/11/2014

513 9/4/2013

504 7/17/2012

1013 8/28/2013

1013 1/14/2014

1013 1/15/2014

1013 1/15/2014

1013 1/14/2014
1013 1/14/2014

1013 1/14/2014

1013 1/14/2014

1013 10/21/2013

1013 1/14/2014

1013 1/13/2014

1013 10/21/2013

713 10/30/2013

1209 7/17/2012

406 7/17/2012

209 7/17/2012

112 7/17/2012

214 3/19/2014

1212 5/19/2014

512 8/23/2012

713 8/23/2013

514 6/26/2014

114 6/4/2014

114 6/4/2014

114 6/4/2014

114 6/4/2014

114 6/4/2014

114 6/4/2014

114 6/4/2014
114 6/4/2014

114 6/4/2014

1110 7/17/2012

913 8/28/2013

2013 10/30/2013

2013 10/31/2013

2013 10/30/2013

1005 7/17/2012
1113 1/8/2014

1113 1/8/2014

2013 1/6/2014

2013 1/6/2014

2013 1/16/2014

2013 1/24/2014

2013 12/23/2013

2013 12/23/2013

714 4/1/2014

713 4/10/2014

714 4/1/2014

713 4/11/2014

710 7/17/2012

711 7/17/2012

710 7/17/2012

711 7/17/2012
714 5/16/2014

714 5/5/2014

713 5/5/2014

912 3/20/2013

2013 9/9/2013

2013 10/1/2013

1213 9/27/2013

2013 9/27/2013

2013 11/12/2013

2013 11/13/2013

1213 1/28/2014

1213 1/27/2014

2013 11/6/2013

2013 11/6/2013

2013 11/7/2013

2013 11/7/2013

1213 1/3/2014

814 8/19/2014

714 7/31/2014

714 9/10/2014

714 8/4/2014

312 8/23/2012

1209 7/17/2012

312 8/6/2012

2013 11/14/2013

2013 11/14/2013
1210 7/17/2012

2013 12/6/2013

2013 12/6/2013

2013 12/4/2013

2013 12/4/2013

2013 11/19/2013

2013 11/22/2013

2013 9/5/2013

409 7/17/2012

107 7/17/2012

813 8/22/2013

813 8/22/2013

813 8/22/2013

314 4/17/2014

914 8/27/2014

2013 11/5/2013

2013 11/6/2013

2013 10/2/2013

514 5/29/2014

1212 1/16/2013

111 7/17/2012

813 9/13/2013

487 7/17/2012

1113 1/14/2014
112 7/17/2012

313 4/4/2013

112 7/17/2012

1212 11/30/2012

913 9/25/2013

814 6/30/2014

814 6/27/2014

913 4/8/2014

112 4/8/2014

112 7/17/2012

2013 12/18/2013

2013 12/18/2013

1211 7/17/2012

2013 11/22/2013

2013 11/22/2013

193 7/17/2012

104 7/17/2012

2013 10/30/2013

2013 12/16/2013

2013 10/29/2013

2013 11/21/2013

812 9/26/2012

812 9/28/2012
2013 12/13/2013

2013 12/13/2013

209 7/17/2012

2013 10/2/2013

914 9/5/2014

2013 1/4/2014

2013 1/24/2014

1209 7/17/2012

306 7/17/2012

2013 10/11/2013

2013 10/8/2013

2013 9/5/2013
202 7/17/2012

2013 10/15/2013

1207 7/17/2012

206 7/17/2012

2013 3/12/2014

2013 2/24/2014

1213 12/23/2013

1213 12/20/2013

110 7/17/2012

110 7/17/2012

312 8/6/2012

302 7/17/2012
302 7/17/2012

606 7/17/2012

1211 7/17/2012
1211 7/17/2012

1010 7/17/2012

1010 7/17/2012

302 7/17/2012

302 7/17/2012

302 7/17/2012

302 7/17/2012

302 7/17/2012

1204 7/17/2012

312 8/6/2012

813 8/5/2013

813 8/8/2013

614 7/2/2014

614 7/1/2014

413 4/10/2013

112 7/17/2012

1213 12/23/2013

1213 12/23/2013
1110 7/17/2012

1110 4/23/2013

611 7/17/2012

2013 11/15/2013

2013 12/18/2013

1213 12/23/2013

1213 1/7/2014

1213 6/18/2014

1213 11/12/2013

314 3/19/2014

114 1/16/2014

1206 7/17/2012

1212 12/27/2012

1213 1/7/2014

1212 12/21/2012

1212 1/16/2013

1212 12/21/2012

1212 12/24/2012
1212 1/16/2013

1208 7/17/2012

2014 1/9/2014

2013 11/12/2013

2014 11/6/2013

2014 11/6/2013

2013 11/12/2013

2013 1/27/2014

2013 1/15/2014

2014 1/14/2014

2013 12/19/2013

2013 1/3/2014

2009 7/17/2012

812 8/21/2012

813 8/19/2013

1113 12/2/2013
2013 10/25/2013
1210 7/17/2012

1210 7/17/2012

1210 7/17/2012

1210 7/17/2012

1210 7/17/2012

113 1/17/2013
113 1/23/2013

1208 7/17/2012

813 8/28/2013

2013 1/10/2014

113 3/14/2013

212 7/17/2012

308 7/17/2012

809 7/17/2012

1005 7/17/2012
1109 7/17/2012

1109 7/17/2012

2013 1/2/2014

2013 1/2/2014

2013 10/2/2013
2013 1/10/2014

1211 7/17/2012

713 7/16/2013

114 1/8/2014
1014 9/12/2014

1012 3/5/2013

813 11/26/2013

1013 9/30/2013

2013 11/5/2013

2013 12/2/2013

1212 7/16/2014

1212 11/29/2012
206 7/17/2012

206 7/17/2012

2013 10/9/2013

2013 10/9/2013

2013 10/9/2013

411 7/17/2012

411 7/17/2012

110 7/17/2012

110 7/17/2012

112 7/17/2012

112 7/17/2012

911 7/17/2012

912 9/7/2012

112 7/17/2012

411 7/17/2012

411 7/17/2012

411 7/17/2012

1112 12/10/2012

610 7/17/2012

1209 7/17/2012

1211 7/17/2012
1211 7/17/2012

309 7/17/2012

611 7/17/2012

814 8/28/2014

813 8/29/2013

813 9/9/2013

813 8/29/2013

813 9/9/2013

114 1/23/2014

409 7/17/2012

1213 11/13/2013

1213 11/27/2013

813 10/28/2013

813 8/2/2013

813 8/30/2013

611 7/17/2012

813 8/30/2013

814 8/29/2014

712 9/7/2012

1209 7/17/2012
1005 7/17/2012

106 7/17/2012

911 7/17/2012

1012 10/22/2012

1012 10/22/2012

110 7/17/2012

1112 10/31/2012

1112 1/16/2013

2013 10/16/2013

2013 12/2/2013

2013 9/11/2013

2013 9/24/2013

2013 10/17/2013

2013 11/7/2013

1013 10/28/2013

2013 11/20/2013

1211 7/17/2012

2013 8/28/2013

2013 12/6/2013

2013 10/21/2013

2013 10/17/2013

114 3/10/2014

2013 10/11/2013

813 7/25/2013
514 6/16/2014

112 7/17/2012

213 2/14/2013

412 8/21/2012

412 8/21/2012

406 7/17/2012
2013 10/3/2013

2013 10/25/2013

112 8/6/2012

112 8/6/2012

1211 7/17/2012

1212 12/24/2012

1212 12/24/2012

813 8/23/2013

813 8/22/2013

2013 11/7/2013

2013 11/7/2013

1213 10/11/2013

1213 10/17/2013

1208 7/17/2012

1208 7/17/2012

2013 10/22/2013

1213 10/4/2013

1213 10/4/2013
1213 9/27/2013

1213 9/27/2013

2013 11/4/2013

2013 3/5/2014

1213 1/14/2014

1213 1/24/2014

1213 12/6/2013

1213 12/6/2013

413 4/12/2013

413 4/12/2013

814 8/27/2014

2013 11/7/2013

297 7/17/2012

1211 7/17/2012

913 9/4/2013

913 8/29/2013

1213 10/17/2013

814 8/15/2014

814 8/14/2014

110 7/17/2012

1213 12/16/2013

104 7/17/2012
104 7/17/2012

2014 9/9/2014

911 7/17/2012

2013 11/12/2013

2013 12/2/2013

412 7/17/2012

614 6/17/2014

2013 11/12/2013

2013 12/20/2013

2013 12/20/2013

2013 11/12/2013

309 7/17/2012

1112 11/19/2012

2014 11/19/2013

2014 11/18/2013

2013 11/7/2013

1211 7/17/2012

913 11/12/2013

114 1/21/2014

2013 11/5/2013

2013 11/5/2013
813 9/18/2013

1208 7/17/2012

2013 10/8/2013

2013 9/27/2013

913 9/26/2013

1207 7/17/2012

110 7/17/2012
1212 1/23/2013
1012 4/17/2013
112 5/13/2013

813 10/28/2013

611 7/17/2012

2013 8/15/2014

2013 10/3/2013

1210 7/17/2012

1213 9/16/2013

2013 12/17/2013

310 7/17/2012

310 7/17/2012

2013 9/9/2013

2013 9/9/2013

1213 7/24/2013

1213 10/29/2013

1213 11/1/2013

1213 1/10/2014

2013 11/22/2013
2013 11/21/2013

1212 11/8/2012

2013 11/13/2013

2013 12/6/2013

2013 10/29/2013

1208 7/17/2012

2013 11/12/2013

2013 11/26/2013

2013 11/27/2013

2013 1/8/2014

1206 7/17/2012

602 7/17/2012

814 8/21/2014

109 7/17/2012

109 7/17/2012

114 1/24/2014

106 7/17/2012

813 8/29/2013

813 11/12/2013

1006 7/17/2012

113 4/1/2013

113 4/1/2013

207 7/17/2012

2013 9/26/2013
2013 10/2/2013

2013 12/6/2013

2013 12/5/2013

109 7/17/2012

114 1/31/2014

114 1/31/2014

314 4/3/2014

314 4/3/2014

1213 12/6/2013

1213 12/6/2013

1212 12/31/2012

2013 10/1/2013

1212 9/26/2012

1212 9/27/2012

2013 11/25/2013

2013 12/18/2013

2013 1/10/2014

2013 11/6/2013

2013 11/12/2013

2013 11/27/2013

2013 11/6/2013

2013 11/6/2013
812 9/7/2012

913 9/6/2013

2013 11/12/2013

2013 11/12/2013

114 12/30/2013

1213 1/9/2014

813 11/13/2013

211 7/17/2012

1113 10/25/2013

1113 10/25/2013

1210 10/18/2012

1210 7/17/2012

1212 1/23/2013

1211 7/17/2012

1211 7/17/2012

914 9/11/2014

1213 1/22/2014

2013 10/1/2013

2013 10/1/2013

1208 7/17/2012

2013 10/1/2013

2013 10/2/2013

2013 10/4/2013

2013 11/7/2013

1013 10/24/2013
2013 9/30/2013

1210 7/17/2012

2013 9/27/2013

2013 10/22/2013

2013 10/8/2013

2013 10/3/2013

2013 10/10/2013

1213 9/13/2013

1213 9/18/2013

1208 7/17/2012

1208 7/17/2012

2013 11/5/2013

311 7/17/2012

311 7/17/2012

907 7/17/2012

907 7/17/2012

2013 10/28/2013

2013 10/15/2013

2013 10/16/2013

1212 12/18/2012

1208 7/17/2012

1204 7/17/2012

908 7/17/2012

1213 10/18/2013

107 7/17/2012
1211 7/17/2012

813 9/20/2013

2013 10/28/2013

1207 7/17/2012

1207 7/17/2012

1210 7/17/2012

113 1/24/2013

112 7/17/2012

2013 10/21/2013
2013 1/10/2014
2013 1/10/2014
2013 12/11/2013
2013 1/3/2014

2013 1/6/2014

2013 1/10/2014

2013 12/6/2013

2013 12/6/2013

2006 7/17/2012

2006 7/17/2012

2009 7/17/2012

2009 7/17/2012

2009 7/17/2012

1208 7/17/2012

2013 11/12/2013

2013 10/28/2013
1211 7/17/2012

1211 7/17/2012

2013 11/26/2013

807 7/17/2012
807 7/17/2012

1212 1/20/2013

1213 1/22/2014

110 7/17/2012

1211 7/17/2012

1211 7/17/2012

709 7/17/2012

1213 8/30/2013

1213 9/11/2013

2012 11/14/2012

1210 7/17/2012

1212 1/18/2013

2013 9/13/2013
309 7/17/2012

309 7/17/2012

609 7/17/2012

2013 1/16/2014

1211 7/17/2012

1212 11/30/2012

1213 12/19/2013

1213 1/8/2014

611 7/17/2012

611 7/17/2012

2013 12/3/2013
2013 1/8/2014

610 7/17/2012

610 7/17/2012

912 9/20/2012

912 2/4/2013

912 2/4/2013

1013 8/30/2013

912 9/19/2012

2013 1/14/2014

2013 12/17/2013

113 1/30/2013

113 2/1/2013

814 8/5/2014

1113 9/17/2013

1113 11/13/2013

2013 1/13/2014

2013 1/15/2014

813 8/18/2013

813 8/18/2013
1212 1/11/2013

2013 12/30/2013

2013 1/24/2014

2013 1/23/2014

2013 2/26/2014

114 6/23/2014

114 3/4/2014

2014 3/5/2014

2014 6/24/2014

114 12/19/2013

512 8/21/2012
2013 1/30/2014
1213 12/27/2013

1213 1/3/2014

1213 1/18/2014

1213 1/28/2014

707 7/17/2012

413 4/12/2013

2013 12/23/2013

2013 12/23/2013

214 2/27/2014

214 2/27/2014

114 4/16/2014

504 8/23/2012
403 8/23/2012

808 8/23/2012

1203 8/23/2012

703 8/23/2012

808 8/23/2012

307 8/23/2012

1008 8/23/2012
805 8/23/2012
410 7/17/2012

110 1/14/2014

111 1/14/2014

310 7/31/2013

311 7/31/2013

514 5/19/2014

514 6/18/2014

1011 7/17/2012

1213 10/1/2013

1213 10/2/2013

711 7/17/2012

610 7/17/2012

610 7/17/2012

113 2/5/2013

113 2/4/2013
114 1/24/2014

2013 1/2/2014

2014 12/26/2013

2014 12/26/2013

2013 1/2/2014

2013 12/17/2013

2014 12/13/2013

209 7/17/2012

2014 11/8/2013
2013 11/12/2013

2012 12/17/2013

2014 12/11/2013

2014 12/16/2013

2011 12/17/2013

2013 12/17/2013

2014 12/16/2013

2014 9/30/2013

2013 1/16/2014

2013 1/24/2014

2014 1/24/2014

2014 1/27/2014

2013 1/28/2014

814 9/3/2014
1013 10/17/2013

1113 12/23/2013

2014 10/1/2013

2013 1/16/2014

2011 7/17/2012

2013 1/2/2014

2014 12/26/2013

2014 2/20/2014

2013 2/21/2014

2014 12/23/2013

2013 1/2/2014

2014 11/18/2013

814 8/28/2014

813 9/16/2013

813 10/10/2013

313 3/11/2013

813 9/20/2013

813 10/1/2013

1011 7/17/2012

714 7/25/2014

214 3/3/2014

214 3/3/2014

214 7/3/2014
614 6/24/2014

1109 7/17/2012

214 7/25/2014

214 7/25/2014

414 7/3/2014

414 5/1/2014

414 7/3/2014

614 6/18/2014

813 1/24/2014

813 8/30/2013

813 9/30/2013

813 10/1/2013

308 7/17/2012

1206 7/17/2012

1213 3/13/2014

404 8/23/2012

1012 12/5/2012

1011 7/17/2012
314 3/13/2014

105 7/17/2012

1299 7/17/2012

713 10/21/2013

105 7/17/2012
212 7/17/2012

713 8/7/2013

1209 7/17/2012

1106 3/8/2013

712 3/20/2013

1113 12/11/2013

413 5/3/2013

1212 2/22/2013

504 7/17/2012

704 7/17/2012

713 9/9/2013

510 3/19/2013

305 7/17/2012

305 7/17/2012

313 3/14/2013

313 8/1/2013
1005 7/17/2012

1005 7/17/2012

1005 7/17/2012

214 3/6/2014
1112 11/29/2012
1106 7/17/2012

711 9/7/2012

114 8/5/2014

607 7/17/2012

807 7/17/2012

313 3/13/2013

408 7/17/2012

1010 7/17/2012

209 7/17/2012

214 3/19/2014

610 7/17/2012

610 7/17/2012

813 8/29/2013
111 7/17/2012

514 2/5/2014

213 2/28/2013

813 9/5/2013

314 3/26/2014

1111 5/2/2013

514 5/19/2014

813 8/6/2013
912 10/2/2012

1112 11/29/2012

1109 9/26/2012

1012 5/13/2013

213 2/14/2013

613 7/15/2013

114 5/16/2014

313 3/7/2013
213 8/15/2013

813 8/29/2013

714 8/19/2014

313 3/19/2013
313 3/21/2013

714 7/7/2014

714 7/7/2014

214 2/13/2014

313 3/21/2013

1013 10/22/2013

114 6/4/2014

214 2/20/2014

814 8/14/2014

814 8/14/2014
Form

SF 15

SF 39

SF 39A

SF 50

SF 52

SF 59

SF 61

SF 62

SF 75

SF 85

SF 85P

SF 85P-S

SF 86
2010

SF 86C

SF 113A

SF 113G

SF 144

SF 144A

SF 181

SF 182

SF 256
SF 813

SF 1152

SF 1153

SF 1187

SF 1188

SF 2800

SF
2800A

SF 2801

SF 2802

SF 2803

SF 2804

SF 2805

SF 2806
SF 2806-
1

SF 2807

SF 2808

SF 2809

SF 2810

SF 2812

SF
2812A
SF 2817

SF 2818

SF 2819
SF 2820

SF 2821

SF 2822

SF 2823

SF 3100

SF 3101

SF 3102

SF 3103

SF 3104

SF
3104B

SF 3106

SF 3107

SF 3108

SF 3109

SF 3110

SF 3111

SF 3112
Title

Application for 10-Point Veteran's Preference (Fillable PDF file) [1.22 MB]

Request for Referral of Eligibles (Fillable PDF file) [388.58 KB]

Request and Justification for Selective Factors and Quality Ranking Factors (Attach to SF 39) (Fillable P

Notification of Personnel Action (PDF file) [335.25 KB]

Request for Personnel Action (PDF file)

Request for Approval of Non-Competitive Action (PDF file) [603.6 KB]

Appointment Affidavits (Fillable PDF file) [52.15 KB]

Agency Request to Pass Over a Preference Eligible or Object to an Eligible (Fillable PDF file) [381.31 KB

Request for Preliminary Employment Data (Fillable PDF file) [340.31 KB]

Questionnaire for Non-Sensitive Positions (Fillable PDF file) [354.59 KB]

Questionnaire for Public Trust Positions (Fillable PDF file) [513.33 KB]

Supplemental Questionnaire for Selected Positions (PDF file) [68.25 KB]

Questionnaire for National Security Positions (Fillable PDF file) [6.98 MB]

Standard Form 86 Certification (Fillable PDF file) [669.52 KB]

Monthly Report of Federal Civilian Employment (Fillable PDF file) [522.29 KB]

Monthly Report of Full-Time Equivalent/Work-Year Civilian Employment (Fillable PDF file) [484.73 KB]

Statement of Prior Federal Service (Fillable PDF file) [163.32 KB]

Statement of Prior Federal Service - Worksheet (Fillable PDF file) [467.31 KB]

Ethnicity and Race Identification

FOR USE WITH CURRENT FEDERAL EMPLOYEES ONLY (Fillable PDF file) [63.35 KB]

Authorization, Agreement and Certification of Training (Fillable PDF file) [903.6 KB]

Self-Identification of Disability (Fillable PDF file) [556.76 KB]


Verification of A Military Retiree's Service in Nonwartime Campaigns or Expeditions (Fillable PDF file) [

Designation of Beneficiary -- Unpaid Compensation of Deceased Civilian Employee (Fillable PDF file) [2

Claim for Unpaid Compensation of Deceased Civilian Employee (Fillable PDF file) [120.26 KB]

Request for Payroll Deductions for Labor Organization Dues (Fillable PDF file) [41.07 KB]

Cancellation of Payroll Deductions for Labor Organization Dues (Fillable PDF file) [75.8 KB]

Application for Death Benefits (Civil Service Retirement System) (Fillable PDF file) [667.22 KB] 

Documentation and Elections in Support of Application for Death Benefits When Deceased Was an Em

Application for Immediate Retirement (Civil Service Retirement System) (PDF file) [1.03 MB]

Application for Refund of Retirement Deductions (PDF file) [1.11 MB]

Application to Make Deposit or Redeposit (Fillable PDF file) [978.22 KB]

Application to Make Voluntary Contributions, CSRS (Fillable PDF file) [651.88 KB]

Request for Recovery of Debt Due the United States (Fillable PDF file) [188.76 KB]

Individual Retirement Record (PDF file) [55.61 KB]

Notice of Correction of Individual Retirement Record (Fillable PDF file) [50.45 KB]

Register of Separations and Transfers (CSRS) (Fillable PDF file) [105.73 KB]

Designation of Beneficiary, CSRS (Fillable PDF file) [243.47 KB]

Employee Health Benefits Registration Form (Fillable PDF file) [1.46 MB]

Notice of Change in Health Benefits Enrollment (Fillable PDF file) [134.05 KB]

Report of Withholdings and Contributions for Health Benefits, Life Insurance, and
Retirement (PDF file) [68.47 KB] (Fillable PDF file) [134.05 KB]

Report of Withholdings and Contributions for Health Benefits by Enrollment Code (PDF file) [249.29 KB

Life Insurance Election: FEGLI (Fillable PDF file) [341.63 KB]

Continuation of Life Insurance Coverage as an Annuitant or Compensationer (Fillable PDF file) [151.67

Notice of Conversion Privilege, Federal Employee's Group Life Insurance Program (Fillable PDF file) [73
Certification of Insured Employee's Retired Status
(Fillable PDF file) [295.7 KB]

Agency Certification of Insurance Status (Fillable PDF file) [561.9 KB]

Request for Insurance (Fillable PDF file) [232.33 KB]

Designation of Beneficiary, Federal Employees' Group Life Insurance Program (Fillable PDF file) [717.8

Individual Retirement Record (FERS) (Fillable PDF file) [259.39 KB]

Notice of Correction of Individual Retirement Record (Fillable PDF file) [149.08 KB]

Designation of Beneficiary, Federal Employees Retirement System (Fillable PDF file) [582.76 KB]

Register of Separations and Transfers (Fillable PDF file) [93.09 KB]

Application for Death Benefit (FERS) (Fillable PDF file) [757.62 KB]

Documentation and Elections in Support of Application for Death Benefits when Deceased was an Emp

Application For Refund of Retirement Deductions (Federal Employees Retirement System) (SF 3106A, C

Application for Immediate Retirement (Federal Employees Retirement System) (Fillable PDF file) [754.8

Application to Make Service Credit Payment (Federal Employees Retirement System) (Fillable PDF file)

Election of Coverage (Federal Employees Retirement System) (Fillable PDF file) [161.37 KB]

Former Spouse's Consent to FERS Election (Fillable PDF file) [36.04 KB]

Request for Waiver, Extension, or Search in Connection with Election of FERS Coverage, Federal Emplo

Documentation in Support of Disability Retirement Application (Fillable PDF file) [747.53 KB]
Form Title

OF 8 Position Description (PDF file) [543.04 KB]

OF 69 Assignment Agreement - Title IV, Intergovernmental Personnel Act

OF 178 Certificate of Medical Examination (Fillable PDF file) [764.67 KB]

OF 306 Declaration for Federal Employment (Fillable PDF file) [97.75 KB]

OF 311 Application for Federal Employee Commercial Garnishment (Fillabl

OF 612 Obsolete: Optional Application for Federal Employment (PDF file)


Form Title

OPM 71 Request for Leave or Approved Absence (Fillable PDF file

OPM 630 Application to Become a Leave Recipient Under the Volu

OPM 630A Request to Donate Annual Leave to Leave Recipient Und

OPM 630B Request to Donate Annual Leave to Leave Recipient Und

OPM 630C Transfer of Leave Records for Leave Recipient Covered b

OPM 913B Recognitions and Agreements Change Form (PDF file) [3

OPM 1203 FX Occupational Questionnaire The vacancy announcemen

OPM 1302 Presidential Management Fellows (PMF) Individual Deve

OPM 1303 Presidential Management Fellows (PMF) Executive Resou

OPM 1306 Presidential Management Fellows (PMF) Appointment Int

OPM 1351A Work Years and Personnel Costs Report - Basic and Prem

OPM 1351B Work Years and Personnel Costs Report - Costs of Emplo
OPM 1351C Work Years and Personnel Costs Report - Leave Earned a

OPM 1396 Request to Establish or Discontinue a Personnel Office Id

OPM 1397 Special Salary Rate Request Form (Fillable PDF file) [580

OPM 1482 Agency Certification of Status of Reemployed Annuitant

OPM 1496 Application for Deferred Retirement (Separations before

OPM 1496A Application For Deferred Retirement, Civil Service Retire

OPM 1510 Certification of Agency Officer of Position and Required D

OPM 1514 Military Deposit Worksheet (Fillable PDF file) [174.72 KB

OPM 1515 Military Service Deposit Election (Fillable PDF file) [61.69

OPM 1519 Survivor's Military Service Election - Deceased Employe

OPM 1522 Request for Offset for Health Benefits Premiums from Mo

OPM 1523 Supplemental Semiannual Headcount Report (Fillable PD


OPM 1530 Report of Medical Examination of Person Electing Surviv

OPM 1558 Annual Senior Executive Service Ratings and Pay-for-Per

OPM 1562 Application For Return of Excess Retirement Deductions

OPM 1623 List of Experts & Consultants Hired - 5 USC 3109 (Fillabl

OPM 1637 Application to Become a Leave Recipient Under the Eme

OPM 1638 Request to Donate Annual Leave Under the Emergency

OPM 1639 Transfer of Donated Annual Leave To/From the Emergen

OPM 1643 Child Care Subsidy Application Form (Fillable PDF file) [2

OPM 1644 Child Care Provider Information for Child Care Subsidy P

OPM 1645 Report on Agency Results of Child Care Subsidy Program

OPM 1647A Combined Federal Campaign 2013 Application for Natio

OPM 1647B Combined Federal Campaign 2013 Application for Natio

OPM 1647C Combined Federal Campaign 2013 Application for Local

OPM 1647D Combined Federal Campaign 2013 Application for Local


OPM 1647E Combined Federal Campaign 2013 Application for Family

2014 Combined Federal Campaign Model Pledge Form (


OPM 1654
  This form is for CFC Campaign Personnel
Use Only

OPM 1655 Application for Senior Administrative Law Judge (Fillable

OPM 1655A Geographic Preference for Senior Administrative Law Jud

OPM 1674 Training Nomination and Employee Assessment, Delega

OPM 1675 Individual and Supervisory Assessments, Delegated Exa

OPM 1676 Coverage Determination Application (Fillable PDF file) [1

OPM 1748 Hiring Reform Evaluation Report Template (Fillable PDF fi

OPM 1749 Action Review Checklist (Fillable PDF file) [428.43 KB]

OPM 1750A Time to Hire Chart FY 2011 (PDF file) [94.2 KB]

OPM 1750B Time to Hire Chart FY 2012 (PDF file) [89.74 KB]

OPM 1750C Time to Hire Chart FY 2013 (PDF file) [64.93 KB]

OPM 1828 Data Standards Request Form (PDF file) [262.93 KB]

OPM 1840 http://www.opm.gov/forms/pdf_fill/opm1840.pdf

OPM 1841 Multi-State Plan Program External Review Authorized Re

OPM 2809 Health Benefits Registration Form (ONLY FOR USE BY An


Form Title

INV 60 Request for Determination or Advisory (Fillable PDF file) [138.97 K

INV 100 Freedom of Information/ Privacy Act Request Form (PDF file)

SF 85 Questionnaire for Non-Sensitive Positions (Fillable PDF file) [354.5

SF 85P Questionnaire for Public Trust Positions (Fillable PDF file) [513.33 K

SF 85P-S Supplemental Questionnaire for Selected Positions (Fillable PDF fil

SF 86 2010 Questionnaire for National Security Positions (Fillable PDF file) [6.9

SF 86C http://www.opm.gov/forms/pdf_fill/sf86c.pdf
Form Title

FE-6 Claim for Death Benefits, Federal Employees' Group Life Insuran

FE-6 DEP Settlement of Claim; Option C -- Family Life Insurance (Fillable P

FE-7 Claim for Dismemberment Benefits (Fillable PDF file) [124.7 KB]

FE-2004 Open Season Election Form for 2004 (Fillable PDF file) [295.11 K
Number

CMS-40B

HA-501-U5

HA-520-U5

HA-539

HA-4608

HA-4631
HA-4632
HA-4633
IRS W-4V
Online
Online
Online

Online

Online

Online
Online
Online

Online

Online

Online

Online

Online
SS-5

SS-5-FS

SS-5-SP

SSA-1-BK
SSA-2-BK

SSA-3

SSA-4-BK

SSA-4-INST

SSA-5-BK

SSA-5-INST

SSA-7-F6

SSA-8

SSA-10

SSA-10-INST

SSA-11-BK

SSA-16-BK

SSA-16-BK-SP

SSA-16-INST

SSA-21

SSA-24

SSA-25

SSA-44

SSA-88

SSA-89
SSA-89-SP

SSA-117-PC

SSA-131

SSA-150

SSA-199

SSA-308

SSA-437-BK

SSA-437-BK-SP

SSA-521
SSA-545-BK

SSA-546

SSA-561-U2

SSA-623-F6

SSA-632-BK

SSA-671

SSA-711

SSA-714

SSA-721
SSA-753
SSA-754-F4

SSA-781

SSA-783

SSA-789-U4

SSA-795
SSA-820-BK

SSA-821-BK

SSA-827

SSA-827-INST

SSA-827-INST-SP

SSA-1020-OCR-SM

SSA-1020-OCR-SM-SP

SSA-1020-INST

SSA-1020B-OCR-SM

SSA-1020B-OCR-SM-SP

SSA-1020B-INST

SSA-1020B-INST-SP

SSA-1021

SSA-1021-SP

SSA-1021-INST

SSA-1021-INST-SP
SSA-1026-OCR-SM-
REDE
SSA-1026-OCR-SM-
REDE-SP

SSA-1026-OCR-SM-
SCE

SSA-1026-OCR-SM-
SCE-SP
SSA-1026B-OCR-SM-
INST
SSA-1026B-OCR-SM-
INST-SP

SSA-1372-BK

SSA-1372-BK-FC

SSA-1383

SSA-1560-U4

SSA-1694

SSA-1695-F3

SSA-1696-U4

SSA-1699

SSA-1724-F4

SSA-1945

SSA-2000-F6

SSA-2032-BK

SSA-2512

SSA-2519
SSA-3033
SSA-3105

SSA-3288
SSA-3288-SP
SSA-3368-BK
SSA-3369-BK
SSA-3373-BK

SSA-3375-BK

SSA-3380-BK

SSA-3381
SSA-3441-BK
SSA-3820-BK

SSA-3881-BK

SSA-3885

SSA-4111

SSA-4162
SSA-5665-BK

SSA-5666

SSA-7008

SSA-7050-F4

SSA-7104
SSA-7156
SSA-7157-F4

SSA-7163

SSA-7163A-F4

SSA-8202-BK

SSA-L706-F3

SSA-L4201-BK
Title
Application for Enrollment in Medicare

Not available online - contact your local Social Security office

Request for Hearing by Administrative Law Judge

Request for Review of Decision/Order of Administrative Law Judge

Notice Regarding Substitution of Party Upon Death of Claimant

Waiver of Your Right to Personal Appearance Before an Administrative Law Judge

Claimant's Recent Medical Treatment


Claimant's Medications
Claimant's Work Background
Voluntary Withholding Request
Adult Disability Report
Appeal a Recent Medical Decision
Apply for Disability Benefits

Apply for Retirement, Spouse's or Medicare Benefits

Apply Online for Extra Help with Medicare Prescription Drug Plan Costs

Change Address or Telephone Number


Child Disability Report
Get a Replacement Medicare Card

Representative Payee Accounting Report

Request a Form SSA-1099/1042 (Benefit Statement) for tax or other purposes

Request a Proof of Social Security Benefits Letter

Request Special Notices for the Blind or Visually Impaired

Sign Up For or Change Direct Deposit


Application for a Social Security Card

Application for a Social Security Card (Outside of the U.S.)

Solicitud para una tarjeta de Seguro Social

Application for Retirement Insurance Benefits


Application for Wife's or Husband's Insurance Benefits

Marriage Certification

Application for Child's Insurance Benefits

Reporting Responsibilities for Child's Insurance Benefits

Application for Mother's or Father's Insurance Benefits

Reporting Responsibilities for Mother's or Father's Insurance Benefits

Application for Parent's Insurance Benefits

Application for Lump-Sum Death Payment

Application for Widow's or Widower's Insurance Benefits

Reporting Responsibilities for Widow's or Widower's Insurance Benefits

Request to be Selected as Payee

Not available online - contact your local Social Security office

Application for Disability Insurance Benefits

Solicitud para beneficios de seguro por incapacidad

Reporting Responsibilities For Disability Insurance Benefits

Supplement to Claim of Person Outside the United States

Application for Survivors Benefits (Payable Under Title II of the Social Security Act)

Certification of Election for Reduced Spouse's Benefits

Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event

Pre-Approval Form for Consent Based Social Security Number Verification (CBSV)

Authorization for the Social Security Administration To Release Social Security Number (SSN) Verificati
Autorización para que la Administración de Seguro Social Divulgue la Verificación de un Número de Se

How are we doing?

Employer Report of Special Wage Payments

Modified Benefits Formula Questionnaire

Vocational Rehabilitation Provider Claim

Modified Benefits Formula Questionnaire, Foreign Pension

Complaint Form for Allegations of Discrimination in Programs or Activities Conducted by the Social Sec

Formulario Para Querellas De Alegaciones De Discriminación En Los Programas De La Administración D

Request for Withdrawal of Application


Plan for Achieving Self-Support

Worker's Compensation/Public Disability Questionnaire

Request for Reconsideration


Representative Payee Report

Not available online - contact your local Social Security office

Request for Waiver of Overpayment Recovery or Change in Repayment Rate

Railroad Employment Questionnaire

Request for Deceased Individual's Social Security Record

You can make your payment by Credit Card

Statement of Death by Funeral Director


Statement Regarding Marriage
Statement of Marital Relationship

Certificate of Responsibility for Welfare and Care of Child

Statement Regarding Contributions

Request for Reconsideration - Disability Cessation

Statement of Claimant or Other Persons


Work Activity Report (Self-Employed Person)

Work Activity Report

Authorization to Disclose Information to the Social Security Administration

Instructions for Completing the SSA-827

Instrucciones para completar el formulario SSA-827

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

Instrucciones generales para llenar la Solicitud para el Benefi cio Adicional con los gastos del plan de

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

Instrucciones generales para llenar la Solicitud para el Benefi cio Adicional con los gastos del plan de

General Instructions for Completing the Application for Extra Help with Medicare Prescription Drug Pla

Instrucciones generales para llenar la Solicitud para el Benefi cio Adicional con los gastos del plan de

Appeal of Determination for Extra Help with Medicare Prescription Drug Plan Costs

Apelación de la determinación para recibir el Beneficio Adicional con los gastos del plan de medicame

Instructions for Completing the Appeal of Determination for Extra Help with Medicare Prescription Dru

Instrucciones para llenar la apelación de la determinación para recibir el beneficio adicional con los ga
Social Security Administration Review Of Your Eligibility For Extra Help

Administración del Seguro Social Revisión sobre su derecho a recibir el Beneficio Adicional

Social Security Administration Reporting A Change That May Affect Your Extra Help

Administración del Seguro Social Informe de un cambio que podría afectar su Beneficio Adicional

Review of your Eligibility for Extra Help

Revisión sobre su derecho a recibir el Beneficio Adicional

Advanced Notice of Termination of Child's Benefits

Advanced Notice of Termination of Child's Benefits (Foreign Claims)

Student Reporting Form

Petition to Obtain Approval of a Fee For Representing a Claimant Before the Social Security Administra

Request for Business Entity Taxpayer Information

Identifying Information for Possible Direct Payment of Authorized Fees

Appointment of Representative

Registration for Appointed Representative Services and Direct Payment

Claim for Amounts due in case of a Deceased Beneficiary

Statement Concerning Your Employment in a Job Not Covered by Social Security

Application for Special Benefits for World War II Veterans

Request for Waiver of Special Veterans Benefits (SVB) Overpayment Recovery or Change in Repaymen

Pre-1957 Military Service Federal Benefit Questionnaire

Child Relationship Statement


Employee Work Activity Questionnaire
Important information about your appeal, waiver rights, and repayment options

Consent for Release of Information


Consentimiento para divulgar información
Disability Report - Adult
Work History Report
Function Report - Adult

Function Report - Child Birth to 1st Birthday

Function Report - Adult - Third Party Form

Medical and Job Worksheet - Adult


Disability Report - Appeal
Disability Report - Child

Questionnaire for Children Claiming SSI Benefits

Government Pension Questionnaire

Certification of Election for Reduced Widow(er)'s and Surviving Divorced Spouse's Benefits

Child Care Dropout Questionnaire


Teacher Questionnaire

Request for Administrative Information

Request for Correction of Earnings Record

Request for Social Security Earnings Information

Partnership Questionnaire
Farm Self Employment Questionnaire
Farm Arrangement Questionnaire

Questionnaire about Employment or Self Employment

Supplemental Statement Regarding Farming Activities

Statement for Determining Continuing Eligibility for Supplemental Security Income Payment

Letter to Custodian of Birth Records

Letter to Employer Requesting Wage Information

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