Forms Library

IRS payment voucher used when mailing a check or money order for any balance due on the Form 1040 tax return.

IRS form used by lenders to report student loan interest payments of $600 or more received during the tax year, which may be deductible.

Reports qualified tuition program payment information

IRS form used by educational institutions to report tuition payments and related expenses, which may qualify students for education tax credits.

Reports government payments including unemployment compensation

Reports long-term care insurance payment information

Reports distributions from qualified tuition programs

IRS form used to determine if you owe a penalty for underpaying your estimated tax and to calculate the penalty amount.

Calculates underpayment of estimated tax penalties

Reports repayment of homebuyer credit

IRS form used to report income from installment sales where at least one payment is received after the tax year of the sale.

IRS/FinCEN form required when a business receives more than $10,000 in cash in a single transaction or related transactions.

IRS form used to report contributions and distributions from Archer Medical Savings Accounts and payments under qualified long-term care insurance contracts.

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

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

California payment voucher for automatic extension of time to file individual income tax return.

California estimated fee payment voucher for LLCs with total income of $250,000 or more.

California estimated tax payment voucher for individuals who expect to owe state income tax.

Certificate used by California residents to claim exemption from California income tax withholding on certain payments.

Georgia withholding certificate for pension or annuity payments. Used by retirees to elect Georgia income tax withholding from retirement income.

Iowa withholding certificate for pension, annuity, and other retirement distributions.

Illinois estimated income tax payment voucher for individuals making quarterly estimated tax payments.

Illinois form for computing penalties for underpayment of estimated individual income tax.

Illinois automatic extension payment voucher for individual income tax. Used to make a payment with an extension request.