Forms Library

IRS form used to calculate the tax on a child's unearned income (kiddie tax) when it exceeds a certain threshold.

IRS form used by U.S. shareholders of passive foreign investment companies (PFICs) to report income and elections related to their PFIC holdings.

IRS form used to claim a credit for the minimum tax paid in a prior year that is attributable to deferral items.

IRS form (Schedule 8812) used to calculate and claim the child tax credit and the credit for other dependents.

IRS form used to authorize any individual, corporation, firm, organization, or partnership to inspect and/or receive your confidential tax information for the type of tax and years specified.

IRS form used by eligible entities to elect how they are classified for federal tax purposes (e.g., corporation, partnership, or disregarded entity).

IRS form used to claim the production tax credit for electricity generated from qualified renewable energy resources, refined coal, and Indian coal.

IRS form used to extend the assessment period for tax related to certain transfers of property to foreign corporations under Section 367.

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

IRS form filed by aliens who are exempt from the substantial presence test due to student, teacher, trainee, or medical status.

IRS form used by U.S. persons to report information about foreign disregarded entities and foreign branches they own or control.

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

IRS form used by a parent S corporation to elect to treat an eligible subsidiary as a qualified subchapter S subsidiary (QSub).

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

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

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

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

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

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

IRS form used by eligible contractors to claim the credit for constructing new energy-efficient homes that meet specified energy-saving requirements.

IRS form used to claim the credit for installing qualified alternative fuel vehicle refueling property, such as EV charging stations.

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

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

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