Appendix 4                  Supported Federal Form for Personal Returns

Forms

Description

1040, A & EZ

Individual Income Tax Return

1040 ES

Estimated Tax Return

1040 NR

Non-Resident Returns and Attached Schedules and Forms

1040 SS

Return for Resident of Puerto Rico

1040 V

Payment Voucher

1040 X

Amended US Tax Return

W-2

Wage & Tax Statement

W-2G

Gambling Income Statement

W-2PR

Puerto Rico Withholding Statement

W-7

Application for Individual Taxpayer Identification

W-7 COA

Certification of Accuracy of IRS ITIN

982

Reduction of Tax/Discharge of Debt

1098 C

Contributions of Motor Vehicles, Boats and Airplanes

1099B

Proceeds from Broker and Barter Exchange Transactions

1099 C

Cancellation of Debt

1099 DIV

Dividends and Distributions

1099 G

Certain Government Payments

1099 INT

Interest Income

1099K

Payment Card and Third Party Network Transactions

1099 MISC

Miscellaneous Income Statement

1099 OID

Original Issue Discount

1099 Q

Payments from Qualified Education Programs

1099 R

Distributions from pensions and annuities

1099 RRB

Railroad Retirement Benefit Statement (Tier 1)

1099 SSA

Social Security Benefits Statement

1116

Foreign Tax Credit

1127

App. for Extension of Time for Payment of Tax Due/Undue Hardship

1310

Person Claiming Refund Due to Deceased Taxpayer

2106

Employee Business Expenses

2106 EZ

Employee Business Expenses

2120

Multiple Support Declaration

2210

Underpayment of Tax

2210F

Underpayment of Tax for Farmers

2350

Application to File a Federal Extension

2439

Notice to Shareholder of Undistributed Long-Term Capital Gains

2441

Child & Dependent Care

2555 and EZ

Earned Foreign Income

2848

Power of Attorney and Declaration of Representative

3115

Application for Change in Accounting Method

3468

Investment Credit

3800

General Business Credit

3903

Moving Expense

4136

Fuel Tax Credit

4137

Social Security Tax on Tips

4255

Recapture of Investment Credit

4361

Exemption from SE Tax by Ministers, Members of Religious Orders and Christian Science Practitioners

4562

Depreciation & Amortization

4684

Casualties & Thefts

4797

Sales of Business Property

4835

Farm Rental Income & Expenses

Forms

Description

4852

Substitute for W-2

4868

Automatic Extension of Time to File

4952

Investment Interest Expense

4970

Tax on Distribution of Trusts

4972

Tax on Lump Sum Distribution

5329

Taxes on Qualified Retirement Plans

5405

First-Time Homebuyer Credit

5695

Home Energy Credit

5884

Work Opportunity Credit

6198

At-Risk Limitations

6251

Alternative Minimum Tax

6252

Installment Sale Income

6478

Credit For Alcohol Fuel

6765

Credit For Research Activities

6781

Gain/Loss Sec 1256 Contracts

8283

Non-cash Charitable Contributions

8332

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent

8379

Injured Spouse Claim and Allocation

8396

Mortgage Interest Credit

8582

Passive Activity Loss Limitations

8582 CR

Passive Activity Gain Limitations

8586

Low Income Housing Credit

8606

Nondeductible IRA Contributions

8615

Tax for Children Under 14

8801

Prior Year Minimum Tax Credit

8812

Additional Child Tax Credit

8814

Report Child`s Interest & Dividends

8815

Exclusion of Series EE Interest

8820

Orphan Drug Credit

8821

Tax Information Authorization

8822

Change of Address

8824

Like Kind Exchange

8826

Disabled Access Credit

8828

Recapture of Fed Mortgage Subsidy

8829

Business Use of Your Home

8834

Qualified Electric vehicle Credit

8835

Renewable Electricity Production Credit

8839

Qualified Adoption Expenses

8843

Statement of Exempt Individuals

8844

Empowerment Zone Employment Credit

8845

Indian Employment Credit

8846

Credit for FICA/Medicare Tax on Tips

8853

Medical Savings Accounts/LTC Contacts

8859

D.C. First Time Home Buyer Credit

8862

EIC After Disallowance

8863

Education Credits

8867

Paid Preparer`s EIC Checklist

8879

IRS e-File Signature Authorization

8880

Credit for Qualified Retirement Savings Contributions

8889

Health Savings Accounts

8891

U.S. Information Return for Beneficiaries of Certain Can. Ret. Plans

8903

Domestic Production Activities Deduction

8910

Alternative Motor Vehicle Credit

8917

Tuition and Fees Deduction *Pending

8919

Uncollected SS & Medicare Tax on Wages

8925

Report of Employer-Owned Life Insurance Contracts

8936

Qualified Plug-In Electric Drive MV Credit

 

 

Form

Description

8938

Statement of Foreign Financial Assets

8941

Credit for Small Employer Health Insurance Credit

8948

Preparer Explanation for Not Filing Electronically

8949

Sales and other Dispositions of Capital Assets

8958

Allocation of Tax Amounts Between Certain Individuals in Community Property States

8959

Sales and Other Dispositions of Capital Assets

8960

Net Investment Income Tax for Individuals, Estates, and Trusts

8962

Premium Tax Credit (PTC)

8965

Health Coverage Exemptions

9465

Installment Agreement Request

 

 

Schedules

Description

A

Itemized Deductions

B

Interest & Dividends

C

Profit or Loss From Business

C-EZ

Net Profit From Business

D

Capital Gains & Losses

E

Supplemental Income

EIC

Earned Income Credit

F

Farm Income & Expenses

H

Household Employment Taxes

J

Farm Income Averaging

K-1 1041

Beneficiary`s Share of Income

K-1 1120S

Shareholder`s Share of Income

K-1 1065

Partner`s Share of Income

R

Credit for the Elderly

SE

Social Security Self-Employment Tax

 

 

Worksheets

Description

Bank Application

Bank Application for Financial Products

Bus Act Q

Business Activities Questionnaire

 

 

Worksheets

Description

Car & Truck

Car and Truck Expense Worksheet

EF-PMT

Electronic Filing Debit Payment Form

FEC Record

Foreign Employer Compensation Record

Home Sale

Home Sale Worksheet

IRS Election

Explanation of Election to IRS

IRS Notes

Preparer`s Notes to IRS

IRS Regulatory

Explanation of Regulatory to IRS

Minister

Statement of Clergy Income

NOL

Net Operating Loss Worksheet

Other Not

Other Notes

Paper File

Statement of Taxpayer`s Choice to File in Paper Format

PIN Form

Authentication of PIN form

 

Note: For a more detailed list of Accepted Forms/Schedules for Tax Year 2014 not included with your software program, please refer to the IRS website, www.IRS.gov