Draft Tax Forms
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Product Number Sorted Ascending Help on Form Number Title Not sorted Help on Title Revision Date Not sorted Help on Revision Date Posted Date Not sorted Help on Posted Date
Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) 1119 08/23/2019
Form 5307 Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans (Info Copy Only) 0213 10/05/2012
Inst 5307 Instructions for Form 5307, Application for Determination for Adopters of Master or Prototype (M&P) or Volume Submitter (VS) Plans 0213 10/18/2012
Form 5308 Request for Change in Plan/Trust Year 1119 08/01/2019
Form 5310 Application for Determination Upon Termination (Info Copy Only) 0213 10/11/2012
Inst 5310 Instructions for Form 5310, Application for Determination Upon Termination 0121 03/22/2021
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business 1110 06/17/2013
Inst 5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business 1220 10/22/2020
Form 5316 Application for Group or Pooled Trust Ruling 1221 08/10/2021
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2021 08/09/2021
Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2021 09/03/2021
Form 5330 Return of Excise Taxes Related to Employee Benefit Plans 1221 08/20/2021
Inst 5330 Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans 1221 11/09/2021
Form 5405 Repayment of the First-Time Homebuyer Credit 1121 07/22/2021
Inst 5405 Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit 1121 08/19/2021
Form 5452 Corporate Report of Nondividend Distributions 1018 07/03/2018
Form 5471 Information Return of U.S. Persons With Respect To Certain Foreign Corporations 1221 07/07/2021
Inst 5471 Instructions for Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations 0122 11/26/2021
Form 5471 (Schedule E) Income, War Profits, and Excess Profits Taxes Paid or Accrued 1221 07/02/2021
Form 5471 (Schedule G-1) Cost Sharing Arrangement 1221 09/02/2021
Form 5471 (Schedule H) Current Earnings and Profits 1221 06/21/2021
Form 5471 (Schedule I-1) Information for Global Intangible Low-Taxed Income 1221 07/08/2021
Form 5471 (Schedule J) Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation 1220 08/24/2020
Form 5471 (Schedule M) Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons 1221 06/17/2021
Form 5471 (Schedule O) Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of Its Stock 1212 08/23/2012
Form 5471 (Schedule P) Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations 1220 08/24/2020
Form 5471 (Schedule Q) CFC Income by CFC Income Groups 1220 12/09/2020
Form 5471 (Schedule R) Distributions From a Foreign Corporation 1220 08/11/2020
Form 5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business 1221 12/03/2021
Inst 5472 Instructions for Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business 1221 11/23/2021
Form 5498 IRA Contribution Information (Info Copy Only) 2022 10/20/2021
Form 5498-ESA Coverdell ESA Contribution Information 2022 08/05/2021
Inst 5498-ESA Instructions for Form 5498-ESA, Coverdell ESA Contribution Information 2022 08/26/2021
Form 5498-QA ABLE Account Contribution Information 2022 09/02/2021
Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2022 08/11/2021
Form 5500-EZ Annual Return of A One Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan 2019 09/23/2019
Inst 5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan 2019 10/03/2019
Form 5558 Application for Extension of Time to File Certain Employee Plan Returns 0918 06/27/2018
Form 5578 Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax 1119 09/09/2019
Form 5695 Residential Energy Credits 2021 06/29/2021
Inst 5695 Instructions for Form 5695, Residential Energy Credit 2020 10/13/2020
Inst 5713 Instructions for Form 5713, International Boycott Report 0918 08/10/2018
Form 5713 (Schedule B) Specifically Attributable Taxes and Income (Section 999(c)(2)) 0918 08/08/2018
Form 5713 (Schedule C) Tax Effect of the International Boycott Provisions 0918 08/10/2018
Form 5768 Election/Revocation of Election By an Eligible Section 501(c)(3) Organization to Make Expenditures To Influence Legislation 0916 05/12/2016
Form 5884 Work Opportunity Credit 0321 03/17/2021
Inst 5884 Instructions for Form 5884, Work Opportunity Credit 0321 04/01/2021
Form 5884-A Employee Retention Credit 0321 03/17/2021
Inst 5884-A Instructions for Form 5884-A, Employee Retention Credit 0321 03/29/2021
Form 5884-C Work Opportunity Credit for Qualified Tax-Exempt Organizations Hiring Qualified Veterans 0321 03/30/2021

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