Forms and Instructions (PDF)
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Inst W-3 (PR) (PDF) | Instructions for Form W-3 (PR), Transmittal of Wage and Tax Statements (Puerto Rico Version) | 2020 | 03/26/2021 |
Form 5498-QA | ABLE Account Contribution Information | 2021 | 11/30/2021 |
Form 5498-QA | ABLE Account Contribution Information | 2022 | 11/29/2021 |
Form 8865 (Schedule H) | Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c) | 1118 | 12/20/2018 |
Form 5471 (Schedule J) | Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation | 1220 | 12/03/2020 |
Form 1041 (Schedule J) | Accumulation Distribution for Certain Complex Trusts | 2021 | 10/27/2021 |
Form 3881 | ACH Vendor Miscellaneous Payment Enrollment | 0416 | 10/26/2016 |
Form 3881-A | ACH Vendor/Miscellaneous Payment Enrollment - HCTC | 0517 | 09/16/2017 |
Form 9325 | Acknowledgement and General Information for Taxpayers Who File Returns Electronically | 0117 | 12/13/2016 |
Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 0122 | 12/28/2021 |
Form 8865 (Schedule P) | Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership (Under Section 6046A) | 1219 | 05/13/2020 |
Form 15110 | Additional Child Tax Credit Worksheet | 0321 | 03/22/2021 |
Form 15110 (sp) | Additional Child Tax Credit Worksheet (Spanish Version) | 0122 | 06/02/2022 |
Form 1040 (Schedule 3) | Additional Credits and Payments | 2021 | 12/03/2021 |
Form 1040 (Schedule 3) (sp) | Additional Credits and Payments (Spanish Version) | 2021 | 12/13/2021 |
Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2021 | 12/03/2021 |
Form 1040 (Schedule 1) (sp) | Additional Income and Adjustments to Income (Spanish Version) | 2021 | 12/10/2021 |
Form 1065 (Schedule C) | Additional Information for Schedule M-3 Filers | 1214 | 11/03/2014 |
Form 1120 (Schedule B) | Additional Information for Schedule M-3 Filers | 1218 | 11/15/2018 |
Form 8959 | Additional Medicare Tax | 2021 | 11/16/2021 |
Form 1040 (Schedule 2) | Additional Taxes | 2021 | 12/03/2021 |
Form 1040 (Schedule 2) (sp) | Additional Taxes (Spanish Version) | 2021 | 12/10/2021 |
Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 11/16/2021 |
Form 945-X | Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund | 0214 | 02/27/2014 |
Form 943-X | Adjusted Employer's Annual Federal Tax Return for Agricultural Employees or Claim for Refund | 0222 | 01/20/2022 |
Form 943-X (PR) | Adjusted Employer's Annual Federal Tax Return for Agricultural Employees or Claim for Refund (Puerto Rico Version) | 0222 | 02/28/2022 |
Form 944-X | Adjusted Employer's Annual Federal Tax Return or Claim for Refund | 0222 | 02/24/2022 |
Form 944-X (SP) | Adjusted Employer's ANNUAL Federal Tax Return or Claim for Refund (Spanish Version) | 0222 | 02/24/2022 |
Form CT-1X | Adjusted Employer's Annual Railroad Retirement Tax Return or Claim for Refund | 0322 | 03/29/2022 |
Form 941-X | Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund | 0422 | 06/22/2022 |
Form 941-X (PR) | Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund (Puerto Rico Version) | 0422 | 06/29/2022 |
Form 1118 (Schedule J) | Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End Recharacterization Balances, and Overall Foreign and Domestic Loss Account Bala | 1220 | 11/10/2020 |
Form 15237 | Administrative Damage Claim Under Sections 7426(h), 7432, 7433(a-d) | 0220 | 02/28/2020 |
Form 15100 | Adoption Taxpayer Identification Number (ATIN) Extension Request | 1017 | 10/25/2017 |
Form 15100 (sp) | Adoption Taxpayer Identification Number (ATIN) Extension Request (Spanish Version) | 1017 | 06/09/2022 |
Form 7200 | Advance Payment of Employer Credits Due to COVID-19 | 0421 | 02/01/2022 |
Form 7200 (sp) | Advance Payment of Employer Credits due to COVID-19 (Spanish Version) | 0421 | 02/01/2022 |
Form 8982 | Affidavit for Partner Modification Amended Return Under IRC Section 6225(c)(2)(A) or Partner Alternative Procedure Under IRC Section 6225(c)(2)(B) | 1020 | 10/30/2020 |
Form 851 | Affiliations Schedule | 1016 | 10/14/2016 |
Form 8995-A (Schedule B) | Aggregation of Business Operations | 2021 | 01/06/2022 |
Form 12673 | Agreement to Bid | 0816 | 08/08/2016 |
Form 907 | Agreement to Extend the Time to Bring Suit | 0101 | 07/17/2012 |
Form 13369 | Agreement to Mediate | 0403 | 02/26/2015 |
Form 15057 | Agreement to Rescind Notice of Final Partnership Adjustment | 0219 | 02/07/2019 |
Form 943-A | Agricultural Employer's Record of Federal Tax Liability | 1220 | 12/03/2020 |
Form 943-A (PR) | Agricultural Employer's Record of Federal Tax Liability (Puerto Rico Version) | 1220 | 12/03/2020 |
Form 9210 | Alien Status Questionnaire | 0715 | 09/10/2015 |
Form 1041-T | Allocation of Estimated Tax Payments to Beneficiaries | 2021 | 11/12/2021 |
Form 5074 | Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) | 2021 | 10/14/2021 |
Form 8689 | Allocation of Individual Income Tax to the U.S. Virgin Islands | 2021 | 11/15/2021 |
Form 8888 | Allocation of Refund (Including Savings Bond Purchases) | 1121 | 11/24/2021 |
Form 8958 | Allocation of Tax Amounts Between Certain Individuals in Community Property States | 1119 | 12/03/2019 |
Form 940 (Schedule R) | Allocation Schedule for Aggregate Form 940 Filers | 1217 | 11/22/2017 |
Form 941 (Schedule R) | Allocation Schedule for Aggregate Form 941 Filers | 0622 | 06/22/2022 |
Form 943 (Schedule R) | Allocation Schedule for Aggregate Form 943 Filers | 1221 | 11/24/2021 |
Form 8911 | Alternative Fuel Vehicle Refueling Property Credit | 0122 | 01/13/2022 |
Form 9000 | Alternative Media Preference | 1121 | 11/26/2021 |
Form 9000 (sp) | Alternative Media Preference (Spanish Version) | 1221 | 12/14/2021 |
Form 1041 (Schedule I) | Alternative Minimum Tax - Estates and Trusts | 2021 | 01/07/2022 |
Form 6251 | Alternative Minimum Tax - Individuals | 2021 | 01/10/2022 |
Form 8910 | Alternative Motor Vehicle Credit | 0122 | 01/13/2022 |
Form 8902 | Alternative Tax on Qualifying Shipping Activities | 0418 | 04/13/2018 |
Form 720-X | Amended Quarterly Federal Excise Tax Return | 0120 | 02/21/2020 |
Form 1065-X | Amended Return or Administrative Adjustment Request (AAR) | 1221 | 12/02/2021 |
Form 1120-X | Amended U.S. Corporation Income Tax Return | 1116 | 11/21/2016 |
Form 1040-X | Amended U.S. Individual Income Tax Return | 0721 | 08/25/2021 |
Form 5735 | American Samoa Economic Development Credit | 0113 | 01/17/2013 |
Form W-2AS | American Samoa Wage and Tax Statement (Info Copy Only) | 2022 | 01/14/2022 |
Form W-2AS | American Samoa Wage and Tax Statement (Info Copy Only) | 2021 | 12/16/2021 |
Form 965 (Schedule H) | Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes | 1220 | 11/13/2020 |
Form 8703 | Annual Certification of a Residential Rental Project | 1221 | 12/01/2021 |
Form 5578 | Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax | 1119 | 12/06/2019 |
Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner | 2021 | 11/24/2021 |
Form 8610 | Annual Low-Income Housing Credit Agencies Report | 2021 | 02/16/2022 |
Form 945-A | Annual Record of Federal Tax Liability | 1220 | 12/16/2020 |
Form 8955-SSA | Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits | 2021 | 02/01/2022 |
Form 8804 | Annual Return for Partnership Withholding Tax (Section 1446) | 2021 | 12/21/2021 |
Form 5500-EZ | Annual Return of A One Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan | 2021 | 12/30/2021 |
Form 945 | Annual Return of Withheld Federal Income Tax | 2021 | 11/30/2021 |
Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | 2021 | 11/24/2021 |
Form 8609-A | Annual Statement for Low-Income Housing Credit | 1208 | 07/17/2012 |
Form 1042-T | Annual Summary and Transmittal of Forms 1042-S | 2021 | 10/04/2021 |
Form 1096 | Annual Summary and Transmittal of U.S. Information Returns (Info Copy Only) | 2022 | 04/04/2022 |
Form 1096 | Annual Summary and Transmittal of U.S. Information Returns (Info Copy Only) | 2021 | 12/16/2021 |
Form 1042 | Annual Withholding Tax Return for U.S. Source Income of Foreign Persons | 2021 | 12/29/2021 |
Form 15227 (EN-SP) | Application for an Identity Protection Personal Identification Number (IP PIN) (English-Spanish Version) | 0122 | 05/02/2022 |
Form 4461-A | Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan | 1119 | 11/20/2019 |
Form 4461 | Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans | 1118 | 11/27/2018 |
Form 4461-B | Application for Approval of Master or Prototype or Volume Submitter Plans | 1118 | 11/27/2018 |
Form 5306 | Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) | 1119 | 11/13/2019 |
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 | 11/13/2019 |
Form 4461-C | Application for Approval of Standardized or Nonstandardized 403(b) Pre-Approved Plans | 0422 | 04/21/2022 |
Form 8868 | Application for Automatic Extension of Time To File an Exempt Organization Return | 0122 | 01/11/2022 |
Form 7004 | Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns | 1218 | 12/06/2018 |
Form 8892 | Application for Automatic Extension of Time To File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax | 0819 | 09/10/2019 |
Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2021 | 11/30/2021 |
Form 4868 (sp) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2021 | 01/04/2022 |
Form 13930 | Application for Central Withholding Agreement | 0821 | 08/03/2021 |
Form 4422 | Application for Certificate Discharging Property Subject To Estate Tax Lien | 0218 | 02/23/2018 |
Form 14135 | Application for Certificate of Discharge of Property from Federal Tax Lien | 0610 | 07/17/2012 |
Form 14134 | Application for Certificate of Subordination of Federal Tax Lien | 0610 | 07/17/2012 |
Form 3115 | Application for Change in Accounting Method | 1218 | 01/14/2019 |
Form 14498 | Application for Consent to Sale of Property Free of the Federal Tax Lien | 0122 | 01/10/2022 |
Form 5307 | Application for Determination for Adopters of Modified Volume Submitter Plans (Info Copy Only) | 0614 | 11/27/2019 |
Form 5300 | Application for Determination for Employee Benefit Plan | 0117 | 06/30/2022 |
Form 5309 | Application for Determination of Employee Stock Ownership Plan | 0112 | 07/17/2012 |
Form 5310 | Application for Determination Upon Termination (Info Copy Only) | 1213 | 08/30/2021 |
Form SS-4 | Application for Employer Identification Number | 1219 | 01/27/2020 |
Form SS-4 (PR) | Application for Employer Identification Number (EIN) (Puerto Rico Version) | 0220 | 02/05/2020 |
Form 23 | Application for Enrollment to Practice Before the Internal Revenue Service | 1020 | 09/30/2020 |
Form 4361 | Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners | 0111 | 07/17/2012 |
Form 4029 | Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits | 1118 | 11/09/2018 |
Form 1127 | Application for Extension of Time for Payment of Tax Due to Undue Hardship | 1220 | 12/29/2020 |
Form 4768 | Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes | 0220 | 03/12/2020 |
Form 5558 | Application for Extension of Time to File Certain Employee Plan Returns | 0918 | 09/07/2018 |
Form 8809-I | Application for Extension of Time to File FATCA Form 8966 | 1115 | 11/17/2015 |
Form 8809 | Application for Extension of Time to File Information Returns | 0820 | 08/06/2020 |
Form 2350 | Application for Extension of Time to File U.S. Income Tax Return | 2021 | 01/03/2022 |
Form 2350 (sp) | Application for Extension of Time to File U.S. Income Tax Return (Spanish version) | 2021 | 01/04/2022 |
Form 14017 | Application for Fast Track Settlement | 0320 | 05/07/2020 |
Form 4423 | Application for Filing Affordable Care Act (ACA) Information Returns | 0316 | 08/19/2016 |
Form 5316 | Application for Group or Pooled Trust Ruling | 1221 | 12/16/2021 |
Form W-7 | Application for IRS Individual Taxpayer Identification Number | 0819 | 09/20/2019 |
Form 14345 | Application for Qualified Intermediary, Withholding Foreign Partnership, or Withholding Foreign Trust Status | 1016 | 02/23/2017 |
Form 1024 | Application for Recognition of Exemption Under Section 501(a) | 0118 | 06/30/2022 |
Form 1023 | Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code | 1217 | 04/21/2021 |
Form 1024-A | Application for Recognition of Exemption Under Section 501(c)(4) of the Internal Revenue Code | 0118 | 08/17/2021 |
Form 1028 | Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code | 0906 | 11/27/2019 |
Form 14693 | Application for Reduced Rate of Withholding on Whistleblower Award Payment | 0217 | 02/13/2017 |
Form 13844 | Application For Reduced User Fee For Installment Agreements | 0222 | 02/10/2022 |
Form 13844 (sp) | Application for Reduced User Fee for Installment Agreements (Spanish Version) | 0222 | 02/10/2022 |
Form 637 | Application for Registration (For Certain Excise Tax Activities) | 0422 | 03/28/2022 |
Form 8554 | Application for Renewal of Enrollment to Practice Before the Internal Revenue Service | 0222 | 02/28/2022 |
Form 8554-EP | Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) | 0222 | 02/28/2022 |
Form 211 | Application for Reward for Original Information | 0718 | 07/31/2018 |
Form 15320 | Application for Security Summit Membership | 0521 | 06/29/2021 |
Form 13424-P | Application For Special Appearance Authorization | 0921 | 09/28/2021 |
Form 2587 | Application for Special Enrollment Examination | 0322 | 04/01/2022 |
Form W-7A | Application for Taxpayer Identification Number for Pending U.S. Adoptions | 1017 | 10/24/2017 |
Form 1045 | Application for Tentative Refund | 2021 | 11/29/2021 |
Form 8802 | Application for U.S. Residency Certification | 1118 | 11/08/2018 |
Form 8952 | Application for Voluntary Classification Settlement Program (VCSP) | 1113 | 09/17/2013 |
Form 8950 | Application for Voluntary Correction Program (VCP) | 1117 | 04/10/2019 |
Form 12277 | Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien (Internal Revenue Code Section 6323(j)) | 1011 | 07/17/2012 |
Form 8288-B | Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests | 0216 | 02/08/2016 |
Form 1128 | Application to Adopt, Change or Retain a Tax Year | 1014 | 04/28/2017 |
Form 13551 | Application to Participate in the IRS Acceptance Agent Program | 0619 | 06/12/2019 |
Form 970 | Application to Use Lifo Inventory Method | 1120 | 12/04/2020 |
Form 8038-T | Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate | 1021 | 10/07/2021 |
Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts | 2021 | 12/20/2021 |
Form 8594 | Asset Acquisition Statement Under Section 1060 | 1121 | 11/19/2021 |
Form 8883 | Asset Allocation Statement Under Section 338 | 1017 | 10/31/2017 |
Form 6198 | At-Risk Limitations | 1220 | 12/03/2020 |
Form 14454 | Attachment to Offshore Voluntary Disclosure Letter | 1217 | 12/21/2017 |
Form 1122 | Authorization and Consent of Subsidiary Corporation to be Included in a Consolidated Income Tax Return | 1203 | 07/17/2012 |
Form 14462 | Authorization for Disclosure of Information - IRS Return Preparer Office | 0214 | 02/13/2014 |
Form 13287 | Bank Payment Problem Identification | 1209 | 07/17/2012 |
Form 1041 (Schedule K-1) | Beneficiary's Share of Income, Deductions, Credits, etc. | 2021 | 12/14/2021 |
Form 8864 | Biodiesel and Renewable Diesel Fuels Credit | 0120 | 01/17/2020 |
Form 6478 | Biofuel Producer Credit | 0120 | 01/14/2020 |
Form 1097-BTC | Bond Tax Credit | 1219 | 11/19/2019 |
Form 1120-IC-DISC (Schedule Q) | Borrower's Certificate of Compliance With the Rules for Producer's Loan | 0916 | 09/02/2016 |
Form 14039-B | Business Identity Theft Affidavit | 0521 | 05/24/2021 |
Form 14039-B (SP) | Business Identity Theft Affidavit (Spanish version) | 0521 | 05/24/2021 |
Form 8992 (Schedule B) | Calculation of Global Intangible Low-Taxed Income (GILTI) for Members of a U.S. Consolidated Group Who Are U.S. Shareholders of a CFC | 1220 | 11/24/2020 |
Form 1099-C | Cancellation of Debt (Info Copy Only) | 0122 | 12/28/2021 |
Form 1040 (Schedule D) | Capital Gains and Losses | 2021 | 12/10/2021 |
Form 1041 (Schedule D) | Capital Gains and Losses | 2021 | 12/15/2021 |
Form 1065 (Schedule D) | Capital Gains and Losses | 2021 | 12/08/2021 |
Form 1120 (Schedule D) | Capital Gains and Losses | 2021 | 12/16/2021 |
Form 1120-S (Schedule D) | Capital Gains and Losses and Built-in Gains | 2021 | 12/09/2021 |
Form 8933 | Carbon Oxide Sequestration Credit | 2021 | 11/16/2021 |
Form 720-CS | Carrier Summary Report | 0910 | 07/17/2012 |
Form 8328 | Carryforward Election of Unused Private Activity Bond Volume Cap | 0721 | 08/05/2021 |
Form 8859 | Carryforward of the District of Columbia First-Time Homebuyer Credit | 2021 | 02/04/2022 |
Form 8610 (Schedule A) | Carryover Allocation of Low-Income Housing Credit | 1121 | 12/09/2021 |
Form 4684 | Casualties and Thefts | 2021 | 12/20/2021 |
Form 10301 | CD Encryption Code Authorization For CP2100 972CG Notices | 0117 | 02/09/2017 |
Form 8849 (Schedule 3) | Certain Fuel Mixtures and the Alternative Fuel Credit | 0121 | 02/09/2021 |
Form W-2G | Certain Gambling Winnings | 0121 | 12/16/2020 |
Form 1099-G | Certain Government Payments (Info Copy Only) | 0122 | 12/15/2021 |
Form W-7 (COA) | Certificate of Accuracy for IRS Individual Taxpayer Identification Number | 0519 | 05/14/2019 |
Form 15200 | Certificate of Completion (Paid Preparer Due Diligence Training) | 0120 | 01/13/2020 |
Form SS-16 | Certificate of Election of Coverage | 0410 | 07/17/2012 |
Form W-8BEN-E | Certificate of Entities Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) | 1021 | 10/12/2021 |
Form W-14 | Certificate of Foreign Contracting Party Receiving Federal Procurement Payments | 0816 | 08/19/2016 |
Form W-8EXP | Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting | 0717 | 09/16/2017 |
Form W-8IMY | Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting | 1021 | 11/18/2021 |
Form W-8ECI | Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States | 1021 | 10/04/2021 |
Form 8804-C | Certificate of Partner-Level Items to Reduce Section 1446 Withholding | 0309 | 07/17/2012 |
Form W-8BEN | Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) | 1021 | 09/30/2021 |
Form 8274 | Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes | 0814 | 08/28/2014 |
Form 14654 | Certification by U.S. Person Residing in the United States for Streamlined Domestic Offshore Procedures | 0917 | 04/13/2018 |
Form 14653 | Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures | 1017 | 04/13/2018 |
Form 8905 | Certification of Intent to Adopt a Pre-Approved Plan | 0112 | 07/17/2012 |
Form 8983 | Certification of Partner Tax-Exempt Status for Modification Under IRC Section 6225(c)(3) | 1020 | 10/30/2020 |
Form 706-CE | Certification of Payment of Foreign Death Tax | 1019 | 08/23/2019 |
Form 15028 | Certification of Publicly Traded Partnership to Notify Specified Partners and Qualified Relevant Partners for Approved Modifications Under IRC Section 6225(c)(5) | 1020 | 10/30/2020 |
Form 8973 | Certified Professional Employer Organization Customer Reporting Agreement | 1218 | 12/06/2018 |
Form 14751 | Certified Professional Employer Organization Surety Bond | 0517 | 09/16/2017 |

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