Forms and Instructions (PDF)
| Instructions: | Tips: | More Information: |
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Product Number
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Title
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Revision Date
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Posted Date
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|---|---|---|---|
| Inst 8952 | Instructions for Form 8952, Application for Voluntary Classification Settlement Program (VCSP) | 1121 | 11/03/2021 |
| Inst 8950 | Instructions for Form 8950, Application for Voluntary Correction Program (VCP) Submission Under the Employee Plans Compliance Resolution System (EPCRS) | 0122 | 12/29/2021 |
| Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2021 | 01/10/2022 |
| Inst 8941 | Instructions for Form 8941, Credit for Small Employer Health Insurance Premiums | 2021 | 12/15/2021 |
| Inst 8940 | Instructions for Form 8940, Request for Miscellaneous Determination | 0118 | 12/28/2017 |
| Inst 8938 | Instructions for Form 8938, Statement of Specified Foreign Financial Assets | 1121 | 12/22/2021 |
| Inst 8937 | Instructions for Form 8937, Report of Organizational Actions Affecting Basis of Securities | 1217 | 12/26/2017 |
| Inst 8936 | Instructions for Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit | 0122 | 01/10/2022 |
| Inst 8933 | Instructions for Form 8933, Carbon Oxide Sequestration Credit | 2021 | 12/15/2021 |
| Inst 8928 | Instructions for Form 8928, Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code | 0916 | 03/13/2019 |
| Inst 8918 | Instructions for Form 8918, Material Advisor Disclosure Statement | 1121 | 12/09/2021 |
| Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0222 | 02/15/2022 |
| Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 02/15/2022 |
| Inst 8915-C | Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 02/15/2022 |
| Inst 8915-B | Instructions for Form 8915B, Qualified 2017 Disaster Retirement Plan Distributions and Repayments | 2021 | 02/04/2022 |
| Inst 8912 | Instructions for Form 8912, Credit to Holders of Tax Credit Bonds | 1221 | 01/05/2022 |
| Inst 8911 | Instructions for Form 8911, Alternative Fuel Vehicle Refueling Property Credit | 0122 | 01/13/2022 |
| Inst 8910 | Instructions for Form 8910, Alternative Motor Vehicle Credit | 0122 | 01/13/2022 |
| Inst 8908 | Instructions for Form 8908, Energy Efficient Home Credit | 0221 | 02/24/2021 |
| Inst 8904 | Instructions for Form 8904, Credit for Oil and Gas Products From Marginal Wells | 1218 | 05/22/2020 |
| Inst 8903 | Instructions for Form 8903, Domestic Production Activities Deduction | 1219 | 01/07/2020 |
| Inst 8902 | Instructions for Form 8902, Alternative Tax on Qualifying Shipping Activities | 0418 | 04/13/2018 |
| Inst 8900 | Instructions for Form 8900, Qualified Railroad Track Maintenance Credit | 0220 | 02/21/2020 |
| Inst 8898 | Instructions for Form 8898, Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession | 1021 | 10/19/2021 |
| Inst 8889 | Instructions for Form 8889, Health Savings Accounts (HSAs) | 2021 | 01/12/2022 |
| Inst 8886-T | Instructions for Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction | 1219 | 01/27/2020 |
| Inst 8886 | Instructions for Form 8886, Reportable Transaction Disclosure Statement | 1219 | 02/12/2020 |
| Inst 8885 | Instructions for Form 8885, Health Coverage Tax Credit | 2021 | 12/06/2021 |
| Inst 8883 | Instructions for Form 8883, Asset Allocation Statement Under Section 338 | 1017 | 10/31/2017 |
| Inst 8881 | Instructions for Form 8881, Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment | 1220 | 01/14/2021 |
| Inst 8873 | Instructions for Form 8873, Extraterritorial Income Exclusion | 0917 | 09/16/2017 |
| Inst 8872 | Instructions for Form 8872, Political Organization Report of Contributions and Expenditures | 1020 | 10/22/2020 |
| Inst 8871 | Instructions for Form 8871, Political Organization Notice of Section 527 Status | 0211 | 07/17/2012 |
| Inst 8869 | Instructions for Form 8869, Qualified Subchapter S Subsidiary Election | 1220 | 12/07/2020 |
| Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 1221 | 01/07/2022 |
| Inst 8866 | Instructions for Form 8866, Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method | 1118 | 11/09/2018 |
| Inst 8865 | Instructions for Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships | 2021 | 01/12/2022 |
| Inst 8864 | Instructions for Form 8864, Biodiesel and Renewable Diesel Fuels Credit | 0120 | 01/18/2020 |
| Inst 8863 | Instructions for Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) | 2021 | 12/15/2021 |
| Inst 8862 | Instructions for Form 8862, Information to Claim Earned Income Credit After Disallowance | 1221 | 01/04/2022 |
| Inst 8862 (sp) | Instructions for Form 8862 (SP), Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1221 | 01/05/2022 |
| Inst 8858 | Instructions for Form 8858, Information Return of U.S. Persons With Respect To Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs) | 0921 | 09/30/2021 |
| Inst 8857 | Instructions for Form 8857, Request for Innocent Spouse Relief | 0621 | 07/30/2021 |
| Inst 8854 | Instructions for Form 8854, Initial and Annual Expatriation Statement | 2021 | 12/06/2021 |
| Inst 8853 | Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts | 2021 | 12/20/2021 |
| Inst 8850 | Instructions for Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity Credit | 0321 | 03/17/2021 |
| Inst 8845 | Instructions for Form 8845, Indian Employment Credit | 0122 | 01/10/2022 |
| Inst 8844 | Instructions for Form 8844, Empowerment Zone Employment Credit | 1221 | 12/08/2021 |
| Inst 8839 | Instructions for Form 8839, Qualified Adoption Expenses | 2021 | 01/03/2022 |
| Inst 8835 | Instructions for Form 8835, Renewable Electricity, Refined Coal, and Indian Coal Production Credit | 2021 | 01/18/2022 |
| Inst 8829 | Instructions for Form 8829, Expenses for Business Use of Your Home | 2021 | 12/27/2021 |
| Inst 8828 | Instructions for Form 8828, Recapture of Federal Mortgage Subsidy | 0310 | 07/17/2012 |
| Inst 8824 | Instructions for Form 8824, Like-Kind Exchanges | 2021 | 01/27/2022 |
| Inst 8821 (SP) | Instructions for Form 8821, Tax Information Authorization (Spanish Version) | 0921 | 01/24/2022 |
| Inst 8821 | Instructions for Form 8821, Tax Information Authorization | 0921 | 09/02/2021 |
| Inst 8810 | Instructions for Form 8810, Corporate Passive Activity Loss and Credit Limitations | 2021 | 01/27/2022 |
| Inst 8809-I | Instructions for Form 8809-I, Application for Extension of Time to File FATCA Form 8966 | 1115 | 04/01/2016 |
| Inst 8804-W | Instructions for Form 8804-W, Installment Payments of Section 1446 Tax for Partnerships | 2022 | 11/18/2021 |
| Inst 8804-C | Instructions for Form 8804-C, Certificate of Partner-Level Items to Reduce Section 1446 Withholding | 1112 | 11/19/2012 |
| Inst 8802 | Instructions for Form 8802, Application for U.S. Residency Certification | 0820 | 08/11/2020 |
| Inst 8801 | Instructions for Form 8801, Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts | 2021 | 01/10/2022 |
| Inst 8697 | Instructions for Form 8697, Interest Computation Under the Look-Back Method for Completed Long-Term Contracts | 1118 | 11/15/2018 |
| Inst 8621-A | Instructions for Form 8621-A, Return by a Shareholder Making Certain Late Elections To End Treatment as a Passive Foreign Investment Company | 1218 | 12/06/2018 |
| Inst 8621 | Instructions for Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund | 0122 | 12/27/2021 |
| Inst 8615 | Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income | 2021 | 01/10/2022 |
| Inst 8609-A | Instructions for Form 8609-A, Annual Statement for Low-Income Housing Credit | 1221 | 02/15/2022 |
| Inst 8609 | Instructions for Form 8609, Low-Income Housing Credit Allocation and Certification | 0222 | 02/16/2022 |
| Inst 8606 | Instructions for Form 8606, Nondeductible IRAs | 2021 | 01/11/2022 |
| Inst 8594 | Instructions for Form 8594, Asset Acquisition Statement Under Section 1060 | 1121 | 11/19/2021 |
| Inst 8582-CR | Instructions for Form 8582-CR, Passive Activity Credit Limitations | 1219 | 01/30/2020 |
| Inst 8582 | Instructions for Form 8582, Passive Activity Loss Limitations | 2021 | 01/18/2022 |
| Inst 843 | Instructions for Form 843, Claim for Refund and Request for Abatement | 1221 | 12/27/2021 |
| Inst 8379 | Instructions for Form 8379, Injured Spouse Allocation | 1121 | 11/16/2021 |
| Inst 8288 | Instructions for Form 8288, U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests | 1221 | 01/10/2022 |
| Inst 8283 | Instructions for Form 8283, Noncash Charitable Contributions | 1221 | 01/04/2022 |
| Inst 8275-R | Instructions for Form 8275-R, Regulation Disclosure Statement | 0121 | 01/26/2021 |
| Inst 8275 | Instructions for Form 8275, Disclosure Statement | 0121 | 01/26/2021 |
| Inst 8233 | Instructions for Form 8233, Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Service of a Nonresident Alien Individual | 1021 | 09/30/2021 |
| Inst 8082 | Instructions for Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) | 0121 | 01/20/2021 |
| Inst 8038-TC | Instructions for Form 8038-TC, Information Return for Tax Credit Bonds and Specified Tax Credit Bonds | 0918 | 09/19/2018 |
| Inst 8038-T | Instructions for Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate | 1021 | 10/12/2021 |
| Inst 8038-G | Instructions for Form 8038-G, Information Return for Tax-Exempt Governmental Obligations | 1021 | 10/06/2021 |
| Inst 8038-CP | Instructions for Form 8038-CP, Return for Credit Payments to Issuers of Qualified Bonds | 0122 | 01/07/2022 |
| Inst 8038-B | Instructions for Form 8038-B, Information Return for Build America Bonds and Recovery Zone Economic Development Bonds | 0918 | 09/14/2018 |
| Inst 8038 | Instructions for Form 8038, Information Return for Tax-Exempt Private Activity Bond Issues | 0222 | 02/24/2022 |
| Inst 8027 | Instructions for Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips | 2021 | 10/27/2021 |
| Inst 8023 | Instructions for Form 8023, Elections Under Section 338 for Corporations Making Qualified Stock Purchases | 1121 | 11/19/2021 |
| Inst 720-TO | Instructions for Form 720-TO, Terminal Operator Report | 0717 | 09/16/2017 |
| Inst 720-CS | Instructions for Form 720-CS, Carrier Summary Report | 0717 | 09/16/2017 |
| Inst 7203 | Instructions for Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations | 1221 | 01/18/2022 |
| Inst 7200 (sp) | Instructions for Form 7200, Advance Payment of Employer Credits Due to COVID-19 (Spanish Version) | 0421 | 02/01/2022 |
| Inst 7200 | Instructions for Form 7200, Advance Payment of Employer Credits Due to COVID-19 | 0421 | 02/01/2022 |
| Inst 720 | Instructions for Form 720, Quarterly Federal Excise Tax Return | 0622 | 05/12/2022 |
| Inst 709 | Instructions for Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return | 2021 | 11/08/2021 |
| Inst 706-QDT | Instructions for Form 706-QDT, U.S. Estate Tax Return for Qualified Domestic Trusts | 0921 | 10/06/2021 |
| Inst 706-NA | Instructions for Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return (Estate of nonresident not a citizen of the U.S.) | 0921 | 10/04/2021 |
| Inst 706-GS(T) | Instructions for Form 706-GS(T), Generation-Skipping Transfer Tax Return For Terminations | 1121 | 11/08/2021 |
| Inst 706-GS(D-1) | Instructions for Form 706-GS(D-1), Notification of Distribution From a Generation-Skipping Trust | 1121 | 11/08/2021 |
| Inst 706-GS(D) | Instructions for Form 706-GS(D), Generation-Skipping Transfer Tax Return for Distributions | 0619 | 06/17/2019 |
| Inst 706-A | Instructions for Form 706-A, United States Additional Estate Tax Return | 0819 | 08/23/2019 |
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