Forms and Instructions (PDF)
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Posted Date
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Form 8949 | Sales and other Dispositions of Capital Assets | 2022 | 10/21/2022 |
Form 8948 | Preparer Explanation for Not Filing Electronically | 0918 | 09/14/2018 |
Form 8947 | Report of Branded Prescription Drug Information | 0918 | 09/14/2018 |
Form 8946 | PTIN Supplemental Application For Foreign Persons Without a Social Security Number | 0621 | 06/11/2021 |
Form 8945 | PTIN Supplemental Application For U.S. Citizens Without a Social Security Number Due To Conscientious Religious Objection | 0521 | 05/27/2021 |
Form 8944 | Preparer e-file Hardship Waiver Request | 0921 | 09/30/2021 |
Inst 8941 | Instructions for Form 8941, Credit for Small Employer Health Insurance Premiums | 2022 | 12/14/2022 |
Form 8941 | Credit for Small Employer Health Insurance Premiums | 2021 | 12/08/2021 |
Inst 8940 | Instructions for Form 8940, Request for Miscellaneous Determination | 0118 | 12/28/2017 |
Form 8940 | Request for Miscellaneous Determination | 0611 | 11/27/2019 |
Inst 8938 | Instructions for Form 8938, Statement of Specified Foreign Financial Assets | 1121 | 12/22/2021 |
Form 8938 | Statement of Specified Foreign Financial Assets | 1121 | 12/13/2021 |
Inst 8937 | Instructions for Form 8937, Report of Organizational Actions Affecting Basis of Securities | 1217 | 12/26/2017 |
Form 8937 | Report of Organizational Actions Affecting Basis of Securities | 1217 | 12/01/2017 |
Inst 8936 | Instructions for Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit | 0122 | 01/10/2022 |
Form 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit | 0123 | 01/24/2023 |
Inst 8933 | Instructions for Form 8933, Carbon Oxide Sequestration Credit | 1222 | 01/06/2023 |
Form 8933 | Carbon Oxide Sequestration Credit | 1222 | 12/09/2022 |
Form 8932 | Credit for Employer Differential Wage Payments | 1221 | 12/02/2021 |
Inst 8928 | Instructions for Form 8928, Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code | 0916 | 03/13/2019 |
Form 8928 | Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code | 0516 | 03/13/2019 |
Form 8927 | Determination Under Section 860(e)(4) by a Qualified Investment Entity | 1216 | 12/13/2016 |
Form 8925 | Report of Employer-Owned Life Insurance Contracts | 0917 | 09/21/2017 |
Form 8924 | Excise Tax on Certain Transfers of Qualifying Geothermal or Mineral Interests | 1213 | 03/13/2019 |
Form 8923 | Mine Rescue Team Training Credit | 1120 | 12/03/2020 |
Form 8922 | Third-Party Sick Pay Recap | 2022 | 10/27/2022 |
Form 8919 | Uncollected Social Security and Medicare Tax on Wages | 2022 | 11/09/2022 |
Inst 8918 | Instructions for Form 8918, Material Advisor Disclosure Statement | 1121 | 12/09/2021 |
Form 8918 | Material Advisor Disclosure Statement | 1121 | 06/19/2022 |
Form 8917 | Tuition and Fees Deduction | 0120 | 01/24/2020 |
Form 8916-A | Supplemental Attachment to Schedule M-3 | 1119 | 12/10/2019 |
Form 8916 | Reconciliation of Schedule M-3 Taxable Income with Tax Return Taxable Income for Mixed Groups | 1020 | 10/30/2020 |
Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0222 | 02/15/2022 |
Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 12/13/2022 |
Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2022 | 01/17/2023 |
Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2022 | 12/13/2022 |
Inst 8915-C | Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2022 | 01/13/2023 |
Form 8915-C | Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2022 | 12/13/2022 |
Inst 8915-B | Instructions for Form 8915B, Qualified 2017 Disaster Retirement Plan Distributions and Repayments | 2021 | 02/04/2022 |
Form 8915-B | Qualified 2017 Disaster Retirement Plan Distributions and Repayments | 2021 | 02/03/2022 |
Inst 8912 | Instructions for Form 8912, Credit to Holders of Tax Credit Bonds | 1221 | 01/05/2022 |
Form 8912 | Credit to Holders of Tax Credit Bonds | 1221 | 12/10/2021 |
Inst 8911 | Instructions for Form 8911, Alternative Fuel Vehicle Refueling Property Credit | 0122 | 01/13/2022 |
Form 8911 | Alternative Fuel Vehicle Refueling Property Credit | 0123 | 01/23/2023 |
Inst 8910 | Instructions for Form 8910, Alternative Motor Vehicle Credit | 0122 | 01/13/2022 |
Form 8910 | Alternative Motor Vehicle Credit | 0122 | 01/13/2022 |
Inst 8908 | Instructions for Form 8908, Energy Efficient Home Credit | 0123 | 01/31/2023 |
Form 8908 | Energy Efficient Home Credit | 0123 | 01/24/2023 |
Form 8906 | Distilled Spirits Credit | 2022 | 11/10/2022 |
Form 8905 | Certification of Intent to Adopt a Pre-Approved Plan | 0112 | 07/17/2012 |
Inst 8904 | Instructions for Form 8904, Credit for Oil and Gas Products From Marginal Wells | 1218 | 05/22/2020 |
Form 8904 | Marginal Wells Oil and Gas Production Credit | 1218 | 05/22/2020 |
Inst 8903 | Instructions for Form 8903, Domestic Production Activities Deduction | 1219 | 01/07/2020 |
Form 8903 | Domestic Production Activities Deduction | 1218 | 01/08/2019 |
Inst 8902 | Instructions for Form 8902, Alternative Tax on Qualifying Shipping Activities | 0418 | 04/13/2018 |
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 |
Form 8900 | Qualified Railroad Track Maintenance Credit | 0220 | 02/06/2020 |
Form 8899 | Notification of Income from Donated Intellectual Property | 1221 | 12/07/2021 |
Inst 8898 | Instructions for Form 8898, Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession | 1022 | 10/20/2022 |
Form 8898 | Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession | 1022 | 10/19/2022 |
Form 8896 | Low Sulfur Diesel Fuel Production Credit | 1219 | 12/04/2019 |
Form 8892 | Application for Automatic Extension of Time To File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax | 1222 | 12/08/2022 |
Inst 8889 | Instructions for Form 8889, Health Savings Accounts (HSAs) | 2022 | 01/06/2023 |
Form 8889 | Health Savings Accounts (HSAs) | 2022 | 10/31/2022 |
Form 8888 | Allocation of Refund (Including Savings Bond Purchases) | 1122 | 11/02/2022 |
Inst 8886-T | Instructions for Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction | 1219 | 01/27/2020 |
Form 8886-T | Disclosure by Tax Exempt Entity Regarding Prohibited Tax Shelter Transaction | 1219 | 01/28/2020 |
Inst 8886 | Instructions for Form 8886, Reportable Transaction Disclosure Statement | 1219 | 02/12/2020 |
Form 8886 | Reportable Transaction Disclosure Statement | 1219 | 12/18/2019 |
Inst 8885 | Instructions for Form 8885, Health Coverage Tax Credit | 2021 | 12/06/2021 |
Form 8885 | Health Coverage Tax Credit | 2021 | 09/14/2021 |
Inst 8883 | Instructions for Form 8883, Asset Allocation Statement Under Section 338 | 1017 | 10/31/2017 |
Form 8883 | Asset Allocation Statement Under Section 338 | 1017 | 10/31/2017 |
Form 8882 | Credit for Employer-Provided Child Care Facilities and Services | 1217 | 09/22/2017 |
Inst 8881 | Instructions for Form 8881, Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment | 1220 | 01/14/2021 |
Form 8881 | Credit for Small Employer Pension Plan Startup Costs | 1220 | 12/17/2020 |
Form 8880 | Credit for Qualified Retirement Savings Contributions | 2022 | 11/02/2022 |
Form 8879-WH | IRS e-file Signature Authorization for Form 1042 | 1222 | 01/06/2023 |
Form 8879-TE | IRS e-file Signature Authorization for a Tax Exempt Entity | 2022 | 12/15/2022 |
Form 8879-S | IRS e-file Signature Authorization for Form 1120-S | 2021 | 01/03/2022 |
Form 8879-PE | IRS e-file Signature Authorization for Form 1065 | 2021 | 12/20/2021 |
Form 8879-I | IRS e-file Signature Authorization for Form 1120-F | 2021 | 11/12/2021 |
Form 8879-F | IRS e-file Signature Authorization for Form 1041 | 2022 | 10/20/2022 |
Form 8879-EX | IRS e-file Signature Authorization for Forms 720, 2290, and 8849 | 1210 | 07/17/2012 |
Form 8879-EMP | IRS e-file Signature Authorization for Forms 940, 940 (PR), 941, 941 (PR), 941-SS, 943, 943 (PR), 944, and 945 | 0217 | 03/01/2017 |
Form 8879-CORP | Form 8879-CORP, E-file Authorization for Corporations | 1222 | 01/03/2023 |
Form 8879-C | IRS e-file Signature Authorization for Form 1120 | 2021 | 11/16/2021 |
Form 8879 (SP) | IRS e-file Signature Authorization (Spanish version) | 0121 | 01/27/2021 |
Form 8879 | IRS e-file Signature Authorization | 0121 | 01/22/2021 |
Form 8878-A | IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 | 1208 | 07/17/2012 |
Form 8878 (sp) | IRS e-file Signature Authorization for Form 4868 (SP) or Form 2350 (SP) (Spanish Version) | 2021 | 12/22/2021 |
Form 8878 | IRS e-file Signature Authorization for Form 4868 or Form 2350 | 2022 | 12/05/2022 |
Form 8876 | Excise Tax on Structured Settlement Factoring Transactions | 1213 | 01/22/2014 |
Form 8875 | Taxable REIT Subsidiary Election | 0914 | 09/11/2014 |
Form 8874-B | Notice of Recapture Event for New Markets Credit | 1211 | 07/17/2012 |
Form 8874-A | Notice of Qualified Equity Investment for New Markets Credit | 1211 | 07/17/2012 |
Form 8874 | New Markets Credit | 1121 | 11/01/2021 |
Inst 8873 | Instructions for Form 8873, Extraterritorial Income Exclusion | 0917 | 09/16/2017 |
Form 8873 | Extraterritorial Income Exclusion | 1210 | 10/18/2012 |
Inst 8872 | Instructions for Form 8872, Political Organization Report of Contributions and Expenditures | 1020 | 10/22/2020 |
Form 8872 | Political Organization Report of Contributions and Expenditures | 1014 | 10/07/2014 |
Inst 8871 | Instructions for Form 8871, Political Organization Notice of Section 527 Status | 0211 | 07/17/2012 |
Form 8870 | Information Return for Transfers Associated With Certain Personal Benefit Contracts | 1021 | 10/26/2021 |
Inst 8869 | Instructions for Form 8869, Qualified Subchapter S Subsidiary Election | 1220 | 12/07/2020 |
Form 8869 | Qualified Subchapter S Subsidiary Election | 1220 | 12/08/2020 |
Form 8868 | Application for Automatic Extension of Time To File an Exempt Organization Return | 0122 | 01/11/2022 |
Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 1122 | 12/07/2022 |
Form 8867 | Paid Preparer's Due Diligence Checklist | 1221 | 12/01/2021 |
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 |
Form 8866 | Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method | 1118 | 11/08/2018 |
Form 8865 (Schedule P) | Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership (Under Section 6046A) | 1219 | 05/13/2020 |
Form 8865 (Schedule O) | Transfer of Property to a Foreign Partnership (under section 6038B) | 1021 | 10/04/2021 |
Form 8865 (Schedule K-3) | Partner's Share of Income, Deductions, Credits, etc.-International | 2022 | 11/14/2022 |
Form 8865 (Schedule K-2) | Schedule K-2 (Form 8865), Partners' Distributive Share Items - International | 2022 | 11/14/2022 |
Inst 8865 (Schedule K-2 & K-3) | Instructions for Schedule K-2 (Form 8865) and Schedule K-3 (Form 8865) | 2022 | 02/01/2023 |
Form 8865 (Schedule K-1) | Partner's Share of Income, Deductions, Credits, etc. | 2022 | 11/14/2022 |
Form 8865 (Schedule H) | Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c) | 1118 | 12/20/2018 |
Form 8865 (Schedule G) | Statement of Application of the Gain Deferral Method Under Section 721(c) | 1221 | 12/21/2021 |
Inst 8865 | Instructions for Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships | 2021 | 01/12/2022 |
Form 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships | 2022 | 11/09/2022 |
Inst 8864 | Instructions for Form 8864, Biodiesel and Renewable Diesel Fuels Credit | 0123 | 01/26/2023 |
Form 8864 | Biodiesel and Renewable Diesel Fuels Credit | 0123 | 01/24/2023 |
Inst 8863 | Instructions for Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 01/13/2023 |
Form 8863 | Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 12/07/2022 |
Inst 8862 (sp) | Instructions for Form 8862 (SP), Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1222 | 01/13/2023 |
Form 8862 (sp) | Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1222 | 11/14/2022 |
Inst 8862 | Instructions for Form 8862, Information to Claim Earned Income Credit After Disallowance | 1222 | 01/11/2023 |
Form 8862 | Information To Claim Earned Income Credit After Disallowance | 1222 | 12/02/2022 |
Form 8859 | Carryforward of the District of Columbia First-Time Homebuyer Credit | 2022 | 11/09/2022 |
Form 8858 (Schedule M) | Transactions Between Foreign Disregarded Entity (FDE) or Foreign Branch (FB) and the Filer or Other Related Entities | 0921 | 09/30/2021 |
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 |
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 (SP) | Instrucciones para el Formulario 8857(SP), Solicitud para Alivio del Conyuge Inocente | 0721 | 08/06/2021 |
Form 8857 (SP) | Solicitud para Alivio del Conyuge Inocente | 0721 | 08/06/2021 |
Inst 8857 | Instructions for Form 8857, Request for Innocent Spouse Relief | 0621 | 07/30/2021 |
Form 8857 | Request for Innocent Spouse Relief | 0621 | 07/30/2021 |
Form 8855 | Election to Treat a Qualified Revocable Trust as Part of an Estate | 1220 | 12/11/2020 |
Inst 8854 | Instructions for Form 8854, Initial and Annual Expatriation Statement | 2022 | 12/08/2022 |
Form 8854 | Initial and Annual Expatriation Statement | 2022 | 12/08/2022 |
Inst 8853 | Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 12/05/2022 |
Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 12/01/2022 |
Form 8851 | Summary of Archer MSAs | 0207 | 07/17/2012 |
Inst 8850 | Instructions for Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity Credit | 0321 | 03/17/2021 |
Form 8850 | Pre-Screening Notice and Certification Request for the Work Opportunity Credit | 0316 | 03/22/2016 |
Form 8849 (Schedule 8) | Registered Credit Card Issuers | 1006 | 07/17/2012 |
Inst 8849 (Schedule 6) | Instructions for Schedule 6 (Form 8849), Other Claims | 0715 | 08/03/2015 |
Form 8849 (Schedule 6) | Other Claims | 0813 | 09/19/2014 |
Form 8849 (Schedule 5) | Section 4081(e) Claims | 0106 | 07/17/2012 |
Form 8849 (Schedule 3) | Certain Fuel Mixtures and the Alternative Fuel Credit | 0123 | 02/06/2023 |
Form 8849 (Schedule 2) | Sales by Registered Ultimate Vendors | 1220 | 12/08/2020 |
Form 8849 (Schedule 1) | Nontaxable Use of Fuels | 0520 | 06/01/2020 |
Form 8849 | Claim for Refund of Excise Taxes | 0814 | 08/21/2014 |
Form 8848 | Consent to Extend the Time to Assess the Branch Profits Tax Under Regulations Sections 1.884-2T(a) and (c) | 0917 | 09/16/2017 |
Form 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips | 2022 | 11/21/2022 |
Inst 8845 | Instructions for Form 8845, Indian Employment Credit | 0122 | 01/10/2022 |
Form 8845 | Indian Employment Credit | 0122 | 01/10/2022 |
Inst 8844 | Instructions for Form 8844, Empowerment Zone Employment Credit | 1221 | 12/08/2021 |
Form 8844 | Empowerment Zone Employment Credit | 0320 | 03/17/2020 |
Form 8843 | Statement for Exempt Individuals and Individuals with a Medical Condition | 2022 | 10/28/2022 |
Form 8842 | Election to Use Different Annualization Periods for Corporation Estimated Tax | 1021 | 11/02/2021 |
Form 8840 | Closer Connection Exception Statement for Aliens | 2022 | 10/28/2022 |
Inst 8839 | Instructions for Form 8839, Qualified Adoption Expenses | 2022 | 12/28/2022 |
Form 8839 | Qualified Adoption Expenses | 2022 | 11/22/2022 |
Form 8838-P | Consent to Extend the Time to Assess Tax Pursuant to the Gain Deferral Method (Section 721(c)) | 1021 | 11/16/2021 |
Form 8838 | Consent to Extend the Time to Assess Tax Under Section 367 - Gain Recognition Agreement | 1212 | 11/08/2012 |
Inst 8835 | Instructions for Form 8835, Renewable Electricity, Refined Coal, and Indian Coal Production Credit | 2022 | 02/03/2023 |
Form 8835 | Renewable Electricity, Refined Coal, and Indian Coal Production Credit | 2022 | 01/04/2023 |
Form 8834 | Qualified Electric Vehicle Credit | 1121 | 11/01/2021 |
Form 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) | 1222 | 11/30/2022 |
Form 8832 | Entity Classification Election | 1213 | 08/08/2022 |
Form 8831 | Excise Taxes on Excess Inclusions of REMIC Residual Interests | 0418 | 03/13/2019 |
Form 8830 | Enhanced Oil Recovery Credit | 0322 | 03/23/2022 |
Inst 8829 | Instructions for Form 8829, Expenses for Business Use of Your Home | 2022 | 11/08/2022 |
Form 8829 | Expenses for Business Use of Your Home | 2022 | 11/08/2022 |
Inst 8828 | Instructions for Form 8828, Recapture of Federal Mortgage Subsidy | 0310 | 07/17/2012 |
Form 8828 | Recapture of Federal Mortgage Subsidy | 0310 | 07/17/2012 |
Form 8827 | Credit for Prior Year Minimum Tax - Corporations | 1222 | 01/26/2023 |
Form 8826 | Disabled Access Credit | 0917 | 09/16/2017 |
Form 8825 | Rental Real Estate Income and Expenses of a Partnership or an S Corporation | 1118 | 11/14/2018 |
Inst 8824 | Instructions for Form 8824, Like-Kind Exchanges | 2022 | 10/24/2022 |
Form 8824 | Like-Kind Exchanges | 2022 | 10/20/2022 |
Form 8823 | Low-Income Housing Credit Agencies Report of Noncompliance or Building Disposition | 1219 | 12/05/2019 |
Form 8822-B | Change of Address or Responsible Party - Business | 1219 | 06/05/2020 |
Form 8822 | Change of Address | 0221 | 01/26/2021 |
Form 8821-A | IRS Disclosure Authorization for Victims of Identity Theft | 1021 | 10/26/2021 |
Inst 8821 (zh-t) | Instructions for Form 8821, Tax Information Authorization (Chinese-Traditional Version) | 0921 | 07/22/2022 |
Inst 8821 (SP) | Instructions for Form 8821, Tax Information Authorization (Spanish Version) | 0921 | 01/24/2022 |
Form 8821 (sp) | Tax Information Authorization (Spanish Version) | 0121 | 12/02/2021 |
Inst 8821 | Instructions for Form 8821, Tax Information Authorization | 0921 | 09/02/2021 |
Form 8821 | Tax Information Authorization | 0121 | 01/22/2021 |
Form 8820 | Orphan Drug Credit | 0918 | 09/27/2018 |
Form 8819 | Dollar Election Under Section 985 | 0917 | 09/16/2017 |
Form 8818 | Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 | 1207 | 07/17/2012 |
Form 8815 | Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 | 2022 | 11/29/2022 |
Inst 8814 | Instructions for Form 8814, Parents' Election to Report Child's Interest and Dividends | 2022 | 11/21/2022 |
Form 8814 | Parents' Election to Report Child's Interest and Dividends | 2022 | 01/23/2023 |
Form 8813 | Partnership Withholding Tax Payment Voucher (Section 1446) | 1208 | 07/17/2012 |
Form 8811 | Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations | 0813 | 09/18/2013 |
Inst 8810 | Instructions for Form 8810, Corporate Passive Activity Loss and Credit Limitations | 2022 | 11/17/2022 |

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