Federal Supported Forms (1040)

FEDERAL TAX FORMS:

• Form 1040 - Individual Income Tax return

• Schedule 1 (Form 1040) - Additional Income and Adjustments to Income

• Schedule 2 (Form 1040) -Additional Taxes

• Schedule 3 (Form 1040) -Additional Credits and Payments

INDIVIDUAL INCOME TAX REPORTING FORMS:

• Form 1040EZ - Individual Tax Return. (2017 - Prior Years)

• Form 1040A - Individual Tax Return. (2017 - Prior Years)

• Form 1040 - Individual Income Tax Return. 

• Form 1040X - Federal Amendment. (Must have a Filed & Accepted Tax Return in system).

• Form 4868 - Application for Extension of Time to File U.S. Income Tax Return.

INCOME:

• Form 1040 - Schedule B - Interest and Ordinary Dividends

• Form 1040 - Schedule C - Net Profit or Loss from Business

• Form 1040 - Schedule D - Capital Gains and Losses

• Form 1040 - Schedule E - Supplemental Income and Loss

• Form 1040 - Schedule F - Profit or Loss from Farming

• Form 2555 - Foreign Earned Income

• Form 4563 - Exclusion of Income for Bona Fide Residents of American Samoa

• Form 4797 - Sales of Business Property

• Form 6252 - Installment Sales

• Form 8824 - Like-Kind Exchanges

• Form 8938 - Statement of Specified Foreign Financial Assets 

• Form 8949 - Sales and Other Dispositions of Capital Assets

• Form 982 - Reduction of Tax Attributes Due to Discharge of Indebtedness

ADJUSTMENTS & DEDUCTIONS

• Schedule A - Itemized Deductions

• Form 4562 - Depreciation and Amortization (Schedules C, E, F)

• Form 8582 - Passive Activity Loss Limitations (Located within the Schedule D)

• Form 8829 - Expenses for Business Use of Your Home (Schedule C only)

• Form 3903 - Moving Expenses

• Form 8889 - Health Savings Accounts (HSAs)

• Form 8903 - Domestic Production Activities Deduction

• Form 8917 - Tuition and Fees deduction

• Form 2106 - Employee Business Expenses

• Form 4684 - Casualties and Thefts

• Form 4952 - Investment Interest Expense Deduction

• Form 8283 - Noncash Charitable Contributions

• Form 1098-E - Student Loan Interest

CREDITS:

• Schedule EIC - Earned Income Credit

• Schedule M - Making Work Pay and Government Retiree Credits

• Schedule R - Credit for the Elderly or the Disabled

• Form 1116 - Foreign Tax Credit (Individual, Estate, or Trust)

• Form 2441 - Child and Dependent Care Expenses

• Form 3800 - General Business Credit

• Form 4136 - Credit for Federal Tax Paid on Fuels

• Form 5405 - First-Time Homebuyer Credit/Repayment (Credit section not eFilable)

• Form 5695 - Residential Energy Credits

• Form 8396 - Mortgage Interest Credit

• Form 8812 - Child Tax Credit & Additional Child Tax Credit

• Form 8936 - Qualified Plug-in Electric Drive Motor Vehicle

• Form 8839 - Qualified Adoption Expenses

• Form 8941 - Credit for Small Employer Health Insurance Premiums

• Form 8863 - Education Credits (American Opportunity, Hope/Lifetime Learning Credits)

• Form 8880 - Credit for Qualified Retirement Savings Contributions

• Form 8911 - Alternative Fuel Vehcile Refueling Property Credit

ACA/HEALTH COVERAGE:

• Form 8962 - Premium Tax Credit/Advance Premium Tax Credit Repayment

• Form 8965 - Health Coverage Exemptions

TAXES:

• Schedule SE - Self-employment Tax

• Schedule H - Household Employment Taxes

• Form 4137 - Social Security and Medicare tax on Tip Income

• Form 5074 - Allocation of Individual Income Tax to Guam or the CNMI

• Form 5329 - Additional Taxes Attributable to IRAs, et. al

• Form 6251 - Alternative Minimum Tax

• Form 8606 - Nondeductible IRA, et. al.

• Form 8919 - Uncollected Social Security and Medicare Tax on Wages

• Form 8960 - Net Investment Income Tax

OTHER:

• Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer

• Form 2120 - Multiple Support Declaration

• Form 8379 - Injured Spouse Allocation

• Form 8814 - Parent’s Election to Report Child’s Interest and Dividends

• Form 8862 - Information to Claim Earned Income Credit After Disallowance

• Form 8867 - Paid Preparer's Earned Income Credit Checklist

• Form 8878 - IRS e-file Signature Authorization for Form 4868 or Form 2350

• Form 8879 - IRS e-file Signature Authorization

• Form 8888 - Direct Deposit of Refund to More Than One Account

• Form 8948 - Preparer Explanation for Not Filing Electronically

• FEC - Foreign Employer Compensation for eFile

• Form Payment - Form Payment for eFile

• Preparer & Elective Notes