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Index of Business Forms and Publications

Topical Listing of Forms

Form Number
Form Title
Revision Date
PDF
Form 5471 (Schedule J)
Accumulated Earnings and Profit (E&P) of Controlled Foreign Corporation
May-2001
Form 5329
Additional Taxes Attributable to IRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contracts, and MSAs
2001
Inst. 5329
Instructions for Form 5329
2001
Form 943A
Agricultural Employer's Record of Federal Tax Liability
Jul-2001
Form 6478
Alcohol Fuels Credit
2001
Form 5074
Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
2001
Form 8689
Allocation of Individual Income Tax to the Virgin Islands
2001
Form 4626
Alternative Minimum Tax - Corporations
2001
Inst. 4626
Instructions for Form 4626
2001
Form 6251
Alternative Minimum Tax – Individuals
2001
Inst. 6251
Instructions for Form 6251
2001
Form 1120X
Amended U. S. Corporation Income Tax Return
Dec-2001
Form 1040X
Amended U. S. Individual Income Tax Return
Nov-2001
Inst. 1040X
Instructions for Form 1040X
Nov-2001
Form W-2AS
American Samoa Wage and Tax Statement (Info Copy Only)
2002
Form 1042t
Annual Summary and Transmittal of Forms 1042-S
2001
Form 8804
Annual Return for Partnership Withholding Tax (Section 1446)
2001
Inst. 8804
Instructions for Forms 8804, 8805, and 8813
2001
Form 945
Annual Return of Withheld Federal Income Tax
2001
Inst. 945
Instructions for Form 945
2001
Form 3520
Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
2001
Inst. 3520
Instructions for Form 3520
2001
Form 1096
Annual Summary and Transmittal of US Information Returns (Info Copy Only)
2002
Form 1042
Annual Withholding Tax Return for U. S. Source Income of Foreign Persons
2001
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)
Jul-2001
Form 4868
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
2001
Form 3115
Application for Change in Accounting Method
May-1999
Inst. 3115
Instructions for Form 3115
May-1999
Form 5300
Application for Determination for Employee Benefit Plan
Sept-2001
Inst. 5300
Instructions for Form 5300
Sept-2001
Form SS-4
Application for EIN
Dec-2001
Inst. SS-4
Instructions for Form SS-4
Dec-2001
Form 1127
Application for Extension of Time for Payment of Tax
Nov-1993
Form 8868
Application for Extension of Time To File an Exempt Organization Return
Dec-2000
Form 1045
Application for Tentative Refund
2001
Inst. 1045
Instructions for Form 1045
2001
Form 8288B
Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests
Aug-2000
Form 1128
Application to Adopt, Change, or Retain a Tax Year
Apr-2000
Inst. 1128
Instructions for Form 1128
Apr-2000
Form 8594
Asset Acquisition Statement
Jul-1998
Form 6198
At-Risk Limitations
2001
Inst. 6198
Instructions for Form 6198
2001
Form 1122
Authorization and Consent of Subsidiary Corporation to be Included in a Consolidated Income Tax Return
Apr-2001
Schedule D (Form 1040)
Capital Gains and Losses
2001
Inst. Schedule D (Form 1040)
Instructions for Schedule D (Form 1040)
2001
Form 1065 (Schedule D)
Capital Gains and Losses
2001

Form 1120s (Schedule D)

Capital Gains and Losses and Built-In Gains
2001
Inst. 1120S (Schedule D)
Instructions for Schedule D (Form 1120)
2001
Form 720-CS
Carrier Summary Report
Mar-2001
Form 8610 Schedule A
Carryover Allocation of Low-Income Housing Credit
2001
Form 4684
Casualties and Thefts
2001
Inst. 4684
Instructions for Form 4684
2001
Form W-8ECI
Certificate of Foreign Person's Claim for Exemption From Withholding on Income Effectively Connected With the Conduct of a Trade or Business in the United States
Dec-2000
Inst. W-8 W-8BEN, W-8ECI, W-8EXP, and W-8IMY
Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY
8/2001
Inst. W-8ECI
Instructions for W-8ECI
Aug-2001
Form W-8EXP
Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding
Dec-2000
Inst. W-8EXP
Instructions for W-8EXP
Aug-2001
Form W-8IMY
Certificate of Foreign Intermediary, Foreign Partnership, or Certain U.S. Branches for United States Tax Withholding
Dec-2000
fw8imy.pdf
Inst. W-8IMY
Instructions for W-8IMY
Aug-2001
Form W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Dec-2000
Ins. W-8BEN
Instructions for W-8BEN
Aug-2001
Form 8822
Change of Address
Dec-2001
Form 2441
Child and Dependent Care Expenses
2001
Inst. 2441
Instructions for Form 2441
2001
Form 8840
Closer Connection Exception Statement for Aliens
2001
Form 433B
Collection Information Statement for Businesses
May-2001
Form 433A
Collection Information Statement for Individuals
May-2001
Schedule D1 (Form 1040)
Continuation Sheet for Schedule D
2001
Form 1040ES (Espanol)
Contribucion Federal Estimada Del Trabajo Por Cuenta Propia Puerto Rico
2002
Form 1040 PR (Anejo H-PR)
Contribuciones Sobre El Empleo De Empleados Domesticos
2001
Inst. 1040-PR (Anejo H-PR)
Instrucciones Para Anejo H-PR (Forma 1040 -PR) de 2001
2001
Form 966
Corporate Dissolution or Liquidation
Jun-2001
Form 8810
Corporate Passive Activity Loss and Credit Limitations
2001
Inst. 8810
Instructions for Form 8810
2001
Form 1139
Corporation Application for Tentative Refund
Sep-2000
Inst. 1139
Instructions for Form 1139
Sep-2000
Form 8847
Credit for Contributions to Selected Community Development Corporations
2001
Form 8846
Credit for Taxes Paid on Certain Employee Tips
2001
Schedule R (Form 1040)
Credit for the Elderly or the Disabled
2001
Inst. Schedule R (Form 1040)
Instructions for Schedule R (Form 1040)
2001
Form 2290SP
Declaración del Impuesto sobre el Uso de Vehículos Pesados en las Carreteras
Jul-2001
Inst. 2290SP
Instrucciones para la Forma 2290SP
Jul-2001
Form 4562
Depreciation and Amortization
2001
Inst. 4562
Instructions for Form 4562
2001
Form SS-8PR
DETERMINACION DEL ESTADO DE EMPLEO DE UN TRABAJADOR PARA PROPOSITOS DE LAS CONTRIBUCIONES FEDERALES SOBRE EL EMPLEO
Jan-2001
Form SS-8
Determination of Employee Work Status for Purposes of Federal Employment Taxes and Income Tax Withholding
Jan-2001
Form 8826
Disabled Access Credit
2001
Schedule EIC (Form 1040)
Earned Income Credit
2001
Form W-5
Earned Income Credit Advance Payment Certificate
2002
Form 5712A
Election and Verification of the Cost Sharing or Profit Split Method Under Section 936(h)(5)
Sep-2000
Form 2553
Election by a Small Business Corporation
Oct-2001
Inst. 2553
Instructions for Form 2553
Oct-2001
Form 5712
Election to be Treated as a Possessions Corporation Under Section 936
Sep-2000
Form 5213
Election to Postpone Determination as to Whether the Presumption Applies that an Activity is Engaged in for Profit
Jul-2000
Form 2106
Employee Business Expenses
2001
Inst. 2106
Instructions for Form 2106
2001
Form W-4
Employee's Withholding Allowance Certificate
2002
Form CT-1
Employer’s Annual Railroad Retirement Tax Return
2001
Inst. CT-1
Instructions for Form CT-1
2001
Form 940
Employer's Annual Federal Unemployment Tax Return
2001
Inst. 940
Instructions for Form 940
2001
Form 940EZ
Employer's Annual Federal Unemployment Tax Return
2001
Inst. 940EZ
Instructions for Form 940EZ
2001
Form 943
Employer's Annual Tax Return for Agricultural Employees
2001
Inst. 943
Instructions for Form 943
2001
Form 941
Employer's Quarterly Tax Return
Jan-2002
Inst. 941
Instructions for Form 941
Jan-2002
Form 941 (Schedule B)
Employer's Record of Federal Tax Liability
Jan-2002
Form 8844
Empowerment Zone Employment Credit
2001
Form 8830
Enhanced Oil Recovery Credit
2001
Form 8832
Entity Classification Election
Dec-96
Form 1040ES
Estimated Tax for Individuals
2002
Form 1120W
Estimated Tax Worksheet for Corporations
2002
Form 4563
Exclusion of Income for Bona Fide Residents of American Samoa
Dec-1998
Form 990T
Exempt Organization Business Income Tax Return (and proxy tax under section 6033[e])
2001
Inst. 990T
Instructions for Form 990T
2001
Form 8233
Exemption From Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual
Dec-2001
Inst. 8233
Instructions for Form 8233
Dec-2001
Form 8829
Expenses for Business Use of Your Home
2001
Inst. 8829
Instructions for Form 8829
2001
Form 1363
Export Exemption Certificate
Apr-1997
Form 1138
Extension of Time for Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback
Feb-1998
Form 8873
Extraterritorial Income Exclusion
Dec-2000
Inst. 8873
Instructions for Form 8873
2001
Schedule J (Form 1040)
Farm Income Averaging
2001
Inst. Schedule J (Form 1040)
Instructions for Schedule J (Form 1040)
2001
Form 990C
Farmers’ Cooperative Association Income Tax Return
2001
Inst. 990C
Instructions for Form 990C
2001
Form 2555
Foreign Earned Income
2001
Inst. 2555
Instructions for Form 2555
2001
Form 2555-EZ
Foreign Earned Income Exclusion
2001
Inst. 2555-EZ
Instructions for Form 2555-EZ
2001
Form 8805
Foreign Partner’s Information Statement of Section 1446 Withholding Tax
2001
Form 1042S
Foreign Person’s U.S. Source Income Subject to Withholding
2002
Inst. 1042S
Instructions for Form 1042S
2001
Form 1116
Foreign Tax Credit
2001
Inst. 1116
Instructions for Form 1116
2001
Form 1118
Foreign Tax Credit – Corporations
Feb-2002
Inst. 1118
Instructions for Form 1118
Feb-2002
Form 3800
General Business Credit
2001
Inst. 3800
Instructions for Form 3800
2001
Form W-2GU
Guam Wage and Tax Statement
2002
Form 2290
Heavy Vehicle Use Tax Return
Jul-2001
Inst. 2290
Instructions for Form 2290
Jul-2001
Schedule H (Form 1040)
Household Employment Taxes
2001
Inst. Schedule H (Form 1040)
Instructions for Schedule H (Form 1040)
2001
Form 8845
Indian Employment Credit
2001
Form 5472
Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
Jul-2000
Form 5471
Information Return of U. S. Persons With Respect to Certain Foreign Corporations
May-2001
Inst. 5471
Instructions for Form 5471
May-2001
Form W-3PR
Informe de Comprobantes de Retencion Transmittal of Withholding Statements (Info Copy Only)
2002
Inst. W-3PR
Instructions for Form W-3PR
2002
Form 8300-SP
Informe de Pagos en Efectivo en Exceso de $10,000 Recibidos en Una Ocupacion o Negocio
2001
Form 6252
Installment Sale Income
2001
Form 1120IC-DISC
Interest Charge Domestic International Sales Corporation Return
2001
Inst. 11201C-DISC
Instructions for Form 11201C-DISC
2001
Form 5713 (Schedule A)
International Boycott Factor (Section 999(c)(1))
Nov-2001
Form 5713
International Boycott Report
Nov-2001
Inst. 5713
Instructions for Form 5713
Nov-2001
Form 3468
Investment Credit
2001
Inst. 3468
Instructions for Form 3468
2001
Form 8271
Investor Reporting of Tax Shelter Registration Number
Jul-1998
Schedule A&B (Form 1040)
Itemized Deductions & Interest & Dividend Income
2001
Inst. Schedule A&B (Form 1040)
Instructions for Schedules A&B (Form 1040)
2001
Form 8824
Like-Kind Exchanges
2001
Form 8586
Low-income Housing Credit
2001
Form 1099 MISC
Miscellaneous Income (Info Copy Only)
2002
Inst. 1099 MISC
Instructions for Form 1099 MISC
2002
Form 3903
Moving Expenses
Oct-2001
Schedule C-EZ (Form 1040)
Net Profit from Business
2001
Form 8283
Noncash Charitable Contributions
Oct-1998
Form 8606
Nondeductible IRA’s
2001
Form 5300 (Schedule Q)
Nondiscrimination Requirements
Aug-2001
Inst. 5300 (Schedule Q)
Instructions for Schedule Q (Form 5300)
Aug-2001
Form 11-C
Occupational Tax and Registration Return for Wagering
Jan-2001
Form 656
Offer in Compromise
May-2001
Form 5471 (Schedule O)
Organization or Reorganization of Foreign Corporation and Acquisitions and Dispositions of Its Stock
May-2001
Form 8820
Orphan Drug Credit
2001
Form 1065K-1
Partner’s Share of Income, Credits, Deductions, etc.
2001
Inst. 1065K-1
Instructions for Form 1065K-1
2001
Form 8813
Partnership Withholding Tax Payment (Section 1446)
Feb-2001
Form 8582
Passive Activity Loss Limitations
2001
Inst. 8582
Instructions for Form 8582
2001
Form 941 CPR
Planilla Para La Correccion De Informacion Facilitada Anteriormente en Cumplimiento Con La Ley Del Seguro Social Y Del Seguro Medicare
Oct-1998
Form 943PR
Planilla Para la Declaracion Annual De La Contribucion Del Patrono De Empleados Agricolas
2001
Form 940-PR
Planilla Para La Declaracion Annual Del Patrono La Contribucion Federal Para El Desempleo (FUTA)
2001
f940pr.pdf
Inst. 940-PR
Instrucciones para la Forma 940-PR
2001
i940pr.pdf
Form 1040PR
Planilla Para La Declaracion De La Contribucion Federal Sobre El Trabajo Por Cuenta Propia Puerto Rico
2001
Form 941-PR
Planilla Para La Declaracion Trimestral Del Patrono La Contribucion Federal Al Seguro Social Y Al Seguro Medicare
Jan-2002
Form 5735
Possessions Corporation Tax Credit (Under Sections 936 and 30A)
Oct-2000
Inst. 5735
Instructions for Form 5735
Oct-2000
Form 2848
Power of Attorney and Declaration of Representative
Jan-2002
Inst. 2848
Instructions for Form 2848
Jan-2002
Form 8850
Pre-Screening Notice and Certification Request for the Work Opportunity and Welfare-to-Work Credits
Nov-1998
Inst. 8850
Instructions for Form 2106
Nov-1998
Schedule C (Form 1040)
Profit or Loss from Business
2001
Inst. Schedule C (Form 1040)
Instructions for Schedule C (Form 1040)
2001
Schedule F (Form 1040)
Profit or Loss from Farming
2001
Inst. Schedule F (Form 1040)
Instructions for Schedule F (Form 1040)
2001
Form 1099-Q
Qualified Tuition Program Payments (Under Section 529)
2002
Inst. 1099-Q
Instructions for Form 1099 MISC
2002
Form 720
Quarterly Federal Excise Tax Return
Jan-2002
Inst. 720
Instructions for Form 720
Jan-2002
Form 943A-PR
Registro De La Obligacion Contributiva Del Patrono Agricola
Jul-2001
Form 941-PR (Schedule B)
Registro Suplementario De La Obligacion Contributiva Federal Del Patrono
Jan-2002
Form 8835
Renewable Electricity Production Credit
2001
Form 8308
Report of a Sale or Exchange of Certain Partnership Interests
Mar-2000
Form 8300
Report of Cash Payments Over $10,000
Dec-2001
Form 8038-R
Request for Recovery of Overpayments Under Arbitrage Rebate Provisions
Nov-2001
Form W-9
Request for Taxpayer Identification Number and Certification
Jan-2002
Inst. W-9
Instructions for the Requestor of Form W-9
Jan-2002
iw9.pdf
Form 6765
Research Credit
2001
Inst. 6765
Instructions for Form 6765
2001
Form 8621
Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
Dec-2000
Inst. 8621
Instructions for Form 8621
Dec-2000
Form 926
Return by a U.S. Transferor of Property to a Foreign Corporation
Oct-1998
Inst. 926
Instructions for Form 926
Oct-1998
Form 5471 (Schedule N)
Return of Officers, Directors, and 10% or More Shareholders of a Foreign Personal Holding Company
May-2001
Form 990
Return of Organization Exempt from Income Tax
2001
Inst. 990, 990EZ
Instructions for Form 990 and Form 990EZ
2001
Form 990PF
Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
2001
Inst. 990PF
Instructions for Form 990PF
2001
Form 4797
Sale of Business Property
2001
Inst. 4797
Instructions for Form 4797
2001
Form 5304-SIMPLE
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)
Jan-2000
Form 990, 990EZ, 990-PF Schedule B
Schedule of Contributors
2001
Schedule SE (Form 1040)
Self-Employment Tax
2001
Inst. Schedule SE (Form 1040)
Instructions for Schedule SE (Form 1040)
2001
Form 1120S (Schedule K-1)
Shareholder’s Share of income, Credits, Deductions, etc.
2001
Inst. 1120S (Schedule K-1)
Instructions for Schedule K-1 (Form 1120S)
2001
Form 5305SEP
Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement
Jan-2000
Form W-7 (SP)
Solicitud de Numero de Identicacion Personal del Contribuyente del Servicio de Impuestos Internos
Nov-1999
Form SS-4PR
Solicitud de Numero de Identificacion Patronal (EIN)
Dec-2001
Inst. SS-4PR
Instructions for Form SS-4PR
Dec-2001
Form 5713 (Schedule B)
Specifically Attributable Taxes and Income (Section 999(c)(2))
Nov-2001
Form 8288A
Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
Aug-2000
Schedule E (Form 1040)
Supplemental Income and Loss
2001
Inst. Schedule E (Form 1040)
Instructions for Schedule E (Form 1040)
2001
Form 941C
Supporting Statement to Correct Information
Oct-1998
Form 5713 (Schedule C)
Tax Effect of the International Boycott Provisions
Nov-2001
Form 8821
Tax Information Authorization
Jan-2000
Form 730
Tax on Wagering
Oct-1999
Form 8875
Taxable REIT Subsidiary Election
Jan-2001
Form 720-TO
Terminal Operator Report
Mar-2001
Inst. 720-TO
Instructions for Form 720-TO and 720-CS
Oct-2001
Form 5471 (Schedule M)
Transactions Between Controlled Foreign Corporations and Shareholders or Other Related Persons
May-2001
Form W-3CPR
Transmision de Comprobantes de Retencion Corregidos (Info Copy Only)
Dec-2001
Inst. W-3CPR
Instructions for Form W-3CPR
Dec-2001
Form W-3
Transmittal of Income and Tax Statements (Info Copy Only)
2002
Form 8833
Treaty-Based Return Position Disclosure Under Section 6114 or 7701 (b)
Dec-2000
Form 1120
U.S. Corporation Income Tax Return
2001
Form 1120A
U.S. Corporation Short-Form Income Tax Return
2001
Inst. 1120/1120A
Instructions for Form 1120/1120A
2001
Form 1040C
U.S. Departing Alien Income Tax Return
2002
Inst. 1040C
Instructions for Form 1040C
2002
Form 2063
U.S. Departing Alien Income Tax Statement
Jan-2001
Form 1120S
U. S. Income Tax Return for an S Corporation
2001
Inst. 1120S
Instructions for Form 1120S
2001
Form 1040NR-EZ
U.S. Income Tax Return for Certain Nonresident Aliens with No Dependents
2001
Inst. 1040NR-EZ
Instructions for Form 1040NR-EZ
2001
Form 1120F
U.S. Income Tax Return of a Foreign Corporation
2001
Inst. 1120F
Instructions for Form 1120F
2001
Form 1120FSC
U.S. Income Tax Return of a Foreign Sales Corporation
2001
Inst. 1120FSC
Instructions for Form 1120FSC
2001
Form 1040
U.S. Individual Income Tax Return
2001
Inst. 1040
Instructions for Form 1040 and Schedules A, B, C, D, E, EIC, F, and SE
2001
Form 8453 NR
U.S. Nonresident Alien Income Tax Declaration for Magnetic Media Filing
2001
Form 1040NR
U.S. Nonresident Alien Income Tax Return
2001
Inst. 1040NR
Instructions for Form 1040NR
2001
Form 1065
U.S. Partnership Return of Income
2001
Inst. 1065
Instructions for Form 1065
2001
Form 1040SS
U.S. Self-Employment Tax Return
2001
f1040ss.pdf
Inst. 1040SS
Instructions for Form 1040SS
2001
Form W-2VI
U.S. Virgin Islands Wage and Tax Statement
2002
Form 8288
U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests
Aug-2000
Form 2210F
Underpayment of Estimated Tax by Farmers and Fisherman
2001
Form 2210
Underpayment of Estimated Tax by Individuals, Estates, and Trusts
2001
Inst. 2210
Instructions for Form 2210
2001
Form 706-D
United States Additional Estate Tax Return Under Code Section 2057
Oct-2000
Inst. 706-D
Instructions for Form 706-D
Oct-2000
Form 706
United States Estate Tax Return
Nov-2001
Inst. 706
Instructions for Form 706
Nov-2001
Form 709
United States Gift Tax Return
2001
Inst. 709
Instructions for Form 709
2001
Form 2106-EZ
Unreimbursed Employee Business Expenses
2001
Form W-2
Wage and Tax's Statement
2002
Inst. W-2
Instructions for Form W-2
2002
Form 8861
Welfare-to-Work Credit
2001
Form 5884
Work Opportunity Credit
2001

Last Updated on 1/20/02
By Vicki Lowen