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EA Part 1 Forms
EA part 1 Forms and Circulars
| Term | Definition |
|---|---|
| Form 1095-A | Health Insurance Marketplace Statement |
| Form 1095-B | Health Coverage |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage |
| Notice 931 | Deposit Requirements for Employment Taxes |
| Publication 901 | U.S. Tax Treaties |
| Form 8840 | Closer Connection Exception Statement for Aliens |
| Publication 5802 | Divorce & Taxes Checklist |
| Form 1040-ES (NR) | U.S. Estimated Tax for Nonresident Alien Individuals |
| Form W-2G | Certain Gambling Winnings |
| Form 8839 | Qualified Adoption Expenses |
| Publication 1187 | Specifications for Electronic Filing of Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding |
| Form 8879-F | IRS e-file Signature Authorization for Form 1041 |
| Form 1041-V | Payment Voucher |
| Form 8453-PE | U.S. Partnership Declaration for an IRS e-file Return |
| Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) |
| Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner |
| Form 5498-ESA | Coverdell ESA Contribution Information |
| Form 4835 | Farm Rental Income and Expenses |
| Form 944 (sp) | Employer's Annual Federal Tax Return (Spanish Version) |
| Form 5405 | Repayment of the First-Time Homebuyer Credit |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) |
| Form 990 (Schedule F) | Statement of Activities Outside the United States |
| Form 990 (Schedule O) | Supplemental Information to Form 990 or 990-EZ |
| Form 1040-ES | Estimated Tax for Individuals |
| Form 8922 | Third-Party Sick Pay Recap |
| Form 8958 | Allocation of Tax Amounts Between Certain Individuals in Community Property States |
| Form 940 | Employer's Annual Federal Unemployment (FUTA) Tax Return |
| Form 4952 | Investment Interest Expense Deduction |
| Form 8880 | Credit for Qualified Retirement Savings Contributions |
| Form 8865 (Schedule K-1) | Partner's Share of Income, Deductions, Credits, etc. |
| Form 1120 (Schedule N) | Foreign Operations of U.S. Corporations |
| Form 1041 (Schedule I) | Alternative Minimum Tax - Estates and Trusts |
| Form 943 | Employer's Annual Federal Tax Return for Agricultural Employees |
| Form 2106 | Employee Business Expenses |
| Form 1098-T | Tuition Statement (Info Copy Only) |
| Form 8582 | Passive Activity Loss Limitations |
| Form 1120 | U.S. Corporation Income Tax Return |
| Form 2063 | U.S. Departing Alien Income Tax Statement |
| Form 720 | Quarterly Federal Excise Tax Return |
| Form 5498 | IRA Contribution Information (Info Copy Only) |
| Publication 5998 | Do you qualify for the Earned Income Tax Credit? |
| Form 2159 | Payroll Deduction Agreement |
| Form 433-D | Installment Agreement |
| Form W-3C | Transmittal of Corrected Wage and Tax Statements (Info Copy Only) |
| Publication 4757 | Individual Taxpayer Identification Number (ITIN) |
| Form W-2C | Corrected Wage and Tax Statement (Info Copy Only) |
| Form 2290 | Heavy Highway Vehicle Use Tax Return |
| Publication 5971 | Tax resources for members of the military and veterans |
| Form 2290 | Heavy Highway Vehicle Use Tax Return |
| Form 941-X | Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund |
| Form 14039 | Identity Theft Affidavit |
| Form 4797 | Sales of Business Property |
| Form 656 | Offer in Compromise |
| Publication 17 | Your Federal Income Tax |
| Circular 230 | Regulations Governing Practice before the Internal Revenue Service |
| Form W-7 | Application for ITIN |
| Schedule 1 | Additional Income and Adjustments to Income |
| Schedule 2 | Additional Taxes |
| Schedule 3 | Additional Credits and Payments |
| Form 4868 | Application for Automatic Extension of Time to File |
| Form 843 | Claim for Refund and Request for Abatement |
| Form 2210 | Underpayment of Estimated Tax by Individuals, Estates and Trusts |
| W-9 | Request for Taxpayer Identification Number and Certification |
| Form 1099 - Misc | Other types of payments, such as rents, royalties, prizes, and awards. |
| Form 1099 - NEC | Payment to Independent Contractor |
| Form 8857 | Request for Innocent Spouse Relief |
| Form 8379 | Injured Spouse Allocation |
| Form 8332 | Custodial parents releasing their right to claim a child as a dependent to the noncustodial parent. |
| Form 2120 | Multiple Support Declaration |
| Form 4137 | Social Security and Medicare Tax on Unreported Tip Income |
| Publication 15-B | Employer's Guide to Fringe Benefits |
| Form 709 | Gift (and Generation-Skipping Transfer) |
| Form W-12 | PTIN Application and Renewal |
| Form 1040-NR | Nonresident Alien Income Tax Return |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions |
| Form 8840 | Closer Connection Exception Statement for Aliens |
| Form 1099-G | Certain Government Payments |
| Form 8919 | Uncollected Social Security and Medicare Tax on Wages |
| Form SS-8 | Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding |
| Form 4029 | Application for Exemption from Social Security and Medicare Taxes and Waiver of Benefits |
| Form 1099-INT | Interest Income |
| Schedule A | Itemized Deductions |
| Schedule B | Interest and Ordinary Dividends |
| Schedule C | Profit or Loss from Business |
| Schedule D | Capital Gains and Losses |
| Schedule E | Income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs). |
| Form 8815 | Exclusion of Interest from Series EE and I U.S. Savings Bonds Issued After 1989 |
| Form 8949 | Sales and Other Dispositions of Capital Assets |
| Form 6252 | Installment Sale Income |
| Form 1099-S | Proceeds from Real Estate Transactions |
| Form 8824 | Like-Kind Exchanges |
| Form SSA-1099 | Social Security Benefit Statement |
| Form 1099-C | Cancellation of Debt |
| Form 982 | Reduction of Tax Attributes Due to Discharge of Indebtness |
| Form 1099-Q | Payments from Qualified Education Programs |
| Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |
| Form 2555 | Foreign Earned Income Exclusion |
| Form 5498-SA | HSA, Archer MSA, or Medicare Advantage MSA Information |
| Form 3903 | Moving Expenses |
| Form 1099-OID | Original Issue Discount |
| Form 1098 | Mortgage Interest Statement |
| Form 8283 | Noncash Charitable Contributions |
| Form 1098-C | Contributions of Motor Vehicles, Boats, and Airplanes |
| Form 4684 | Casualty and Theft Loss |
| Form 8867 | Paid Preparer’s Due Diligence Checklist |
| Form 8863 | Education Credits (American Opportunity and Lifetime Learning Credits) |
| Form 8862 | Informaiton to Claim Certian Credits after Disallowance-EIC, CTC, RCTC, ACTC, OCD, AOTC |
| Schedule EIC | Earned Income Credit |
| Form 8962 | Premium Tax Credit |
| Form 8801 | Credit for Prior Year Minimum Tax-Individuals, Estates, and Trusts |
| W-4 | Employee's Withholding Certificate |
| W-2 | Wage and Tax Statement |
| W-4P | Withholding Certificate for Pension or Annuity Payments |
| Schedule H | Household Employment Taxes |
| Publication 503 | Child and Dependent Care Expenses |
| Publication 596 | Earned Income Credit |
| Publication 970 | Tax Benefits for Educaiton` |
| Form 2441 | Child and Dependent Care Credit |
| Publication 5187 | Health Care Law: What’s New for Individuals and Families |
| Publication 974 | Premium Tax Credit |
| Form 8960 | Net Investment Tax |
| Form 8959 | Additional Medicare Tax |
| Publication 926 | Household Employer’s Tax Guide |
| Publication 54 | Tax Guide for U.S. Citizens and Resident Aliens Abroad |
| Publication 514 | Foreign Tax Credit for Individuals |
| Tax Topic 556 | Alternative Minimum Tax |
| Form 6251 | Alternative Minimum Tax—Individuals |
| Form 8615 | Tax for Certain Children who have Unearned Income |
| Form 8814 | Parent's Election to Report Child's Interest and Dividends |
| Form 1041 | U.S. Income Tax Return for Estates and Trusts |
| Form 1116 | Foreign Tax Credit |
| Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments |
| Form 8606 | Nondeductible IRA's |
| Form 5329 | Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts |
| Form 114 | Report of Foreign Bank and Financial Accounts (FBAR) |
| Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts |
| Publication 5569 | Report of Foreign Bank & Financial Accounts (FBAR) Reference Guide |
| Form 8938 | Statement of Specified Foreign Financial Assets |
| Form 5471 | Information Return of U.S. Persons With Respect to Certain Foreign Corporations |
| Form 114a | Record of Authorization to Electronically File FBARs |
| Publication 559 | Publication 559 is designed to help those in charge (personal representatives) of the property (estate) of an individual who has died (decedent). |
| Form 706 | United States Estate (and Generation-Skipping Transfer) Tax Return |
| Form 709 | United States Gift (and Generation-Skipping Transfer) Tax Return |
| Form 56 | Notice Concerning Fiduciary Relationship |