That may be all you need, but read on for details on what the next level can do for
you.
IRS forms in Premium Level ONLY
|
Who needs it (the most common use)
|
Form 1310 Claim for
Refund Due a Deceased Taxpayer
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A person claiming a refund on behalf of a deceased taxpayer
(if not exempted)
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Form 2120 Multiple Support Declaration
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Anyone who did not pay more than half of support for
all claimed dependents.
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Form 2350 Application for Extension
for certain taxpayers living abroad
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Taxpayers who need extra time before filing their return
in order to meet residence tests for the
foreign earned income exclusion.
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Form 2555 Foreign Earned Income
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Anyone with income in a foreign country
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Form 2848 Power of Attorney and
Declaration of Representative
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Taxpayers who want to authorize someone else to represent them
before the IRS.
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Form 4136 Fuel Tax Credit
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Farmers with gas-powered farm equipment (full refund
of fuel tax paid)
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Form 4137 Social Security and Medicare Tax
on Unreported Tip Income
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Anyone with tip income not reported to the employer
or tip income allocated by the employer on a W-2
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Form 4255 Recapture of Investment
Credit
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Any business that sells equipment within 5 years of
the credit claim
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Form 4970 Tax on Accum. Distrib. of
Trusts
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Beneficiaries of trusts that don't distribute
all their income each year
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Form 4972 Tax on Lump Sum
Distributions
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Those who withdraw entire balance from pension and
profit-sharing plans
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Form 5884 Work Opportunity
Credit
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Employers who paid 1st-year wages to
targeted groups such as veterans
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Form 6198 At Risk Limitations
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Anyone with losses from amounts not at risk,
especially from partnerships
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Form 6478 Alcohol Fuel Credit
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Anyone who uses alcohol as fuel (credit for use of
ethanol or methanol)
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Form 6765 Credit for Increasing
Research
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Businesses with technological research for new
products
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Form 6781 Gains and Losses From Section
1256 Contracts and Straddles
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Investors in futures contracts or non-equity
options, plus option and commodity dealers with equity options or security
contracts
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Form 8271 Investor Reporting of Tax
Shelter Registration Number
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Anyone who invests in a registered tax shelter
(whether reported loss or not)
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Form 8332 Release of Claim to Exemption for Child
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Anyone who claims an exemption for a child for whom they are not
the custodial parent
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Form 8379 Injured Spouse Claim and
Allocation
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Relief for spouse whose refund is reduced by
spouse's federal liabilities
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Form 8396 Mortgage Interest
Credit
|
Anyone with a qualified Mortgage Credit Certificate
from state/local agency
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Form 8586 Low Income Housing
Credit
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Anyone with new residential rental buildings in
low-income housing projects
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Form 8594 Asset Acquisition
Statement
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To report transfers of assets without including
goodwill in basis
|
Form 8611 Recapture of Low Income Housing
Credit
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Recapture of previously claimed credit if basis
decreased or disposed of property without the proper bong or collateral
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Form 8801 Credit for Prior Year Min.
Tax
|
Anyone with prior AMT or disallowed fuel or electric
vehicle credit
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Form 8815 Exclusion of Interest from
Series EE Bonds
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Anyone who cashes in Series EE or I bonds issued
after 1989 (may be totally nontaxable)
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Form 8822 Change of Address
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Anyone who changed their mailing address after their last Form
1040 was filed
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Form 8824 Like-Kind Exchanges
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Anyone who wants to defer tax on sale based on
like-kind exchange rules
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Form 8828 Recapture of Federal Mortgage Subsidy
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Taxpayers who sold their home within
9 years of receiving a federally subsidized loan.
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Form 8834 Qualified Electric Vehicle
Credit
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Buyers of cars powered by rechargeable batteries or
fuel cells (10% credit)
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Form 8839 Qualified Adoption
Expense
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Those who adopt (up to $10,000 per child for
adoption fees, attorneys, etc)
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Form 8846 Credit for Employer Social
Security and Medicare Taxes Paid on Certain Employee Tips
|
Employers of those who receive tips for food or
beverage service
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Form 8853 Archer MSAs and Long-Term Care
Insurance Contracts
|
Anyone with any activity in Medical Savings Accounts
or long-term contracts for care insurance
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Form 8859 D. C. 1st-Time
Homebuyer Credit
|
Anyone who purchased a main home for the first time
in D.C.
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Form 8861 Welfare-to-Work
Credit
|
Employers who paid wages to welfare recipients (35%
to 50% of wages)
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Form 8862 Information to Claim Earned
Income Credit After Disallowance
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Anyone who wants to claim EIC but was disallowed it
in the past for reasons other than math or clerical errors
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Form 8885 Health Coverage Tax
Credit
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Trade Adjustment Assistance recipients who pay their
own health insurance
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Form 8889 Health Savings Accounts
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To figure the deduction for contributions, the taxable part of
distributions, and the 10% penalty on certain distributions
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