Forms in Standard Level for Tax Preparer (1040)

IRS Form

Common Use

Form 1040   U.S. Individual Income Tax Return

Main signature form required for all returns

Form 1040-ES   Estimated Tax

To figure quarterly estimated tax payments required to avoid penalties

Form 1040-V   Payment Voucher

Automatically printed with Form 1040 for a balance due return

Form 1040X   Amended U.S. Individual Income Tax Return

To alter a previously-filed return for the tax year

Schedule 1   Additional Income and Adjustments to Income

For reporting income not reported directly on Form 1040 and specifying adjustments that reduce Adjusted Gross Income

Schedule 2   Additional Taxes

For reporting taxes not reported directly on Form 1040

Schedule 3   Additional Credits and Payments

For reporting credits and payments not reported directly on Form 1040

Schedule A   Itemized Deductions

For deductions when they exceed the Standard Deduction

Schedule B   Interest and Ordinary Dividends

For interest and dividends, usually reported to you on Forms 1099-INT and 1099-DIV

Schedule C   Profit or Loss From Business (Sole Proprietorship)

For earned income from a non-farm business you own

Schedule D   Capital Gains and Losses

To report sale of exchange of capital assets (such as stocks, bonds, and personal property)

Schedule E   Supplemental Income and Loss

For income from rentals, royalties, and partnerships or other entities who give you a Schedule K-1

Schedule EIC   Earned Income Credit

Credit for low-income working taxpayers

Schedule F   Profit or Loss from Farming

For earned income from a farm business you own

Schedule H   Household Employment Taxes

To figure social security, Medicare, and unemployment taxes on your household employees

Schedule R   Credit for the Elderly or the Disabled

For low-income taxpayers age 65 and over, and certain disableds

Schedule SE   Self-Employment Tax

Social security and Medicare tax for the self-employed

Schedule 8812   Additional Child Tax Credit

Credit for taxpayers whose child tax credit was limited by a low tax after certain credits

Form 1116   Foreign Tax Credit

Most taxpayers who paid more than $300 of foreign taxes ($600 if filing jointly)

Form 2106   Employee Business Expenses

Deduction for unreimbursed expenses of employees

Form 2210   Underpayment of Estimated Tax by Individuals

For figuring penalty for underwithholding or underpayment of quarterly tax

Form 2210-F   Underpayment of Estimated Tax by Farmers and Fishermen

Replaces Form 2210 for eligible farmers or fishermen

Form 2441   Child and Dependent Care Expenses

Tax credit for working taxpayers who pay for child care

Form 3903   Moving Expenses

Tax credit for moving your home because of a new job

Form 4562   Depreciation and Amortization

To figure deductions for depreciation and amortization of business and investment property

Form 4684   Casualties and Thefts

To figure deductions for losses due to casualty or theft

Form 4797   Sales of Business Property

To report income or loss from sale or exchange of business and certain investment property

Form 4835   Farm Rental Income

To report income or loss from farm property rental based on production

Form 4868   Application for Automatic Extension

To extend filing date to 4 months after regular due date

Form 4952   Investment Interest Expense

Investors who buy stock on margin or have other loans to keep investments

Form 5329   Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

To figure penalties on early or disqualified distributions, excess contributions, or excess accumulations for certain qualified plans

Form 5405   First-Time Homebuyer Credit and Repayment of the Credit

To claim credit for purchasing a new home (not just for first-time homebuyers, in spite of the IRS title) or to figure recapture due from a prior credit claim.

Form 5695   Residential Energy Credits

Those who make energy efficiency improvements to their main home and those who install alternative energy sources in their home.

Form 6251   Alternative Minimum Tax

To figure the additional tax due to AMT regulations

Form 6252   Installment Sale Income

To figure current-year taxable income from installment payments received

Form 8283   Noncash Charitable Contributions

To satisfy reporting requirements when contributions other than cash or check total more than $500

Form 8453   U.S. Individual Tax Transmittal for an IRS e-file Return

Required as a paper cover letter for e-file returns that require submiitting certain paper forms or supporting documents that cannot be transmitted electronically.

Form 8582   Passive Activity Loss Limitations

To figure limitations on current-year loss deductions for passive activities

Form 8606   Nondeductible IRAs

To figure taxable part of IRA distributions, contributions, conversions, and recharacterizations

Form 8615   Tax for Children Under Age 14

Tax computation for taxpayers under age 14 with more than $1,500 of investment income

Form 8812   See Schedule 8812

Renamed as a schedule starting tax year 2012

Form 8814   Parents' Election to Report Child's Interest and Dividends

For parents who choose to include a chid's income on their own return rather than filing a return for the child

Form 8829   Expenses for Business Use of Your Home

To figure the deductible amount of home expenses for Schedule C

Form 8863   Education Credits

To claim credit for higher education expenses for you, spouse, or dependents

Form 8879   IRS e-file Signature Authorization

Required for a paperless e-file return

Form 8880   Credit for Qualified Retirement Savings Contributions

To claim credit for contributions to certain tax-favored accounts (such as IRAs) for low-income taxpayers

Form 8917   Tuition and Fees Deduction

Those who pay tuition and other fees for the college education of you, spouse, or a dependent, but do not claim an education credit for that same student. This form is now required for any deduction claimed at line 34 of Form 1040

Form 8941   Credit for Small Employer Health Insurance Premiums

For small employers to claim credit for providing health insurance.

Form 8948   Preparer Explanation for Not Filing Electronically

For returns prepared by a paid preparer, to explain why the return is not filed electronically even though the preparer is generally required to e-file returns.

Form 8949   Sales and Other Dispositions of Capital Assets

To provide details on transactions for Schedule D that were formerly reported on Schedule D itself.

Form 8959   Additional Medicare Tax

To compute the additional Medicare tax that applies to high-income taxpayers and to report the amount already withheld for that tax.

Form 8960   Net Investment Income Tax

To compute the additional income tax on investment income that applies to high-income taxpayers.

e-file form   Special HowardSoft form for e-file returns

Required for all e-file returns, our unique form automatically determines preliminary eligibility for e-file. It also collects bank information for direct deposit, direct withdrawal, and information to automatically complete Form 8879.