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What this category covers
This page groups IRS forms related to credits & incentives (8800/8900 series).
Forms for claiming various business and energy tax credits, incentives, and specialized tax elections.
The 8800 and 8900 series covers a wide range of business and energy tax credits, specialized incentives, and tax elections. These include credits for research and development (Form 6765), low-income housing (Form 8609), renewable energy (Form 8835 for alcohol fuels, 3468 for investment credit), work opportunity (Form 5884), employee retention (Form 7200/7201), and many more. Each form serves a specific credit or incentive authorized by Congress, typically requiring detailed calculations and documentation to substantiate the claim. These forms must be attached to the applicable business tax return and are often subject to IRS audit scrutiny.
This page groups IRS forms related to credits & incentives (8800/8900 series).
Start with example forms, then open the exact guide that matches your filing task.
The goal is to move from category discovery into a real form page and editor workflow.
Supporting Documents to Prove American Opportunity Credit
IRS Form 886-HAOC — Supporting Documents to Prove American Opportunity Credit. Official IRS tax form with AI-powered guidance.
886-H-AOC (sp)
IRS Form 886-HASP — 886-H-AOC (sp). Official IRS tax form with AI-powered guidance.
Supporting Documents for Dependents
IRS Form 886-HDEP — Supporting Documents for Dependents. Official IRS tax form with AI-powered guidance.
IRS forms related to credits & incentives (8800/8900 series).
Supporting Documents to Prove American Opportunity Credit
IRS Form 886-HAOC — Supporting Documents to Prove American Opportunity Credit. Official IRS tax form with AI-powered guidance.
886-H-AOC (sp)
IRS Form 886-HASP — 886-H-AOC (sp). Official IRS tax form with AI-powered guidance.
Supporting Documents for Dependents
IRS Form 886-HDEP — Supporting Documents for Dependents. Official IRS tax form with AI-powered guidance.
886-H-DEP (SP)
IRS Form 886-HDSP — 886-H-DEP (SP). Official IRS tax form with AI-powered guidance.
886-H-EIC
IRS Form 886-HE — 886-H-EIC. Official IRS tax form with AI-powered guidance.
886-H-EIC (SP)
IRS Form 886-HESP — 886-H-EIC (SP). Official IRS tax form with AI-powered guidance.
886-H-HOH
IRS Form 886-HH — 886-H-HOH. Official IRS tax form with AI-powered guidance.
886-H-HOH (SP)
IRS Form 886-HHSP — 886-H-HOH (SP). Official IRS tax form with AI-powered guidance.
886-L (sp)
IRS Form 886-LSP — 886-L (sp). Official IRS tax form with AI-powered guidance.
Supporting Documents
IRS Form 886L — Supporting Documents. Official IRS tax form with AI-powered guidance.
Credit for Prior Year Minimum Tax—Individuals, Estates, and Trusts
IRS Form 8801 — Credit for Prior Year Minimum Tax—Individuals, Estates, and Trusts. Official IRS tax form with AI-powered guidance.
Application for United States Residency Certification
IRS Form 8802 — Application for United States Residency Certification. Official IRS tax form with AI-powered guidance.
Annual Return for Partnership Withholding Tax (Section 1446)
IRS Form 8804 — Annual Return for Partnership Withholding Tax (Section 1446). Official IRS tax form with AI-powered guidance.
8804 (Schedule A)
IRS Form 8804-SA — 8804 (Schedule A). Official IRS tax form with AI-powered guidance.
Certificate of Partner-Level Items to Reduce Section 1446 Withholding
IRS Form 8804C — Certificate of Partner-Level Items to Reduce Section 1446 Withholding. Official IRS tax form with AI-powered guidance.
Installment Payments of Section 1446 Tax for Partnerships
IRS Form 8804W — Installment Payments of Section 1446 Tax for Partnerships. Official IRS tax form with AI-powered guidance.
Foreign Partner's Information Statement of Section 1446 Withholding Tax
IRS Form 8805 — Foreign Partner's Information Statement of Section 1446 Withholding Tax. Official IRS tax form with AI-powered guidance.
Information Return for Acquisition of Control or Substantial Change in Capital Structure
IRS Form 8806 — Information Return for Acquisition of Control or Substantial Change in Capital Structure. Official IRS tax form with AI-powered guidance.
Application for Extension of Time To File Information Returns
IRS Form 8809 — Application for Extension of Time To File Information Returns. Official IRS tax form with AI-powered guidance.
Request for Extension of Time To File an ExSTARS Information Return
IRS Form 8809-EX — Request for Extension of Time To File an ExSTARS Information Return. Official IRS tax form with AI-powered guidance.
Application for Extension of Time to File FATCA Form 8966
IRS Form 8809I — Application for Extension of Time to File FATCA Form 8966. Official IRS tax form with AI-powered guidance.
Corporate Passive Activity Loss and Credit Limitations
IRS Form 8810 — Corporate Passive Activity Loss and Credit Limitations. Official IRS tax form with AI-powered guidance.
Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations
IRS Form 8811 — Information Return for Real Estate Mortgage Investment Conduits (REMICs) and Issuers of Collateralized Debt Obligations. Official IRS tax form with AI-powered guidance.
Partnership Withholding Tax Payment Voucher (Section 1446)
IRS Form 8813 — Partnership Withholding Tax Payment Voucher (Section 1446). Official IRS tax form with AI-powered guidance.
Parents' Election To Report Child's Interest and Dividends
IRS Form 8814 — Parents' Election To Report Child's Interest and Dividends. Official IRS tax form with AI-powered guidance.
Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses)
IRS Form 8815 — Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses). Official IRS tax form with AI-powered guidance.
Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989
IRS Form 8818 — Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989. Official IRS tax form with AI-powered guidance.
Dollar Election Under Section 985
IRS Form 8819 — Dollar Election Under Section 985. Official IRS tax form with AI-powered guidance.
Orphan Drug Credit
IRS Form 8820 — Orphan Drug Credit. Official IRS tax form with AI-powered guidance.
Tax Information Authorization
IRS Form 8821 — Tax Information Authorization. Official IRS tax form with AI-powered guidance.
8821 (sp)
IRS Form 8821-SP — 8821 (sp). Official IRS tax form with AI-powered guidance.
IRS Form 8821-ZHT
IRS Form 8821-ZHT. Official IRS tax form with AI-powered field-by-field guidance.
IRS Disclosure Authorization for Victims of Identity Theft
IRS Form 8821A — IRS Disclosure Authorization for Victims of Identity Theft. Official IRS tax form with AI-powered guidance.
Change of Address
IRS Form 8822 — Change of Address. Official IRS tax form with AI-powered guidance.
Change of Address or Responsible Party - Business
IRS Form 8822B — Change of Address or Responsible Party - Business. Official IRS tax form with AI-powered guidance.
Low-Income Housing Credit Agencies Report of Noncompliance or Building Disposition
IRS Form 8823 — Low-Income Housing Credit Agencies Report of Noncompliance or Building Disposition. Official IRS tax form with AI-powered guidance.
Like-Kind Exchanges (and section 1043 conflict-of-interest sales)
IRS Form 8824 — Like-Kind Exchanges (and section 1043 conflict-of-interest sales). Official IRS tax form with AI-powered guidance.
Rental Real Estate Income and Expenses of a Partnership or an S Corporation
IRS Form 8825 — Rental Real Estate Income and Expenses of a Partnership or an S Corporation. Official IRS tax form with AI-powered guidance.
8825 (Schedule A)
IRS Form 8825-SA — 8825 (Schedule A). Official IRS tax form with AI-powered guidance.
Disabled Access Credit
IRS Form 8826 — Disabled Access Credit. Official IRS tax form with AI-powered guidance.
Credit for Prior-Year Minimum Tax—Corporations
IRS Form 8827 — Credit for Prior-Year Minimum Tax—Corporations. Official IRS tax form with AI-powered guidance.
Recapture of Federal Mortgage Subsidy
IRS Form 8828 — Recapture of Federal Mortgage Subsidy. Official IRS tax form with AI-powered guidance.
Expenses for Business Use of Your Home
IRS Form 8829 — Expenses for Business Use of Your Home. Official IRS tax form with AI-powered guidance.
Enhanced Oil Recovery Credit
IRS Form 8830 — Enhanced Oil Recovery Credit. Official IRS tax form with AI-powered guidance.
Excise Taxes on Excess Inclusions of REMIC Residual Interests
IRS Form 8831 — Excise Taxes on Excess Inclusions of REMIC Residual Interests. Official IRS tax form with AI-powered guidance.
Entity Classification Election
IRS Form 8832 — Entity Classification Election. Official IRS tax form with AI-powered guidance.
Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
IRS Form 8833 — Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b). Official IRS tax form with AI-powered guidance.
Qualified Electric Vehicle Credit
IRS Form 8834 — Qualified Electric Vehicle Credit. Official IRS tax form with AI-powered guidance.
Renewable Electricity Production Credit
IRS Form 8835 — Renewable Electricity Production Credit. Official IRS tax form with AI-powered guidance.
Consent To Extend the Time To Assess Tax Under Section 367--Gain Recognition Agreement
IRS Form 8838 — Consent To Extend the Time To Assess Tax Under Section 367--Gain Recognition Agreement. Official IRS tax form with AI-powered guidance.
Consent To Extend the Time To Assess Tax Pursuant to the Gain Deferral Method (Section 721(c))
IRS Form 8838P — Consent To Extend the Time To Assess Tax Pursuant to the Gain Deferral Method (Section 721(c)). Official IRS tax form with AI-powered guidance.
Qualified Adoption Expenses
IRS Form 8839 — Qualified Adoption Expenses. Official IRS tax form with AI-powered guidance.
Closer Connection Exception Statement for Aliens
IRS Form 8840 — Closer Connection Exception Statement for Aliens. Official IRS tax form with AI-powered guidance.
Election To Use Different Annualization Periods for Corporate Estimated Tax
IRS Form 8842 — Election To Use Different Annualization Periods for Corporate Estimated Tax. Official IRS tax form with AI-powered guidance.
Statement for Exempt Individuals and Individuals With a Medical Condition
IRS Form 8843 — Statement for Exempt Individuals and Individuals With a Medical Condition. Official IRS tax form with AI-powered guidance.
Empowerment Zone Employment Credit
IRS Form 8844 — Empowerment Zone Employment Credit. Official IRS tax form with AI-powered guidance.
Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
IRS Form 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips. Official IRS tax form with AI-powered guidance.
Consent To Extend the Time To Assess the Branch Profits Tax Under Regulations Sections 1.884-2(a) and (c)
IRS Form 8848 — Consent To Extend the Time To Assess the Branch Profits Tax Under Regulations Sections 1.884-2(a) and (c). Official IRS tax form with AI-powered guidance.
Claim for Refund of Excise Taxes
IRS Form 8849 — Claim for Refund of Excise Taxes. Official IRS tax form with AI-powered guidance.
Summary of Archer MSAs
IRS Form 8851 — Summary of Archer MSAs. Official IRS tax form with AI-powered guidance.
Archer MSAs and Long-Term Care Insurance Contracts
IRS Form 8853 — Archer MSAs and Long-Term Care Insurance Contracts. Official IRS tax form with AI-powered guidance.
Initial and Annual Expatriation Statement
IRS Form 8854 — Initial and Annual Expatriation Statement. Official IRS tax form with AI-powered guidance.
Election To Treat a Qualified Revocable Trust as Part of an Estate
IRS Form 8855 — Election To Treat a Qualified Revocable Trust as Part of an Estate. Official IRS tax form with AI-powered guidance.
Request for Innocent Spouse Relief
IRS Form 8857 — Request for Innocent Spouse Relief. Official IRS tax form with AI-powered guidance.
8857 (SP)
IRS Form 8857-SP — 8857 (SP). Official IRS tax form with AI-powered guidance.
Information Return of U.S. Persons With Respect To Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)
IRS Form 8858 — Information Return of U.S. Persons With Respect To Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs). Official IRS tax form with AI-powered guidance.
8858 (Schedule M)
IRS Form 8858-SM — 8858 (Schedule M). Official IRS tax form with AI-powered guidance.
Carryforward of the District of Columbia First-Time Homebuyer Credit
IRS Form 8859 — Carryforward of the District of Columbia First-Time Homebuyer Credit. Official IRS tax form with AI-powered guidance.
Information To Claim Certain Credits After Disallowance
IRS Form 8862 — Information To Claim Certain Credits After Disallowance. Official IRS tax form with AI-powered guidance.
8862 (sp)
IRS Form 8862-SP — 8862 (sp). Official IRS tax form with AI-powered guidance.
8862 (zh-s)
IRS Form 8862-ZHS — 8862 (zh-s). Official IRS tax form with AI-powered guidance.
8862 (zh-t)
IRS Form 8862-ZHT — 8862 (zh-t). Official IRS tax form with AI-powered guidance.
Education Credits (American Opportunity and Lifetime Learning Credits)
IRS Form 8863 — Education Credits (American Opportunity and Lifetime Learning Credits). Official IRS tax form with AI-powered guidance.
Biodiesel, Renewable Diesel, or Sustainable Aviation Fuels Credit
IRS Form 8864 — Biodiesel, Renewable Diesel, or Sustainable Aviation Fuels Credit. Official IRS tax form with AI-powered guidance.
Return of U.S. Persons With Respect to Certain Foreign Partnerships
IRS Form 8865 — Return of U.S. Persons With Respect to Certain Foreign Partnerships. Official IRS tax form with AI-powered guidance.
8865 (Schedule G)
IRS Form 8865-SG — 8865 (Schedule G). Official IRS tax form with AI-powered guidance.
8865 (Schedule H)
IRS Form 8865-SH — 8865 (Schedule H). Official IRS tax form with AI-powered guidance.
8865 (Schedule O)
IRS Form 8865-SO — 8865 (Schedule O). Official IRS tax form with AI-powered guidance.
8865 (Schedule P)
IRS Form 8865-SP — 8865 (Schedule P). Official IRS tax form with AI-powered guidance.
Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
IRS Form 8866 — Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method. Official IRS tax form with AI-powered guidance.
Paid Preparer's Due Diligence Checklist
IRS Form 8867 — Paid Preparer's Due Diligence Checklist. Official IRS tax form with AI-powered guidance.
Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
IRS Form 8868 — Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans. Official IRS tax form with AI-powered guidance.
Qualified Subchapter S Subsidiary Election
IRS Form 8869 — Qualified Subchapter S Subsidiary Election. Official IRS tax form with AI-powered guidance.
Information Return for Transfers Associated With Certain Personal Benefit Contracts
IRS Form 8870 — Information Return for Transfers Associated With Certain Personal Benefit Contracts. Official IRS tax form with AI-powered guidance.
IRS Form 8871
IRS Form 8871. Official IRS tax form with AI-powered field-by-field guidance.
Political Organization Report of Contributions and Expenditures
IRS Form 8872 — Political Organization Report of Contributions and Expenditures. Official IRS tax form with AI-powered guidance.
Extraterritorial Income Exclusion
IRS Form 8873 — Extraterritorial Income Exclusion. Official IRS tax form with AI-powered guidance.
New Markets Credit
IRS Form 8874 — New Markets Credit. Official IRS tax form with AI-powered guidance.
Notice of Qualified Equity Investment for New Markets Credit
IRS Form 8874A — Notice of Qualified Equity Investment for New Markets Credit. Official IRS tax form with AI-powered guidance.
Notice of Recapture Event for New Markets Credit
IRS Form 8874B — Notice of Recapture Event for New Markets Credit. Official IRS tax form with AI-powered guidance.
Taxable REIT Subsidiary Election
IRS Form 8875 — Taxable REIT Subsidiary Election. Official IRS tax form with AI-powered guidance.
Excise Tax on Structured Settlement Factoring Transactions
IRS Form 8876 — Excise Tax on Structured Settlement Factoring Transactions. Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization for Form 4868 or Form 2350
IRS Form 8878 — IRS e-file Signature Authorization for Form 4868 or Form 2350. Official IRS tax form with AI-powered guidance.
8878 (sp)
IRS Form 8878-SP — 8878 (sp). Official IRS tax form with AI-powered guidance.
IRS e-file Electronic Funds Withdrawal Authorization for Form 7004
IRS Form 8878A — IRS e-file Electronic Funds Withdrawal Authorization for Form 7004. Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization
IRS Form 8879 — IRS e-file Signature Authorization. Official IRS tax form with AI-powered guidance.
8879-CORP
IRS Form 8879-CRP — 8879-CORP. Official IRS tax form with AI-powered guidance.
E-File Authorization for Forms 709, 709-NA, 706, 706-A, 706-GS(D), 706-GS(T), 706-NA, and 706-QDT
IRS Form 8879-EG — E-File Authorization for Forms 709, 709-NA, 706, 706-A, 706-GS(D), 706-GS(T), 706-NA, and 706-QDT. Official IRS tax form with AI-powered guidance.
E-file Authorization for Employment Tax Returns
IRS Form 8879-EMP — E-file Authorization for Employment Tax Returns. Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization for Forms 720, 2290, and 8849
IRS Form 8879-EX — IRS e-file Signature Authorization for Forms 720, 2290, and 8849. Official IRS tax form with AI-powered guidance.
E-file Authorization for Form 1065
IRS Form 8879-PE — E-file Authorization for Form 1065. Official IRS tax form with AI-powered guidance.
8879 (SP)
IRS Form 8879-SP — 8879 (SP). Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization for Form 4547, Trump Account Election(s)
IRS Form 8879-TA — IRS e-file Signature Authorization for Form 4547, Trump Account Election(s). Official IRS tax form with AI-powered guidance.
IRS E-file Signature Authorization for a Tax-Exempt Entity
IRS Form 8879-TE — IRS E-file Signature Authorization for a Tax-Exempt Entity. Official IRS tax form with AI-powered guidance.
E-file Authorization for Form 1042
IRS Form 8879-WH — E-file Authorization for Form 1042. Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization for Form 1120
IRS Form 8879C — IRS e-file Signature Authorization for Form 1120. Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization for Form 1041
IRS Form 8879F — IRS e-file Signature Authorization for Form 1041. Official IRS tax form with AI-powered guidance.
IRS e-file Signature Authorization for Form 1120-S
IRS Form 8879S — IRS e-file Signature Authorization for Form 1120-S. Official IRS tax form with AI-powered guidance.
Credit for Qualified Retirement Savings Contributions
IRS Form 8880 — Credit for Qualified Retirement Savings Contributions. Official IRS tax form with AI-powered guidance.
Credits for Small Employer Pension Plan Startup Costs, Contributions, Auto-Enrollment, and Military Spouse Participation
IRS Form 8881 — Credits for Small Employer Pension Plan Startup Costs, Contributions, Auto-Enrollment, and Military Spouse Participation. Official IRS tax form with AI-powered guidance.
Credit for Employer-Provided Childcare Facilities and Services
IRS Form 8882 — Credit for Employer-Provided Childcare Facilities and Services. Official IRS tax form with AI-powered guidance.
Asset Allocation Statement Under Section 338
IRS Form 8883 — Asset Allocation Statement Under Section 338. Official IRS tax form with AI-powered guidance.
Health Coverage Tax Credit
IRS Form 8885 — Health Coverage Tax Credit. Official IRS tax form with AI-powered guidance.
Reportable Transaction Disclosure Statement
IRS Form 8886 — Reportable Transaction Disclosure Statement. Official IRS tax form with AI-powered guidance.
Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction
IRS Form 8886T — Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction. Official IRS tax form with AI-powered guidance.
Allocation of Refund
IRS Form 8888 — Allocation of Refund. Official IRS tax form with AI-powered guidance.
Health Savings Accounts (HSAs)
IRS Form 8889 — Health Savings Accounts (HSAs). Official IRS tax form with AI-powered guidance.
Application for Automatic Extension of Time To File Form 709 or Form 709-NA and/or Payment of Gift/Generation-Skipping Transfer Tax
IRS Form 8892 — Application for Automatic Extension of Time To File Form 709 or Form 709-NA and/or Payment of Gift/Generation-Skipping Transfer Tax. Official IRS tax form with AI-powered guidance.
Low Sulfur Diesel Fuel Production Credit
IRS Form 8896 — Low Sulfur Diesel Fuel Production Credit. Official IRS tax form with AI-powered guidance.
Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession
IRS Form 8898 — Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession. Official IRS tax form with AI-powered guidance.
Notice of Income From Donated Intellectual Property
IRS Form 8899 — Notice of Income From Donated Intellectual Property. Official IRS tax form with AI-powered guidance.
Qualified Railroad Track Maintenance Credit
IRS Form 8900 — Qualified Railroad Track Maintenance Credit. Official IRS tax form with AI-powered guidance.
Alternative Tax on Qualifying Shipping Activities
IRS Form 8902 — Alternative Tax on Qualifying Shipping Activities. Official IRS tax form with AI-powered guidance.
Domestic Production Activities Deduction
IRS Form 8903 — Domestic Production Activities Deduction. Official IRS tax form with AI-powered guidance.
Credit for Oil and Gas Production From Marginal Wells
IRS Form 8904 — Credit for Oil and Gas Production From Marginal Wells. Official IRS tax form with AI-powered guidance.
Certification of Intent to Adopt a Pre-approved Plan
IRS Form 8905 — Certification of Intent to Adopt a Pre-approved Plan. Official IRS tax form with AI-powered guidance.
Distilled Spirits Credit
IRS Form 8906 — Distilled Spirits Credit. Official IRS tax form with AI-powered guidance.
Energy Efficient Home Credit
IRS Form 8908 — Energy Efficient Home Credit. Official IRS tax form with AI-powered guidance.
Alternative Fuel Vehicle Refueling Property Credit
IRS Form 8911 — Alternative Fuel Vehicle Refueling Property Credit. Official IRS tax form with AI-powered guidance.
8911 (Schedule A)
IRS Form 8911-SA — 8911 (Schedule A). Official IRS tax form with AI-powered guidance.
Credit to Holders of Tax Credit Bonds
IRS Form 8912 — Credit to Holders of Tax Credit Bonds. Official IRS tax form with AI-powered guidance.
Qualified 2017 Disaster Retirement Plan Distributions and Repayments
IRS Form 8915B — Qualified 2017 Disaster Retirement Plan Distributions and Repayments. Official IRS tax form with AI-powered guidance.
IRS Form 8915C
IRS Form 8915C. Official IRS tax form with AI-powered field-by-field guidance.
Qualified 2019 Disaster Retirement Plan Distributions and Repayments
IRS Form 8915D — Qualified 2019 Disaster Retirement Plan Distributions and Repayments. Official IRS tax form with AI-powered guidance.
Qualified Disaster Retirement Plan Distributions and Repayments
IRS Form 8915F — Qualified Disaster Retirement Plan Distributions and Repayments. Official IRS tax form with AI-powered guidance.
Reconciliation of Schedule M-3 Taxable Income With Tax Return Taxable Income for Mixed Groups
IRS Form 8916 — Reconciliation of Schedule M-3 Taxable Income With Tax Return Taxable Income for Mixed Groups. Official IRS tax form with AI-powered guidance.
Supplemental Attachment to Schedule M-3
IRS Form 8916A — Supplemental Attachment to Schedule M-3. Official IRS tax form with AI-powered guidance.
Tuition and Fees Deduction
IRS Form 8917 — Tuition and Fees Deduction. Official IRS tax form with AI-powered guidance.
Material Advisor Disclosure Statement
IRS Form 8918 — Material Advisor Disclosure Statement. Official IRS tax form with AI-powered guidance.
Uncollected Social Security and Medicare Tax on Wages
IRS Form 8919 — Uncollected Social Security and Medicare Tax on Wages. Official IRS tax form with AI-powered guidance.
Third-Party Sick Pay Recap
IRS Form 8922 — Third-Party Sick Pay Recap. Official IRS tax form with AI-powered guidance.
Excise Tax on Certain Transfers of Qualifying Geothermal or Mineral Interests
IRS Form 8924 — Excise Tax on Certain Transfers of Qualifying Geothermal or Mineral Interests. Official IRS tax form with AI-powered guidance.
Report of Employer-Owned Life Insurance Contracts
IRS Form 8925 — Report of Employer-Owned Life Insurance Contracts. Official IRS tax form with AI-powered guidance.
Determination Under Section 860(e)(4) by a Qualified Investment Entity
IRS Form 8927 — Determination Under Section 860(e)(4) by a Qualified Investment Entity. Official IRS tax form with AI-powered guidance.
Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code
IRS Form 8928 — Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code. Official IRS tax form with AI-powered guidance.
Credit for Employer Differential Wage Payments
IRS Form 8932 — Credit for Employer Differential Wage Payments. Official IRS tax form with AI-powered guidance.
Carbon Oxide Sequestration Credit
IRS Form 8933 — Carbon Oxide Sequestration Credit. Official IRS tax form with AI-powered guidance.
8933 (Schedule A)
IRS Form 8933-SA — 8933 (Schedule A). Official IRS tax form with AI-powered guidance.
8933 (Schedule B)
IRS Form 8933-SB — 8933 (Schedule B). Official IRS tax form with AI-powered guidance.
8933 (Schedule C)
IRS Form 8933-SC — 8933 (Schedule C). Official IRS tax form with AI-powered guidance.
8933 (Schedule D)
IRS Form 8933-SD — 8933 (Schedule D). Official IRS tax form with AI-powered guidance.
8933 (Schedule E)
IRS Form 8933-SE — 8933 (Schedule E). Official IRS tax form with AI-powered guidance.
8933 (Schedule F)
IRS Form 8933-SF — 8933 (Schedule F). Official IRS tax form with AI-powered guidance.
Clean Vehicle Credits
IRS Form 8936 — Clean Vehicle Credits. Official IRS tax form with AI-powered guidance.
8936 (Schedule A)
IRS Form 8936-SA — 8936 (Schedule A). Official IRS tax form with AI-powered guidance.
Report of Organizational Actions Affecting Basis of Securities
IRS Form 8937 — Report of Organizational Actions Affecting Basis of Securities. Official IRS tax form with AI-powered guidance.
Statement Of Specified Foreign Financial Assets
IRS Form 8938 — Statement Of Specified Foreign Financial Assets. Official IRS tax form with AI-powered guidance.
IRS Form 8940
IRS Form 8940. Official IRS tax form with AI-powered field-by-field guidance.
Credit for Small Employer Health Insurance Premiums
IRS Form 8941 — Credit for Small Employer Health Insurance Premiums. Official IRS tax form with AI-powered guidance.
Preparer e-file Hardship Waiver Request
IRS Form 8944 — Preparer e-file Hardship Waiver Request. Official IRS tax form with AI-powered guidance.
PTIN Supplemental Application For U.S. Citizens Without A Social Security Number Due To Conscientious Religious Objection
IRS Form 8945 — PTIN Supplemental Application For U.S. Citizens Without A Social Security Number Due To Conscientious Religious Objection. Official IRS tax form with AI-powered guidance.
PTIN Supplemental Application For Foreign Persons Without a Social Security Number
IRS Form 8946 — PTIN Supplemental Application For Foreign Persons Without a Social Security Number. Official IRS tax form with AI-powered guidance.
Report of Branded Prescription Drug Information
IRS Form 8947 — Report of Branded Prescription Drug Information. Official IRS tax form with AI-powered guidance.
Preparer Explanation for Not Filing Electronically
IRS Form 8948 — Preparer Explanation for Not Filing Electronically. Official IRS tax form with AI-powered guidance.
Sales and Other Dispositions of Capital Assets
IRS Form 8949 — Sales and Other Dispositions of Capital Assets. Official IRS tax form with AI-powered guidance.
Application for Voluntary Correction Program (VCP)
IRS Form 8950 — Application for Voluntary Correction Program (VCP). Official IRS tax form with AI-powered guidance.
User Fee for Application for Voluntary Correction Program (VCP)
IRS Form 8951 — User Fee for Application for Voluntary Correction Program (VCP). Official IRS tax form with AI-powered guidance.
Application for Voluntary Classification Settlement Program (VCSP)
IRS Form 8952 — Application for Voluntary Classification Settlement Program (VCSP). Official IRS tax form with AI-powered guidance.
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits
IRS Form 8955-SSA — Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits. Official IRS tax form with AI-powered guidance.
IRS Form 8957
IRS Form 8957. Official IRS tax form with AI-powered field-by-field guidance.
Allocation of Tax Amounts Between Certain Individuals in Community Property States
IRS Form 8958 — Allocation of Tax Amounts Between Certain Individuals in Community Property States. Official IRS tax form with AI-powered guidance.
Additional Medicare Tax
IRS Form 8959 — Additional Medicare Tax. Official IRS tax form with AI-powered guidance.
Net Investment Income Tax—Individuals, Estates, and Trusts
IRS Form 8960 — Net Investment Income Tax—Individuals, Estates, and Trusts. Official IRS tax form with AI-powered guidance.
Premium Tax Credit
Used to reconcile the Premium Tax Credit for health insurance purchased through the Marketplace.
Report of Health Insurance Provider Information
IRS Form 8963 — Report of Health Insurance Provider Information. Official IRS tax form with AI-powered guidance.
Section 987 Elections
IRS Form 8964-ELE — Section 987 Elections. Official IRS tax form with AI-powered guidance.
Section 987 Transition Information
IRS Form 8964-TRA — Section 987 Transition Information. Official IRS tax form with AI-powered guidance.
FATCA Report
IRS Form 8966 — FATCA Report. Official IRS tax form with AI-powered guidance.
Cover Sheet for Form 8966 Paper Submissions
IRS Form 8966C — Cover Sheet for Form 8966 Paper Submissions. Official IRS tax form with AI-powered guidance.
Information Regarding Beneficiaries Acquiring Property From a Decedent
IRS Form 8971 — Information Regarding Beneficiaries Acquiring Property From a Decedent. Official IRS tax form with AI-powered guidance.
8971 (Schedule A)
IRS Form 8971-SA — 8971 (Schedule A). Official IRS tax form with AI-powered guidance.
Certified Professional Employer Organization/Customer Reporting Agreement
IRS Form 8973 — Certified Professional Employer Organization/Customer Reporting Agreement. Official IRS tax form with AI-powered guidance.
Quarterly Small Business Payroll Tax Credit for Increasing Research Activities
IRS Form 8974 — Quarterly Small Business Payroll Tax Credit for Increasing Research Activities. Official IRS tax form with AI-powered guidance.
Country-by-Country Report
IRS Form 8975 — Country-by-Country Report. Official IRS tax form with AI-powered guidance.
8975 (Schedule A)
IRS Form 8975-SA — 8975 (Schedule A). Official IRS tax form with AI-powered guidance.
Partner's Additional Reporting Year Tax
IRS Form 8978 — Partner's Additional Reporting Year Tax. Official IRS tax form with AI-powered guidance.
8978 (Schedule A)
IRS Form 8978-SA — 8978 (Schedule A). Official IRS tax form with AI-powered guidance.
Partnership Representative Designation or Resignation
IRS Form 8979 — Partnership Representative Designation or Resignation. Official IRS tax form with AI-powered guidance.
Partnership Request for Modification of Imputed Underpayments Under IRC Section 6225(c)
IRS Form 8980 — Partnership Request for Modification of Imputed Underpayments Under IRC Section 6225(c). Official IRS tax form with AI-powered guidance.
Waiver of the Period Under IRC Section 6231(b)(2)(A) and Expiration of the Period for Modification Submissions Under IRC Section 6225(c)(7)
IRS Form 8981 — Waiver of the Period Under IRC Section 6231(b)(2)(A) and Expiration of the Period for Modification Submissions Under IRC Section 6225(c)(7). Official IRS tax form with AI-powered guidance.
Affidavit for Partner Modification Amended Return Under IRC §6225(c)(2)(A) or Partner Alternative Procedure Under IRC §6225(c)(2)(B)
IRS Form 8982 — Affidavit for Partner Modification Amended Return Under IRC §6225(c)(2)(A) or Partner Alternative Procedure Under IRC §6225(c)(2)(B). Official IRS tax form with AI-powered guidance.
Certification of Partner Tax-Exempt Status for Modification Under IRC §6225(c)(3)
IRS Form 8983 — Certification of Partner Tax-Exempt Status for Modification Under IRC §6225(c)(3). Official IRS tax form with AI-powered guidance.
Extension of the Taxpayer Modification Submission Period Under Section 6225(c)(7)
IRS Form 8984 — Extension of the Taxpayer Modification Submission Period Under Section 6225(c)(7). Official IRS tax form with AI-powered guidance.
Pass-Through Statement — Transmittal/Partnership Adjustment Tracking Report (Required Under Sections 6226 and 6227)
IRS Form 8985 — Pass-Through Statement — Transmittal/Partnership Adjustment Tracking Report (Required Under Sections 6226 and 6227). Official IRS tax form with AI-powered guidance.
Tax Payment by a Pass-Through Partner
IRS Form 8985V — Tax Payment by a Pass-Through Partner. Official IRS tax form with AI-powered guidance.
Partner's Share of Adjustment(s) to Partnership-Related Item(s) (Required Under Sections 6226 and 6227)
IRS Form 8986 — Partner's Share of Adjustment(s) to Partnership-Related Item(s) (Required Under Sections 6226 and 6227). Official IRS tax form with AI-powered guidance.
Election for Alternative to Payment of the Imputed Underpayment - IRC Section 6226
IRS Form 8988 — Election for Alternative to Payment of the Imputed Underpayment - IRC Section 6226. Official IRS tax form with AI-powered guidance.
Request to Revoke the Election for Alternative to Payment of the Imputed Underpayment
IRS Form 8989 — Request to Revoke the Election for Alternative to Payment of the Imputed Underpayment. Official IRS tax form with AI-powered guidance.
Limitation on Business Interest Expense Under Section 163(j)
IRS Form 8990 — Limitation on Business Interest Expense Under Section 163(j). Official IRS tax form with AI-powered guidance.
Tax on Base Erosion Payments of Taxpayers With Substantial Gross Receipts
IRS Form 8991 — Tax on Base Erosion Payments of Taxpayers With Substantial Gross Receipts. Official IRS tax form with AI-powered guidance.
U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
IRS Form 8992 — U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI). Official IRS tax form with AI-powered guidance.
8992 (Schedule A)
IRS Form 8992-SA — 8992 (Schedule A). Official IRS tax form with AI-powered guidance.
8992 (Schedule B)
IRS Form 8992-SB — 8992 (Schedule B). Official IRS tax form with AI-powered guidance.
Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI)
IRS Form 8993 — Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI). Official IRS tax form with AI-powered guidance.
Employer Credit for Paid Family and Medical Leave
IRS Form 8994 — Employer Credit for Paid Family and Medical Leave. Official IRS tax form with AI-powered guidance.
Qualified Business Income Deduction Simplified Computation
IRS Form 8995 — Qualified Business Income Deduction Simplified Computation. Official IRS tax form with AI-powered guidance.
8995-A (Schedule A)
IRS Form 8995-AA — 8995-A (Schedule A). Official IRS tax form with AI-powered guidance.
8995-A (Schedule B)
IRS Form 8995-AB — 8995-A (Schedule B). Official IRS tax form with AI-powered guidance.
8995-A (Schedule C)
IRS Form 8995-AC — 8995-A (Schedule C). Official IRS tax form with AI-powered guidance.
8995-A (Schedule D)
IRS Form 8995-AD — 8995-A (Schedule D). Official IRS tax form with AI-powered guidance.
Qualified Business Income Deduction
IRS Form 8995A — Qualified Business Income Deduction. Official IRS tax form with AI-powered guidance.
Qualified Opportunity Fund
IRS Form 8996 — Qualified Opportunity Fund. Official IRS tax form with AI-powered guidance.
Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
IRS Form 8997 — Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments. Official IRS tax form with AI-powered guidance.
8849 (Schedule 1)
IRS Form 8849S1 — 8849 (Schedule 1). Official IRS tax form with AI-powered guidance.
8849 (Schedule 2)
IRS Form 8849S2 — 8849 (Schedule 2). Official IRS tax form with AI-powered guidance.
8849 (Schedule 3)
IRS Form 8849S3 — 8849 (Schedule 3). Official IRS tax form with AI-powered guidance.
8849 (Schedule 5)
IRS Form 8849S5 — 8849 (Schedule 5). Official IRS tax form with AI-powered guidance.
8849 (Schedule 6)
IRS Form 8849S6 — 8849 (Schedule 6). Official IRS tax form with AI-powered guidance.
8849 (Schedule 8)
IRS Form 8849S8 — 8849 (Schedule 8). Official IRS tax form with AI-powered guidance.
8865 (Schedule K-1)
IRS Form 8865SK1 — 8865 (Schedule K-1). Official IRS tax form with AI-powered guidance.
8865 (Schedule K-2)
IRS Form 8865SK2 — 8865 (Schedule K-2). Official IRS tax form with AI-powered guidance.
8865 (Schedule K-3)
IRS Form 8865SK3 — 8865 (Schedule K-3). Official IRS tax form with AI-powered guidance.
IRS Form 8865K23
IRS Form 8865K23. Official IRS tax form with AI-powered field-by-field guidance.
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