New York Tax Forms
E-file your New York personal income tax return online with 1040.com. These 2021 forms and more are available:
- New York Form IT – 201 – Personal Income Tax Return for Residents
- New York Form IT – 201ATT – Other Tax Credits and Taxes – Pg 1
- New York Form IT – 203 – Personal Income Tax Return for Nonresidents and Part-Year Residents
- New York Form IT – 203 – B – NR/PY Residents (Wage Allocation) – Pg 1
- New York Form IT – 203 – B – Living Quarters Maintained by a Nonresident – Pg 2
- New York Form IT – 203 – F – Multi-Year Allocation Form
- New York Form IT – 203 – F – Multi-Year Allocation Form – Sch A
- New York Form IT – 203 – F – Schedule B – Stock option, restricted, appreciation
- New York Form IT – 112.1 Lump Sum Credit
- New York Form IT – 112.C Taxes Paid to Canada Credit
- New York Form IT – 112.R Credit for Taxes Paid to Another Jurisdiction
- New York Form IT – 119 – STAR Credit Advance Payment Reconciliation
- New York Form IT – 135 Sales and Use Tax Report
- New York Form IT – 195 – Direct Deposits to NYS 529 College Savings
- New York Form IT – 204-LLC Filing Fee Payment Form
- New York Form IT – 209/215 Earned Income Credit
- New York Form IT – 2102.6 Certificate of Income Tax Withheld
- New York Form IT – 2105.9 Underpayment of Estimated Tax Penalty
- New York Form IT – 211 Special Depreciation Schedule
- New York Form IT – 213 – Empire State Child Credit
- New York Form IT – 214 – Real Property Tax Credit for Homeowners and Renters
- New York Form IT – 215 – Earned Income Credit
- New York Form IT – 216 – Explanation for Missing Care Provider Information
- New York Form IT – 217 Farmers School Tax Credit
- New York Form IT – 219 Unincorporated Business Tax Credit
- New York Form IT – 221 Disability Income Exclusion
- New York Form IT – 228 Contributions to Certain Funds Credit
- New York Form IT – 236 – Credit for Taxicab and Livery Service Vehicle
- New York Form IT – 237 Historic Homeownership Rehabilitation Credit
- New York Form IT – 241 Clean Heating Fuel Credit
- New York Form IT – 245 – Volunteer Firefighter/Ambulance Worker’s Credit
- New York Form IT – 249 Long-Term Care Insurance Credit
- New York Form IT – 253 Alternative Fuels Credit
- New York Form IT – 255 Solar Electric Generating Equipment Credit
- New York Form IT – 258 Nursing Home Assessment Credit
- New York Form IT – 272 – College Tuition Credit or Itemized Deduction
- New York Form IT – 280 IT Nonobligated Spouse Allocation
- New York Form IT – 285 Innocent Spouse Relief (Years & Explanation)
- New York Form IT – 360 – NYC/YONKERS – Change of City Resident Status
- New York Form IT – 399 Depreciation Schedule
- New York Form IT – 501 Temporary Deferral Nonrefundable Payout
- New York Form IT – 529 College Savings Plan
- New York Form IT – 604 – Claim for QEZE Tax Reduction Credit
- New York Form IT – 604 – QEZE – Partners, Shareholders, and Beneficiaries
- New York Form IT – 606 QEZE Credit for Real Property Taxes (Empire Zones)
- New York Form IT – 606 QEZE Credit for Real Property Taxes (Employment Test)
- New York Form IT – 607 – Excelsior Jobs Program Tax Credit
- New York Form IT – 607 – Share of Credit Component
- New York Form IT – 611/611.1 – Brownfield Redevelopment Tax Credit
- New York Form IT – 611/611.1 – Partnership, S corporation, and Estates/Trust Info
- New York Form IT – 611/611.1 – Schedule B – Credit Components
- New York Form IT – 611/611.1 – Schedule F – Recapture of Credit
- New York Form IT – 612- Remediated Brownfield Credit for Real Property Taxes
- New York Form IT – 625 Low-Income Housing Credit – Multiple Projects
- New York Form IT – 626 Recapture of Low-Income Housing Credit
- New York Form IT – 634 – Empire State Jobs Retention Program Credit
- New York Form IT – 635 – New York Youth Jobs Program Tax Credit
- New York Form IT – 636 – Alcoholic Beverage Production Credit
- New York Form IT – 636 – Schedule B – E Credit for Alcoholic Beverage Produced in NY
- New York Form IT – 641 Schedule B – Entities share of Credit/Credit Recapture
- New York Form IT – 645 – Recapture of Start-Up NY Tax Benefits
The following returns/forms must be paper-filed:
- New York NYC 114.8 – LMREAP Credit Applied to UBT
- New York City 1127 Nonresident Employees Return
- New York NYC 202 – Schedule C – Part 2 – Businesses Located OUTSIDE of New York
- New York City 202 – Schedule C – Part 1 – Businesses Located in NYC
- New York City 202 – Schedule D – Investment Capital and Allocation
- New York City 202 Additional Information
- New York City 202/202S Schedule A – Computation of Tax
- New York City 202/202S Schedule C – Part 3 Allocation of Income
- New York City 208 – Claim for NYC Enhanced Real Property Tax Credit
- New York City 208 – Household Member Information
- New York City 208 – Statement to explain household income
- New York City 399 – Schedule of New York City Depreciation Adjustments
- New York City 399Z – Depreciation Adjustments for Certain Post 9/10/01 Property
- New York City NYC-114.12 – Beer Production Credit
- New York Yonkers – 203 – Nonresident Earnings Tax
More reasons to use 1040.com to file your state taxes:
Downloadable Forms A-Z
-
1040
U.S. Individual Income Tax Return
-
1040 PG 2
U.S. Individual Income Tax Return
-
1040NR
U.S. Individual Nonresident Income Tax Return
-
1040NR PG 2
U.S. Individual Nonresident Income Tax Return
-
1040NRSP
U. S. Individual Nonresident Income Tax Return (Spanish)
-
1040NRSP PG 2
U.S. Individual Nonresident Income Tax Return (Spanish)
-
1040SP
U.S. Individual Income Tax Return (Spanish)
-
1040SP PG 2
U.S. Individual Income Tax Return (Spanish)
-
1040SR
U.S. Tax Return for Seniors
-
1040SR PG 2
U.S. Tax Return for Seniors
-
1040SR PG 3
U.S. Tax Return for Seniors
-
1040SR PG 4
U.S. Tax Return for Seniors
-
1040SRSP
U.S. Tax Return for Seniors (Spanish)
-
1040SRSP PG 2
U.S. Tax Return for Seniors (Spanish)
-
1040SRSP PG 3
U.S. Tax Return for Seniors (Spanish)
-
1040SRSP PG 4
U.S. Tax Return for Seniors (Spanish)
-
1040V
Individual Payment Voucher
-
1040X
Individual Amended Income Tax Return
-
1040X PG 2
Individual Amended Income Tax Return
-
1042S
Foreign Person s U.S. Source Income Subject to Withholding
-
1045
Application for Tentative Refund
-
1045 PG 2
Application for Tentative Refund
-
1045 PG 3
Application for Tentative Refund
-
1045 PG 4
Application for Tentative Refund
-
1045 PG 5
Application for Tentative Refund
-
1098 C
Contributions of Motor Vehicles, Boats, and Airplanes
-
1099G
Certain Government Payments
-
1099R
Distributions from Pensions
-
1116
Foreign Tax Credit
-
1116 PG 2
Foreign Tax Credit
-
1116B
Foreign Tax Carryover Reconciliation Schedule
-
1116B A
Foreign Tax Carryover Reconciliation Schedule AMT
-
1116B A PG 2
Foreign Tax Carryover Reconciliation Schedule AMT
-
1116B PG 2
Foreign Tax Carryover Reconciliation Schedule
-
1116C
Foreign Tax Redetermination Schedule
-
1116C A
Foreign Tax Redetermination Schedule AMT
-
1116C A PG 2
Foreign Tax Redetermination Schedule AMT
-
1116C PG 2
Foreign Tax Redetermination Schedule
-
1310
Stmt Claiming Refund Due Deceased Taxpayer
-
13844
App For Reduced User Fee For Installment Agreements
-
13844 PG 2
App For Reduced User Fee For Installment Agreements
-
13844SP
App For Reduced User Fee For Installment Agreements (Spanish)
-
13844SP PG 2
App For Reduced User Fee For Installment Agreements (Spanish)
-
14039
Identity Theft Affadavit
-
14039 PG 2
Identity Theft Affadavit
-
14039B
Identity Theft Affadavit for Business
-
14039B PG 2
Identity Theft Affadavit for Business
-
14039BSP
Identity Theft Affadavit for Business (Spanish)
-
14039BSP PG 2
Identity Theft Affadavit for Business (Spanish)
-
14039SP
Identity Theft Affadavit (Spanish)
-
14039SP PG 2
Identity Theft Affadavit (Spanish)
-
2106
Employee Business Expenses
-
2106 PG 2
Employee Business Expenses
-
2120
Mulitple Support Declaration (for Dependents)
-
2210
Underpayment of Estimated Tax
-
2210 PG 2
Underpayment of Estimated Tax
-
2210 PG 3
Underpayment of Estimated Tax
-
2210F
Underpmt of Est Tax Farmers and Fishermen
-
2350
Application for Extension of Time to File
-
2350SP
Application for Extension of Time to File (Spanish)
-
2439
Undistributed Long Term Capital Gains
-
2441
Child and Dependent Care Expenses
-
2441 PG 2
Child and Dependent Care Expenses
-
2555
Foreign Earned Income
-
2555 PG 2
Foreign Earned Income
-
2555 PG 3
Foreign Earned Income
-
2848
Power of Attorney
-
2848 PG 2
Power of Attorney
-
2848SP
Power of Attorney (Spanish)
-
2848SP PG 2
Power of Attorney (Spanish)
-
3115
Application for Change in Accounting Method
-
3115 PG 2
Application for Change in Accounting Method
-
3115 PG 3
Application for Change in Accounting Method
-
3115 PG 4
Application for Change in Accounting Method
-
3115 PG 5
Application for Change in Accounting Method
-
3115 PG 6
Application for Change in Accounting Method
-
3115 PG 7
Application for Change in Accounting Method
-
3115 PG 8
Application for Change in Accounting Method
-
3468
Investment Credit
-
3468 PG 2
Investment Credit, pg 2
-
3468 PG 3
Investment Credit, pg 3
-
3800
General Business Credit
-
3800 PG 2
General Business Credit
-
3800 PG 3
General Business Credit
-
3903
Moving Expenses
-
4136
Credit for Federal Tax Paid on Fuels
-
4136 PG 2
Credit for Federal Tax Paid on Fuels
-
4136 PG 3
Credit for Federal Tax Paid on Fuels
-
4136 PG 4
Credit for Federal Tax Paid on Fuels
-
4137
SS and Medicare Tax on Unreported Tip Income
-
4255
Recapture of Investment Credit
-
4506
Request for Copy of Tax Return
-
4506 F
Identity Theft Victim's Request for Copy of Fraudulent Tax Return
-
4506 T
Request for Transcript of Tax Return
-
4506SP
Request for Copy of Tax Return (Spanish)
-
4506SP PG 2
Request for Copy of Tax Return (Spanish)
-
4562
Depreciation and Amortization
-
4562 PG 2
Depreciation and Amortization
-
461
Limitation on Business Losses
-
4684
Casualties and Thefts
-
4684 PG 2
Casualties and Thefts
-
4684 PG 3
Casualties and Thefts
-
4684 PG 4
Casualties and Thefts
-
4797
Sales of Business Property
-
4797 PG 2
Sales of Business Property
-
4835
Farm Rental Income & Expenses
-
4852
Substitute for W 2
-
4868
Automatic Extension to File 1040
-
4868SP
Automatic Extension to File 1040 (Spanish)
-
4952
Investment Interest Expense Deduction
-
4970
Tax on Accumulation Distribution of Trust
-
4972
Tax on Lump Sum Distributions
-
5329
Additional Taxes on Qualified Plans
-
5329 PG 2
Additional Taxes on Qualified Plans
-
5405
Repayment of the First Time Homebuyer Credit
-
5471
Info Return of Persons with Respect to Certain Foreign Corps
-
5471 E
Income, War Profits, and Excess Profits Paid or Accrued
-
5471 E PG 2
Income, War Profits, and Excess Profits Paid or Accrued
-
5471 E PG 3
Income, War Profits, and Excess Profits Paid or Accrued
-
5471 G1
Cost Sharing Arrangement
-
5471 H
Current Earnings and Profits
-
5471 I1
Information for Global Intangible Low Taxed Income
-
5471 J
Accum Earnings and Profits of Controlled Foreign Corp
-
5471 J PG 2
Accum Earnings and Profits of Controlled Foreign Corp
-
5471 J PG 3
Accum Earnings and Profits of Controlled Foreign Corp
-
5471 M
Transactions Between Controlled Foreign Corp and Shareholders
-
5471 M PG 2
Transactions Between Controlled Foreign Corp and Shareholders
-
5471 O
Org or Reorg of Foreign Corp and Acq and Disp of its Stock
-
5471 O PG 2
Org or Reorg of Foreign Corp and Acq and Disp of its Stock
-
5471 P
Previously Taxed E&P of US Shareholders of Certain Foreign Corporations
-
5471 P PG 2
Previously Taxed E&P of US Shareholders of Certain Foreign Corporations
-
5471 P PG 3
Previously Taxed E&P of US Shareholders of Certain Foreign Corporations
-
5471 P PG 4
Previously Taxed E&P of US Shareholders of Certain Foreign Corporations
-
5471 PG 2
Info Return of Persons with Respect to Certain Foreign Corps
-
5471 PG 3
Info Return of Persons with Respect to Certain Foreign Corps
-
5471 PG 4
Info Return of Persons with Respect to Certain Foreign Corps
-
5471 PG 5
Info Return of Persons with Respect to Certain Foreign Corps
-
5471 PG 6
Info Return of Persons with Respect to Certain Foreign Corps
-
5471 Q
Form 5471 Schedule Q
-
5471 Q PG 2
Form 5471 Schedule Q
-
5471 Q PG 3
Form 5471 Schedule Q
-
5471 Q PG 4
Form 5471 Schedule Q
-
5471 R
Form 5471 Schedule R
-
56
Notice Concerning Fiduciary Relationship
-
56 PG 2
Notice Concerning Fiduciary Relationship
-
5695
Residential Energy Credits
-
5695 PG 2
Residential Energy Credits
-
5884
Work Opportunity Credit
-
5884 A
Credits for Affected Disaster Area Employers
-
6198
At Risk Limitations
-
6251
Alternative Minimum Tax Individuals
-
6251 PG 2
Alternative Minimum Tax Individuals
-
6252
Installment Sale Income
-
6478
Biofuel Producer Credit
-
6765
Credit for Increasing Research Activities
-
6765 PG 2
Credit for Increasing Research Activities
-
6781
Gains and Losses from Contracts and Straddles
-
7202
Credits for Sick Leave and Family Leave for Self Employed page 1
-
7202 PG 2
Credits for Sick Leave and Family Leave for Self Employed page 2
-
7202 PG 3
Credits for Sick Leave and Family Leave for Self Employed page 3
-
7202SP
Credits for Sick Leave and Family Leave for Self Employed (Spanish)
-
7202SP PG 2
Credits for Sick and Family leave for Self Employed page 2 (Spanish)
-
7202SP PG 3
Credits for Sick Leave and Family Leave for Self Employed page 3 (Spanish)
-
7203
S Corporation Shareholder Stock and Debt Basis Limitations
-
7203 PG 2
S Corporation Shareholder Stock and Debt Basis Limitations
-
8082
Notice of Inconsistent Treatment
-
8082 PG 2
Notice of Inconsistent Treatment
-
8275
Disclosure Statement
-
8275 PG 2
Disclosure Statement
-
8275 R
Regulation Disclosure Statement
-
8275 R PG 2
Regulation Disclosure Statement
-
8283
Noncash Charitable Contributions
-
8283 PG 2
Noncash Charitable Contributions
-
8288A
Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
-
8332
Release of Claim to Exemption
-
8379
Injured Spouse Allocation
-
8379 PG 2
Injured Spouse Allocation
-
8396
Mortgage Interest Credit
-
843
Claim for Refund and Request for Abatement
-
8453
1040 Income Tax Transmittal for an IRS e file Return
-
8453 PG 2
1040 Income Tax Transmittal for an IRS e file Return
-
8453SP
1040 Income Tax Transmittal for an IRS e file Return (Spanish)
-
8453SP PG 2
1040 Income Tax Transmittal for an IRS e file Return (Spanish)
-
8582
Passive Activity Loss Limitations
-
8582 CR
Passive Activity Credit Limitations
-
8582 CR PG 2
Passive Activity Credit Limitations
-
8582 PG 2
Passive Activity Loss Limitations
-
8582 PG 3
Passive Activity Loss Limitations
-
8582 PTP
Worksheet 1 for PTPs
-
8586
Low Income Housing Credit
-
8594
Asset Aquisition Statement
-
8594 PG 2
Asset Aquisition Statement
-
8606
Nondeductible IRAs
-
8606 PG 2
Nondeductible IRAs
-
8609
Low Income Housing Credit Allocation Certification
-
8609 A
Annual Statement for Low Income Housing Credit
-
8611
Recapture of Low Income Housing Credit
-
8615
Tax for Certain Children Who Have Unearned Income
-
8621
Information Return by a Shareholder of a PFIC or QEF
-
8621 PG 2
Information Return by a Shareholder of a PFIC or QEF
-
8621 PG 3
Information Return by a Shareholder of a PFIC or QEF
-
8697
Interest Computation Under the Look Back Method
-
8697 PG 2
Interest Computation Under the Look Back Method
-
8801
Credit for Prior Year Minimum Tax
-
8801 PG 2
Credit for Prior Year Minimum Tax
-
8801 PG 3
Credit for Prior Year Minimum Tax
-
8801 PG 4
Credit for Prior Year Minimum Tax
-
8812
1040 Schedule 8812 Credits for Qualifying Children and Other Dependents
-
8812 PG 2
1040 Schedule 8812 Credits for Qualifying Children and Other Dependents page 2
-
8812 PG 3
1040 Schedule 8812 Credits for Qualifying Children and Other Dependents page 3
-
8812SP
1040 Schedule 8812 Additional Child Tax Credit (Spanish)
-
8812SP PG 2
1040 Schedule 8812 Credits for Qualifying Children and Other Dependents (Spanish)
-
8812SP PG 3
1040 Schedule 8812 Credits for Qualifying Children and Other Dependents (Spanish)
-
8814
Parents Election To Report Child s Interest and Dividends
-
8815
Exclusion of Interest From Series EE Bonds
-
8820
Orphan Drug Credit
-
8820 PG 2
Orphan Drug Credit Information
-
8821
Tax Information Authorization
-
8822
Change of Address
-
8822B
Change of Address or Responsible Party Business
-
8824
Like Kind Exchanges
-
8824 PG 2
Like Kind Exchanges
-
8826
Disabled Access Credit
-
8828
Recapture of Federal Mortgage Subsidy
-
8829
Expenses for Business Use of Your Home
-
8832
Entity Classification Election
-
8832 PG 2
Entity Classification Election
-
8833
Treaty Based Return Position Disclosure
-
8835
Renewable Electricity Production Credit
-
8839
Qualified Adoption Expenses
-
8839 PG 2
Qualified Adoption Expenses
-
8840
Closer Connection Exception Statement for Aliens
-
8840 PG 2
Closer Connection Exception Statement
-
8843
Statement for Exempt Individuals
-
8843 PG 2
Statement for Exempt Individuals
-
8844
Empowerment Zone Employment Credit
-
8845
Indian Employment Credit
-
8846
Credit Emp SS Medicare Tax Paid on Certain Employee Tips
-
8853
Archer MSAs and Long Term Care Insurance Contracts
-
8853 PG 2
Archer MSAs and Long Term Care Insurance Contracts
-
8854
Initial and Annual Expatriation Statement
-
8854 PG 2
Initial and Annual Expatriation Statement
-
8854 PG 3
Initial and Annual Expatriation Statement
-
8854 PG 4
Initial and Annual Expatriation Statement
-
8854 PG 5
Initial and Annual Expatriation Statement
-
8854ST1
Form 8854 Part III line 1 property continuation
-
8854ST10
Form 8854 Part II Section B line 8 Partnership Interests Statement
-
8854ST11
Form 8854 Part II Section B line 9 Assets Held by Trusts Statement
-
8854ST12
Form 8854 Part II Section B line 10 Beneficial Interests in Nongrantor Trusts Statement
-
8854ST13
Form 8854 Part II Section B line 19 Other Assets Statement
-
8854ST14
Form 8854 Part II Section B line 23 Other Liabilities Statement
-
8854ST15
Form 8854 Part III Lines 2 and 3 overflow
-
8854ST2
Form 8854 Part II Section C line 1a Eligible Deferred Compensation Items Statement
-
8854ST3
Form 8854 Part II Section C line 1b Ineligible Deferred Compensation Items Statement
-
8854ST4
Form 8854 Part II Section C line 1c Specified Tax Deferred Accounts Statement
-
8854ST5
Form 8854 Part II Section C line 1d Interest in a Nongrantor Trust Statement
-
8854ST6
Form 8854 Part II Section C line 2 Property Continuation
-
8854ST7
Form 8854 Part II Section C line 2 column (e) Allocation of Exclusion Amount Statement
-
8854ST8
Form 8854 Part II Section C line 2 column (g) Allocation of Tax Deferred Statement
-
8854ST9
Form 8854 Part 2 Section B lines 5a Stock Issued by Foreign Companies
-
8857
Request for Innocent Spouse Relief
-
8857 PG 2
Request for Innocent Spouse Relief
-
8857 PG 3
Request for Innocent Spouse Relief
-
8857 PG 4
Request for Innocent Spouse Relief
-
8857 PG 5
Request for Innocent Spouse Relief
-
8857 PG 6
Request for Innocent Spouse Relief
-
8857SP
Request for Innocent Spouse Relief (Spanish)
-
8857SP PG 2
Request for Innocent Spouse Relief (Spanish)
-
8857SP PG 3
Request for Innocent Spouse Relief (Spanish)
-
8857SP PG 4
Request for Innocent Spouse Relief (Spanish)
-
8857SP PG 5
Request for Innocent Spouse Relief (Spanish)
-
8857SP PG 6
Request for Innocent Spouse Relief (Spanish)
-
8858
Info Return of Persons with Respect to FDEs
-
8858 M
Transactions Between FDE and Filer or Other Related Entities
-
8858 PG 2
Info Return of Persons with Respect to FDEs
-
8858 PG 3
Info Return of Persons with Respect to FDEs
-
8858 PG 4
Info Return of Persons with Respect to FDEs
-
8859
Carryforward of the DC First Time Homebuyer Credit
-
8862
Information To Claim Certain Credits After Disallowance
-
8862 PG 2
Information To Claim Certain Credits After Disallowance
-
8862 PG 3
Information To Claim Certain Credits After Disallowance
-
8862 PG 4
Information To Claim Certain Credits After Disallowance
-
8862SP
Information To Claim Certain Credits After Disallowance (Spanish)
-
8862SP PG 2
Information To Claim Certain Credits After Disallowance (Spanish)
-
8862SP PG 3
Information To Claim Certain Credits After Disallowance (Spanish)
-
8862SP PG 4
Information To Claim Certain Credits After Disallowance (Spanish)
-
8863
Education Credits
-
8863 PG 2
Education Credits, page 2
-
8864
Biodiesel and Renewable Diesel Fuels Credit
-
8866
Interest Computation Under the Look Back Method
-
8867
Paid Preparer s Due Diligence Checklist
-
8867 PG 2
Paid Preparer s Due Diligence Checklist
-
8873
Extraterritorial Income Exclusion
-
8873 PG 2
Extraterritorial Income Exclusion
-
8874
New Markets Credit
-
8878
e file Signature Authorization for Form 4868 or Form 2350
-
8878SP
e file Signature Authorization for Form 4868 or Form 2350 (Spanish)
-
8879
IRS E file Signature Authorization
-
8879SP
IRS E file Signature Authorization (Spanish)
-
8880
Credit for Qualified Retirement Saving Contributions
-
8881
Credit for Small Employer Pension Plan Startup Costs
-
8882
Credit for Employer Provided Child Care Facilities and Services
-
8885
Health Coverage Tax Credit
-
8888
Allocation of Refund
-
8889
Health Savings Accounts (HSAs)
-
8896
Low Sulfur Diesel Fuel Production Credit
-
8903
Domestic Production Activities Deduction
-
8908
Energy Efficient Home Credit
-
8910
Alternative Motor Vehicle Credit
-
8911
Alternative Fuel Vehicle Refueling Property Credit
-
8912
Credit to Holders of Tax Credit Bonds
-
8912 PG 2
Credit to Holders of Tax Credit Bonds, pg 2
-
8912 PG 3
Credit to Holders of Tax Credit Bonds, pg 3
-
8915 B
Qualified 2017 Disaster Retirement Plan Distributions and Repayments
-
8915 C
Qualified 2018 Disaster Retirement Plan Distributions and Repayments
-
8915 D
Qualified 2019 Disaster Retirement Plan Distributions and Repayments
-
8915 D PG 2
Qualified 2019 Disaster Retirement Plan Distributions and Repayments
-
8915 F
Qualified Disaster Retirement Plan Distributions and Repayments
-
8915 F PG 2
Qualified Disaster Retirement Plan Distributions and Repayments
-
8915 F PG 3
Qualified Disaster Retirement Plan Distributions and Repayments
-
8915 F PG 4
Qualified Disaster Retirement Plan Distributions and Repayments
-
8917
Tuition and Fees Deduction
-
8919
Uncollected Social Security and Medicare Tax on Wages
-
8936
Qualified Plug In Electric Drive Motor Vehicle Credit
-
8936 PG 2
Qualified Plug In Electric Drive Motor Vehicle Credit
-
8938
Statement of Specified Foreign Financial Assets
-
8938 PG 2
Statement of Specified Foreign Financial Assets
-
8941
Credit for Small Employer Health Insurance Premiums
-
8948
Preparer Explanation for Not Filing Electronically
-
8949
Sales and Other Dispositions of Capital Assets
-
8949 AMT
Sales and Other Dispositions of Capital Assets AMT
-
8949 AMT PG 2
Sales and Other Dispositions of Capital Assets AMT
-
8949 PG 2
Sales and Other Dispositions of Capital Assets
-
8958
Allocation of Tax Amounts Between Certain Individuals in Community Property States
-
8958 PG 2
Allocation of Tax Amounts Between Certain Individuals in Community Property States
-
8959
Additional Medicare Tax
-
8960
Net Investment Income Tax Individuals, Estates, and Trusts
-
8962
Premium Tax Credit (PTC)
-
8962 PG 2
Premium Tax Credit (PTC)
-
8978
Partner s Additional Reporting Year Tax
-
8978A
Schedule A (Form 8978) Partner s Additional Reporting Year Tax
-
8990
Limitation on Business Interest Expense Under Section 163(j)
-
8990 PG 2
Limitation on Business Interest Expense Under Section 163(j)
-
8990 PG 3
Limitation on Business Interest Expense Under Section 163(j)
-
8992
U.S. Shareholder Calculation of Global Intangible Low Taxed Income (GILTI)
-
8992SA
U.S. Shareholder Calculation of Global Intangible Low Taxed Income (GILTI)
-
8992SA PG 2
U.S. Shareholder Calculation of Global Intangible Low Taxed Income (GILTI)
-
8994
Employer Credit for Paid Family and Medical Leave
-
8995
Qualified Business Income Deduction Simplified Computation
-
8995 A
Qualified Business Income Deduction
-
8995 A PG 2
Qualified Business Income Deduction
-
8995 LN1
Form 8995, line 1, overflow
-
8995SCHA
Specified Service Trades or Businesses (SSTB)
-
8995SCHB
Aggregation of Business Operations
-
8995SCHC
Loss Netting and Carryforward
-
8995SCHD
Patrons of Agricultural or Horticultural Cooperatives
-
8997
Initial and Annual Statement of Opportunity Fund Investments
-
8997 PG 2
Initial and Annual Statement of Opportunity Fund Investments
-
9000
Alternative Media Preference
-
9000SP
Alternative Media Preference (Spanish)
-
911
Request for Taxpayer Advocate Service Assistance
-
911 PG 2
Request for Taxpayer Advocate Service Assistance
-
9325
Acknowledgement and General Info for Taxpayers Filing Electronically
-
9325 PG 2
Acknowledgement and General Info for Taxpayers Filing Electronically
-
9465
Installment Agreement Request
-
9465 PG 2
Installment Agreement Request
-
9465SP
Installment Agreement Request (Spanish)
-
9465SP PG 2
Installment Agreement Request (Spanish)
-
965A
Individual Report of Net 965 tax Liability
-
965A PG 2
Individual Report of Net 965 tax Liability
-
965A PG 3
Individual Report of Net 965 tax Liability
-
965C
Transfer Agreement Under Section 965(h)(3)
-
965C PG 2
Transfer Agreement Under Section 965(h)(3)
-
965D
Transfer Agreement Under Section 965(i)(2)
-
965D PG 2
Transfer Agreement Under Section 965(i)(2)
-
965E
Consent Agreement Under Section 965(i)(4)(D)
-
965E PG 2
Consent Agreement Under Section 965(i)(4)(D)
-
970
Application To Use LIFO Inventory Method
-
970 PG 2
Application To Use LIFO Inventory Method
-
982
Reduction of Tax Due to Discharge of Indebtedness
-
A
1040 Schedule A Itemized Deductions
-
ABCV USE
ABCvoice Consent to Use of Tax Return Information 7216U
-
ABCVDISC
ABCvoice Consent to Disclosure of Tax Return Information 7216D
-
APROOF1 PG 5
record 1 testing, page 5
-
APROOFQ
$$NY Screen GBC Update APROOF (QPZM)
-
ATT 3800
General Business Credit Carryover Worksheet
-
ATT 8938
Form 8938 Additional Account Attachment
-
B
Interest and Dividend Income
-
C
Profit or Loss from Business (Sole Prop)
-
C PG 2
Profit or Loss from Business (Sole Prop)
-
COMPC
Schedule C Comparison Chart One Year to Another
-
COMPE
Schedule E Comparison Chart One Year to Another
-
D
Schedule D Capital Gains and Losses
-
D AMT
Capital Gains and Losses
-
D AMT PG 2
Capital Gains and Losses
-
D PG 2
Schedule D Capital Gains and Losses
-
DD HOH
Earned Income Credit Due Diligence, HOH
-
DD INC
Earned Income Credit Due Diligence, Income
-
DD INC PG 2
Earned Income Credit Due Diligence, Income, page 2
-
DD NOTE
Earned Income Credit Due Diligence
-
DD QC
Earned Income Credit Due Diligence, QC
-
DDASSIST
EIC Due Diligence Assistant
-
DDASSIST PG 2
EIC Due Diligence Assistant, pg 2
-
DDASSIST PG 3
EIC Due Diligence Assistant, pg3
-
E
Supplemental Income and Loss
-
E PG 2
Supplemental Income and Loss
-
EFOPTOUT
Taxpayer Paper File Statement
-
EIC
Earned Income Credit
-
EICSP
Earned Income Credit (Spanish)
-
ES
Estimated Tax Payment Voucher 1
-
ES PG 2
Estimated Tax Payment Voucher 2
-
ES PG 3
Estimated Tax Payment Voucher 3
-
ES PG 4
Estimated Tax Payment Voucher 4
-
ES SUM1
Federal State Summary of Estimates
-
ESIGDISC
Consumer eSignature Disclosure
-
F
Farm Income
-
F PG 2
Farm Income
-
FBAR114A
Record of Authorization FBARS
-
H
1040 Schedule H Household Employment Taxes
-
H PG 2
1040 Schedule H Household Employment Taxes
-
IRA60DAY
Certification for late rollover contribution
-
IRA60DAY PG 2
Certification for Late Rollover Contribution
-
J
Farm Income Averaging
-
J PG 2
Farm Income Averaging
-
J TILN05
Taxable Income Worksheet Line 5
-
J TILN09
Taxable Income Worksheet Line 9
-
J TILN13
Taxable Income Worksheet Line 13
-
LEP
Limited English Proficiency
-
LEPSP
Language Preference (Spanish)
-
NR A
Schedule A (Form 1040 NR)
-
NR ASP
Schedule A (Form 1040 NR)(Spanish)
-
NR NEC
Schedule NEC (Form 1040 NR)
-
NR OI
Schedule OI (Form 1040 NR)
-
NR OISP
Schedule OI (Spanish)
-
NRNECSP
Schedule NEC (Spanish)
-
OF 7216D
Consent to Disclosure of Tax Return Information for Other Firms
-
PAPERWRK
Paperwork Reduction Act Notice
-
PENALTY
Interest and Penalty Calculation Worksheet
-
PP 7216D
Protection Plus Consent to Disclosure of Tax Return Information
-
QBI EXPL
QBI Explanation Worksheet
-
QBI SAFE
Rental Real Estate Safe Harbor
-
QBI SAFE PG 2
Rental Real Estate Safe Harbor overflow
-
QTP ESA
QTP and ESA Worksheet
-
R
Credit for the Elderly or the Disabled
-
R PG 2
Credit for the Elderly or the Disabled
-
REFERRAL
Form for Clients to List Referral
-
ROTH BAS
Roth Basis Computation
-
RRB1042S
Nonresident Alien Recipient of Railroad Retirement Benefits
-
SALESTAX
State and Local General Sales Tax Deduction Worksheet
-
SCH 1
1040 Schedule 1 Additional Income and Adjustments to Income
-
SCH 1 PG 2
1040 Schedule 1 Additional Income and Adjustments to Income
-
SCH 1SP
1040 Schedule 1 Additional Income & Adjustments (Spanish)
-
SCH 1SP PG 2
1040 Schedule 1 Additional Income & Adjustments (Spanish)
-
SCH 2
1040 Schedule 2 Additional Taxes
-
SCH 2 PG 2
1040 Schedule 2 Additional Taxes
-
SCH 2SP
1040 Schedule 2 Additional Taxes (Spanish)
-
SCH 2SP PG 2
1040 Schedule 2 Additional Taxes (Spanish)
-
SCH 3
1040 Schedule 3 Additional Credits and Payments
-
SCH 3 PG 2
1040 Schedule 3 Additional Credits and Payments
-
SCH 3SP
1040 Schedule 3 Additional Credits and Payments (Spanish)
-
SCH 3SP PG 2
1040 Schedule 3 Additional Credits and Payments (Spanish)
-
SE
Self Employment Tax
-
SH 8829
Simplified Method Worksheet
-
SSA1042S
Social Security Benefit Statement
-
SSBLUMP2
Social Security Benefits Lump Sum Payment, Wkst 2
-
SSBLUMP3
Social Security Benefits Lump Sum Payment, Wkst 3
-
SSBLUMP4
Social Security Benefits Lump Sum Payment, Wkst 4
-
W 2
Wage and Tax Statement
-
W 2 PG 2
Wage and Tax Statement
-
W 2G
Certain Gambling Winnings
-
W 2G PG 2
Certain Gambling Winnings
-
W 2GU
Guam Wages and Tax
-
W 2GU PG 2
Guam Wages and Tax
-
W 4
Employee's Withholding Certificate
-
W 4 PG 2
Employee's Withholding Certificate
-
W 4P
Withholding Certificate for Pension or Annuity Payments
-
W 4P PG 2
Withholding Certificate for Pension or Annuity Payments
-
W 4SP
Employee's Withholding Certificate (Spanish)
-
W 4SP PG 2
Employee's Withholding Certificate (Spanish)
-
W 7
Application for IRS Individual Taxpayer Identification Number
-
W 7COA
Form W 7 (COA) Certificate of Accuracy for IRS Individual Taxpayer Identification Number
-
W 7SP
Application for IRS Individual Taxpayer Identification Number (Spanish)
-
W 9
Request for Taxpayer Identification Number and Certification
-
W 9SP
Request for Taxpayer Identification Number and Certification (Spanish)
-
W2 XS
Form W2 Excess State Listings
-
WK 1045
Itemized Deductions Limitations
-
WK 1116
Lump Sum Distributions for 1116
-
WK 1116D
Worldwide Capital Gains
-
WK 1250
Unrecaptured Sec 1250 Gain Worksheet
-
WK 1250A
Unrecaptured Sec 1250 Gain Worksheet
-
WK 2119
Worksheet for Sale of Home
-
WK 2119 PG 2
Worksheet for Sale of Home, pg 2
-
WK 2210
Penalty Worksheet
-
WK 4684
Losses not attributable to federally declared disaster
-
WK 5471A
Foreign Base Company Income Worksheet
-
WK 5471A PG 2
Foreign Base Company Income Worksheet
-
WK 5471A PG 3
Foreign Base Company Income Worksheet
-
WK 5471B
Foreign Base Company Income Worksheet
-
WK 5471G
Schedule G, Line 19 Questionnaire
-
WK 5471G PG 2
Schedule G, Line 19 Questionnaire
-
WK 5471G PG 3
Schedule G, Line 19 Questionnaire
-
WK 6251A
Exemption Worksheet 6251
-
WK 6765
Worksheet for Figuring General Business Credit Carryforward
-
WK 86062
Computation of Mod AGI with SS Ben
-
WK 86063
Taxable Part of IRA Distribution
-
WK 8606N
IRA Deduction
-
WK 8606N PG 2
IRA Deduction
-
WK 8615B
8615 line 5 Worksheets #1, #2, and #3
-
WK 8812
Child Tax Credit
-
WK 8812 PG 2
Credit Worksheet A (Schedule 8812)
-
WK 8812 PG 3
Credit Worksheet B (Schedule 8812)
-
WK 8812 PG 4
Worksheet for Schedule 8812, Line 21 and Credit Limit Worksheet B, Line 7
-
WK 8812 PG 5
Line 5 worksheet (Schedule 8812)
-
WK 8815
Line 9 worksheet
-
WK 8829
Deduction for Business Use of Home
-
WK 88392
Modified AGI Worksheet 8839 Line 23
-
WK 88393
Exclusion Prior Year Benefits
-
WK 88631
Adjusted Qualified Education Expenses Worksheet
-
WK 8915F
Total Income From Prior Year and Repayments
-
WK 8941A
Employee information for Form 8941
-
WK 8941B
Form 8941 worksheets 2,3,5,6,7
-
WK 89621
8962 Modified AGI Worksheet line 2a
-
WK 89624
Alt Calc for Year of Marriage Eligibility
-
WK 89625
Alt Marriage Calculation Taxpayer
-
WK 89626
Alt Marriage Calculation Spouse
-
WK 89627
Alt Marriage Calculation Totals Wks
-
WK 8990
Wks 8990 Allocation
-
WK 89941
Paid Family and Medical Leave Credit Worksheet
-
WK 89942
Applicable Percentage Worksheet for Form 8994
-
WK AMTFI
Foreign Earned Income Tax Worksheet
-
WK AUTO
Auto Expense Worksheet
-
WK AUTO1
Auto Mileage Worksheet
-
WK CAPGN
Cap Gain Tax WK Frm 2210 Sch A1 Line 14
-
WK CARRY
Carryover Worksheet
-
WK CARRY PG 2
Carryover Worksheet
-
WK CGTAX
Qualified Dividends and Capital Gains Tax
-
WK CLGY1
Clergy Worksheets
-
WK CLGY2
Clergy Worksheets
-
WK CLGY3
Clergy Worksheets
-
WK CLGY4
Clergy Worksheets
-
WK COLA
Deductible State Income Tax for COLA
-
WK CR 6
Form 8582 CR Line 6
-
WK CR D PG 2
Tax Comp Using Max Cap Gain Rate
-
WK CR1
Form 8582 CR Lines 1a and 1b
-
WK CR15
Form 8582 CR Line 15
-
WK CR2
Form 8582 CR Lines 2a and 2b
-
WK CR27
Form 8582 CR Line 27
-
WK CR3
Form 8582 CR Lines 3a and 3b
-
WK CR35
Form 8582 CR Line 35
-
WK CR4
Form 8582 CR Lines 4a and 4b
-
WK CR5
Form 8582 CR Credits Lines 1a and 1b
-
WK CR6
Form 8582 CR Credits Lines 2a and 2b
-
WK CR7
Form 8582 CR Credits Lines 3a and 3b
-
WK CR8
Form 8582 CR Alloc Unallowed Credits
-
WK CR9
Form 8582 CR Allowed Credits
-
WK CRCG
Capital Gain Worksheet for 8582CR
-
WK CRPAC
Allowed amount of PAC
-
WK CTC4
Taxable Earned Income Worksheet (Schedule 8812)
-
WK D
Schedule D Tax Worksheet
-
WK D 28
Schedule D 28% Rate Gain Worksheet
-
WK D 28A
Schedule D 28% Rate Gain Worksheet
-
WK D CG
Capital Loss Carryover
-
WK D CGA
Capital Loss Carryover AMT
-
WK D PG 2
Schedule D Tax Worksheet
-
WK D2210
Schedule D worksheet for 2210
-
WK D2210 PG 2
Schedule D worksheet for 2210
-
WK DA
Schedule D Tax Worksheet for AMT
-
WK DA PG 2
Schedule D Tax Worksheet for AMT
-
WK DEFER
Deferral Worksheet for Schedule H or Schedule SE filers Schedule 3, line 12e
-
WK DEPL
Oil and gas depletion worksheet
-
WK E
Limitation on Deductions when Rental Used For Personal Purposes
-
WK E 2
Allocation of Schedule E Expenses
-
WK EIC
Earned Income Credit Worksheet
-
WK EIC2
Earned Income Credit Worksheet B
-
WK EIC4
Investment Income for 1040 and EIC
-
WK ES
Estimated Tax Worksheet for Next Year
-
WK EX SS
Excess Social Security Tax Withheld, Schedule 3, line 11
-
WK FITAX
Foreign Earned Income Tax Worksheet
-
WK GRREC
Wk 8990 Gross Receipts
-
WK H CR
Credit for Qualified Sick and Family Leave Wages Due to the COVID 19 Crisis
-
WK H CR PG 2
Credit for Qualified Sick and Family Leave Wages After March 31, 2021
-
WK HOME
Primary Residence Calculations
-
WK I179L
Section 179 Business Income Limitation Worksheet
-
WK IPBAS
(1040) Partner's Adjusted Basis Worksheet
-
WK IPBAS PG 2
(1040) Partner's Adjusted Basis Worksheet
-
WK IPRSK
(1040) Partner's At Risk Basis Worksheet
-
WK IPRSK PG 2
(1040) Partner's At Risk Basis Worksheet
-
WK ISBAS PG 2
(1040) Shareholder's Adjusted Basis
-
WK ISRSK
(1040) Shareholder's At Risk Basis
-
WK ISRSK PG 2
(1040) Shareholder's At Risk Basis
-
WK JLN 4
Capital Gain Tax Worksheet for Schedule J Line 4
-
WK JLN 4 PG 2
Capital Gain Tax Worksheet for Schedule J Line 4
-
WK JLN 8
Capital Gain Tax Worksheet for Schedule J Line 8
-
WK JLN 8 PG 2
Capital Gain Tax Worksheet for Schedule J Line 8
-
WK JLN12
Capital Gain Tax Worksheet for Schedule J Line 12
-
WK JLN12 PG 2
Capital Gain Tax Worksheet for Schedule J Line 12
-
WK JLN16
Capital Gain Tax Worksheet for Schedule J Line 16
-
WK JLN16 PG 2
Capital Gain Tax Worksheet for Schedule J Line 16
-
WK MAGI
Modified Adjusted Gross Income Worksheet
-
WK MSA
MSA Contribution Limits
-
WK NOLCO
NOL Carryover Worksheet
-
WK NRIRA
IRA Deduction Worksheet 1040NR
-
WK NRIRA PG 2
IRA Deduction Worksheet
-
WK PMI
Mortgage Insurance Premiums Deduction
-
WK REFNY
State and Local Income Tax Refund Worksheet
-
WK ROTH1
Maximum Roth IRA Contribution
-
WK RRC
Recovery Rebate Credit Worksheet
-
WK SALT
Breakdown of deductible state and local taxes Sch A line 5e
-
WK SEHID
Self Employed Health Ins Deduction
-
WK SEP
SEP Deduction Worksheet for Self Employed
-
WK SGR
Simplified Method Worksheet
-
WK SLID
Student Loan Interest Deduction
-
WK SSB
Social Security Benefits Worksheet
-
WK STDED
Standard Deduction Worksheet
-
WK1116DA
Worldwide Capital Gains for AMT
-
WK3800CO
Current Year Unused General Business Credits
-
WK896092
Deduction limits part 2
-
WK896093
Deduction limitation part 4
-
WKCGTAXA
Qualified Dividends and Capital Gains Tax
-
WKCGTNRA
Qual Div and Cap Gains Tax Worksheet for 1040NR Alt Min
-
WKCGTXNR
Qual Div and Cap Gain Tax Worksheet for 1040NR
-
WKDEDINT
Deductible Home Mortgage Interest