Drake Tax – Form and EF Availability: Federal Returns

Article #: 20001

Last Updated: October 31, 2024

 

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Supported Forms

The following federal forms are supported in Drake Tax 2023.

Note  Certain federal 1040 forms are also available in Spanish. See Drake Tax - Taxpayer Forms Available in Spanish for details.

Form Description 1040 1041 1065 1120 1120-S 706 709 990
1040 U.S. Individual Income Tax Return P              
1040-ES Estimated Tax Payment Voucher for Individuals P              
1040-NR U.S. U.S. Nonresident Alien Income Tax Return P              
1040-SR U.S. U.S. Tax Return for Seniors P              
1040-SS U.S. U.S. Self-Employment Tax Return P              
1040-PR U.S. U.S. Self-Employment Tax Return for Bona Fide Residents of Puerto Rico P              
1040-V Payment Voucher P              
1040-X Amended U.S. Individual Income Tax Return P              
1041 U.S. Income Tax Return for Estates and Trusts   P            
1041-A U.S. U.S. Information Return Trust Accumulation of Charitable Amounts   P            
1041-ES Estimated Income Tax for Estates and Trusts   P            
1041-T Allocation of Estimated Tax Payments to Beneficiaries   P            
1041-V Fiduciary Payment Voucher   P            
1065 U.S. U.S. Return of Partnership Income     P          
1120 U.S. U.S. Corporation Income Tax Return       P        
1120-C U.S. U.S. Income Tax Return for Cooperative Associations       P        
1120-H U.S. U.S. Income Tax Return for Homeowners Associations       P        
1120-S U.S. U.S. Income Tax Return for an S Corporation         P      
1120-X Amended U.S. Corporation Income Tax Return       P        
706 United States Estate (and Generation-Skipping Transfer) Tax Return           P    
706-A United States Additional Estate Tax Return           P    
706-CE Certificate of Payment of Foreign Death Tax           P    
706-NA Estate and Generation-Skipping Transfer Tax Return for Nonresidents           P    
706-QDT U.S. U.S. Estate Tax Return for Qualified Domestic Trusts           P    
709 United States Gift (and Generation-Skipping Transfer) Tax Return             P  
712 Life Insurance Statement           P    
990 Return of Organization Exempt from Income Tax               P
990-EZ Return of Organization Exempt from Income Tax - Short Form               P
990-N e-Postcard for Tax-Exempt Organizations Not Required to File Form 990               P
990-PF Return of Private Foundation               P
990-T Exempt Organization Business Income Tax Return               P
56 Notice Concerning Fiduciary Relationship P P            

114

 Report of Foreign Bank and Financial Accounts P P P P P      
114A Record of Authorization to Electronically File FBARs P P P P P      
843 Claim for Refund and Request for Abatement P     P P P P P
851 Affiliations Schedule       P        
911 Request for Taxpayer Advocate Service Assistance P P P P P P    
965 Inclusion of Deferred Foreign Income (and related schedules) P   P   P      
965-A Individual Report of Net 965 Tax Liability P              
965-B Corporate and REIT Report of Net 965 Tax Liability       P        
965-C Transfer Agreement Under Section 965(h)(3) P     P        
965-D Transfer Agreement Under Section 965(i)(2) P P P P P      
965-E Consent Agreement Under Section 965(i)(4)(D) P P P   P      
966 Corporate Dissolution or Liquidation       P P      
970 Application to Use LIFO Inventory Method P              
982 Reduction of Tax Attributes Due to Discharge of Indebtedness P   P P P      
1045 Application for Tentative Refund P P            
1045 AMT Application for Tentative Refund - AMT P P            
1116 Foreign Tax Credit (Schedules B and C) P P            
1116 AMT Foreign Tax Credit - AMT P P            
1118 Foreign Tax Credit - Corporations (and related schedules)       P        
1122 Authorization and Consent of Subsidiary Corporation       P        
1125-A Cost of Goods Sold     P P P      
1125-E Compensation of Officers       P P      
1139 Corporation Application for Tentative Refund       P        
1310 Statement of Person Claiming Refund Due a Deceased Taxpayer P              
2106 Employee Business Expenses P              
2120 Multiple Support Declaration P              
2210 Underpayment of Estimated Tax P P            
2210-F Underpayment of Estimated Tax by Farmers and Fishermen P P            
2220 Underpayment of Estimated Tax by Corporations       P P      
2350 Application for Extension of Time to File U.S. Income Tax Return P              
2439 Notice to Shareholder of Undistributed Long-Term Capital Gains P P   P P     P
2441 Child and Dependent Care Expenses P              
2553 Election by a Small Business Corporation       P P      
2555 Foreign Earned Income P              
2848 Power of Attorney and Declaration of Representative P P P P P      
3115 Application for Change in Accounting Method P P P P P     P
3468 Investment Credit P P P P P      
3800 General Business Credit P P   P       P
3903 Moving Expenses P              
4136 Credit for Federal Tax Paid on Fuels P P P P P     P
4137 Social Security and Medicare Tax on Unreported Tip Income P              
4255 Recapture of Investment Credit P P P P P      
4466 Corporation Application for Quick Refund of Overpayment of Estimated Tax       P        
4506 Request for Copy of Tax Return P              
4506-F Identity Theft Victim’s Request for Copy of Fraudulent Tax Return P              
4506-T Request for Transcript of Tax Return P              
4562 Depreciation and Amortization P P P P P     P
4684 Casualties and Thefts P P P P P     P
4720 Return of Certain Excise Taxes               P
4768 Application for Extension to File or Pay U.S. Estate (and Generation-Skipping) Taxes           P    
4797 Sales of Business Property P P P P P     P
4797 AMT Sales of Business Property - AMT P P            
4835 Farm Rental Income and Expenses P              
4852 Substitute Form W-2 and 1099-R P              
4686 Application for Automatic Extension to File Form 1040 P              
4952 Investment Interest Expense Deduction P P            
4952 AMT Investment Interest Expense Deduction - AMT P P            
4970 Tax on Accumulation Distribution of Trusts P P            
4972 Tax on Lump-Sum Distributions P P            
5227 Split-Interest Trust Information Return   P            
5329 Additional Taxes on Qualified Plans P              
5405 Repayment of the First-Time Homebuyer Credit P              
5471 Information Return of U.S. Persons with Respect to Certain Foreign Corporations P   P P P     P
5884 Work Opportunity Credit P P P P P     P
5884-A Employee Retention Credit for Employers Affected by Qualified Disasters P P P P P      
6198 At-Risk Limitations P P            
6198 AMT* At-Risk Limitations - AMT P P            
6251 Alternative Minimum Tax - Individuals P              
6252 Installment Sale Income P P P P P      
6478 Biofuel Producer Credit P P P P P     P
6765 Credit for Increasing Research Activities P P P P P      
6781 Gains and Losses from Section 1256 Contracts and Straddles P P P P P      
7004 Application for Automatic Extension   P P P P      
7203 S Corporation Shareholder Stock and Debt Basis Limitations P              
8050 Direct Deposit of Corporate Tax Refund       P P      
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) P P P P P      
8275 Disclosure Statement P P            
8275-R Regulation Disclosure Statement P P            
8283 Noncash Charitable Contributions P   P P P      
8288-A Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property P              
8308 Report of a Sale or Exchange of Certain Partnership Interests     P          
8332 Release/Revocation of Claim to Exemption for Child by Custodial Parent P              
8379 Injured Spouse Allocation P              
8396 Mortgage Interest Credit P              
8453-FE U.S. Estate or Trust Declaration for an IRS e-File Return   P            
8582 Passive Activity Loss Limitations P P            
8582 AMT Passive Activity Loss Limitations - AMT P P            
8582-CR Passive Activity Credit Limitations P P            
8586 Low-Income Housing Credit P P P P P     P
8594 Asset Acquisition Statement P P P P P      
8606 Nondeductible IRAs P              
8609 Low-Income Housing Credit Allocation and Certification P P P P P     P
8609-A Annual Statement for Low-Income Housing Credit P P P P P     P
8611 Recapture of Low-Income Housing Credit P   P P P      
8615 Tax for Certain Children Who Have Unearned Income P              
8621 Information Return by a Shareholder of PFIC P              
8697 Interest Computation Under the Look-Back Method P   P P P     P
8716 Election to Have a Tax Year Other Than a Required Tax Year     P P P      
8752 Required Payment or Refund Under Section 7519     P   P      
8801 Credit for Prior Year Minimum Tax P P            
8804 Annual Return for Partnership Withholding Tax     P          
8805 Foreign Partner’s Information Statement of Section 1446 Withholding Tax P   P          
8813 Partnership Withholding Tax Payment Voucher     P          
8814 Parents’ Election to Report Child’s Interest and Dividends P              
8815 Exclusion of Interest from Series EE and I U.S. Savings Bonds P              
8820 Orphan Drug Credit P P P P P      
8821 Tax Information Authorization P P P P P     P
8822 Change of Address P         P    
8822-B Change of Address or Responsible Party - Business P P P P P     P
8824 Like-Kind Exchanges P P P P P      
8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation     P   P      
8826 Disabled Access Credit P P P P P     P
8827 Credit for Prior Year Minimum Tax - Corporations       P        
8828 Recapture of Federal Mortgage Subsidy P              
8829 Expenses for Business Use of Your Home P P            
8832 Entity Classification Election     P P P      
8833 Treaty-Based Return Position Disclosure P         P    
8834 Qualified Electric Vehicle Credit P P            
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit P P P P P      
8839 Qualified Adoption Expenses P              
8840 Closer Connection Exception Statement for Aliens P              
8843 Statement for Exempt Individuals and Individuals with a Medical Condition P              
8844 Empowerment Zone Employment Credit P P P P P      
8845 Indian Employment Credit   P P P P     P
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips P

P

P P P     P
8853 Archer MSAs and Long-Term Care Insurance Contracts P              
8854 Initial and Annual Expatriation Statement P              
8855 Election to Treat a Qualified Revocable Trust as Part of an Estate   P            
8857 Request for Innocent Spouse Relief P              
8859 Carryforward of the D.C. First-Time Homebuyer Credit P              
8862 Information to Claim Certain Credits after Disallowance P              
8863 Education Credits P              
8864 Biodiesel and Renewable Diesel Fuels Credit P P P P P     P
8866 Interest Computation Under the Look-Back Method P   P P P      
8867 Paid Preparer’s Due Diligence Checklist P              
8868 Application to File an Extension for Exempt Organization   P           P
8873 Extraterritorial Income Exclusion P   P P P      
8874 New Markets Credit P P P P P      
8878 IRS e-File Signature Authorization for Form 4868 or Form 2350 P              
8878-A IRS e-File Electronic Funds Withdrawal Authorization for Form 7004   P   P P      
8879 IRS e-File Signature Authorization for Form 1040 P              
8879-F IRS e-File Signature Authorization for Form 1041   P            
8879-CORP E-file Authorization for Corporations       P P      
8879-PE IRS e-File Signature Authorization for Form 1065     P          
8879-TE IRS e-File Signature Authorization for a Tax Exempt Entity               P
8880 Credit for Qualified Retirement Savings Contributions P              
8881 Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment P P P P P      
8882 Credit for Employer-Provided Childcare Facilities and Services P P P P P      
8883 Asset Allocation Statement Under Section 338     P P P      
8888 Allocation of Refund P              
8889 Health Savings Accounts (HSAs) P              
8896 Low Sulfur Diesel Fuel Production Credit P P P P P      
8900 Qualified Railroad Track Maintenance Credit       P        
8903 Domestic Production Activities Deduction       P        
8906 Distilled Spirits Credit       P        
8908 Energy Efficient Home Credit P P P P P      
8910 Alternative Motor Vehicle Credit P P P P P      
8911 Alternative Fuel Vehicle Refueling Property Credit P P P P P     P
8912 Credit to Holders of Tax Credit Bonds P P P P P     P
8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments P              
8915-F Qualified Disaster Retirement Plan Distributions and Repayments P              
8916 Reconciliation of Schedule M-3 Taxable Income       P        
8916-A Supplemental Attachment to Schedule M-3     P P P      
8919 Uncollected Social Security and Medicare Tax on Wages P              
8925 Report of Employer-Owned Life Insurance Contracts     P P P     P
8932 Credit for Employer Differential Wage Payments     P P P     P
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit P P            
8938 Statement of Specified Foreign Financial Assets P P P P P     P
8941 Credit for Small Employer Health Insurance Premiums P P P P P     P
8948 Preparer Explanation for Not Filing Electronically P P            
8949 Sales and Other Dispositions of Capital Assets P P P P P     P
8949-AMT Sales and Other Dispositions of Capital Assets - AMT P P            
8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States P              
8959 Additional Medicare Tax P              
8960 Net Investment Income Tax - Individuals, Estates, and Trusts P P            
8962 Premium Tax Credit P              
8971 Information Regarding Beneficiaries Acquiring Property From a Decedent           P    
8971A Form 8971 - Schedule A           P    
8978 Partner’s Additional Reporting Year Tax P P   P        
8990 Limitation on Business Interest Expense Under Section 163(j) P   P P P      
8992 U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) P   P P P      
8993 Section 250 Deduction for Foreign Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI)       P        
8994 Employer Credit for Paid Family and Medical Leave P P P P P      
8995 Qualified Business Income Deduction - Simplified Computation P P            
8995-A Qualified Business Income Deduction (Schedules A, B, C, and D) P P            
8996 Qualified Opportunity Fund     P P P      
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments P P P P P      
9000 Alternative Media Preference P              
9325 Acknowledgement and General Information for Taxpayers Who File Electronically P              
9465 Installment Agreement Request P              
13844 Application for Reduced User Fee for Installment Agreements P              
14039 Identity Theft Affidavit P              
14039-B8 Business Identity Theft Affidavit P P P P P     P
FEC Foreign Employer Compensation P              
EF Notice Acknowledgement and General Information for Entities Who File Electronically   P P P P     P
GRS Grantor Statement for Grantor Type Trusts   P            
RENT Income (Loss) and Expenses from Other Rental Activities for Partnerships and S Corps     P   P      
W-4 Employee’s Withholding Certificate P              
W-4P Withholding Certificate for Pension or Annuity Payments P              
W-7 Application for IRS Individual Taxpayer Identification Number P              
W-9 Request for Taxpayer Identification Number and Certification P