Drake Tax - Federal 1040: Screen List
Article #: 20051
Last Updated: November 04, 2025
1040 Screens
The following table lists forms supported in the federal 1040 package and the screens used to complete them.
| Form | Description | Screen Link |
|---|---|---|
|
8915-D |
Qualified 2019 Disaster Retirement Plan Distributions and Repayments |
915D |
|
8915-F |
Qualified Disaster Retirement Plan Distributions and Repayments |
915F 915F > "Form 8915-F Prior Year Distributions and Repayments" link |
|
8582-CR |
Passive Activity Credit Limitations |
CR |
|
8288-A |
Statement of Withholding on Certain Dispositions by Foreign Persons |
8288 |
|
1099-B |
Proceeds from Broker and Barter Exchange Transactions |
99B |
|
1099-C |
Cancellation of Debt |
99C |
| 1099-DA | 1099-DA, Digital Assets |
99DA 99DA > "Additional Info." tab |
|
1099-DIV |
Dividends and Distributions |
DIV |
|
1099-G |
Certain Government Payments |
99G |
|
1099-INT |
Interest Income |
INT B |
|
1099-K |
Payment Card and Third Party Network Transactions |
99K |
|
1099-MISC |
Miscellaneous Information |
99M |
|
1099-NEC |
Nonemployee Compensation |
NEC |
|
1099-OID |
Original Issue Discount |
OID |
|
1099-PATR |
Taxable Distributions Received From Cooperatives |
PATR |
|
1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
1099 99R > "Special Tax Treatments" tab |
|
1095-A |
Health Insurance Marketplace Statement |
1095, 95A |
|
1040-ES |
Estimated Tax for Individuals |
ES |
|
1040-NR |
U.S. Nonresident Alien Income Tax Return |
NR |
|
1040-X |
Amended U.S. Individual Income Tax Return |
X |
|
965-A |
Individual Report of Net 965 Tax Liability |
965A A3 |
|
965-C |
Transfer Agreement Under Section 965(h)(3) |
965C |
|
965-D |
Transfer Agreement Under Section 965(i)(2) |
965D |
|
965-E |
Consent Agreement Under Section 965(i)(4)(D) |
965E |
|
56 |
Notice Concerning Fiduciary Relationship |
56 |
|
1098E109 |
1098 and 1099 Source Document Guide |
DOCS |
|
461 |
Limitation on Business Losses |
461 |
|
499R-W |
Withholding Statement (Puerto Rico) |
W2PR |
|
843 |
Claim for Refund and Request for Abatement |
843 843 > "Line 7 Cont." tab |
|
911 |
Request for Taxpayer Advocate Service Assistance |
911 911 > "Section II" tab |
|
970 |
Application to Use LIFO Inventory Method |
970 LIFO |
|
982 |
Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) |
982 |
|
1040 |
Household Employee Wages |
3 > "Household Employee" link HSH |
|
1040 |
Election Options |
ELEC |
|
1040 |
Miscellaneous Codes / Military Information |
MISC |
|
1040 |
Print Options |
PRNT |
|
1040 |
Name, Address, and General Info. Dependent Information |
1 2 |
|
1040 |
Integrated File and Pay |
IFP |
|
1040 |
Foreign Employer Compensation |
FEC |
|
1040 |
Qualified Small Employer HRA |
QSE |
|
1040 |
Aggregation of Business Operations |
BAN |
|
1040 |
Electronic Funds Withdrawal Information |
PMT |
|
1040 |
Federal and State EF Selections |
EF |
| 1040-SS | U.S. Self-Employment Tax Return | SS |
|
1042 |
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons |
1042 1042 > "Lines 14 - 17" tab |
|
1098 |
Mortgage Interest Statement |
1098 |
|
1116 |
Foreign Tax Credit |
1116 1116 > "1116 Sch B - Foreign Tax Carryovers" link > "4th through 1st preceding year" tab |
|
1310 |
Statement of Person Claiming Refund Due a Deceased Taxpayer |
1310 |
|
2106 |
Employee Business Expenses |
2106 |
|
2120 |
Multiple Support Declaration |
2120 |
|
2210 |
Underpayment of Estimated Tax by Individuals, Estates, and Trusts |
2210 |
|
2350 |
Application for Extension of Time to File U.S. Income Tax Return |
EXT 2350 |
|
2439 |
Notice to Shareholder of Undistributed Long-Term Capital Gains |
2439 |
|
2441 |
Child and Dependent Care Expenses |
2441 2441 > "Worksheet for 2023 Expenses Paid in 2024" |
|
2555 |
Foreign Earned Income |
2555 2555 > 2555 - Part 2 tab 2555 > 2555 - Part 2 Cont. tab 2555 > 2555 - Part 3 tab 2555 > 2555 - Part 4 tab EARN |
|
2555 |
Summary of Earnings for Form 2555 and SE Purposes |
EARN |
|
2848 |
Power of Attorney and Declaration of Representative |
2848 POA |
|
3115 |
Application for Change in Accounting Method |
3115 3115 > "Part II" tab 3115 > "Parts III, IV" tab 3115 > A, B, and C 3115 > D - Parts I, II 3115 > "D - Part III" tab ATT2 |
|
3468 |
Investment Credit |
3468 |
|
3800 |
General Business Credit |
3800 |
|
3903 |
Moving Expenses |
3903 |
|
4136 |
Credit For Federal Tax Paid On Fuels |
4136 4136 > PAGE DOWN |
|
4137 |
Social Security and Medicare Tax On Unreported Tip Income |
4137 |
|
4255 |
Recapture of Investment Credit |
4255 |
|
4506 |
Request for Copy of Tax Return |
4506 4506 > "4506-T" link |
|
4562 |
Depreciation and Amortization (Including Information on Listed Property) |
4562 |
|
4562 |
Additional Depreciation Elections |
10 |
|
4562, Part I |
Depreciation and Amortization, Election To Expense Certain Property Under Section 179 |
6 |
|
4562, Part II and III |
Depreciation and Amortization, Special Depreciation Allowance and Other Depreciation and MACRS Depreciation |
7 |
|
4562, Part IV, V, and VI |
Depreciation and Amortization, Summary, Listed Property, and Amortization |
8 |
|
4562, Part V - B and C |
Depreciation and Amortization, Information on Use of Vehicles, and Questions for Employers Who Provide Vehicles for Use by Their Employees |
9 |
|
4684 |
Casualties and Thefts |
4684 FDDL |
|
4797 |
Sales of Business Property |
4797 |
|
4835 |
Farm Rental Income and Expenses |
4835 4835> "Carryovers/State Info" tab 4835 > "Prior-Year Compare" tab |
|
4852 |
Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
4852 |
|
4868 |
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return |
EXT 4868 |
|
4952 |
Investment Interest Expense Deduction |
4952 |
|
4970 |
Tax on Accumulation Distribution of Trusts |
4970 |
|
4972 |
Tax on Lump-Sum Distributions |
4972 |
|
5329 |
Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts |
5329 |
|
5405 |
Repayment of the First-Time Homebuyer Credit/Sale of Residence |
HOME |
|
5471 |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations |
5471 5471 > "Persons on whose behalf this information return is filed" link INFO |
|
5471, Schedule A |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Stock of the Foreign Corporation |
SCHA |
|
5471, Schedule B |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Shareholders of Foreign Corporation |
SCHB |
|
5471, Schedule C |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Income Statement |
5471 > "Sch C" tab |
|
5471, Schedule F |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Balance Sheet |
5471 > "Sch F" tab |
|
5471, Schedule F |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Subsidiary Schedule Balance Sheet |
SCHF |
|
5471, Schedule G |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Other Information |
5471 > "Sch G" tab 5471 > "Sch G cont'd" tab 5471 > "Sch G" tab > "G2" link 5471 > "Sch G " tab " G-1 link |
|
5471, Schedule I |
Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Summary of Shareholder’s Income From Foreign Corporation |
SCHI SCHI > SCH I Worksheet A" tab |
|
5471, Schedule O |
Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock |
O1 O2 |
|
5695 |
Residential Energy Credits |
5695 |
|
5884 |
Work Opportunity Credit |
5884 |
|
6198 |
At-Risk Limitations |
6198 |
|
6251 |
Alternative Minimum Tax for Individuals |
6251 |
|
6252 |
Installment Sale Income |
6252 6252 > "Part III" tab |
|
6478 |
Biofuel Producer Credit |
6478 |
|
6765 |
Credit for Increasing Research Activities |
6765 |
|
6781 |
Gains and Losses From Section 1256 Contracts and Straddles |
6781 |
| 7205 | Energy Efficient Commercial Buildings Deduction | 7205 |
|
7206 |
Self-Employed Health Insurance Deduction |
SEHI |
|
7207 |
Advanced Manufacturing Production Credit |
7207 |
|
7216 |
Consent to Disclosure of Tax Return Information to Other Firms |
CONS |
|
8082 |
Notice of Inconsistent Treatment or Administrative Adjustment Request |
8082 |
|
8275 |
Disclosure Statement |
8275 |
|
8283 |
Noncash Charitable Contributions |
8283 |
|
8332 |
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent |
8332 |
|
8379 |
Injured Spouse Allocation |
8379 8379 > Page down |
|
8396 |
Mortgage Interest Credit |
8396 |
|
8594 |
Asset Acquisition Statement Under Section 1060 |
8594 |
|
8606 |
Nondeductible IRAs |
ROTH 8606 |
|
8606 |
Nondeductible IRAs |
8606 |
|
8609 |
Low-Income Housing Credit Allocation and Certification |
8609 |
|
8611 |
Recapture of Low-Income Housing Credit |
8611 |
|
8615 |
Tax for Certain Children Who Have Unearned Income |
8615 |
|
8621 |
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund |
8621 |
|
8697 |
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts |
8697 |
|
8801 |
Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts |
8801 |
|
8805 |
Foreign Partner's Information Statement of Section 1446 Withholding Tax |
8805 |
|
8814 |
Parent's Election to Report Child's Interest and Dividends |
8814 |
|
8815 |
Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses) |
8815 |
|
8820 |
Orphan Drug Credit |
8820, DRUG |
|
8822 |
Change of Address |
8822 |
|
8824 |
Like-Kind Exchanges |
8824 |
|
8826 |
Disabled Access Credit |
8826 |
|
8828 |
Recapture of Federal Mortgage Subsidy |
8828 |
|
8829 |
Expenses for Business Use of Your Home |
8829 |
|
8833 |
Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) |
8833 8833 "Line 6" tab |
|
8834 |
Qualified Electric Vehicle Credit |
8834 |
|
8835 |
Renewable Electricity Production Credit |
8835 |
|
8839 |
Qualified Adoption Expenses |
8839 |
|
8840 |
Closer Connection Exception Statement for Aliens |
8840 8840 > "Part IV" tab |
|
8843 |
Statement for Exempt Individuals and Individuals with a Medical Condition |
8843 8843 > "Parts II, III" tab 8843 > "Parts IV, V" tab |
|
8844 |
Empowerment Zone Employment Credit |
8844 |
| 8846 | Credit for Employer SS and Medicare Taxes Paid on Certain Employee Tips | 8846 |
|
8853 |
Archer MSAs and Long-Term Care Insurance Contracts |
8853 MSA |
|
8854 |
Initial and Annual Expatriation Statement |
8854 8854 > "Part II" tab 8854 > "Part II Sec B" tab 8854 > "Part III" tab |
|
8857 |
Request for Innocent Spouse Relief |
8857 8857 > PAGE DOWN 8857 > Page Down 2x |
|
8859 |
Carryforward of the District of Columbia First-Time Homebuyer Credit |
8859 |
|
8862 |
Information To Claim Certain Credits After Disallowance |
8862 |
|
8863 |
Education Credits (American Opportunity and Lifetime Learning Credits) |
8863 8863 > "Additional Educ. Inst." tab |
|
8864 |
Biodiesel and Renewable Diesel, or Sustainable Aviation Fuels Credit |
8864 |
|
8864 |
Biodiesel and Renewable Diesel, or Sustainable Aviation Fuels Credit |
8864 |
|
8866 |
Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method |
8866 LOOK |
|
8867 |
Paid Preparer's Due Diligence Checklist |
8867 8867 > "Due Diligence Assist" link 8867 > "Overrides" tab DD1 DD1 > Head of household DD2 |
|
8873 |
Extraterritorial Income Exclusion |
8873 |
|
8874 |
New Markets Credit |
8874 |
|
8878 |
IRS e-file Signature Authorization for Form 4868 or Form 2350 |
PIN, 8878 |
|
8879 |
IRS e-file Signature Authorization |
PIN |
|
8879 |
NY Direct Debit Authorization |
PIN > Page down |
|
8880 |
Credit for Qualified Retirement Savings Contributions |
8880 |
|
8881 |
Credit for Small Employer Pension Plan Startup Costs |
8881 |
|
8882 |
Credit for Employer-Provided Child Care Facilities and Services |
8882 |
|
8888 |
Allocation of Refund (Including Savings Bond Purchases) |
8888 8888 > Page Down DD |
|
8889 |
Health Savings Accounts |
8889 HSA |
|
8896 |
Low-Sulfer Diesel Fuel Production Credit |
8896 |
|
8903 |
Domestic Production Activities Deduction |
8903 |
|
8908 |
Energy Efficient Home Credit |
8908 |
|
8911 |
Alternative Fuel Vehicle Refueling Property Credit |
8911 |
|
8912 |
Credit to Holders of Tax Credit Bonds |
8912 |
|
8917 |
Tuition and Fees Deduction |
8917 |
|
8919 |
Uncollected Social Security and Medicare Tax on Wages |
8919 |
|
8936 |
Clean Vehicle Credit |
8936 |
|
8938 |
Statement of Specified Foreign Financial Assets |
8938 8938 > Foreign Assets |
|
8941 |
Credit for Small Employer Health Insurance Premiums |
8941 |
|
8948 |
Preparer Explanation for Not Filing Electronically |
8948 |
|
8949 |
Sales and other Dispositions of Capital Assets |
8949 |
|
8958 |
Allocation of Tax Amounts Between Certain Individuals in Community Property States |
8958 |
|
8960 |
Net Investment Income Tax, Adjustment from Disposition of Partnership Interest or S Corporation Stock |
8960 8960 > Page Down |
|
8962 |
Premium Tax Credit (PTC) |
8962 |
|
8965 |
Health Coverage Exemptions |
HC |
|
8978 |
Partner’s Additional Reporting Year Tax |
8978 8978 > "Schedule A" link |
|
8990 |
Limitation on Business Interest Expense Under Section 163(j) |
8990 |
|
8994 |
Employer Credit for Paid Family and Medical Leave |
8994 |
|
8995/ 8995-A |
Qualified Business Income Deduction Simplified Computation |
8995 |
|
8997 |
Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments |
8997 |
|
9465 |
Installment Agreement Request |
9465 |
|
14039 |
Identity Theft Affidavit |
1403 1403 > "14039-B" tab 1403 > "Section F" tab |
| Aggregation of Business Operations | BAN | |
|
EITC |
Earned Income Tax Credit |
EIC |
|
FAFSA Worksheet |
FAFSA Worksheet |
FAFS |
|
FinCEN Form 114 |
Report of Foreign Bank and Financial Accounts |
114 FRGN |
|
Form 1099-B |
Proceeds from Broker and Barter Exchange Transactions |
99B 8949 > "Additional Info" tab |
|
Form 1045 |
Application for Tentative Refund |
NOL 1045 |
|
Form 1045 AMT |
Unamortized AMT Section 59e Deduction |
59E |
|
Form 3800 Attachment |
General Business Credit Carryforwards and Carrybacks |
GBC |
|
Form 4835 Schedule F |
Crop Insurance and Disaster Payments |
CIDP |
|
Form 7203 |
S Corporation Shareholder Stock and Debt Basis Limitations |
K1S > "Basis (7203)" tab K1S > "Basis (7203) Cont" tab K1S > "Basis (7203)" tab > NY and KY link K1S > "Basis (7203) cont" tab > NY and KY link K1S > "Basis (7203)" tab > "Shareholder's Debt Basis Info" Link |
|
Form 8582, Line 7 |
Passive Activity Loss Limitations |
8582 |
|
IRC 7216 |
Consent to Use of Tax Return Information |
USE |
|
IRC Section 6103(c) |
Consent to Disclose Electronic Return Information |
DISC |
|
Letter |
Client Communication Options |
COMM LTR |
|
N/A |
ABCvoice - Consent/Return Status Notifications |
ABC |
|
N/A |
Frequently Asked Questions |
FAQ |
|
N/A |
Paycheck Protection Program (PPP) Loans Received or Accrued |
PPP2 |
|
N/A |
Required Identification |
IDS |
|
PP Audit |
Protection Plus Audit Protection |
AP |
|
RRB-1099 |
Railroad Retirement Board Payments |
RRP |
|
RRB-1099-R |
Railroad Retirement Benefits |
RRB |
|
RRB-1042S |
Nonresident Alien Railroad Retirement Benefits |
RRB2 |
|
Schedule 1 |
Additional Income |
3 4 |
| Schedule 1-A | Additional Deductions | 1A |
|
Schedule 2 |
Form 1040 (Schedule 2), Additional Taxes |
5 |
|
Schedule 3 |
Form 1040 (Schedule 3), Additional Credits and Payments |
5 |
|
Schedule 8812 (Form 1040) |
Credits for Qualifying Children and Other Dependents |
8812 |
|
Schedule A |
Long-Term Care Premiums |
LTC |
|
Schedule A |
Itemized Deductions |
A A > "Charitable Contributions Carried over from prior years" link A > "Charitable Contributions Carried over from prior years" link > "Charitable Contributions Carryover for Future" link |
|
Schedule C (Form 1040) |
Profit or Loss From Business (Sole Proprietorship) C > "Carryovers/State Info" tab |
C C > "Prior Year Compare" tab |
|
Schedule D |
Capital Gains and Losses |
D D2 |
|
Schedule E (Form 1040) |
Supplemental Income and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) |
E E2 E3 E4 E > "Income/Expenses" tab E > "Prior-Year Compare" tab E2> "QBI Information" tab E3 > "QBI Information" tab |
|
Schedule E (Form 5471) |
Income, War Profits, and Excess Profits Taxes Paid or Accrued |
SCHE EIII SE1 SE1 > "Prev. Taxed E &P (i) - (iv)" tab SE1 > "Prev. Taxed E &P (v)" tab SE1 > "Prev. Taxed E&P (vi) - (viii)" tab SE1 > "Prev. Taxed E & P (ix - x)" tab |
|
Schedule E, page 2 |
Shareholder's Pre-2018 Carryover Losses and Deductions |
K1S> "Pre-2018 Basis" tab |
|
Schedule E, page 2 |
Partner's Pre-2018 Carryover Losses and Deductions |
K1P> "Pre-2018 Basis" tab |
|
Schedule E, page 2 |
Shareholder's Pre-2018 At-Risk Limit Worksheet |
K1S> "Pre-2018 At-Risk" tab |
|
Schedule E, Page 2 |
Partner's Pre-2018 At-Risk Limit Worksheet |
K1P> "Pre-2018 At-Risk" tab |
|
Schedule F (Form 1040) |
Profit or Loss From Farming |
F F > "Carryovers/State Info" tab F > "Prior-Year Compare" tab |
|
Schedule H |
Household Employment Taxes |
H |
|
Schedule H (Form 5471) |
Current Earnings and Profits |
SCHH |
|
Schedule I-1 (Form 5471) |
Information for Global Intangible Low-Taxed Income |
I1 |
|
Schedule J |
Income Averaging for Farmers and Fishermen |
J |
|
SCHEDULE J (Form 5471) |
Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporation |
SCHJ SCHJ > "Prev. Taxed E & P (i)-(iv)" tab SCHJ > "Prev. Taxed E & P (v)" tab SCHJ > "Prev. Taxed E & P (vi - xciii)" tab SCHJ > "Prev. Taxed E & P (ix - x)" tab |
|
Schedule K-1 (1065) |
Partner’s Share of Income, Deductions, Credits, etc. |
K1P K1P > "Add'l entries" tab |
|
Schedule K-1 (Form 1120-S) |
Shareholder’s Share of Income, Deductions, Credits, etc. |
K1S K1S > "Add'l entries" tab K1S > "1120S K1 11-17" tab |
|
Schedule K-1 (Form 1120-S) Form 6198 |
Shareholder's At-Risk Limitations |
K1S > "6198 At-Risk" tab K1S > "6198 At-Risk cont." tab K1S > "6198 At-Risk" tab > "NY and KY returns" link K1S > "6198 At-Risk cont" tab > "NY and KY returns" link |
|
Schedule K-1 (Form 1041) |
Beneficiary's Share of Income, Deductions, Credits, etc. |
K1F |
|
Schedule K-1 (Form 1041) |
Beneficiary’s Share of Income, Deductions, Credits, etc. |
K1F K1F > "1041 K1 12-14" tab |
|
Schedule K-1 (Form 1065) Basis Worksheet |
Partner’s Share of Income, Deductions, Credits, etc. |
K1P > "Basis Wkst" tab K1P > "Basis Wkst cont" tab K1P > "Basis Wkst" tab > "NY and KY returns" link |
|
Schedule K-1 (Form 1065) Form 6198 |
Partner's At-Risk Limitations |
K1P > "6198 At-Risk" tab K1P > "6198 At-Risk cont." tab K1P > "6198 At-Risk" tab > "NY and KY returns" link K1P > "6198 At-Risk (cont)" tab > "NY and KY returns" link |
|
Schedule K-1 QBI |
Qualified Business Income (QBI) for Schedule K-1 |
K199 |
|
Schedule M (Form 5471) |
Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons |
5471 > "Sch M" tab 5471 > "Sch M cont'd" tab |
|
Schedule NEC (Form 1040-NR) |
Tax on Income Not Effectively Connected With a U.S. Trade or Business |
NR2 |
|
Schedule NEC (Form 1040-NR) |
Tax on Income Not Effectively Connected With a U.S. Trade or Business |
NR2 |
|
Schedule OI (Form 1040-NR) |
Other Information |
NR3 |
|
Schedule P (Form 5471) |
Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations |
SCHP SCHP > "Sch P, Previously Taxed E & P (f)" tab SCHP> "Sch P Previously Taxed E & P (g) through (j)" tab |
|
Schedule Q (Form 5471) |
CFC Income by CFC Income Groups |
SCHQ SCHQ > "Sch Q, Subpart F Income Groups cont'd" tab SCHQ > "Sch Q, Subpart F, Tested Income, Residual Groups" tab |
|
Schedule R |
Credit for the Elderly or the Disabled |
R |
|
Schedule R (Form 5471) |
Distributions From a Foreign Corporation |
SCHR |
|
Schedule SE |
Self-Employment Tax |
SE |
|
SEP |
Simplified Employee Pension |
SEP |
|
SSA-1099 |
Social Security Benefit Statement |
SSA |
|
SSA-1042S |
Nonresident Social Security Benefits |
SSA2 |
|
State Return |
State and City Extensions |
STEX STEX > "Amount Paid with Extensions" tab STEX > "Extension Payment Worksheet" link |
|
W-9 |
Request for Taxpayer Identification Number and Certification |
W9 |
|
W-7 |
Application for IRS Individual Taxpayer Identification Number |
W7 W7 > "Birth/Other Information" tab W7 > "W-7 COA" tab |
|
W-4 |
Employee's Withholding Certificate |
W4 |
|
W-4P |
Withholding Certificate for Periodic Pension or Annuity Payments |
W4P |
|
W-2 |
Wage and Tax Statement |
W2 W2 > Additional Entries |
|
W-2G |
Certain Gambling Winnings |
W2G |
|
W-2PR |
Withholding Statement (Puerto Rico) |
W2PR |
|
W2 |
Form W-2 - Locality Information for Ohio |
W2 > OH |
|
Wks Auto |
Auto Expense Worksheet |
AUTO |
|
Wks Clergy |
Ministerial Income Computations |
CLGY |
|
Wks DEPL |
Oil and Gas Depletion Worksheet |
DEPL |
|
Wks SSB-1 |
Lump-Sum Social Security Distributions |
LSSA |
|
Wks STAX |
State and Local General Sales Tax Deduction Worksheet |
STAX |
|
Wks_CARRY Wks Contribution |
Net Operating Loss (NOL) Carryforward |
LOSS |