Forms
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| Check marks indicate forms that have been finalized in the most current update. | ||
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Form 1040: US Individual Income Tax |
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- Background Worksheet: Background Information Worksheet |
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- Dependents Worksheet: Worksheet for Dependents |
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- Dependents Att Worksheet: Dependents Attachment Worksheet |
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- Child Tax Credit Worksheet: Child Tax Credit Worksheet |
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- W-2 Worksheet: Wage and Tax Statement |
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- Non-W2 Wages: Worksheet for Wages Not on a W-2 |
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- IRA Contributions: IRA Contribution Worksheet |
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- Keogh/SEP/SIMPLE Contributions: Keogh/SEP/SIMPLE and Other Contributions |
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- Form 1098-E: Student Loan Interest |
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- Form 1099-G: Certain Government Payments |
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- 1099-R Worksheet: Distributions from Pensions, etc. |
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- Social Security Worksheet: Worksheet for Social Security Income |
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- 1099-MISC Worksheet: Miscellaneous Income |
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- Attachments Worksheet: Form 1040 Attachments Worksheet |
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- Last Year's Data Worksheet: Last Year's Data Worksheet |
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- Do You Need Form 1040?: Do You Need Form 1040? |
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- W-2G Worksheet: Statement of Gambling Income |
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- Incentive Stock Option Worksheet: Incentive Stock Option Worksheet |
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Schedule 8812: Child Tax Credit |
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Schedule A: Itemized Deductions |
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- Home Mortgage Interest Worksheet: Home Mortgage Interest Worksheet |
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- Charitable Worksheet: Charitable Donations Worksheet |
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- Noncash or Item Donations: Noncash or Item Donations |
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- State and Local Income Tax: State and Local Income Tax Payments Worksheet |
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Schedule B: Interest and Dividends |
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- Interest Summary: Interest Income Summary |
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- Form 1099-INT/OID: Interest Income Worksheet |
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- Dividend Summary: Dividend Income Summary |
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- Form 1099-DIV: Dividends and Distributions |
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- Treasury Form TD F 90-22.1: Foreign Bank and Financial Accounts |
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- Form 8938: Statement of Specified Financial Assets |
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Schedule C: Profit or Loss from Business |
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Schedule C-EZ: Net Profit From Business |
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Schedule D: Capital Gains and Losses |
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- Capital Gains and Losses Worksheet: Capital Gains and Losses |
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- Sale of Home Worksheet: Sale of Home Worksheet |
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- Form 8949: Dispositions of Capital Assets |
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Schedule E: Rents, Royalties, Partnerships, Etc. |
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- Schedule E Part I Attachment: Schedule E Part I Attachment |
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- Schedule E Part II Attachment: Schedule E Part II Attachment |
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- Schedule E Part III Attachment: Schedule E Part III Attachment |
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- Rentals & Royalties: Rentals and Royalties Worksheet |
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- K-1 Partnership/S Corporation: K-1 (Partnership/S Corporation) Worksheet |
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- K-1 Estate/Trust: K-1 (Estate/Trust) Worksheet |
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Schedule EIC: Earned Income Credit |
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Schedule F: Profit or Loss from Farming |
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Schedule H: Household Employment Taxes |
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Schedule J: Income Averaging for Farmers & Fishermen |
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Schedule R: Credit for Elderly or Disabled |
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- Elderly/Disabled Credit: Worksheet for Elderly or Disabled Credit |
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Schedule SE: Self-Employment Tax |
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Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness |
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Form 1116: Computation of Foreign Tax Credit |
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Form 1310: Refund Due a Deceased Taxpayer |
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Form 2106: Employee Business Expenses |
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Form 2106-EZ: Unreimbursed Employee Business Expenses |
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Form 2120: Multiple Support Declaration |
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Form 2210: Underpayment Penalty |
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- Form 2210, Schedule AI: Underpayment of Estimated Tax--Sch. AI |
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Form 2439: Undistributed Long-Term Capital Gains |
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Form 2441: Child and Dependent Care Credit |
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- Child/Dependent Care: Child/Dependent Care Worksheet |
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- Form W-10: Dependent Care Provider |
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Form 2555: Foreign Earned Income |
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Form 2555-EZ: Foreign Earned Income Exclusion |
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Form 3468: Investment Credit |
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Form 3800: General Business Credit |
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Form 3903: Moving Expenses |
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Form 4137: Social Security Tax on Unreported Tips |
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Form 4562: Depreciation and Amortization |
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- Depreciation Summary: Summary of Assets |
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- Depreciation Worksheet: Depreciation Worksheet |
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- Vehicle Worksheet: Vehicle Expense Worksheet |
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Form 4684: Casualties and Thefts |
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Form 4797: Sales of Business Property |
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Form 4835: Farm Rental Income and Expenses |
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Form 4868: Automatic Extension of Time to File |
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Form 4952: Investment Interest Expense |
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Form 4972: Tax on Lump-Sum Distributions |
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Form 5329: Return for IRA and Retirement Plan Tax |
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Form 5405: Repayment of First-Time Homebuyer Credit |
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Form 5695: Residential Energy Credits |
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Form 6198: At Risk Limitations |
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Form 6251: Alternative Minimum Tax |
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Form 6252: Installment Sale Income |
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Form 6781: Section 1256 Contracts |
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Form 8283: Noncash Charitable Contributions |
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Form 8332: Release of Claim to Exemption |
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Form 8379: Injured Spouse Allocation |
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Form 8396: Mortgage Interest Credit |
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Form 8453: US Individual Transmittal for On-Line Filing |
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Form 8582 - Page 1: Passive Activity Loss Limitations |
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- Page 2 (Regular Tax): Passive Activity Loss Limitations |
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- Page 3 (Regular Tax): Passive Activity Loss Limitations |
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- Page 2 (AMT): Passive Activity Loss Limitations |
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- Page 3 (AMT): Passive Activity Loss Limitations |
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Form 8586: Low-Income Housing Credit |
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Form 8606: Nondeductible IRAs |
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- 8606 Worksheet: Form 8606 Worksheet |
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Form 8609-A: Annual Statement for Low-Income Housing Credit |
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Form 8615: Child With Investment Income |
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- Form 8615 Worksheet: Worksheet for Form 8615 |
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Form 8801: Credit for Prior Year Minimum Tax |
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Form 8814: Parents' Election for Child's Income |
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Form 8815: Exclusion of Interest from Savings Bonds |
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Form 8818: Redemption of EE and I US Savings Bonds |
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Form 8822: Change of Address |
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Form 8822-B: Change of Address - Business |
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Form 8824: Like-Kind Exchanges |
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Form 8829: Expenses for Business Use of Your Home |
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Form 8839: Qualified Adoption Expenses |
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Form 8853: MSA Deduction |
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Form 8859: District of Columbia First-Time Homebuyer Credit |
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Form 8862: Information to Claim EIC after Disallowance |
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Form 8863: Education Credits |
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- Tuition Payments: Tuition Payments Worksheet |
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Form 8880: Credit for Qualified Retirement Savings Contributions |
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Form 8885: Health Coverage Tax Credit |
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Form 8888: Allocation of Refund (Including Savings Bond Purchases) |
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Form 8889: Health Savings Accounts (HSAs) |
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Form 8903: Domestic Production Activities Deduction |
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Form 8917: Tuition and Fees Deduction |
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Form 9465: Installment Payments of Tax |
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Form 1040A: U.S. Individual Income Tax Return |
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Form 1040EZ: Basic Income Tax Return |
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Form 1040-V: Payment Voucher |
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Form 1040X: Amended U.S. Individual Income Tax Return |
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Form 1040-ES: Estimated Tax |
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Dividends/Capital Gain Worksheet: Qualified Dividends and Capital Gain Tax Worksheet |
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Form SS-4: Application for Employer Identification Number |
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W-4 Worksheet: Employee's Withholding Allowance Certificate |
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H&R Block Tax Payment Planner: H&R Block Tax Payment Planner |
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Roth Conversions: Roth Conversion Worksheet |
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Roth Contributions: Roth Contribution Worksheet |
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Filing Status Calculator: Married Filing Joint vs. Separate Calculator |
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State Information: State Information Worksheet |
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Other State Tax Credit: Other State Tax Credit Worksheet |
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