Federal form updates for tax preparation software.

Not sure if your federal forms are up-to-date? View our list of the latest forms available for Windows and Mac users. Checkmarks indicate forms that have been finalized in the most current update. Dates indicate when forms will be available. 

Federal forms checklist

Form name Windows Mac
Form 1040 and Schedules 1-3: US Individual Income Tax 1/5/2023 1/5/2023
Background Worksheet: Background Information Worksheet 1/5/2023 1/5/2023
Dependents Worksheet: Worksheet for Dependents 1/5/2023 1/5/2023
Dependents Att Worksheet: Dependents Attachment Worksheet 1/5/2023 1/5/2023
Child Tax Credit Worksheet: Child Tax Credit Worksheet 1/5/2023 1/5/2023
W-2 Worksheet: Wage and Tax Statement 1/5/2023 1/5/2023
Non-W2 Wages: Worksheet for Wages Not on a W-2 1/5/2023 1/5/2023
IRA Contributions: IRA Contribution Worksheet 1/5/2023 1/5/2023
Keogh/SEP/SIMPLE Contributions: Keogh/SEP/SIMPLE and Other Contributions 1/19/2023 1/19/2023
Form 1098-E: Student Loan Interest 1/5/2023 1/5/2023
Form 1099-G: Certain Government Payments 1/5/2023 1/5/2023
1099-R Worksheet: Distributions from Pensions, etc. 1/5/2023 1/5/2023
Social Security Worksheet: Worksheet for Social Security Income 1/19/2023 1/19/2023
1099-MISC Worksheet: Miscellaneous Income 1/5/2023 1/5/2023
1099-NEC Worksheet: Nonemployee Compensation 1/5/2023 1/5/2023
1099-K Worksheet: Payment Card Network Transactions 1/5/2023 1/5/2023
Attachments Worksheet: Form 1040 Attachments Worksheet 1/5/2023 1/5/2023
Last Year's Data Worksheet: Last Year's Data Worksheet 1/5/2023 1/5/2023
W-2G Worksheet: Statement of Gambling Income 1/5/2023 1/5/2023
Incentive Stock Option Worksheet: Incentive Stock Option Worksheet 1/5/2023 1/5/2023
Self-Employed Health Insurance: Self-Employed Health Insurance 1/5/2023 1/5/2023
Self-Employed Health Iterative: Self-Employed Health Iterative 1/5/2023 1/5/2023
Self-Employed Health Refigure: Self-Employed Health Refigure 1/5/2023 1/5/2023
Foreign Wages Not on a W-2: Foreign Wages Not on a W-2 1/5/2023 1/5/2023
Schedule 8812: Additional Child Tax Credit 1/5/2023 1/5/2023
Schedule A: Itemized Deductions 1/5/2023 1/5/2023
Home Mortgage Interest Worksheet: Home Mortgage Interest Worksheet 1/5/2023 1/5/2023
Charitable Worksheet: Charitable Donations Worksheet 1/19/2023 1/19/2023
Noncash or Item Donations: Noncash or Item Donations 1/5/2023 1/5/2023
State and Local Income Tax: State and Local Income Tax Payments Worksheet 1/19/2023 1/19/2023
Schedule B: Interest and Dividends 1/5/2023 1/5/2023
Interest Summary: Interest Income Summary 1/5/2023 1/5/2023
Form 1099-INT/OID: Interest Income Worksheet 1/5/2023 1/5/2023
Dividend Summary: Dividend Income Summary 1/5/2023 1/5/2023
Form 1099-DIV: Dividends and Distributions 1/5/2023 1/5/2023
Form 8938: Statement of Specified Financial Assets 1/5/2023 1/5/2023
Schedule C: Profit or Loss from Business 1/5/2023 1/5/2023
Schedule D: Capital Gains and Losses 1/5/2023 1/5/2023
Form 1099-B Account: Form 1099-B Account 1/5/2023 1/5/2023
Capital Gains and Losses Worksheet: Capital Gains and Losses 1/5/2023 1/5/2023
Sale of Home Worksheet: Sale of Home Worksheet 1/19/2023 1/19/2023
Form 8949: Dispositions of Capital Assets 1/5/2023 1/5/2023
Schedule E: Rents, Royalties, Partnerships, Etc. 1/5/2023 1/5/2023
Schedule E Part I Attachment: Schedule E Part I Attachment 1/5/2023 1/5/2023
Schedule E Part II Attachment: Schedule E Part II Attachment 1/5/2023 1/5/2023
Schedule E Part III Attachment: Schedule E Part III Attachment 1/5/2023 1/5/2023
Rentals and Royalties: Rentals and Royalties Worksheet 1/19/2023 1/19/2023
K-1 Partnership/S Corporation: K-1 (Partnership/S Corporation) Worksheet 2/2/2023 2/2/2023
K-1 Estate/Trust: K-1 (Estate/Trust) Worksheet 1/5/2023 1/5/2023
Schedule EIC: Earned Income Credit 1/5/2023 1/5/2023
Schedule F: Profit or Loss from Farming 1/5/2023 1/5/2023
Schedule H: Household Employment Taxes 1/19/2023 1/19/2023
Schedule J: Income Averaging for Farmers & Fishermen 1/5/2023 1/5/2023
Schedule LEP: Request for Change in Language Preference 1/5/2023 1/5/2023
Schedule R: Credit for Elderly or Disabled 1/5/2023 1/5/2023
Elderly/Disabled Credit: Worksheet for Elderly or Disabled Credit 1/5/2023 1/5/2023
Schedule SE: Self-Employment Tax 1/5/2023 1/5/2023
Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness 1/5/2023 1/5/2023
Form 1116: Computation of Foreign Tax Credit 1/5/2023 1/5/2023
Form 1116 (AMT): Foreign Tax Credit for AMT 1/5/2023 1/5/2023
Form 1310: Refund Due a Deceased Taxpayer 1/5/2023 1/5/2023
Form 2106: Employee Business Expenses 1/5/2023 1/5/2023
Form 2120: Multiple Support Declaration 1/5/2023 1/5/2023
Form 2210: Underpayment Penalty 2/16/2023 2/16/2023
Form 2210, Schedule AI: Underpayment of Estimated Tax--Sch. AI 2/16/2023 2/16/2023
Form 2439: Undistributed Long-Term Capital Gains 1/5/2023 1/5/2023
Form 2441: Child and Dependent Care Credit 1/5/2023 1/5/2023
Child/Dependent Care: Child/Dependent Care Worksheet 1/5/2023 1/5/2023
Form W-10: Dependent Care Provider 1/5/2023 1/5/2023
Form 2555: Foreign Earned Income 1/5/2023 1/5/2023
Form 3468: Investment Credit 1/19/2023 1/19/2023
Form 3800: General Business Credit 1/19/2023 1/19/2023
Form 3903: Moving Expenses 1/5/2023 1/5/2023
Form 4137: Social Security Tax on Unreported Tips 1/5/2023 1/5/2023
Form 4562: Depreciation and Amortization 1/5/2023 1/5/2023
Depreciation Summary: Summary of Assets 1/5/2023 1/5/2023
Depreciation Worksheet: Depreciation Worksheet 1/5/2023 1/5/2023
Vehicle Worksheet: Vehicle Expense Worksheet 1/5/2023 1/5/2023
Bonus Depreciation Election Out: Bonus Depreciation Election Out 1/5/2023 1/5/2023
Form 4684: Casualties and Thefts 1/19/2023 1/19/2023
Form 4797: Sales of Business Property 1/5/2023 1/5/2023
Form 4835: Farm Rental Income and Expenses 1/5/2023 1/5/2023
Form 4868: Automatic Extension of Time to File 1/5/2023 1/5/2023
Form 4952: Investment Interest Expense 1/19/2023 1/19/2023
Form 4972: Tax on Lump-Sum Distributions 1/5/2023 1/5/2023
Form 5329: Return for IRA and Retirement Plan Tax 1/5/2023 1/5/2023
Form 5405: Repayment of First-Time Homebuyer Credit 1/5/2023 1/5/2023
Form 5695: Residential Energy Credits 1/19/2023 1/19/2023
Form 6198: At Risk Limitations 1/5/2023 1/5/2023
Form 6251: Alternative Minimum Tax 1/5/2023 1/5/2023
Form 6252: Installment Sale Income 1/5/2023 1/5/2023
Form 6781: Section 1256 Contracts 1/5/2023 1/5/2023
Form 8283: Noncash Charitable Contributions 1/5/2023 1/5/2023
Form 8332: Release of Claim to Exemption 1/5/2023 1/5/2023
Form 8379: Injured Spouse Allocation 1/5/2023 1/5/2023
Form 8396: Mortgage Interest Credit 1/5/2023 1/5/2023
Form 8453: US Individual Transmittal for On-Line Filing 1/5/2023 1/5/2023
Form 8582 - Page 1: Passive Activity Loss Limitations 1/19/2023 1/19/2023
Form 8582 Page 2 (Regular Tax): Passive Activity Loss Limitations 1/19/2023 1/19/2023
Form 8582 Page 3 (Regular Tax): Passive Activity Loss Limitations 1/19/2023 1/19/2023
Form 8582 Page 2 (AMT): Passive Activity Loss Limitations 1/19/2023 1/19/2023
Form 8582 Page 3 (AMT): Passive Activity Loss Limitations 1/19/2023 1/19/2023
Form 8586: Low-Income Housing Credit 1/5/2023 1/5/2023
Form 8606: Nondeductible IRAs 1/5/2023 1/5/2023
8606 Worksheet: Form 8606 Worksheet 1/5/2023 1/5/2023
Returned IRA Contributions: Returned IRA Contributions 1/5/2023 1/5/2023
Form 8609-A: Annual Statement for Low-Income Housing Credit 1/5/2023 1/5/2023
Form 8615: Child With Unearned Income 1/5/2023 1/5/2023
Form 8801: Credit for Prior Year Minimum Tax 1/5/2023 1/5/2023
Form 8814: Parents' Election for Child's Income 1/5/2023 1/5/2023
Form 8815: Exclusion of Interest from Savings Bonds 1/5/2023 1/5/2023
Form 8818: Redemption of EE and I US Savings Bonds 1/5/2023 1/5/2023
Form 8822: Change of Address 1/5/2023 1/5/2023
Form 8822-B: Change of Address - Business 1/5/2023 1/5/2023
Form 8824: Like-Kind Exchanges 1/5/2023 1/5/2023
Form 8829: Expenses for Business Use of Your Home 1/5/2023 1/5/2023
Form 8839: Qualified Adoption Expenses 2/2/2023 2/2/2023
Form 8853: MSA Deduction 1/5/2023 1/5/2023
Form 8859: District of Columbia First-Time Homebuyer Credit 1/5/2023 1/5/2023
Form 8862: Information to Claim Certain Credits 1/5/2023 1/5/2023
Form 8863: Education Credits 1/5/2023 1/5/2023
Tuition Payments: Tuition Payments Worksheet 1/5/2023 1/5/2023
Form 8880: Credit for Qualified Retirement Savings Contributions 1/5/2023 1/5/2023
Form 8888: Allocation of Refund (Including Savings Bond Purchases) 1/5/2023 1/5/2023
Form 8889: Health Savings Accounts (HSAs) 1/5/2023 1/5/2023
Form 8936: Qualified Plug-in Electric Drive Motor Vehicle Credit 1/19/2023 1/19/2023
Form 8958: Allocation of Tax Amounts in Community Property States 1/5/2023 1/5/2023
Form 8959: Additional Medicare Tax 1/5/2023 1/5/2023
Form 8960: Net Investment Income Tax 1/5/2023 1/5/2023
Form 8962: Premium Tax Credit 1/5/2023 1/5/2023
Form 8962 Information: Form 8962 Information 1/5/2023 1/5/2023
Form 1095-A: Health Insurance Marketplace Statement 1/5/2023 1/5/2023
Form 8962 Part IV Attachment: Form 8962 Part IV Attachment 1/5/2023 1/5/2023
Form 8995-A Summary: Qualified Business Income Summary 1/5/2023 1/5/2023
Form 8995: Qualified Business Income Deduction Simplified Computation 1/5/2023 1/5/2023
Form 8995 Overflow Statement: Qualified Business Income Overflow 1/5/2023 1/5/2023
Form 8995-A: Qualified Business Income Deduction 1/5/2023 1/5/2023
Form 8995-A Schedule A: Specified Services Trade or Business 1/5/2023 1/5/2023
Form 8995-A Schedule C: Loss Netting and Carryforward 1/5/2023 1/5/2023
Form 8995-A Schedule D: Special Rules for Patrons of Cooperatives 1/5/2023 1/5/2023
QBI Statement: Qualified Business Income Safe Harbor Statement 1/5/2023 1/5/2023
Form 9000: Alternative Media Preference 1/5/2023 1/5/2023
Form 9465: Installment Payments of Tax 2/2/2023 2/2/2023
Form 1040-SR and Schedules 1 - 3: US Tax Return for Seniors 1/5/2023 1/5/2023
Form 1040-V: Payment Voucher 1/5/2023 1/5/2023
Form 1040-X: Amended U.S. Individual Income Tax Return 2/2/2023 2/2/2023
Form 1040-ES: Estimated Tax 2/2/2023 2/2/2023
Form SS-4: Application for Employer Identification Number 1/5/2023 1/5/2023
W-4 Worksheet: Employee's Withholding Certificate 2/2/2023 2/2/2023
H&R Block Tax Payment Planner: H&R Block Tax Payment Planner 2/2/2023 2/2/2023
Roth Conversions: Roth Conversion Worksheet 1/5/2023 1/5/2023
Roth Contributions: Roth Contribution Worksheet 1/5/2023 1/5/2023
Filing Status Calculator: Married Filing Joint vs. Separate Calculator 1/5/2023 1/5/2023
State Information: State Information Worksheet 1/5/2023 1/5/2023
Other State Tax Credit: Other State Tax Credit Worksheet 1/5/2023 1/5/2023
De Minimis Safe Harbor: De Minimis Safe Harbor 1/5/2023 1/5/2023
Small Taxpayer Safe Harbor: Small Taxpayer Safe Harbor 1/5/2023 1/5/2023
Clergy Worksheet 1: Clergy Worksheet 1 1/5/2023 1/5/2023
Clergy Worksheet 2: Clergy Worksheet 2 1/5/2023 1/5/2023
Clergy Worksheet 3: Clergy Worksheet 3 1/5/2023 1/5/2023
Clergy 2106 Expense Statement: Clergy Worksheet for SE Tax Employee Business Expenses 1/5/2023 1/5/2023