Includes most forms needed for expat tax preparation.
Form | Description |
---|---|
1040 | Individual income tax return |
1040-ES | Estimated tax for individuals |
1040 EDEXP (1098-T) | Education expenses worksheet (1098-T Wkst) |
1099DIV (WORKSHEET) | 1099-DIV dividends and distribution worksheet |
1099G (WORKSHEET) | 1099-G government payments worksheet |
1099INT (WORKSHEET) | 1099-INT interest worksheet for input |
1099MISC (WORKSHEET) | 1099-MISC miscellaneous income worksheet |
1099R (WORKSHEET) | 1099-R pension worksheet |
1116 | Foreign tax credit (individual, estate, or trust) |
1116 AMT | Foreign tax credit alternative minimum tax |
2210 | Underpayment of estimated taxes (not including Schedule AI) |
2555 | Foreign earned income |
3903 | Moving expenses |
4137 | Social security and Medicare tax on unreported tip |
5405 | Repayment of the first-time homebuyer credit |
5754 | Statement by person(s) receiving gambling winnings |
6251 | Alternative minimum tax - individuals |
8582 | Passive activity loss limitations |
8863 | Education credits |
8880 | Credit qualified retirement savings contributions |
8917 | Tuition and fees deduction |
8919 | Uncollected SS and Medicare tax on wages |
8959 | Additional Medicare tax |
2441 | Child and dependent care expenses |
8960 | Net investment income tax |
8965 | Health care coverage exemption |
8867 | Paid preparer's due diligence checklist |
8995 | Qualified business income deduction simplified computation |
IRA/ROTH WORKSHEETS | IRA/Roth worksheets |
SCH 8812 1040/1040A | Child tax credit |
SCH A (1040/1040A) | Itemized deductions |
SCH B (1040/1040A) | Interest and ordinary dividends |
SCH EIC (1040/1040A) | Earned income credit - child information |
SCH R (1040/1040A) | Credit for the elderly or the disabled |
Form № | Name |
---|---|
4562 | Depreciation and amortization |
6198 | At-Risk limitations |
8283 | Noncash charitable contributions |
8396 | Mortgage interest credit |
8801 | Credit for prior year minimum tax |
8829 | Expenses for business use of your home |
8889 | HSA account |
8949 | Sales and other dispositions of capital assets |
One SCH C (1040) | Self-employment income |
SCH D (1040) | Capital gains and losses |
SCH E (1040) PAGE 1 | Supplemental income and loss page 1 |
SCH E (1040) PAGE 2 | Supplemental income and loss page 2 |
SCH SE (1040) | Self-employment tax |
One SCH K-1 (1065) | Partnership share of income |