Form 8917 – Tuition and Fees Deduction
Form 8917 allows eligible taxpayers to deduct qualified tuition and fees paid for higher education. This deduction helps reduce taxable income, potentially saving money on your taxes.
Form 8863 – Education Credits (American Opportunity and Lifetime Learning Credits)
Form 8863 is the IRS tax form you'll use to claim education tax credits, which can lower your overall tax bill. These credits help offset the cost of higher education.
Form 990-N – Electronic Notice (e-Postcard) for Tax-Exempt Organizations
Form 990-N is a simplified annual information return that many small, tax-exempt organizations must file with the IRS. It’s often called the “e-Postcard” because it’s filed electronically and has a minimal number of questions.
Form 990-PF – Return of Private Foundation
Form 990-PF is an annual tax return that private foundations in the U.S. must file with the IRS. It provides transparency about their finances and activities.
Form 990-EZ – Short Form Return of Organization Exempt From Income Tax
Form 990-EZ is a shorter version of the Form 990 tax return, used by smaller tax-exempt organizations to report their financial information to the IRS. It helps maintain transparency and accountability for these groups.
Form 990 – Return of Organization Exempt From Income Tax
Form 990 is an annual information return that tax-exempt organizations, like charities and nonprofits, must file with the IRS. It provides transparency about their finances and operations to the public.
Form 8689 – Allocation of Individual Income Tax to the U.S. Virgin Islands
Form 8689 helps individuals who have income related to the U.S. Virgin Islands properly allocate their income tax liability between the U.S. and the USVI. It ensures the correct jurisdiction receives the tax revenue.
Form 5074 – Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands
Form 5074 helps determine how much of your U.S. income tax should go to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) if you have ties to these places. It ensures tax revenues are correctly allocated.
Form 9465 – Installment Agreement Request
Form 9465 is how you ask the IRS to let you pay your tax bill in monthly installments instead of all at once. It's a way to manage your tax debt if you can't pay it in full right away.
Form 433-F – Collection Information Statement (Simplified Form)
Form 433-F, the Collection Information Statement (Simplified Form), is an IRS document used to gather information about your financial situation when you owe back taxes, helping the IRS determine how you might be able to repay your debt. It's a simplified version of a more detailed form.