Form 8868 – Application for Extension of Time to File an Exempt Organization Return
Form 8868 is an IRS form that certain tax-exempt organizations use to request an automatic extension of time to file their annual tax return. It helps organizations that can't meet the usual filing deadline.
Form 7004 – Application for Automatic Extension of Time to File Certain Business Income Tax Returns (highlighted earlier)
Form 7004 is an IRS form that businesses use to request an automatic extension to file their income tax returns. It gives you more time without penalties, as long as you meet the requirements.
Form 433-D – Installment Agreement (specific for streamlined agreements)
Form 433-D is an IRS document used to set up a streamlined installment agreement, which allows eligible taxpayers to pay off their tax debt in monthly payments. This form simplifies the process of arranging a payment plan with the IRS.
Form 433-A – Collection Information Statement for Wage Earners and Self-Employed Individuals (highlighted under collection strategies)
Form 433-A is an IRS form that individuals use to provide detailed financial information when they owe taxes and cannot afford to pay the full amount. This form helps the IRS determine the best way to resolve your tax debt.
Form 1099-H – Health Coverage Tax Credit (HCTC) Advance Payments
Form 1099-H reports advance payments of the Health Coverage Tax Credit (HCTC). This credit helps certain individuals pay for health insurance, and this form details how much was paid on your behalf.
Form 8928 – Return of Excise Taxes Under Chapter 43 of the Internal Revenue Code
Form 8928 is used to report and pay excise taxes related to certain retirement plan violations or failures under Chapter 43 of the Internal Revenue Code. It's important to understand if this form applies to you to avoid penalties.
Form 114 – Report of Foreign Bank and Financial Accounts (FBAR)
Form 114, also known as the FBAR, is a mandatory report for U.S. persons who have financial accounts in foreign countries. It helps the U.S. government track money held outside the country.
Form 8938 – Statement of Specified Foreign Financial Assets (reiterated for high-value transactions)
Form 8938 is an IRS form used to report certain foreign financial assets if their value exceeds specific thresholds. It helps the IRS ensure U.S. taxpayers are complying with tax laws on international investments.
Form 1120-RIC – U.S. Income Tax Return for Regulated Investment Companies
Form 1120-RIC is the specific tax return used by Regulated Investment Companies (RICs) to report their income, deductions, and tax liability to the IRS. It’s how these investment companies comply with federal tax law.
Form 2439 – Notice to Shareholder of Undistributed Long-Term Capital Gains (for mutual funds and investment trusts)
Form 2439 notifies you that a mutual fund or investment trust you own has earned long-term capital gains, even if you didn't receive the money directly. These gains are still taxable to you, and the form tells you how to report them.