Form 8862 – Information to Claim Certain Credits After Disallowance
Form 8862 is an IRS form used to claim certain tax credits after they’ve been previously disallowed. It's your chance to provide additional information and potentially get the credit you deserve.
Form 2441 – Child and Dependent Care Expenses
Form 2441 helps you claim the child and dependent care credit, which can lower your tax bill if you pay someone to care for your qualifying child or other qualifying dependent so you can work or look for work. It essentially helps offset some of the costs of childcare.
Form 8880 – Credit for Qualified Retirement Savings Contributions (reiterated under personal tax credits)
Form 8880 is used to claim the Retirement Savings Contributions Credit (Saver's Credit), a valuable tax break for low-to-moderate-income taxpayers who contribute to retirement accounts. This credit can significantly reduce your tax bill.
Form 926 – Return by a U.S. Transferor of Property to a Foreign Corporation
Form 926 is an IRS form used to report when a U.S. person transfers property to a foreign corporation. This reporting ensures the IRS can track these transactions for tax purposes.
Form 3520-A – Annual Information Return of Foreign Trust With a U.S. Owner
Form 3520-A is an IRS form used to report information about foreign trusts with U.S. owners. It helps the IRS track foreign financial activity related to U.S. taxpayers.
Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships
Form 8865 is an IRS tax form used by U.S. individuals and entities to report their ownership and transactions with certain foreign partnerships. It's essential for those with financial ties to international partnerships to ensure compliance with U.S. tax laws.
Form 1095-C – Employer-Provided Health Insurance Offer and Coverage
Form 1095-C is a tax document that large employers use to report information about the health insurance they offered to their employees. It's crucial for understanding your health coverage status and whether you might qualify for certain tax credits.
Form 1095-B – Health Coverage
Form 1095-B is a tax form that proves you had health insurance coverage during the year. It's mainly used for informational purposes, but it's good to understand what it is and how it might impact you.
Form 1095-A – Health Insurance Marketplace Statement (noted under health forms but critical here)
Form 1095-A is a tax form you'll get if you bought health insurance through the Health Insurance Marketplace. It's crucial for completing your tax return accurately and claiming any premium tax credit you might be eligible for.
Form 2106 – Employee Business Expenses (used for vehicle-related expenses in certain cases)
Form 2106 is used by employees to deduct certain unreimbursed business expenses, and in some cases, it's crucial for claiming vehicle-related costs. This form helps to ensure you get all the tax breaks you're entitled to.