Form 1099-DIV, Dividends and Distributions: How to File
Form 1099‑DIV, Dividends and Distributions, is an IRS information return used by banks, brokerages, mutual funds and other payers to report dividends and distributions…
Form 1099-MISC: Understanding Its Purpose and Uses for Nonemployee Income
Form 1099‑MISC is an IRS information return that payers use to report certain types of non‑employee miscellaneous payments made in the course of a…
Form1040x
Form 1040-X, Amended U.S. Individual Income Tax Return, is the IRS form used to correct a previously filed federal individual income tax return (Form…
IRS Form 8949: Sales and Other Dispositions of Capital Assets
• IRS Form 8949, Sales and Other Dispositions of Capital Assets, is used to report individual capital asset sales so they can be reconciled…
Form 8606: Nondeductible IRAs: What They are, How They Work
Brief overview Form 8606, “Nondeductible IRAs,” is the IRS form used to report: – Nondeductible (after‑tax) contributions to traditional IRAs, – Conversions from traditional/SEP/SIMPLE…
Form 843: Claim for Refund and Request for Abatement: How to File
• Form 843, “Claim for Refund and Request for Abatement,” is the IRS form used to request a refund of certain taxes not handled…
Form 8396: Mortgage Interest Credit?
• Form 8396 (Mortgage Interest Credit) is an IRS tax form used by eligible homeowners to claim the mortgage interest credit. The credit is…
Form 8379
Overview Form 8379, Injured Spouse Allocation, is the IRS form an “injured” spouse files to reclaim their share of a joint federal tax refund…
Form 8283: Noncash Charitable Contributions: Overview, FAQ
• Form 8283, Noncash Charitable Contributions, is an IRS form used to report noncash gifts to qualifying charitable organizations when the total deduction for…
IRS Form 706: Who Must File It and Related Forms
Form 706, United States Estate (and Generation‑Skipping Transfer) Tax Return, is the federal form an estate’s executor uses to: – report and value the…