Common Tax Forms
We Handle

 

Individual Taxes:

 

  • IRS Form 1040 – Individual US tax return

  • IRS Form 1040NR – Tax return for non-resident aliens and non-citizens

 

Supporting Schedules:

  • A – itemized deductions

  • B - interest and dividend income

  • C – self-employment, sole proprietor business return

  • D – capital gains/losses from sales of property, real estate, and securities

  • E - real estate and royalty income 

  • F - Farm and land

  • SE – self-employment income tax

 

Additional 1040 or 1040NR Forms:

  • 114 – Report of foreign bank accounts (FBAR)

  • 1116 – Foreign tax credit for taxes paid abroad

  • 2106 – Employee Business Expenses

  • 2441 - Child/Dependent Care Expenses

  • 2555 – Exclude foreign earned income

  • 2848 – Power of Attorney for Representation

  • 3903 - Moving Expenses

  • 4562 - Depreciation and Amortization of Assets

  • 4797 - Sale of Business Properties

  • 5405 – First Time Home Buyer Credit

  • 5471 -  Ownership of Foreign Corporations

  • 8283 - Non-Cash Charitable Contributions

  • 8833 – Treaty – Based Position Disclosure

  • 8938 – Foreign Asset Reporting

  • 8949 - Sales of Capital Assets

 

 

Non-Profit Taxes:

 

  • IRS Form 990 –Tax return for tax-exempt organizations and some of the most common supporting forms and schedules

  • Schedule A – Public Charity Status and Public Support

  • Schedule B – Schedule of Contributors

  • Schedule C – Political Campaign and Lobbying Activities

  • Schedule D – Supplemental Financial Statements

  • Schedule E - Schools

  • Schedule F – Statement of Activities Outside the United States

  • Schedule G – Supplemental Information Regarding Fundraising and Gaming Activities

  • Schedule H - Hospitals

  • Schedule I – Supplemental Information on Grants and Other Assistance To Organizations

  • Schedule J – Compensation Information

  • Schedule K – Supplemental Information on Tax Exempt Bonds

  • Schedule L – Transactions with Interested Persons

  • Schedule M – Non-Cash Contributions

  • Schedule N – Liquidation, Termination, Dissolution, Or Significant Disposition of Assets

  • Schedule O – Supplemental Information to Form 990

  • Schedule R – Related Organizations and Unrelated Partnerships

 

Business Taxes:

 

  • IRS Form 1120 – US Corporate Tax Return – for regular C corporations

  • IRS Form 1120-S – US “Sub S” Corporate Tax Return – for corporations electing Sub-Chapter S status

  • IRS Form 1065 – Partnership Tax Return – for general and limited partnerships

  • IRS Form 1125A - Cost of goods sold (COGS)

  • IRS Form 4562 – Depreciation of business equipment

  • IRS Form 4797 – Gain/loss on sale of business equipment and property

  • IRS Form 5452 – Corporate Report of Non-Dividend Distributions

  • IRS Form 5472 – Information Return of 25% Foreign Corporation Engaged in US Trade or Business

  • IRS Form 8281 – Information Return for Publicly Offered OID Instruments

  • IRS Form 8903 – Domestic Production Activities Deduction

 

  • IRS Schedule C – Dividends and Special Deductions

  • IRS Schedule D – Capital Gains and Losses

  • IRS Schedule K-1 – Individual partner or beneficiary information

  • IRS Schedule J – Tax Computation and Payment

  • IRS Schedule K – Other Information

  • IRS Schedule L – Balance Sheet Per Books

  • IRS Schedule M1 – Reconciliation of Income Per Books

  • IRS Schedule M2 – Analysis of Unappropriated Retained Earnings Per Books

Estate Taxes:

 

  • IRS Form 706 - Tax return for estates and some of the most common supporting forms/schedules

  • Recap of Assets Schedules Form 706

  • Schedule A – Real Estate

  • Schedule B – Stocks and Bonds

  • Schedule C – Mortgages, Notes, and Cash

  • Schedule D – Insurance on Decedent’s Life (Form 712)

  • Schedule E – Jointly Owned Property

  • Schedule F – Other Miscellaneous Property

  • Schedule G – Transfers During Decedent’s Life

  • Schedule H – Powers of Appointment

  • Schedule I – Annuities

  • Schedule U – Qualified Conservation Easement Exclusion

 

  • Recap of Deductions Schedules Form 706

  • Schedule J – Funeral Expenses and Other Administrative Expenses

  • Schedule K – Debts of the Decedent

  • Schedule K – Mortgages and Liens

  • Schedule L – Net Losses During Administration

  • Schedule M – Bequests to Surviving Spouse

  • Schedule O – Charitable, Public and Similar Gifts and Bequests

Trust Taxes:

 

  • IRS Form 1041 – Tax return for trusts and some of the most common supporting forms/schedules

  • Schedule A (Form 1041) – Charitable Deductions

  • Schedule B (Form 1041) – Income Distribution Deduction

  • Schedule C (Form 1041) – Business Income/Losses

  • Schedule D (Form 1041) – Capital Gains/Losses

  • Schedule E (Form 1041) – Rents, Royalties, Partnerships, etc.

  • Schedule F (Form 1041) – Farm Income

  • Schedule G (Form 1041) – Tax Computation

  • Schedule K-1 - Information for beneficiary of trust

  • Form 4797 – Ordinary Gains/Losses

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