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2011 Summary Chart of Filing Directions for use by Taxpayers Required to e-file, Listed by Form Number (rev. 11-2011)

Summary Chart of Filing Directions by Form Number

Form

Form Name

TY 2010 Directions

851

Affiliations Schedule

Required in XML

926

Return by a U.S. Transferor of Property to a Foreign Corporation

Required in XML

966

Corporate Dissolution or Liquidation

Not Required

970

Application to Use LIFO Inventory Method

Required in XML

972

Consent of Shareholder To Include Specific Amount in Gross Income

Required in XML

973

Corporation Claim for Deduction for Consent Dividends

Required in XML

982

Reduction of Tax Attributes Due to Discharge of Indebtedness (and Sec 1082 Basis Adjustment)

Required in XML

1040 Sch F

Profit or Loss From Farming

Required in XML

1118

Foreign Tax Credit – Corporations

Required in XML

1118 Sch I

Reduction of Oil and Gas

Required in XML

1118 Sch J

Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End  etc

Required in XML

1120

U.S. Corporation Income Tax Return

Required in XML

1120 Sch B

Additional Information for Schedule M-3 Filers

Required in XML

1120 Sch D

Capital Gains and Losses

Required in XML

1120 Sch G

Information on Certain Persons Owning the Corporation’s Voting Stock

Required in XML

1120 Sch H

Section 280H Limitations for a Personal Service Corporation (PSC)

Required in XML

1120 Sch M-3

Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More

Required in XML

1120 Sch N

Foreign Operations of U.S. Corporations

Required in XML

1120 Sch O

Consent Plan and Apportionment Schedule for a Controlled Group

Required in XML

1120 Sch PH

U.S. Personal Holding Company (PHC) Tax

Required in XML

1120-F

U.S. Income Tax Return of a Foreign Corporation

Required in XML

1120-F Sch H

Deductions Allocated To Effectively Connected Income Under Regulations Section 1.861-8

Required in XML

1120-F Sch I

Interest Expense Allocation Under Regulations Section 1.882-5

Required in XML

1120-F Sch M1 & M2

Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books

Required in XML

1120-F Sch M-3

Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More

Required in XML

1120-F Sch P

List of Foreign Partner Interests in Partnerships

Required in XML

1120-F Sch S

Exclusions of Income From the International Operation of Ships or Aircraft Under Section 883

Required in XML

1120-F Sch V

List of Vessels or Aircraft, Operators and Owners 

Required in XML

1120-L

As Subsidiary

U.S. Life Insurance Company Income Tax Return

Required in XML

1120-L  Sch M-3

As Subsidiary

Net Income (Loss) Reconciliation for U.S. Life Insurance Companies With Total Assets of $10 Million or More

Required in XML

1120-PC

As Subsidiary

U.S. Property and Casualty Insurance Company Income Tax Return

Required in XML

1120-PC   Sch M-3

As Subsidiary

Net Income (Loss) Reconciliation for Property and Casualty Insurance Companies With Total Assets of $10 Million or More

Required in XML

1120S

U.S. Income Tax Return for an S Corporation

Required in XML

1120S Sch D

Capital Gains and Losses and Built-In Gains

Required in XML

1120S Sch K-1

Shareholder’s Share of Income, Deductions, Credits,   etc.

Required in XML

1120S Sch M-3

Net Income (Loss) Reconciliation for S Corporations With Total Assets of $10 Million or More

Required in XML

1120 Sch UTP

Uncertain Tax Position Statement

Required in XML

1120X

Amended U.S. Corporation Income Tax Return

Required in XML

1122

Authorization and Consent of Subsidiary Corporation To Be Included in a Consolidated Income Tax Return

Required in XML

1125-E

Compensation of Officers

Required in XML

1128

Application to Adopt, Change or Retain a Tax Year

Required in PDF

2220

Underpayment of Estimated Tax by Corporations

Required in XML

2439

Notice to Shareholder of Undistributed Long-Term Capital Gains

If filed with return, required in XML

If received from 3rd party, allowed as    PDF

2553

Election by a Small Business Corporation

Required in PDF

3115

Application for Change in Accounting Method

If filed with return, required in XML

Required in PDF if previously filed

3468

Investment Credit

Required in XML

3800

General Business Credit

Required in XML

4136

Credit for Federal Tax Paid on Fuels

Required in XML

4255

Recapture of Investment Credit

Required in XML

4466

Corporation Application for Quick Refund of Overpayment of Estimated Tax

Required in XML if filed without signature

If filed with signature, allowed as PDF

4562

Depreciation and Amortization

Required in XML

4626

Alternate Minimum Tax –Corporations

Required in XML

4684

Casualties and Thefts

Required in XML

4797

Sales of Business Property

Required in XML

5452

Corporate Report of Nondividend Distributions

Required in XML

5471

Information Return of U.S. Persons With Respect To Certain Foreign Corporations

Required in XML

5471 Sch J

Accumulated Earning and Profits (E&P) of Controlled Foreign Corporation

Required in XML

5471 Sch M

Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons

Required in XML

5471 Sch O

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock

Required in XML

5472

Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Required in XML

5713

International Boycott Report

Required in XML

5713 Sch A

International Boycott Factor (Section 999(c)(1))

Required in XML

5713  Sch B

Specifically Attributable Taxes and Income (Section 999(c)(2)

Required in XML

5713 Sch C

Tax Effect of the International Boycott Provisions

Required in XML

5735

U.S.  Economic Development Credit

Required in XML

5884

Work Opportunity Credit

Required in XML

5884-B

New Hire Retention Credit

Required in XML

6198

At-Risk Limitations

Required in XML

6252

Installment Sale Income

Required in XML

6478

Credit for Alcohol Used as Fuel

Required in XML

6765

Credit for Increasing Research Activities

Required in XML

6781

Gains and Losses from Section 1256 Contracts and Straddles

Required in XML

7004

Application for Automatic Extension of Time To File Certain Business Income Tax, Information and Other Returns

Not Required

8023

Elections Under Section 338 for Corporations Making Qualified Stock Purchases

Not Required

8050

Direct Deposit of Corporate Tax Refund

Required in XML

8082

Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)

Required in XML

8275

Disclosure Statement

Required in    XML

8275-R

Regulation Disclosure Statement

Required in    XML

8283

Noncash Charitable Contributions

Required in XML unless one of the following exceptions apply

May be in PDF if

  • 10 or more are required to be filed

OR

Any 8283 requiring a 3rd party signature

8586

Low-Income Housing Credit

Required in XML

8594

Asset Acquisition Statement

Required in XML

8609-A

Annual Statement for Low-Income Housing Credit

Required in XML

8611

Recapture of Low-Income Housing Credit

Required in XML

8621

Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

If filed with return, required in XML

If received from a third party, may be submitted as PDF

8693

Low-Income Housing Credit Disposition Bond

Not Required

8697

Interest Computation Under the Look-Back Method for Completed Long-Term Contracts

Required in XML

8716

Election To Have a Tax Year Other Than a Required Tax Year

Required in XML if filed without signature

If filed with signature, allowed as PDF

8810

Corporate Passive Activity Loss and Credit Limitations

Required in XML

8816

Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies

Required in XML

8820

Orphan Drug Credit

Required in XML

8824

Like-Kind Exchanges

Required in XML

8825

Rental Real Estate Income and Expenses of a Partnership or an S Corporation

Required in XML

8826

Disabled Access Credit

Required in XML

8827

Credit for Prior Year Minimum Tax - Corporations

Required in XML

8832

Entity Classification Election

If filed with return, required in XML

If previously filed,    may be submitted as PDF

8833

Treaty-Based Return Position Disclosure Under Sec 6114 or 7701(b)

Required in XML

8834

Qualified Electric Vehicle Credit

Required in XML

8835

Renewable Electricity, Refined Coal, and Indian Coal Production Credit

Required in XML

8838

Consent To Extend the Time To Assess Tax Under Section 367 – Gain Recognition Agreement

Required in XML if filed without 3rd party signature

If filed with 3rd party signature, allowed as PDF.

8844

Empowerment Zone and Renewal Community Employment Credit

Required in XML

8845

Indian Employment Credit

Required in XML

8846

Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips

Required in XML

8858

Information Return of U.S. Persons With Respect To Foreign Disregarded Entities

Required in XML

8858  Sch M

Transactions Between Foreign Disregarded Entity of a Foreign Tax Owner and the Filer or Other Related Entities

Required in XML

8864

Biodiesel and Renewable Diesel Fuels Credit

Required in XML

8865

Return of U.S. Persons With Respect to Certain Foreign Partnerships

Required in XML

8865  Sch K-1

Partner’s Share of Income, Deductions, Credits,   etc.

Required in XML

8865  Sch O

Transfer of Property to a Foreign Partnership

Required in XML

8865 Sch P

Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership

Required in XML

8866

Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method

Required in XML

8873

Extraterritorial Income Exclusion

Required in XML

8874

New Markets Credit

Required in XML

8881

Credit for Small Employer Pension Plan Startup Costs

Required in XML

8882

Credit for Employer-Provided Childcare Facilities and Services

Required in XML

8883

Asset Allocation Statement Under Section 338

Required in XML

8886

Reportable Transaction Disclosure Statement

Required in XML

8896

Low Sulfur  Diesel Fuel Production Credit

Required in XML

8900

Qualified Railroad Track Maintenance Credit

Required in XML

8902

Alternative Tax on Qualifying Shipping Activities

Required in XML

8903

Domestic Production Activities Deduction

Required in XML

8906

Distilled Spirits Credit

Required in XML

8907

Nonconventional Source Fuel Credit

Required in XML

8908

Energy Efficient Home Credit

Required in XML

8909

Energy Efficient Appliance Credit

Required in XML

8910

Alternative Motor Vehicle Credit

Required in XML

8911

Alternative Fuel Vehicle Refueling Property Credit

Required in XML

8912

Credit for Clean Renewable Energy and Gulf Tax Credit Bonds

Required in XML

8916

Reconciliation of Schedule M-3 Taxable Income with Tax Return Taxable Income for Mixed Groups

Required in XML

8916-A

Supplemental Attachment to Schedule M-3

Required in XML

8923

Mine Rescue Team Training Credit

Required in XML

8925

Report of Employer Owned Life Insurance Contracts

Required in XML

8926

Disqualified Corporate Interest Expense Disallowed Under Section 165 (j) and Related Information

Required in XML

8931

Agricultural Chemicals Security Credit

Required in XML

8932

Credit for Employer Differential Wage Payments

Required in XML

8933

Carbon Dioxide Sequestration

Required in XML

8936

Qualified Plug-In Electric Drive Motor Vehicle Credit

Required in XML

8938

Statement of Foreign Financial Assets

Required in PDF

8941

Credit for Small Employer Health Insurance Premiums

Required in XML

Form T

Forest Activities Schedule

Required in XML

Page Last Reviewed or Updated: 05-Mar-2014