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Other Items Related to Publication 972

Form 1040, U.S. Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

Schedule R (Form 1040A or 1040), Credit for the Elderly or the Disabled
Use this schedule to figure the credit for the elderly or the disabled.

Form 1040A, U.S. Individual Income Tax Return
Annual income tax return filed by citizens and residents of the United States.

Form 1040EZ, Income Tax Return for Single and Joint Filers With No Dependents
Income tax return filed by certain citizens or residents of the United States.

Form 1040NR-EZ, U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents
You may be able to use this form if your only income from U.S. sources is wages, salaries, tips, refunds of state and local income taxes, and scholarship or fellowship grants.

Form 1040NR, U.S. Nonresident Alien Income Tax Return
You may need to file Form 1040NR if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040NR, or represented an estate or trust that had to file Form 1040NR.

Schedule K-1 (Form 1065-B), Partner's Share of Income (Loss) From an Electing Large Partnership
A partnership uses Schedule K-1 to report your share of the partnership's income, deductions, credits, etc.

Form 2555, Foreign Earned Income
If you qualify, you can use this form to figure your foreign earned income exclusion and your housing exclusion or deduction. You cannot exclude or deduct more than your foreign earned income for the year.

Form 2555-EZ, Foreign Earned Income Exclusion
If you qualify, you can use this form instead of Form 2555, Foreign Earned Income, to figure your foreign earned income exclusion. You cannot exclude more than your foreign earned income for the year.

Form 4563, Exclusion of Income for Bona Fide Residents of American Samoa
Use this form to figure the amount of income from American Samoa you may exclude from your gross income.

Form 5695, Residential Energy Credits
Use this form to figure and take your residential energy credits.

Form 6251, Alternative Minimum Tax - Individuals
Use this form to figure the amount, if any, of your alternative minimum tax (AMT).

Form 8379, Injured Spouse Allocation
The injured spouse on a jointly filed tax return files this form to get back their share of the joint refund when the joint overpayment is applied to a past-due obligation of the other spouse.

Form 8396, Mortgage Interest Credit
If you were issued a qualified Mortgage Credit Certificate (MCC) by a state or local governmental unit or agency under a qualified mortgage credit certificate program, use this form to figure your mortgage interest credit for the current year and any credit carryforward for the following year.

Schedule 8812 (Form 1040A or 1040), Child Tax Credit
Use Part I of this schedule to document that any child for whom you entered an ITIN and for whom you also checked the "if qualifying child for child tax credit" box, is a resident of the United States because the child meets the substantial presence test and is not otherwise treated as a nonresident alien. Use Parts II–IV of Schedule 8812 to figure the additional child tax credit.

Form 8834, Qualified Plug-in Electric and Electric Vehicle Credit
Use Form 8834 to claim the qualified plug-in electric vehicle credit and any qualified electric vehicle passive activity credits allowed for the current tax year.

Form 8839, Qualified Adoption Expenses
Use Form 8839 to figure the amount of your adoption credit and any employer-provided adoption benefits you can exclude from your income.

Form 8859, District of Columbia First-Time Homebuyer Credit
Use Form 8859 to claim the District of Columbia first-time homebuyer credit.

Form 8910, Alternative Motor Vehicle Credit
Use this form to figure your credit for alternative motor vehicles you placed in service during your tax year.

Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit
Use this form to figure your credit for qualified plug-in electric drive motor vehicles you placed in service during your tax year.

Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee must file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4.

Publication 17, Your Federal Income Tax
This publication covers the general rules for filing a federal income tax return. It supplements the information contained in your tax form instruction booklet. It explains the tax law to make sure you pay only the tax you owe and no more.

Publication 519, U.S. Tax Guide for Aliens
For tax purposes, an alien is an individual who is not a U.S. citizen. Aliens are classified as nonresident aliens and resident aliens. This publication will help to determine an individual's status and gives information needed to file returns.

Page Last Reviewed or Updated: 04-Sep-2014