Summary Chart of Filing Directions by Form Number Form Form Name TY 2015 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 B-1 Information on Certain Shareholders of an S Corporation Required in PDF 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 XML 8941 Credit for Small Employer Health Insurance Premiums Required in XML Form T Forest Activities Schedule Required in XML
