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
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 |