Information For...

For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

Available Forms and Limitations

General Program Limitations

  • Attaching Statements- If you need to add statements or PDF attachments, you will not be able to use this program to efile your return
  • Writing in Additional Information- Lines on some forms may request that you to "write in" additional supporting information. Your ability to do this is limited to Form 1040, 1040A, 1040EZ and a few of the most frequently used forms. When allowed, the form provides designated spaces for this information. Users can enter a maximum of one description and amount combination per line, where witting in additional information is permitted. See “Additional Information Areas” in the User’s Guide and review your form on the Line-by-Line page. If the form does not provide a space for this information, you may not be able to use this program to efile your tax return.
  • Decedent Returns- The program might not efile a decedent's return. If the Primary or Secondary taxpayer on the return is a decedent, you may be necessary to mail in the return.
  • E-filing Forms- To efile forms, (except Form 4868) they must be attached to a 1040 series form (1040, 1040A or 1040EZ).

Specific Form Limitations

A form limitation may keep you from completing or e-filing your return. Review the list of available (supported) forms you plan to complete and click on the Known Limitations link to determine if the limitation will affect your ability to use the program.

Forms Available for Filing Season 2018 (TY 2017)

Form Number Form Name Available

Form 1040

U.S. Individual Income Tax Return - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 1040A

U.S. Individual Income Tax Return - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 1040EZ

Income Tax Return for Single and Joint Filers With No Dependents
Line-by-Line instructions are available

1/29/2018

Form 1040V

Payment Voucher

1/29/2018

Form 1040ES

Estimated Tax Payments
Line-by-Line instructions are available

3/15/2018

Form 1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Line-by-Line instructions are available

2/5/2018

Schedule A

Itemized Deductions - Known Limitations
Line-by-Line instructions are available

2/5/2018

Schedule B

Interest and Ordinary Dividends
Line-by-Line instructions are available

1/29/2018

Schedule C

Profit or Loss From Business
Line-by-Line instructions are available

1/29/2018

Schedule C-EZ

Net Profit from Business - Known Limitations
Line-by-Line instructions are available

1/29/2018

Schedule D

Capital Gains and Losses
Line-by-Line instructions are available

1/29/2018

Schedule E

Supplemental Income and Loss - Known Limitations
Line-by-Line instructions are available

1/29/2018

Schedule EIC

Earned Income Credit - Known Limitations
Line-by-Line instructions are available

1/29/2018

Schedule F

Profit or Loss From Farming
Line-by-Line instructions are available

2/8/2018

Schedule H

Household Employment Taxes
Line-by-Line instructions are available

1/29/2018

Schedule J

Farm Income Averaging

1/29/2018

Schedule R

Credit for the Elderly or the Disabled

1/29/2018

Schedule SE

Self-Employment Tax
Line-by-Line instructions are available

1/29/2018

Form 1116

Foreign Tax Credit - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 1310

Statement of Person Claiming Refund Due of a Deceased Taxpayer (You cannot e-file a return with this form attached. You can complete the form and mail it with your return.)

1/29/2018

Form 2106

Employee Business Expenses
Line-by-Line instructions are available

1/29/2018

Form 2106EZ

Unreimbursed Employee Business Expenses
Line-by-Line instructions are available

1/29/2018

Form 2120

Multiple Support Declaration

1/29/2018

Form 2210

Underpayment of Estimated Tax by Individuals, Estates, and Trusts
Line-by-Line instructions are available

1/29/2018

Form 2210F

Underpayment of Estimated Tax by Farmers and Fishermen

1/29/2018

Form 2439

Notice to Shareholder of Undistributed Long-Term Capital Gains

1/29/2018

Form 2441

Child and Dependent Care Expenses - Known Limitations
(Complete line 1 columns (a) through (d) for each person or organization that provided the care. Don't forget to include their SSN or EIN.)
Line-by-Line instructions are available

1/29/2018

Form 2555

Foreign Earned Income
Line-by-Line instructions are available

1/29/2018

Form 2555EZ

2555EZ Foreign Earned Income Exclusion
Line-by-Line instructions are available

1/29/2018

Form 3468

Investment Credit

3/15/2018

Form 3800

General Business Credit

2/22/2018

Form 3903

Moving Expenses
Line-by-Line instructions are available

1/29/2018

Form 4136

Credit for Federal Tax Paid on Fuels

2/8/2018

Form 4137

Social Security and Medicare Tax on Unreported Tip Income

1/29/2018

Form 4255

Recapture of Investment Credit

1/29/2018

Form 4562

Depreciation and Amortization - Known Limitations
(Add from Schedules C, E, or F, Including Information on Listed Property.)
Line-by-Line instructions are available

2/8/2018

Form 4684

Casualties and Thefts

2/8/2018

Form 4797

Sales of Business Property - Known Limitations
Line-by-Line instructions are available

2/8/2018

Form 4835

Farm Rental Income and Expenses

1/29/2018

Form 4868

Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
Line-by-Line instructions are available

1/29/2018

Form 4952

Investment Interest Expense Deduction

1/29/2018

Form 4972

Tax on Lump Sum Distributions

1/29/2018

Form 5329

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Line-by-Line instructions are available

2/8/2018

Form 5405

First-Time Homebuyer Credit - (Only Page 2, Part IV of the Form "Repayment of Credit" may be e-filed)

1/29/2018

Form 5695

Residential Energy Credits
Line-by-Line instructions are available

2/5/2018

Form 5884

Work Opportunity Credit

1/29/2018

Form 6198

At-Risk Limitations - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 6251

Alternative Minimum Tax-Individuals - Known Limitations
Line-by-Line instructions are available

2/8/2018

Form 6252

Installment Sale Income

1/29/2018

Form 6765

Credit for Increasing Research Activities

3/15/2018

Form 6781

Gains and Losses from Section 1256 Contracts & Straddles

1/29/2018

Form 8082

Notice of Inconsistent Treatment or Administrative Adjustment Request

2/5/2018

Form 8275

Disclosure Statement

1/29/2018

Form 8275R

Regulation Disclosure Statement

1/29/2018

Form 8283

Noncash Charitable Contribution - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8379

Injured Spouse Allocation

1/29/2018

Form 8396

Mortgage Interest Credit

1/29/2018

Form 8453

U.S. Individual Income Tax Transmittal for an IRS e-file Return (This form can't be e-filed. It must be mailed in.)

1/29/2018

Form 8582

Passive Activity Loss Limitations - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8582-CR

Passive Activity Credit Limitations

1/29/2018

Form 8586

Low-Income Housing Credit

1/29/2018

Form 8594

Asset Acquisition Statement

1/29/2018

Form 8606

Nondeductible IRAs - Known Limitations (For 1040 and 1040A)
Line-by-Line instructions are available

2/22/2018

Form 8609A

Annual Statement for Low-Income Housing Credit

1/29/2018

Form 8611

Recapture of Low-income Housing Credit

1/29/2018

Form 8615

Tax for Children Under Age 18/24 With Investment Income of More Than $1,800

1/29/2018

Form 8689

Allocation of Individual Income Tax to the US Virgin Islands

2/5/2018

Form 8697

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

1/29/2018

Form 8801

Credit for Prior Year Minimum Tax - Individuals, Estates and Trusts

1/29/2018

Schedule 8812

Additional Child Tax Credit - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8814

Parents' Election To Report Child's Interest and Dividends

1/29/2018

Form 8815

Exclusion of Interest From Series EE US Savings Bonds Issued After 1989

1/29/2018

Form 8820

Orphan Drug Credit

1/29/2018

Form 8824

Like-Kind Exchanges

1/29/2018

Form 8826

Disabled Access Credit

1/29/2018

Form 8828

Recapture of Federal Mortgage Subsidy

1/29/2018

Form 8829

Expenses for Business Use of Your Home - Known Limitations
(Add from the Schedule C)
Line-by-Line instructions are available

2/5/2018

Form 8833

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

1/29/2018

Form 8834

Qualified Electric Vehicle Credit

1/29/2018

Form 8839

Qualified Adoption Expense
Line-by-Line instructions are available

1/29/2018

Form 8844

Empowerment Zone and Renewal Community Employment Credit

2/5/2018

Form 8845

Indian Employment Credit

2/5/2018

Form 8846

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

1/29/2018

Form 8853

Archer MSAs and Long-Term Care Insurance Contracts

1/29/2018

Form 8859

District of Columbia First-Time Homebuyer Credit

1/29/2018

Form 8862

Information To Claim Earned Income Credit After Disallowance

3/15/2018

Form 8863

Education Credits (Hope and Lifetime Learning Credits) - Known Limitations (Complete First Page 2, Part III)
Line-by-Line instructions are available

1/29/2018

Form 8864

Biodiesel and Renewable Diesel Fuels Credit

2/8/2018

Form 8874

New Markets Credit

1/29/2018

Form 8880

Credit for Qualified Retirement Savings Contributions - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8881

Credit for Small Employer Pension Plan Startup Costs

1/29/2018

Form 8882

Credit for Employer - Provided Child Care Facilities and Services

1/29/2018

Form 8885

Health Coverage Tax Credit - Known Limitations

2/8/2018

Form 8886

Reportable Transaction Disclosure Statement

1/29/2018

Form 8888

Direct Deposit of Refund to more than 1 account

1/29/2018

Form 8889

Health Savings Accounts (HSAs) - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8903

Domestic Production Activities Deduction

1/29/2018

Form 8906

Distilled Spirits Credit

1/29/2018

Form 8908

Energy Efficient Home Credit

3/15/2018

Form 8910

Alternate Motor Vehicle Credit

3/15/2018

Form 8911

Alternate Fuel Vehicle Refueling Credit

3/15/2018

Form 8917 Tuition and Fees Deduction
Line-by-Line instructions are available
3/02/2018

Form 8919

Uncollected Social Security and Medicare Tax on Wages

1/29/2018

Form 8932

Credit for Employer Differential Wage Payments

1/29/2018

Form 8933

Carbon Dioxide Sequestration Credit

1/29/2018

Form 8936

Qualified Plug-in Electric Drive Motor Vehicle Credit - Known Limitations

3/15/2018

Form 8938

Statement of Foreign Financial Assets - Known Limitations

1/29/2018

Form 8941

Credit for Small Employer Health Insurance Premiums

1/29/2018

Form 8949

Sales and other Dispositions of Capital Assets - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8959

Additional Medicare Tax
Line-by-Line instructions are available

1/29/2018

Form 8960

Net Investment Income Tax - Individuals, Estates and Trusts

1/29/2018

Form 8962

Premium Tax Credit - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 8965

Health Coverage Exemptions - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form 9465

Installment Agreement Request

1/29/2018

Form 982

Reduction of Tax Attributes Due to Discharge of Indebtedness

(And Section 1082 Basis Adjustment)

2/8/2018

Form W-2

Wage and Tax Statement - Known Limitations
Line-by-Line instructions are available

1/29/2018

Form W2-G

Certain Gambling Winnings - Known Limitations
Line-by-Line instructions are available

1/29/2018

Forms with Known Limitations

Form 1040, U.S. Individual Income Tax Return:
You cannot enter letters where the form is expecting a nine digit Tax Identification Number (a Social Security, Individual Tax Identification Number, etc.) - back to list

Form 1040A, U.S. Individual Income Tax Return:
You cannot enter letters where the form is expecting a nine digit Tax Identification Number (a Social Security, Individual Tax Identification Number, etc.) - back to list

Schedule A, Itemized Deductions:
Line 11 will only allow one individual's personal information to be entered. - back to list

Schedule C-EZ, Net Profit from Business:
You cannot add more than 1 Schedule C-EZ for the taxpayer or 1 Schedule C-EZ for the spouse to your return. - back to list

Schedule E, Supplemental Income and Loss:

 

 

  • The program does not support multiple copies of page 2 of Schedule E. Taxpayers who need to list more entities than Parts II, III and IV allow will not be able to use this program to complete their tax return.
  • The program does not support filing Form 4562 with only page 2 (Parts II, III and IV) of Schedule E. To file Form 4562 with Schedule E, you must also transmit page 1 of Schedule E. If you do not have any property to list on page 1 of Schedule E, you will not be able to file Form 4562 with Schedule E. - back to list

 

 

Schedule EIC, Earned Income Credit:
The program does not support "Kidnapped" as additional information you can enter on the schedule. - back to list

Form 1116, Foreign Tax Credit:

 

 

  • Part II column (j) will not accept "909 TAXES" or "1099 TAXES" in lieu of a date. Additionally, you cannot write in the words "DIVIDENDS" and "WAGES" on Part I line 1(a) or "LSD" on line 22.
  • An AMT version of this form is not available. All copies if Form 1116 will transfer line 30 to Form 1040 line 48. - back to list

 

 

Form 2441, Child and Dependent Care Expenses:
The form will not accept "LAFCP" or "Tax EXEMPT" on as an entry on Line 1(c). - back to list

Form 4562, Depreciation and Amortization (Including Information on Listed Property):
Form 4562 is not available from the "Add/View Forms" menu. This form is an attachment to Schedule C, Schedule E and Schedule F. The form is selected from the "Add" button directly from Schedule C, Schedule E and Schedule F. If you need to associate more than one Form 4562 to a Schedule C, Schedule E or Schedule F, you must create another Schedule C, Schedule E or Schedule F to associate with the additional Form 4562. The asset shown on Form 4562 must be listed on its "parent" Schedule C, Schedule E or Schedule F. - back to list

Form 4797, Sales of Business Property:
Line 2 columns (b) through (f) will not allow you to enter "From Schedule K-1 (Form 1120S)" across these columns. Column (g) is a calculated filed and will not allow manual entry. Also, it is not possible to enter "N/A" on line 32. - back to list

Form 6198, At Risk Limitations:
Form 6198 is not available from the "Add/View Forms" menu. This form is an attachment to Schedule C, Schedule E and Schedule F. The form is selected from the "Add" button directly from Schedule C, Schedule E and Schedule F. Each Schedule C, Schedule E or Schedule F should contain one associated Form 6198. - back to list

Form 6251, Alternative Minimum Tax-Individuals:

 

 

  • When line 35 equals zero, the form will not print or transmit with your return. This will not cause your return to reject. We suggest you print the individual form for your records.
  • The program does not support an AMT version of Form 1116. Line 30 of every Form 1116 you add to your return will total to Form 1040, line 48. - back to list

 

 

Form 8283, Noncash Charitable Contributions with 1098C:
Contributions of Motor Vehicles, Boats and Airplanes: Taxpayers are required to submit Form 1098C with Form 8283 if they donate a vehicle valued at $500 or more. Form 1098C is not supported; therefore, the taxpayer must mail in the return with the Form 1098C attached. The program restricts the user to attaching no more than four (4) 8283 Forms. Also, you cannot type in the text "VARIOUS" on line 5 column (d). - back to list

Form 8582, Passive Activity Loss Limitations:
You may only add one of these forms to your return. - back to list

Form 8606, Nondeductible IRAs:
This limitation is for both Form 1040 and Form 1040A. Each taxpayer and spouse on the return is able to add one Form 8606 to the return. You cannot add more than one Form 8606 for either the Taxpayer or Spouse. - back to list

Schedule 8812, Child Tax Credit (Special Circumstances):
For each child that meets the Special Circumstances described in the instructions, you must only select the "No" box, for the applicable lines A – D, in Part 1. Do not select both boxes, per the instructions for the schedule. Presently, Schedule 8812 will not accept more than four (4) qualifying children and you are not able to add more than one (1) Schedule 8812 to a return. If you have more than four (4) qualifying children to add to Schedule 8812, you will not be able to e-file the return. - back to list

Form 8829, Expense for Business Use of Home:
This form is not available from the "Add/View Forms" menu. You can only attach Form 8829 by first opening the associated Schedule C. You may only associate one Form 8829 to a Schedule C. If you need to associate more than one Form 8829 to a Schedule C, create another Schedule C's for the same business – associate one form 8829 to one Schedule C and the other form 8829 to the second Schedule C (properly allocating all other income and expense items). - back to list

Form 8863, Education Credits (Hope and Lifetime Learning Credits):

 

 

  • If you qualify for American Opportunity Credit, the program will not allow you to opt to take the Lifetime Learning Credit instead.
  • A single student cannot add more than one (1) page 2 (Part III) to Form 8863. If a single student attended more than two (2) different universities during the year, they will not be able to efile when completing more than one more than one page two (Part III).
  • Tip: Part III must be completed, for each student, before entering information in Part I and Part II. - back to list

 

 

Form 8880, Credit for Qualified Retirement Savings Contributions:
Line 8 (AGI from your main form) is automatically calculated. If you are filing Form 2555, you are not able to add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico - back to list

Form 8885, Health Coverage Tax Credit:
You cannot efile you return with this form attached. To file this form and receive a credit, this form requires you to attach documents associated with line 2. The Free File Fillable Forms program does not support attaching documents. If you need to include Form 8885 with your return, you must mail in your return. - back to list

Form 8889, Health Savings Accounts (HSAs):
If the Death of Account Beneficiary provision applies to you and you are not required to complete Part I, you will not be able to e-file your return with form 8889. You may complete your return, using Form 8889 and mail in your return.

Line 13 calculates the smaller of line 2 or 12. If you are instructed to add any amount to what is calculated for line 13, you will not be able to do so and still efile the return. You can manually complete Form 8889 and mail in your return. - back to list

Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit:
This form will only support one qualifying vehicle. If you are trying to claim more than one qualifying vehicle, you will not be able to use this form and e-file your return. - back to list

Form 8938, Statement of Foreign Financial Assets:
Taxpayers may only attach one of these forms to their return. The form has two pages. Parts V and VI are on page 2. You may add, as continuation pages, a total 25 copies of page 2 (continuation pages). - back to list

Form 8949, Sales and other Dispositions of Capital Assets:
You will not be able to enter "EXPIRED" in columns (d) or (e). - back to list

Form 8962, Premium Tax Credit:
Line 26 is automatically calculated. If you are electing to use the alternative calculation for marriage, you cannot manually enter a zero on line 26. - back to list

Form 8965, Health Coverage Exemptions:
The form supports up to six individuals and you cannot add more than one Form 8965 to your return. - back to list

Form W-2, Wage and Tax Statement:
The program will not allow more than four codes in box 12 or box 14. The program will not allow the user to add more than thirty (30) W-2s. - back to list

Form W2-G, Certain Gambling Winnings:
The program will not allow the user to add more than thirty (30) W2-Gs. - back to list