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Product Number Title Revision Date Posted Date
Form 15417-I 403(b) Plan - 403(b)(9) Retirement Income Accounts Worksheet 16 - Determination of 403(b) Status Apr 2023 03/05/2025
Form 15417-C 403(b) Plan - Coverage and Nondiscrimination Requirements for Employer Contributions (Other than Matching Contributions) Worksheet 5B - Determination of 403(b) Status Apr 2023 03/05/2025
Form 15417-H 403(b) Plan - Distributions Worksheet 15 - Determination of 403(b) Status Apr 2023 03/05/2025
Form 15417-G 403(b) Plan - Elective Deferrals Worksheet 12A - Determination of 403(b) Status Apr 2023 03/05/2025
Form 15417 403(b) Plan - Eligibility and Participation Worksheet 1A - Determination of 403(b) Status Apr 2023 12/04/2024
Form 15417-A 403(b) Plan - Minimum Vesting Standards Worksheet 2B - Determination of 403(b) Apr 2023 12/04/2024
Form 15417-B 403(b) Plan - Miscellaneous Provisions Worksheet 4A - Determination of 403(b) Status Apr 2023 12/04/2024
Form 15417-F 403(b) Plan - Nondiscrimination Requirements for Matching Contributions and Employee After-Tax Contributions Worksheet 11A - Determination of 403(b) Status Apr 2023 03/05/2025
Form 15417-D 403(b) Plan - Plan Limitation on Contribution and Benefits Worksheet Number 6A - Determination of 403(b) Status Apr 2023 03/05/2025
Form 15417-E 403(b) Plan - Required Minimum Distributions Worksheet 9A - Determination of 403(b) Status Apr 2023 03/11/2025
Form 5498-QA ABLE Account Contribution Information 2025 11/22/2024
Form 8865 (Schedule H) Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c) Nov 2018 12/20/2018
Form 5471 (Schedule J) Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation Dec 2020 12/03/2020
Form 1041 (Schedule J) Accumulation Distribution for Certain Complex Trusts 2025 12/16/2025
Form 3881 ACH Vendor Miscellaneous Payment Enrollment Apr 2016 10/26/2016
Form 3881-A ACH Vendor/Miscellaneous Payment Enrollment - HCTC May 2017 09/16/2017
Form 9325 Acknowledgement and General Information for Taxpayers Who File Returns Electronically Jan 2017 12/13/2016
Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) Apr 2025 03/20/2025
Form 8865 (Schedule P) Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership (Under Section 6046A) Dec 2019 05/13/2020
Form 15110 Additional Child Tax Credit Worksheet Feb 2026 02/03/2026
Form 1040 (Schedule 3) Additional Credits and Payments 2025 01/02/2026
Form 1040 (Schedule 3) (sp) Additional Credits and Payments (Spanish Version) 2025 01/09/2026
Form 1040 (Schedule 1-A) Additional Deductions 2025 01/02/2026
Form 1040 (Schedule 1-A) (sp) Additional Deductions (Spanish Version) 2025 01/08/2026
Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2025 01/02/2026