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Product Number Title Revision Date Posted Date
Instruction 8937 Instructions for Form 8937, Report of Organizational Actions Affecting Basis of Securities Dec 2017 12/26/2017
Instruction 8938 Instructions for Form 8938, Statement of Specified Foreign Financial Assets Nov 2021 12/22/2021
Instruction 8940 Instructions for Form 8940, Request for Miscellaneous Determination Dec 2024 01/06/2025
Instruction 8941 Instructions for Form 8941, Credit for Small Employer Health Insurance Premiums 2025 12/19/2025
Instruction 8949 Instructions for Form 8949, Sales and Other Dispositions of Capital Assets 2024 01/16/2025
Instruction 8950 Instructions for Form 8950, Application for Voluntary Correction Program (VCP) Submission Under the Employee Plans Compliance Resolution System (EPCRS) Jan 2022 12/29/2021
Instruction 8952 Instructions for Form 8952, Application for Voluntary Classification Settlement Program (VCSP) Nov 2025 11/18/2025
Instruction 8955-SSA Instructions for Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits 2024 01/10/2025
Instruction 8957 Instructions for Form 8957, Foreign Account Tax Compliance Act (FATCA) Registration Jun 2018 12/17/2025
Instruction 8959 Instructions for Form 8959 2025 12/04/2025
Instruction 8960 Instructions for Form 8960, Net Investment Income Tax - Individuals, Estates, and Trusts 2024 11/27/2024
Instruction 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2024 01/16/2025
Instruction 8963 Instructions for Form 8963, Report of Health Insurance Provider Information Jan 2020 02/18/2020
Instruction 8966 Instructions for Form 8966, FATCA Report 2025 12/19/2025
Instruction 8971 Instructions for Form 8971 and Schedule A, Information Regarding Beneficiaries Acquiring Property From a Decedent Aug 2025 08/29/2025
Instruction 8973 Instructions for Form 8973, Certified Professional Employer Organization/Customer Reporting Agreement Dec 2018 12/06/2018
Instruction 8974 Instructions for Form 8974, Qualified Small Business Payroll Tax Credit for Increasing Research Activities Dec 2024 12/10/2024
Instruction 8975 Instructions for Form 8975 and Schedule A (Form 8975), Country-by-Country Report Dec 2020 12/18/2020
Instruction 8978 Instructions for Form 8978 (Including Schedule A), Partner's Additional Reporting Year Tax Dec 2024 12/31/2024
Instruction 8979 Instructions for Form 8979, Partnership Representative Designation or Resignation Form Sep 2025 10/06/2025
Instruction 8985 Instructions for Form 8985 and Form 8985-V, Pass-Through Statement - Transmittal/Partnership Adjustment Tracking Report (Required Under Sections 6226 and 6227) Dec 2024 01/07/2025
Instruction 8986 Instructions for Form 8986, Partner's Share of Adjustment(s) to Partnership-Related Item(s) (Required Under Sections 6226 and 6227) Dec 2024 01/07/2025
Instruction 8990 Instructions for Form 8990, Limitation on Business Interest Expense Under Section 163(j) Jan 2025 01/27/2025
Instruction 8991 Instructions for Form 8991, Tax on Base Erosion Payments of Taxpayers With Substantial Gross Receipts Dec 2024 03/25/2025
Instruction 8992 Instructions for Form 8992, U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) Dec 2024 01/15/2025