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Additional Items Related to Form 1040-C

Form 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
Use this form to figure the tax on a qualified lump-sum distribution using the 20% capital gain election, the 10-year tax option, or both.

Form 5405, Repayment of the First-Time Homebuyer Credit
Use this form to notify the IRS that the home for which you claimed the credit was disposed of or ceased to be your main home and figure the amount of the credit you must repay with your tax return.

Form 6251, Alternative Minimum Tax - Individuals
Use this form to figure the amount, if any, of your alternative minimum tax (AMT).

Form 8611, Recapture of Low-Income Housing Credit
Use this form if you must recapture part of the low-income housing credit you claimed in previous years because the qualified basis decreased from one year to the next or you disposed of a building, or your interest therein, and you did not follow the procedures that would have prevented recapture of the credit.

Form 8814, Parents' Election To Report Child's Interest and Dividends
Parents use this form to report their child’s income on their return, so their child will not have to file a return.

Form 8828, Recapture of Federal Mortgage Subsidy
Use this form to figure and report the recapture tax on the mortgage subsidy if you sold or otherwise disposed of your federally subsidized home.

Form 8833, Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
Taxpayers use this form to make the treaty-based return position disclosure required by section 6114. Dual-resident taxpayers use this form to make the treaty-based return position disclosure required by Regulations section 301.7701(b)-7.

Form 8840, Closer Connection Exception Statement for Aliens
Use this form to claim the closer connection to a foreign country(ies) exception to the substantial presence test.

Form 8843, Statement for Exempt Individuals and Individuals With a Medical Condition
If you are an alien individual, file this form to explain the basis of your claim that you can exclude days present in the United States for purposes of the substantial presence test because you were an exempt individual, or were unable to leave the United States because of a medical condition or medical problem.

Form 8854, Initial and Annual Expatriation Statement
Expatriation tax provisions apply to U.S. citizens who have relinquished their citizenship and long-term residents who have ended their residency (expatriated). This form is used by individuals who have expatriated on or after June 4, 2004.

Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
Use this form to figure and claim your education credits, which are based on qualified education expenses paid to an eligible postsecondary educational institution.

Form W-7, Application for IRS Individual Taxpayer Identification Number
Use this form to apply for an IRS individual taxpayer identification number (ITIN). An ITIN is a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN).

Schedule SE (Form 1040), Self-Employment Tax
Use this schedule to figure the tax due on net earnings from self-employment.

Page Last Reviewed or Updated: 31-Aug-2016