Tax Forms Documents

Form 8863 is used to claim education credits, including the American Opportunity and Lifetime Learning Credits. Attach to Form 1040 or 1040-SR.

This document serves as the Transaction Privilege Tax Exemption Certificate for Arizona. It helps businesses and individuals document and establish tax deductions or exemptions. Complete this form accurately to comply with state tax laws.

This file provides the SC1040-V voucher for individual income tax payments. Users must fill out the form accurately to ensure proper processing. It includes essential instructions and deadlines for submission.

Form CT-1040X is used for filing an amended income tax return for individuals in Connecticut. It lets taxpayers correct previous tax returns for the year 2015. Ensure to follow the instructions carefully to complete the form accurately.

This file is an IRS Form W-2, used to report wages paid to employees and the taxes withheld from them. Employers must complete this form for each employee. It's essential for both employers and employees during tax season.

This document provides essential guidance for completing Forms 1099-R and 5498, required for reporting distributions from retirement plans and IRAs. It includes updates for the current tax year, as well as detailed instructions for various scenarios related to pension, annuity, and retirement account distributions. Understanding these instructions is crucial for taxpayers and professionals handling retirement distributions.

This file provides the instructions and details for completing the PA-40 Schedule A to report interest income for Pennsylvania tax purposes. It includes information on taxable interest, required schedules, and specific line items. Instructions for filling out, editing, and submitting the form are also provided.

The 2016 U.S. Individual Income Tax Return (1040A Form) is used by individuals to file their annual taxes. It includes information on income, deductions, credits, and payments. This form helps users calculate their tax liability or refund.

Form 8889 is used to report Health Savings Accounts (HSAs) contributions, deductions, and distributions. It's attached to Form 1040, 1040-SR, or 1040-NR. Complete the form as per the instructions and latest information provided by the IRS.

This document provides instructions for completing Form 1120S for filing U.S. Income Tax Return for an S Corporation. It details the requirements, specific instructions, and accounting guidelines necessary to properly complete and submit the form. Additionally, it outlines the electronic filing options and important reminders for taxpayers.

This file provides essential information on Form 5498-SA, including how to fill it out and important guidelines for participants. It's crucial for reporting health savings accounts, providing details on contributions and other important account information. This document is intended for participants and trustees managing HSAs and related accounts.

This form is essential for employers to report wages and calculate taxes for unemployment insurance. It provides clear instructions for completing each section accurately. Use this worksheet to ensure compliance with unemployment tax regulations in Kentucky.