Additional Forms

That May Be Required

Non-flat fees list

Description	Price
State Return	$150
Non-Resident Return (Form 1040NR) - includes one W-2	$500
1040NR - Each U.S. tax form (additional W-2, 1099 of any kind, 1042-S)	$50
Financial Accounts for FBAR/FATCA after 5	$10 per
Interest / Dividend / Brokerage Transact. after 10	$5 per
Summary of Multiple Brokerage Transact. by Type	$50 per
Depreciation Schedule (after first)	$25 per
Unreimbursed Employee Expenses Form 2106	$150

Rental property

Form	Description	Price
Schedule E	Additional Rental Properties (1 is included in the Premium package)	$150
Form 8824	Like-Kind Exchange	$350

Retirement plans

Form	Description	Price
Form 8606	Non-deductible IRA	$150
Form 4972	Tax on Lump-Sum Distributions	$200
	Calculation of Taxable Portion of Pension Distribution (first time calculation)	$200
	Calculation of Taxable Portion of Pension Distribution (repeat years)	$50
Form 8915-E	Qualified 2020 Disaster Retirement Plan Distributions and Repayments	$150
	US Retirement Contribution Optimization Analysis	$150 (offered after TFX prepares return)
	Tax withholding election for University of California retirement plan (UCRP) income	$150

Financial transactions

Form	Description	Price
Form 8621	PFIC Income (Section 1296 or 1293)	$150 (for one), $75 (for each after one)
	PFIC Income (Section 1291)	billed by the hour
Form 4952	Investment Interest Expense Deduction	$75
Form 6781	Section 1256 - Contracts and Straddles	$200
Form 6252	Installment sale	$100

GIFTS/Trusts

Form	Description	Price
Form 1041 (*Only simple trusts filing timely)	U.S. Trust Return	$600
Form 709	U.S. Gift Tax Return	$250
Form 3520	Distributions from Foreign Trust	$200
Form 3520-A	Annual Information Return of Foreign Trusts	$350
Form 4970	Tax on Accumulation Distributions of Trusts	$150

Streamlined offshore procedure assistance

Form	Description	Price
Form 14653	Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures	$300
Form 14654	Certification by U.S. Person Residing in the United States for Streamlined Domestic Offshore Procedures	$500

Corporations

Form	Description	Price
Form 5471	Base price	$600
	Additional Schedule I and Schedule P for reporting on behalf of another U.S. Shareholder: combined	$150
Sec 965	Transition Tax	$1000
	Form 8992 / GILTI Tax Reduction Analysis (Sec 962 & more)	$650
	Form 8992 /GILTI Income Calculations	$300
	Subpart F Income calculation	$250
	Dormant Corporation	$100
Form 1120-S	U.S. S-CORPORATION	$800
Non-personal state return	If entity return requires state filing. Note, this includes local forms	$300
Form 1065	U.S. PARTNERSHIP	$600
Forms 8804/8805 combination	Partnership Withholding	$800
Form 926	Transfer of Property to Foreign Corporation	$150 / $300 $150 (cash) / $300 (other assets)
Form 1120F	Income Tax Return of a Foreign Corporation	$800
Form SS-4	EIN application	$100
Form 8832	Entity Classification Election (timely filed)	$150
Form 8865	Foreign Partnership	$600
Form 8858	Foreign Disregarded Entity	$300 (for one), $200 (for each after one)
Schedule K-2	Parts 2 & 3	$200
Schedule K-2	Additional sections beyond part 2 & 3	$500

PLEASE NOTE that there are no 'almost-dormant' corporations (just like one can not be almost pregnant). Failure to meet one condition would make it non-dormant and require preparation of a complete Form 5471.

Miscellaneous forms

Form	Description	Price
	Calculations for stock-based compensation	$200
Form 1045	NOL Carryback	$150 per year
	Foreign Tax Credit carryover calculations (from non-TFX return)	$125
Form 1040C	Sailing Permit	$400
Form W-8BENE	US Tax Withholding Certificate for Foreign Entity	$300
W-8BEN	Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)	$150
W-8ECI	Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States	$150
	Election under Section 871(d) or section 882(d)	$100
Form 4852	Substitute form for U.S. income	$125
Forms 1099-C, 1099-A	Income from Cancelled Debt	$100
Form 1099-NEC	Nonemployee Compensation payment	$150 (for first three)
Home Sale Worksheet	Sale of personal home	$200
	Foreign exchange gain on mortgage repayment	$100
Form 8275	Disclosure Statement	$150
	Recapture of FEIE for prior years	$100
Form 4797	Sale of Business Property	$150
Schedule C	Self-Employment Income (1 is included in the Premier package)	$150
Schedule F	Farm Income	$150
Form 4684	Casualties and Thefts	$100
Form 4835	Farm Rental Income and Expenses	$150
	Local (City, County) Tax Return	$250
Form 8839	Adoption Expenses	$150
State-dependent	State Unincorporated Business Franchise Tax	$300
Form 8379	Injured Spouse Allocation	$150
Form 982	Discharge of Indebtedness	$150
Form 5695	Residential Energy Credit	$150
Form 8936	Qualified Plug-In Electric Drive Credit	$150
Form 8833	Treaty-Based Return Position Disclosure	$150
Form 3115	Change in Accounting Method	$250
Form 2350	Extension to file after October 15th	FREE (requires 350 retainer)
Schedule H	Household Employment Taxes	$100
Form 5472	Foreign-owned US Disregarded Entity	$600
Pro-Forma 1120	Pro-Forma 1120 to be filed with Form 5472	$100
Form 8594	Asset Acquisition Statement	$100
Sec 199A deduction	Qualified Business Income of passthrough entities	$500
Form 2106	Employee Business Expenses	$100
Form 1095-A	Health Insurance Marketplace Statement	$100
Form 8801	Credit for Prior Year Minimum Tax	$150
Schedule 8812 (included all years except 2021)	Credits for qualifying children and other dependents	$150 (all years before 2021 included in Core package)
Form 8962	Premium Tax Credit	$100
Form 8997	Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments	$150
Schedule K-1	Partnership Share of Income (1 is included in the Premier package)	$75
	Schedule K-1 with disposition of partnership interest	$150
Form W-7	Application for IRS ITIN	$150
Form 8814	Interest and Dividends for child on parent's return	$75
Kiddie Tax Return	If child needs separate return (capital gains only)	50% discount from regular tax return. If other income - priced regularly
Form 8615	Tax for Certain Children Who Have Unearned Income	$150
Form 8840	Closer Connection Exception Statement for Aliens	$200
Form 8958	Allocation of tax amount for Community Property State	$150
Form 8862	Information To Claim Certain Credits After Disallowance	$100
Form 8843	Statement for Exempt Individuals and Individuals With a Medical Condition	$100
Form 568	California Limited Liability Company Return of Income	$300
Form 593	California Real Estate Withholding Statement	$150
Form 673	Reduce employer income tax withholding on W-2 for the Foreign Earned Income Exclusion	$150
Form 7202	Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals	$250
Form 843	Claim for Refund and Request for Abatement	$250
Form 8822	Change of Address	$100
	Accredited Investor Letter per Rule 506(c)(2)(ii)	$150
	IRC Section 83(b) election for property transferred	$200
	Advanced Child Credit 2021	$150
	Reduce employer income tax withholding on W-2 for the Foreign Earned Income Exclusion	$150
Form 2210	Schedule AI: Hourly, with $500 nonrefundable prepayment	$500

Communication with the IRS & third parties

Form	Description	Price
Form 114a	Record of Authorization to file FBAR	$50
Form 9465	Installment Agreement	$150
Form 2210	Add Penalty waiver request	$150
Form 433-A	Collection Information Statement for Individuals	$250
Form 2848	Power of Attorney	$250
Form 8854	Expatriation Statement - if client is not a 'covered expatriate' (net worth below $2M). Hourly Service if above $2M	$400
Form 8802	Application for United States Residency Certification	$400
Form 3911	Taxpayer Statement Regarding Refund	$300
	TFX Letter to third parties	$150 (if emailed to client)
	Phone Calls with Third Parties (lawyers, mortgage brokers, etc)	$200 up to 30 minutes
	U.S. Tax Preparer Notification & Certification for Foreign Bank Account Holders	$150

Forms Included In Core Package

Form	Description
1040	Individual Income Tax Return
1040-ES	Estimated Tax for Individuals
1040 EDEXP (1098-T)	Education Expenses Worksheet (1098-T Wkst)
1099DIV (WORKSHEET)	1099-DIV Dividends and Distribution Worksheet
1099G (WORKSHEET)	1099-G Government Payments Worksheet
1099INT (WORKSHEET)	1099-INT Interest Worksheet for Input
1099MISC (WORKSHEET)	1099-MISC Miscellaneous Income Worksheet
1099R (WORKSHEET)	1099-R Pension Worksheet
1116	Foreign Tax Credit (Individual, Estate, or Trust)
1116 AMT	Foreign Tax Credit Alternative Minimum Tax
2210	Underpayment of Estimated Taxes (not including Schedule AI)
2555	Foreign Earned Income
3903	Moving Expenses
4137	Social Security and Medicare Tax on Unreported Tip
5405	Repayment of the First-Time Homebuyer Credit
5754	Statement by Person(s) Receiving Gambling Winnings
6251	Alternative Minimum Tax - Individuals
8812 (included all years except 2021)	Credits for qualifying children and other dependents
8582	Passive Activity Loss Limitations
8863	Education Credits
8880	Credit Qualified Retirement Savings Contributions
8917	Tuition and Fees Deduction
8919	Uncollected SS and Medicare Tax on Wages
8959	Additional Medicare Tax
2441	Child and Dependent Care Expenses
8960	Net Investment Income Tax
8965	Health Care Coverage Exemption
IRA/ROTH WORKSHEETS	IRA/Roth Worksheets
SCH A (1040/1040A)	Itemized deductions
SCH B (1040/1040A)	Interest and Ordinary Dividends
SCH EIC (1040/1040A)	Earned Income Credit - Child Information
SCH R (1040/1040A)	Credit for the Elderly or the Disabled

Forms Included In Premier Package

Form №	Name
1040	Individual Income Tax Return
1040-ES	Estimated Tax for Individuals
1040 EDEXP (1098-T)	Education Expenses Worksheet (1098-T Wkst)
1099DIV (WORKSHEET)	1099-DIV Dividends and Distribution Worksheet
1099G (WORKSHEET)	1099-G Government Payments Worksheet
1099INT (WORKSHEET)	1099-INT Interest Worksheet for Input
1099MISC (WORKSHEET)	1099-MISC Miscellaneous Income Worksheet
1099R (WORKSHEET)	1099-R Pension Worksheet
1116	Foreign Tax Credit (Individual, Estate, or Trust)
1116 AMT	Foreign Tax Credit Alternative Minimum Tax
8965	Health Care Coverage Exemption
2210	Underpayment of Estimated Taxes (not including Schedule AI)
2441	Child and Dependent Care Expenses
2555	Foreign Earned Income
3903	Moving Expenses
4137	Social Security and Medicare Tax on Unreported Tip
4562	Depreciation and Amortization
5405	Repayment of the First-Time Homebuyer Credit
5754	Statement by Person(s) Receiving Gambling Winnings
6198	At-Risk Limitations
6251	Alternative Minimum Tax - Individuals
8582	Passive Activity Loss Limitations
8863	Education Credits
8880	Credit Qualified Retirement Savings Contributions
8917	Tuition and Fees Deduction
8919	Uncollected SS and Medicare Tax on Wages
8959	Additional Medicare Tax
8960	Net Investment Income Tax
8396	Mortgage Interest Credit
8801	Credit for Prior Year Minimum Tax
8812 (included all years except 2021)	Credits for qualifying children and other dependents
8283	Noncash Charitable Contributions
8829	Expenses for Business Use of Your Home
8949	Sales and Other Dispositions of Capital Assets
IRA/ROTH WORKSHEETS	IRA/Roth Worksheets
8889	HSA Account
SCH A (1040/1040A)	Itemized deductions
SCH B (1040/1040A)	Interest and Ordinary Dividends
SCH C (1040)	Self-Employment Income
SCH D (1040)	Capital Gains and Losses
SCH E (1040) PAGE 1	Supplemental Income and Loss Page 1
SCH E (1040) PAGE 2	Supplemental Income and Loss Page 2
SCH EIC (1040/1040A)	Earned Income Credit - Child Information
SCH R (1040/1040A)	Credit for the Elderly or the Disabled
SCH SE (1040)	Self-Employment Tax
8995	Qualified Business Income Deduction Simplified Computation

Tax Forms 8805 & 8804: Foreign Partner's Information Statement of Section 1446 Withholding Tax

Tax Relief Announcement: IRS Extends Deadline for South Carolina Taxpayers Affected by Idalia

IRS Clarifies Federal Tax Implications of State Tax Refunds and Other Payments