Includes most forms needed for expat tax preparation.
| 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 |
| 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 |
| 8867 | Paid preparer's due diligence checklist |
| 8995 | Qualified business income deduction simplified computation |
| IRA/ROTH WORKSHEETS | IRA/Roth worksheets |
| SCH 8812 1040/1040A | Child tax credit |
| 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 |
| Form № | Name |
|---|---|
| 4562 | Depreciation and amortization |
| 6198 | At-Risk limitations |
| 8283 | Noncash charitable contributions |
| 8396 | Mortgage interest credit |
| 8801 | Credit for prior year minimum tax |
| 8829 | Expenses for business use of your home |
| 8889 | HSA account |
| 8949 | Sales and other dispositions of capital assets |
| One 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 SE (1040) | Self-employment tax |
| One SCH K-1 (1065) | Partnership share of income |