OLT Supported Federal Forms

Current Year Federal Supported Forms

Tax Forms Tax Schedules Tax Worksheets Tax Publications

Supported Federal Income Tax Forms ~ Tax Year 2019

Form Number Form Name 843 Claim for Refund and Request for Abatement 965 Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System 965 - Schedule F Foreign Taxes Deemed Paid by Domestic Corporation 965 - Schedule H Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes 965 A Individual Report of Net 965 Tax Liability 982 Reduction of Tax Attributes Due to Discharge of Indebtedness 1040 Individual Income Tax Return 1040 - Schedule 1 Additional Income and Adjustments to Income 1040 - Schedule 2 Additional Taxes 1040 - Schedule 3 Additional Credits and Payments 1040ES Estimated Tax Payment Vouchers   1040 NR US Individual Income Tax Return for Non Resident Aliens 1040 NR EZ U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents 1040 SR U.S. Tax Return for Seniors 1040 SS U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerot Rico) 1040V Form 1040 Payment Voucher   1040X 1040 Amended Return 1042 S Foreign Person's U.S. Source Income Subject to Withholding RRB 1042 S Railroad Retirement Board SSA 1042 S Social Security Benefits 1045 Application for Tentative Refund W-2 Wage and Tax Statement W-2 G Certain Gambling Winnings W-2 GU Guam Wage and Tax Statement   499 R/W-2 PR Record of Puerto Rico Withholding   W-4 Employee's Withholding Allowance Certificate   W-7 Application for IRS Individual Taxpayer Identification Number W-7 (COA) Certificate of accuracy for IRS individual taxpayer identification number 1095-A Health Insurance Marketplace Statement 1098 C Contributions of Motor Vehicles, Boats, or Airplanes 1098-T Tution statement   1099 A Acquition or Abandonment of Secured Property 1099 B Proceeds From Broker and Barter Exchange Transactions 1099 C Cancellation of Debt 1099 G Certain Government Payments 1099 K Payment Card and Third Party Network Transactions 1099 S Proceeds from Real Estate Transactions 1099 SA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA 1099 INT Interest Income 1099 DIV Dividends and Distributions 1099 - MISC Miscellaneous Income 1099 OID Original Issue Discount 1099 PATR Taxable Distributions Received From Cooperatives 1099 Q Payments from Qualified Education Programs CSA 1099 R Statement of Annuity Paid 1099 R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. RRB1099 Railroad Retirement Benefits RRB1099 R Tier 1 Railroad Retirement Benefits SSA1099 Social Security Benefits 1116 Foreign Income Tax Credit 1310 Refund Due to a Deceased Taxpayer 2106 Employee Business Expenses 2120 Multiple Support Declaration 2159 Payroll Deduction Agreement 2210 Underpayment of Estimated Tax 2210 F Underpayment of Estimated Tax By Farmers and Fishermen 2439 Undistributed Long Term Capital Gains 2441 Child & Dependent Care Expenses 2555 Foreign Earned Income 2848 Power of Attorney and Declaration of Representative 3468 Investment Credit 3800 General Business Credit 3903 Moving Expenses 4136 Credit for Tax Paid on Fuels 4137 Tax on Unreported Tip Income 4255 Recapture of Investment Credit 4562 Depreciation and Amortization 4563 Exclusion of Income for Bona Fide Residents of American Samoa   Form 461 Limitation on Business Losses 4684 Casualty and Theft Losses 4797 Trade or Business Gains and Losses 4835 Farm Rental Income 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.   4868 Automatic Extension of Time to File 4952 Investment Interest Expense Deduction 4970 Tax on Accumulation Distribution of Trusts 4972 Tax on Lump-Sum Distributions 5329 Additional Taxes on Qualified Retirement Plans 5074 Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) 5213 Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit 5405 Repayment of the First-Time Homebuyer Credit   5471 Information Return of U.S. Persons With Respect To Certain Foreign Corporations 5695 Residential Energy Credit 5884 Work Opportunity Credit 5884 B New Hire Retention Credit 6198 At-Risk Limitations 6251 Alternative Minimum Tax 6252 Installment Sale Income 6478 Credit for Alcohol Used as Fuel 6765 Credit for Increasing Research Activities 6781 Gains and Losses from Section 1256 Contracts and Straddles 8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) 8275 Disclosure Statement 8275R Regulation Disclosure Statement 8283 Non-cash Charitable Contributions 8288 A Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests 8332 Release for Exemption for Child of Divorced Parents 8379 Injured Spouse Claim 8396 Mortgage Interest Credit 8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return 8582 CR Passive Activity Credit Limitations 8582 Passive Activity Loss Limitation 8586 Low-Income Housing Credit 8594 Asset Acquisition Statement Under Section 1060 8606 Nondeductible IRA's 8609 Low-Income Housing Credit Allocation and Annual Statement 8611 Recapture of Low-Income Housing Credit 8615 Computation of Tax for Children under 14 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund 8801 Credit for Prior Year Minimum Tax 8805 Foreign Partner's Information Statement of Section 1446 Withholding Tax 8812 Additional Child Tax Credit 8814 Parent's Election to Report Child's Income 8815 Exclusion of Interest from Series EE & I Savings Bonds 8820 Orphan Drug Credit 8821 Tax Information Authorization 8822 Change of Address   8824 Like Kind Exchanges 8826 Disabled Access Credit 8828 Recapture of Federal Mortgage Subsidy 8829 Expense for Business Use of Your Home 8833 Treaty Based Return Position Disclosure 8834 Qualified Electric Vehicle Credit 8835 Renewable Electricity Production Credit 8839 Qualified Adoption Expenses 8840 Closer Connection Exception Statement for Aliens 8843 Statement for Exempt Individuals and Individuals With a Medical Condition 8844 Empowerment Zone and Renewal Community Employment Credit 8845 Indian Employment Credit 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips 8853 Archer MSAs and LTC Insurance Contracts 8854 Initial and Annual Expatriation Statement 8859 District of Columbia First-Time Homebuyer Credit 8862 Information to Claim EIC After Disallowance 8863 Education Credits 8864 Biodiesel and Renewable Diesel Fuels Credit 8865 Return of U.S. Persons With Respect to Certain Foreign Partnerships 8865 - Schedule P Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership 8865 - Schedule O Transfer of Property to a Foreign Partnership (Under Section 6038B) 8867 Paid Preparer's Earned Income Credit Checklist 8874 New Markets Credit 8878 IRS e-file Signature Authorization for Form 4868 or Form 2350 8879 IRS e-file Signature Authorization with Instructions 8880 Credit for Qualified Retirement Savings Contributions 8881 Credit for Small Employer Pension Plan Startup Costs 8882 Credit for Employer-Provided Childcare Facilities and Services 8885 Health Coverage Tax Credit with Instructions 8886 Reportable Transaction Disclosure Statement 8888 Multiple Direct Deposit Form for Efile Purposes 8889 Health Savings Account 8896 Low Sulfur Diesel Fuel Production Credit 8898 Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession 8900 Qualified Railroad Truck Maintenance Credit 8903 Domestic Production Activity 8906 Distilled Spirits Credit 8907 Nonconventional Source Fuel Credit 8908 Energy Efficient Home Credit 8909 Energy Efficient Appliance Credit 8910 Alternative Motor Vehicle Credit 8911 Alternative Fuel Vehicle Refueling Property Credit 8912 Credit for Clean Renewable Energy and Gulf Tax Credit Bonds 8915 A Qualified 2016 Disaster Retirement Plan Distributions and Repayments 8915 B Qualified 2017 Disaster Retirement Plan Distributions and Repayments 8919 Uncollected Social Security and Medicare Tax on Wages with Instructions 8925 Report of Employer-Owned Life Insurance Contracts 8931 Agricultural Chemicals Security Credit 8932 Credit for Employer Differential Wage Payments 8933 Carbon Dioxide Sequestration Credit 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit 8938 Statement of Foreign Financial Assets 8948 Preparer Explanation for Not Filing Electronically 8949 Sale and Other Dispositions of Capital Assets 8941 Credit for Small Employer Health Insurance Premiums Instructions 8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States 8959 Additional Medicare Tax 8960 Net Investment Income Tax-Individuals, Estates, and Trusts 8962 Premium tax credit 8990 Limitation on Business Interest Expense Under Section 163(j) 8992 U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) 8995 Qualified Business Income Deduction Simplified Computation 8995 A Qualified Business Income Deduction 8995 A - Schedule A Specified Service Trades or Businesses 8995 A - Schedule B Aggregation of Business Operations 8995 A - Schedule C Loss Netting and Carryforward 8995 A - Schedule D Special Rules for Patrons of Agricultural or Horticultural Cooperatives 9325 Acknowledgement and General Information for Taxpayers Who File Returns Electronically   9465 Installment Agreement Request

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Supported Federal Tax Schedules ~ Tax Year 2019

Schedule Name Schedule Detail A Itemized Deductions B Interest and Ordinary Dividends C Profit/Loss from Business D Capital Gains and Losses E Rental and Royalty Income E (Form 5471) Income, War Profits, and Excess Profits Taxes Paid or Accrued EIC Earned Income Credit F Farm Income/Loss H Household Employment Taxes I-1 (Form 5471) Information for Global Intangible Low-Taxed Income J Farm Income Averaging J (Form 5471) Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation K-1 1041 Beneficiaries Share of Income, Deductions, Credits, etc K-1 1065 Partners Share of Income, Credits, Deductions, etc. K-1 1120S Shareholders Share of Income, Credits, Deductions, etc. M (Form 5471) Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons O (Form 5471) Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of Its Stock R Credit for the Elderly SE Self-Employment Tax

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All 1040 Worksheets can be found in the TY2019 1040 Instructions

1040 Worksheet Name 8582 Wksh 1- 6 Alimony Recieved Alimony Paid Additional Dependents Child Tax Credit Limitations Child Tax Credit Clean Fuel Deduction Computation of Modified AGI Computation of Taxable Social Security Benefits Computation of Traditional IRA Deduction For 2011 Deductions $adjustment worksheet Earned Income Credit EIC Wksh A EIC Wksh B Estimated Tax Payments Excess FICA Exemptions Worksheet Figure Your Additional Taxable Benefits (From a Lump-Sum Payment for a Year After 1993) Figure Your Additional Taxable Benefits (From a Lump-Sum Payment for a Year Before 1994) Figure Your Taxable Benefits Under the Lump-Sum Election Method Figuring Your Taxable Benefits Foreign Earned Income Tax Worksheet-Line 44 Foreign Employer Compensation Household Employee Income Home Mortgage Interest Adjustment Investment Income If You Are Filing Form 1040 IRA Deduction Worksheet Line 11 Worksheet Mortgage Insurance Premiums Deduction Worksheet Personal Allowances worksheet Other Adjustments Other Income Other Taxes Qualified Adoption Expenses Qualified Business Income Deduction Worksheet Qualified Dividends and Capital Gain Tax Worksheet-Line 44 Schedule D Tax Worksheet Self Employed Insurance Deduction Self-Employed Health Insurance Deduction Worksheet Simplifed method worksheet SEP, SIMPLE, Qualified Plans Social Security Benefits Social security and Equivalent Railroad Retirement Benefits Standard Deduction for Dependents State Tax Refund Student Loan Interest Tax for Certain Children Who Have Investment Income of More Than $1,900 Taxable refund worksheet Two-Earners/Multiple Jobs worksheet Unemployment Income Unrecaptured Section 1250 Gain Worksheet-Line 19

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IRS Income Tax Publications ~ Tax Year 2019

Publication Number Publication Name 3 Tax Guide for Armed Forces 17 Income Tax Guide For Individuals 225 Tax Guide for Farmers 463 Travel, Meal, Entertainment, Gift and Car Expenses 501 Filing Information 502 Medical and Dental Expenses 503 Child and Dependent Care Expenses 504 Divorced or Separated Individuals 505 Tax Withholding and Estimated Tax 514 Foreign Tax Credit for Individuals 517 Social Security and Other Information for Members of the Clergy and Religious Workers 521 Moving Expenses 523 Selling Your Home 525 Taxable and Nontaxable Income 526 Charitable Contributions 527 Residential Rental Property 529 Miscellaneous Deductions 535 Business Expenses 550 Investment Income and Expenses 557 Tax-Exempt Status for Your Organization 560 Retirement Plans for Small Business 575 Pension and Annuity Income 587 Business Use of the Home 590-A Contributionsto Individual Retirement Arrangements(IRAs) 590-B Distributions from Individual Retirement Arrangements(IRAs) 596 Earned Income Credit 600 State and Local General Sales Taxes 794 Favorable Determination Letter 915 Social Security and Railroad Benefits 929 Tax Rules for Children and Dependents 946 How to Depreciate Property 970 Tax Benefits for Education 972 Child Tax Credit 974 Premium Tax Credit (PTC) 938 Real Estate Mortgage Investment Conduits (REMICS) Reporting Information (And Other Collateralized Debt Obligations (CDOs)) 1141 General Rules and Specifications for Substitute Forms W-2 and W-3 1546 Taxpayer Advocate Service by the IRS 4681 Canceled Debts, Foreclosures, Repossessions, and Abandonments (For Individuals) 4731 Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C N746 Information About Your Notice, Penalty and Interest P1321 Special Instructions for Bona Fide Residents Of Puerto Rico Who Must File A U.S. Individual Income Tax Return (Form 1040)

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The following forms are not supported ~ Tax Year 2019

Form Number Form Name 970 Application To Use LIFO Inventory Method 5713 International Boycott Report 5713 - Schedule A International Boycott Factor (Section 999(c)(1)) 5713 - Schedule B Specifically Attributable Taxesand Income (Section 999(c)(2)) 5713 - Schedule C Tax Effect of the International Boycott Provisions 8697 Interest Computation Under the Look-BackMethod for Completed Long-Term Contracts 8866 Interest Computation Under the Look-Back Method forProperty Depreciated Under the Income Forecast Method Form T Forest Activities Schedule

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