TAX YEAR 2024 · FEDERAL

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Supported forms

Federal income tax forms

Tax Year 2024 federal forms supported by OLT. Links are presented for IRS form and instruction resources.

180 shown
Number
Name
IRS resources
965
Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System
Form Instructions
982
Reduction of Tax Attributes Due to Discharge of Indebtedness
Form Instructions
1040 NR
US Individual Income Tax Return for Non Resident Aliens
Form Instructions
1040 SS
U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)
Form Instructions
1040 PR
Planilla para la Declaración de la Contribución Federal sobre el Trabajo por Cuenta Propia (Incluyendo el Crédito Tributario Adicional por Hijos para Residentes Bona Fide de Puerto Rico)
Form Instructions
1042 S
Foreign Person's U.S. Source Income Subject to Withholding
Form Instructions
499 R/W-2 PR
Record of Puerto Rico Withholding
1099 B
Proceeds From Broker and Barter Exchange Transactions
Form Instructions
1099 SA
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Form Instructions
1099 Q
Payments From Qualified Education Programs (Under Sections 529 and 530)
Form Instructions
CSA 1099 R
Statement of Annuity Paid
1099 R
Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form Instructions
2210 F
Underpayment of Estimated Tax By Farmers and Fishermen
Form Instructions
4563
Exclusion of Income for Bona Fide Residents of American Samoa
Form Instructions
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.
Form Instructions
5074
Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
Form Instructions
5213
Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit
Form Instructions
5471
Information Return of U.S. Persons With Respect To Certain Foreign Corporations
Form Instructions
5884 A
Employee Retention Credit for Employers Affected by Qualified Disasters
Form Instructions
6781
Gains and Losses from Section 1256 Contracts and Straddles
Form Instructions
7203
S Corporation Shareholder Stock and Debt Basis Limitations
Form Instructions
8082
Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
Form Instructions
8288 A
Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
Form Instructions
8453
U.S. Individual Income Tax Transmittal for an IRS e-file Return
Form Instructions
8621
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
Form Instructions
8689
Allocation of Individual Income Tax to the U.S. Virgin Islands
Form Instructions
8697
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
Form Instructions
8805
Foreign Partner's Information Statement of Section 1446 Withholding Tax
Form Instructions
8838 P
Consent To Extend the Time To Assess Tax Pursuant to the Gain Deferral Method (Section 721(c))
Form Instructions
8843
Statement for Exempt Individuals and Individuals With a Medical Condition
Form Instructions
8844
Empowerment Zone and Renewal Community Employment Credit
Form Instructions
8846
Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
Form Instructions
8865
Return of U.S. Persons With Respect to Certain Foreign Partnerships
Form Instructions
8882
Credit for Employer-Provided Childcare Facilities and Services
Form Instructions
8898
Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession
Form Instructions
8912
Credit for Clean Renewable Energy and Gulf Tax Credit Bonds
Form Instructions
8915 A
Qualified 2016 Disaster Retirement Plan Distributions and Repayments
Form Instructions
8915 B
Qualified 2017 Disaster Retirement Plan Distributions and Repayments
Form Instructions
8915 C
Qualified 2018 Disaster Retirement Plan Distributions and Repayments
Form Instructions
8915 D
Qualified 2019 Disaster Retirement Plan Distributions and Repayments
Form Instructions
8915 F
Qualified Disaster Retirement Plan Distributions and Repayments
Form Instructions
8919
Uncollected Social Security and Medicare Tax on Wages with Instructions
Form Instructions
8941
Credit for Small Employer Health Insurance Premiums Instructions
Form Instructions
8958
Allocation of Tax Amounts Between Certain Individuals in Community Property States
Form Instructions
8960
Net Investment Income Tax-Individuals, Estates, and Trusts
Form Instructions
8990
Limitation on Business Interest Expense Under Section 163(j)
Form Instructions
8992
U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
Form Instructions
8995
Qualified Business Income Deduction Simplified Computation
Form Instructions
8997
Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
Form Instructions
9325
Acknowledgement and General Information for Taxpayers Who File Returns Electronically
Form Instructions
Supported schedules

Federal tax schedules

Common schedules supported for Tax Year 2024.

44 shown
Number
Name
IRS resources
Schedule K-1 1041
Beneficiaries Share of Income, Deductions, Credits, etc
Form Instructions
Schedule K-1 1065
Partners Share of Income, Credits, Deductions, etc.
Form Instructions
Schedule K-1 1120S
Shareholders Share of Income, Credits, Deductions, etc.
Form Instructions
Schedule 8812
Credits for Qualifying Children and Other Dependents
Form Instructions
1040 NR Schedule NEC
Tax on Income Not Effectively Connected With a U.S. Trade or Business
Form Instructions
1116 (Schedule B)
Foreign Tax Carryover Reconciliation Schedule
Form Instructions
5471 Schedule E
Income, War Profits, and Excess Profits Taxes Paid or Accrued
Form Instructions
5471 Schedule I-1
Information for Global Intangible Low-Taxed Income
Form Instructions
5471 Schedule J
Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporation
Form Instructions
5471 Schedule M
Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons
Form Instructions
5471 Schedule O
Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock
Form Instructions
5471 Schedule P
Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations
Form Instructions
8865 - Schedule G
Statement of Application of the Gain Deferral Method Under Section 721(c)
Form Instructions
8865 - Schedule H
Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c)
Form Instructions
8865 - Schedule P
Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership
Form Instructions
8865 - Schedule O
Transfer of Property to a Foreign Partnership (Under Section 6038B)
Form Instructions
8911 - Schedule A
Alternative Fuel Vehicle Refueling Property
Form Instructions
8992 Schedule A
Schedule of Controlled Foreign Corporation (CFC) Information to Compute Global Intangible Low-Taxed Income (GILTI)
Form Instructions
8995 A - Schedule D
Special Rules for Patrons of Agricultural or Horticultural Cooperatives
Form Instructions
965 - Schedule F
Foreign Taxes Deemed Paid by Domestic Corporation
Form Instructions
965 - Schedule H
Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes
Form Instructions
1040 worksheets

Federal tax worksheets

OLT notes that all 1040 worksheets can also be found in the Tax Year 2024 Form 1040 instructions.

76 shown
Number
Name
Worksheet
Simplified Method Worksheet
Worksheet
Social Security Benefits Worksheet
Worksheet
Standard Deduction Worksheet for Dependents
Worksheet
Foreign Earned Income Tax Worksheet
Worksheet
Qualified Dividends and Capital Gain Tax Worksheet
Worksheet
Earned Income Credit worksheet A
Worksheet
Earned Income Credit worksheet B
Worksheet
State and Local Income Tax Refund Worksheet
Worksheet
Self-Employed Health Insurance Deduction Worksheet
Worksheet
IRA Deduction Worksheet
Worksheet
Student Loan Interest Deduction Worksheet
Worksheet
Worksheet Form 6251-Schedule 2, Line 1
Worksheet
Exemption Worksheet for Form 6251 line 5
Worksheet
State and Local General Sales Tax Deduction Worksheet
Worksheet
Mortgage Insurance Premiums Deduction Worksheet
Worksheet
Business use of your home (Simplified Method Worksheet)
Worksheet
Capital Loss Carryover Worksheet
Worksheet
28% Rate Gain Worksheet
Worksheet
Unrecaptured Section 1250 Gain Worksheet
Worksheet
Schedule D Tax Worksheet
Worksheet
Worksheet for Household Employers in a Credit Reduction State
Worksheet
Credit for Qualified Sick and Family Leave Wages Due to the COVID-19 Crisis
Worksheet
Unemployment Compensation Exclusion Worksheet
Worksheet
Credit Limit Worksheet
Worksheet
Earned Income Worksheet
Worksheet
Additional Medicare Tax and RRTA Tax Worksheet
Worksheet
Worksheet for Lump-Sum Distributions
Worksheet
Worksheet for Home Mortgage Interest
Worksheet
Worldwide Qualified Dividends and Capital Gains
Worksheet
Worksheet for Form 2210 Figure the Penalty (Penalty Worksheet)
Worksheet
Worksheet for 2023 Expenses Paid in 2024
Worksheet
Limit on Housing Expenses Worksheet
Worksheet
Housing Deduction Carryover Worksheet
Worksheet
Worksheet for Maximum section 179 limitation calculation
Worksheet
Section 179 Business Income Limit Worksheet
Worksheet
Taxpayer's Modified AGI
Worksheet
Dependents Combined Modified AGI
Worksheet
Household Income as a Percentage of the Federal Poverty Line
Worksheet
Alternative Calculation for Marriage Eligibility
Worksheet
Your Alternative Monthly Contribution Amount
Worksheet
Your Alternative Monthly Credit Amounts for Pre-Marriage Months
Worksheet
Alternative Calculation for Year of Marriage Totals Worksheet
Worksheet
Worksheet To Determine if the QSEHRA Is Considered Affordable
Worksheet
Worksheet To Figure Monthly Credit Amount if You Have a QSEHRA
Worksheet
Self-Employed Health Insurance Deduction and PTC
Worksheet
Simplified Calculation and Iterative Calculation Method
Worksheet
Maximum Roth IRA Contribution Worksheet
Worksheet
8582 Worksheet 1- 6
Worksheet
Figure Your Taxable Benefits Under the Lump-Sum Election Method
Worksheet
Figure Your Additional Taxable Benefits From a Lump-Sum Payment
Worksheet
Tax for Certain Children Who Have Unearned Income of More Than $2,500
Worksheet
SEP, SIMPLE, Qualified Plans
Worksheet
Charitable contribution Deduction Limits
Worksheet
Worksheet for Basis Adjustments
Worksheet
Worksheet for Accrued Market Discount Adjustment
Worksheet
Worksheet for Contingent Payment Debt Instrument Adjustment
Worksheet
Excess Advance HCTC Repayment Worksheet
Worksheet
Worksheet For Puerto Rico Filers With Excluded Income Under Section 933 Who Do Not Itemize Deductions
Worksheet
Worksheet for Foreclosures and Repossessions
Worksheet
Insolvency Worksheet
Worksheet
State and Local Tax Deduction Worksheet
Worksheet
QBI Loss Tracking Worksheet
Worksheet
Figuring the Allowable Deduction for Schedule C Expenses
Worksheet
Figuring the percentage of Tax
Worksheet
Figuring the self employment Income for Schedule SE
Worksheet
Worksheet for Figuring Rental Deductions for a Dwelling Unit Used as a Home
Worksheet
Worksheet To Figure Your Qualified Loan Limit and Deductible Home Mortgage Interest for the Current Year
Worksheet
Worksheet To Figure the Deduction for Business Use of Your Home
Worksheet
Daycare Facility Worksheet (for simplified method)
Worksheet
Exclusion of Prior Year Benefits Worksheet
Worksheet
Credit Limit Worksheet - Line 17
Worksheet
Nonrefundable Adoption Credit Carryforward Worksheet - Line 18
Worksheet
Modified Adjusted Gross Income (MAGI) Worksheet - Line 25
Worksheet
Tax Liability Limit Worksheet - Line 2
Worksheet
2025 Standard Deduction Worksheet for Students and Business Apprentices From India
Worksheet
Additional 50% Tax Worksheet - Line 13b
IRS resources

Federal tax publications

Useful IRS publications referenced alongside OLT's supported-form information.

39 shown
Number
Name
IRS resources
3
Tax Guide for Armed Forces
Form
17
Income Tax Guide For Individuals
Form
225
Tax Guide for Farmers
Form
463
Travel, Meal, Entertainment, Gift and Car Expenses
Form
501
Filing Information
Form
502
Medical and Dental Expenses
Form
503
Child and Dependent Care Expenses
Form
504
Divorced or Separated Individuals
Form
505
Tax Withholding and Estimated Tax
Form
514
Foreign Tax Credit for Individuals
Form
517
Social Security and Other Information for Members of the Clergy and Religious Workers
Form
521
Moving Expenses
Form
523
Selling Your Home
Form
525
Taxable and Nontaxable Income
Form
526
Charitable Contributions
Form
527
Residential Rental Property
Form
529
Miscellaneous Deductions
Form
535
Business Expenses
Form
550
Investment Income and Expenses
Form
557
Tax-Exempt Status for Your Organization
Form
560
Retirement Plans for Small Business
Form
575
Pension and Annuity Income
Form
587
Business Use of the Home
Form
590-A
Contributions to Individual Retirement Arrangements(IRAs)
Form
590-B
Distributions from Individual Retirement Arrangements(IRAs)
Form
596
Earned Income Credit
Form
600
State and Local General Sales Taxes
Form
794
Favorable Determination Letter
Form
915
Social Security and Railroad Benefits
Form
929
Tax Rules for Children and Dependents
Form
936
Home Mortgage Interest Deduction
Form
946
How to Depreciate Property
Form
970
Tax Benefits for Education
Form
974
Premium Tax Credit
Form
1546
Taxpayer Advocate Service by the IRS
Form
4681
Canceled Debts, Foreclosures, Repossessions, and Abandonments (For Individuals)
Form
4731
Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C
Form
N746
Information About Your Notice, Penalty and Interest
Form
P1321
Special Instructions for Bona Fide Residents Of Puerto Rico Who Must File A U.S. Individual Income Tax Return (Form 1040)
Form
Important

Forms not supported

The current OLT page separately identifies the following forms as not supported for Tax Year 2024.

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Number
Name

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