Tax forms for claiming itemized deductions, tax credits, and other adjustments that reduce your taxable income or tax liability.
Mortgage Interest Statement
Reports mortgage interest of $600 or more received from borrowers.
Learn moreItemized Deductions
Used to claim itemized deductions instead of the standard deduction.
Learn moreEducation Credits (American Opportunity and Lifetime Learning Credits)
Used to claim the American Opportunity Tax Credit (up to $2,500) and the Lifetime Learning Credit (up to $2,000) for qualified education expenses.
Learn moreCredit for Qualified Retirement Savings Contributions (Saver's Credit)
Used to claim the Saver's Credit for eligible contributions to IRAs, 401(k)s, and other qualified retirement plans by low- and moderate-income taxpayers.
Learn moreCredits for Qualifying Children and Other Dependents
Used to calculate the child tax credit, credit for other dependents, and the additional child tax credit (refundable portion).
Learn moreChild and Dependent Care Expenses
Used to claim the child and dependent care credit for expenses paid to a care provider so you (and your spouse) could work or look for work.
Learn moreQualified Adoption Expenses
Used to claim the adoption credit for qualified adoption expenses and to exclude employer-provided adoption benefits from income.
Learn moreClean Vehicle Credits
Used to claim the credit for qualified plug-in electric vehicles, clean vehicles, and previously owned clean vehicles placed in service during the tax year.
Learn moreResidential Energy Credits
Used to claim the residential clean energy credit for solar panels, wind turbines, and other clean energy property, and the energy efficient home improvement credit.
Learn moreNoncash Charitable Contributions
Used to report noncash charitable contributions when the total deduction for all noncash gifts exceeds $500. Includes appraisal requirements for items over $5,000.
Learn moreDepreciation and Amortization (Including Information on Listed Property)
Used to claim depreciation deductions for business property, the Section 179 expense deduction, and amortization of costs that began during the tax year.
Learn moreCasualties and Thefts
Used to report gains and deductible losses from casualties and thefts of personal-use, income-producing, and business property.
Learn moreMoving Expenses
Used to deduct qualifying moving expenses for members of the Armed Forces on active duty who move due to a military order for a permanent change of station.
Learn moreExpenses for Business Use of Your Home
Used to calculate and claim the deduction for using part of your home regularly and exclusively for business purposes.
Learn moreAlternative Minimum Tax — Individuals
Used to calculate whether you owe the alternative minimum tax (AMT), a parallel tax system that limits certain deductions and requires a minimum level of tax.
Learn moreNet Investment Income Tax — Individuals, Estates, and Trusts
Used to calculate the 3.8% Net Investment Income Tax (NIIT) on the lesser of net investment income or the excess of MAGI over threshold amounts.
Learn moreAdditional Medicare Tax
Used to calculate the 0.9% Additional Medicare Tax on wages, compensation, and self-employment income exceeding certain thresholds.
Learn moreReduction of Tax Attributes Due to Discharge of Indebtedness
Used to exclude cancelled debt from taxable income when the cancellation occurs in a Title 11 bankruptcy, during insolvency, for qualified farm or real property indebtedness, or qualified principal residence indebtedness.
Learn moreCredit for Prior Year Minimum Tax — Individuals, Estates, and Trusts
Used to claim a credit in the current year for alternative minimum tax (AMT) paid in prior years on deferral items such as incentive stock options.
Learn moreQualified Business Income Deduction Simplified Computation
Used to calculate the qualified business income (QBI) deduction under Section 199A for taxpayers with taxable income at or below $182,100 (single) or $364,200 (married filing jointly).
Learn moreQualified Business Income Deduction
The more detailed version of the QBI deduction form for taxpayers with taxable income above the simplified computation threshold, including W-2 wage and UBIA limitations.
Learn moreInjured Spouse Allocation
Filed by one spouse (the injured spouse) to claim their share of a joint refund when the other spouse's portion was applied to a past-due obligation such as child support or student loans.
Learn moreRequest for Innocent Spouse Relief
Used to request relief from tax liability when a joint return was filed and the requesting spouse believes they should not be held responsible for the tax understated or underpaid by the other spouse.
Learn moreCredit for the Elderly or the Disabled
Used to calculate the credit for the elderly or the disabled, available to taxpayers age 65+ or permanently and totally disabled who meet income limitations.
Learn moreContributions of Motor Vehicles, Boats, and Airplanes
Reports contributions of motor vehicles, boats, or airplanes with a claimed value of more than $500 to a charitable organization.
Learn moreCredits for Sick Leave and Family Leave for Certain Self-Employed Individuals
Used by self-employed individuals to claim credits for sick leave and family leave equivalent amounts when unable to work due to COVID-19 related reasons.
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