Resources

Important Links and Documents

Links

IRS: Small Business, Self-Employed, Employment Tax Forms

New York State Tax Forms 

Documents

1040 Forms:

1041 Forms:

 U.S. Income Tax Return for Estates and Trusts

https://www.irs.gov/pub/irs-pdf/f1041.pdf

Beneficiary’s Share of Income, Deductions, Credits, etc. 

https://www.irs.gov/pub/irs-pdf/f1041sk1.pdf

1099 Forms:

More Forms:

Applications for Tentative Refund

https://www.irs.gov/pub/irs-pdf/f1045.pdf

U.S. Return of Partnership Income

https://www.irs.gov/pub/irs-pdf/f1065.pdf

Partner’s Share of Income, Deductions, Credits, etc.

https://www.irs.gov/pub/irs-pdf/f1065sk1.pdf

Partner’s Share of Income, Deductions, Credits, etc. 

https://www.irs.gov/pub/irs-pdf/f1095a.pdf

Annual Summary and Transmittal of U.S. Information Returns

https://www.irs.gov/pub/irs-pdf/f1096.pdf

U.S. Corporation Income Tax Return

https://www.irs.gov/pub/irs-pdf/f1120.pdf

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return

https://www.irs.gov/pub/irs-pdf/f4868.pdf

Noncash Charitable Contributions

https://www.irs.gov/pub/irs-pdf/f8283.pdf

Expenses for Business Use of Your Home

https://www.irs.gov/pub/irs-pdf/f8829.pdf

Paid Preparer’s Due Diligence Checklist: 

https://www.irs.gov/pub/irs-pdf/f8867.pdf

Dependents Forms:

Tax for Certain Children Who Have Unearned Income

https://www.irs.gov/pub/irs-pdf/f8615.pdf

Parents’ Election To Report Child’s Interest and Dividends

https://www.irs.gov/pub/irs-pdf/f8814.pdf

Retirement & IRA Forms:

Credit for Qualified Retirement Savings Contributions

https://www.irs.gov/pub/irs-pdf/f8880.pdf

Higher Education Forms:

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