Federal income tax return

Expanded income bundle (Add-on)

Additional forms and returns TFX can prepare

Forms TFX does not prepare

your gross income is under $100,000, and

you have income from U.S. retirement, Social Security, U.S. or foreign employment, interest, or dividends.

Reporting U.S. and foreign wages, interest, dividends

Reporting qualified IRA or Roth contributions

Reporting U.S. retirement and Social Security income

Claiming Foreign Tax Credit, Foreign Earned Income Exclusion, child and dependent credits and deductions, and healthcare coverage exemptions

Calculating Alternative Minimum Tax

Preparing estimated payment vouchers

Form 1040 - Individual income tax return

Form 1040-ES - Estimated tax for individuals

Form 1040-EDEXP (1098-T Worksheet) - Education expenses worksheet

Form 1099-DIV - Dividends and Distribution Worksheet

Form 1099-G - Government payments Worksheet

Form 1099-INT - Interest worksheet for input

Form 1099-MISC - Miscellaneous income Worksheet

Entry of data from Form 1099-NEC into your tax return

Form 1099-R - Pension Worksheet

Form 1116 - Foreign tax credit (individual, estate, or trust)

Form 1116-AMT - Foreign tax credit alternative minimum tax

Form 2210 - Underpayment of estimated taxes (not including Schedule AI)

Form 2441 - Child and dependent care expenses

Form 2555 - Foreign earned income

Form 3903 - Moving expenses

Form 4137 - Social Security and Medicare tax on unreported tip

Form 5405 - Repayment of the first-time homebuyer credit

Form 5754 - Statement by person(s) receiving gambling winnings

Form 6251 - Alternative minimum tax - individuals

Form 8582 - Passive activity loss limitations

Form 8863 - Education credits

Form 8867 - Paid preparer's due diligence checklist

Form 8880 - Credit qualified retirement savings contributions

Form 8917 - Tuition and fees deduction

Form 8919 - Uncollected Social Security and Medicare tax on wages

Form 8959 - Additional Medicare tax

Form 8960 - Net investment income tax

Form 8965 - Health care coverage exemption

Form 8995 - Qualified business income deduction simplified computation

IRA/ROTH Worksheets - Qualified IRA or ROTH contributions

Schedule 8812 (Form 1040) - Credits for qualifying children and other dependents (2021 tax year not included)

Schedule A (Form 1040/Form 1040-A) - Itemized deductions

Schedule B (Form 1040/Form 1040-A) - Interest and ordinary dividends

Schedule EIC (Form 1040/Form 1040-A) - Earned income credit - child information

Schedule R (Form 1040/Form 1040-A) - Credit for the elderly or the disabled

your gross income exceeds $100,000, and/or

you have additional income sources such as self-employment, rental property, capital gains/losses, partnership income, or non-U.S. retirement income.

Reporting self-employment income (one Schedule С (Form 1040))

Reporting rental property (one Schedule E (Form 1040))

Reporting investment capital gains and losses

Reporting non-U.S. retirement income

Reporting partnership share of income (one Schedule K-1 (Form 1065))

Claiming Earned Income Credit (if possible)

Form 4562 - Depreciation and amortization

Form 6198 - At-Risk limitations

Form 8283 - Noncash charitable contributions

Form 8396 - Mortgage interest credit

Form 8801 - Credit for prior year minimum tax

Form 8829 - Expenses for business use of your home

Form 8889 - HSA account

Form 8949 - Sales and other dispositions of capital assets

One Schedule C (Form 1040) - Self-employment income (If you make income from two or more unrelated activities, you must report them all on separate Schedule Cs)

Schedule D (Form 1040) - Capital gains and losses

One Schedule E (Form 1040) - Supplemental income and loss (one  rental property)

Schedule SE (Form 1040) - Self-employment tax

One Schedule K-1 (Form 1065) - Partnership share of income

Form 2106 - Unreimbursed employee expenses

Depreciation schedule

All U.S. resident and non-resident state returns

Form 1040NR - U.S. non-resident return with U.S. tax forms, e.g., W-2, 1099 of any kind, 1042-S

Form 114 - FBAR report

Form 8938 – FATCA report

Form 8824 - Like-kind exchange

Form 4972 - Tax on lump-sum distributions, Calculation of taxable portion of pension distribution

Form 8606 - Non-deductible IRA

Form 8915-E - Qualified 2020 disaster retirement plan distributions and repayments, U.S. retirement contribution optimization analysis (offered after TFX prepares return), Tax withholding election for University of California retirement plan (UCRP) income

Form 4952 - Investment interest expense deduction

Form 6252 - Installment sale

Form 6781 (Section 1256) - Contracts and straddles

Form 8621 - PFIC income

Form 709 - U.S. gift tax return

Form 1041 - U.S. trust return (Only simple trusts filing timely)

Form 3520 - Distributions from a foreign trust

Form 3520-A - Annual information return of foreign trusts

Form 4970 - Tax on accumulation distributions of trusts

Form 14653 - Certification by a U.S. person residing outside of the United States for streamlined foreign offshore procedures

Form 14654 - Certification by a U.S. person residing in the United States for streamlined domestic offshore procedures

Non-personal state returns (If an entity return requires state filing, this usually includes local forms)

Form SS-4 - EIN application

Form 1120 - U.S. corporation income tax return

Form 1120-S - U.S. S-corporation

Form 1120-F - Income tax return of a foreign corporation

Pro-Forma 1120 (to be filed with Form 5472)

Form 5471 - Information return of U.S. persons with respect to certain foreign corporations

Schedule I and Schedule P (Form 5471) for reporting on behalf of another U.S. shareholder

Sec 965 - Transition tax

Form 8992 / GILTI tax reduction analysis (Sec 962 & more)

Form 8992 / GILTI income calculations

Form 926 - Transfer of property to foreign corporation

Form 1065 - U.S. partnership

Schedule K-1 (Form 1065)

Schedule K-2 (Form 1065)

Forms 8804/8805 combination - Partnership withholding

Form 8832 - Entity classification election (Only timely filed. Late filings are out of scope)

Form 8858 - Foreign disregarded entity (See Sole Proprietors & Rental Income Recipients May Have More Filing Requirements)

Form 8865 - Foreign partnership

Calculations for stock-based compensation

Kiddie tax return (if your child needs a separate return)

Home sale worksheet: Sale of personal home, Foreign exchange gain on mortgage repayment

State-dependent - State unincorporated business franchise tax

Form 568 - California limited liability company return of income

Form 593 - California real estate withholding statement

Form 673 - Reduce employer income tax withholding on W-2 for the Foreign Earned Income Exclusion

Form 843 - Claim for refund and request for abatement

Form 982 - Discharge of indebtedness

Form 1040-C - Sailing permit

Form 1045 - NOL carryback, Foreign tax credit carryover calculations (from non-TFX prepared returns)

Forms 1099-C and 1099-A - Income from cancelled debt

Preparation of Form 1099-NEC for the contractors of your business

Form 2106 - Employee business expenses

Form 3115 - Change in accounting method

Form 4684 - Casualties and thefts

Form 4797 - Sale of business property

Form 4835 - Farm rental income and expenses, Local (city, county) tax return

Form 4852 - Substitute form for U.S. income

Form 5695 - Residential energy credit

Form 7202 - Credits for sick leave and family leave for certain self-employed individuals

Form 8233 - Exemption from withholding on compensation for independent (and certain dependent) personal services of a nonresident alien Individual

Form 8275 - Disclosure statement, Recapture of FEIE for prior years

Form 8379 - Injured spouse allocation

Form 8594 - Asset acquisition statement

Form 8615 - Tax for certain children who have unearned income

Form 8814 - Interest and dividends for a child on a parent's return

Form 8822 - Change of address, Accredited investor letter per Rule 506(c)(2)(ii), IRC section 83(b) election for property transferred, Reduce employer income tax withholding on W-2 for the Foreign earned income exclusion

Form 8833 - Treaty-based return position disclosure

Form 8839 - Adoption expenses

Form 8840 - Closer connection exception statement for aliens

Form 8843 - Statement for exempt individuals and individuals with a medical condition

Form 8862 - Information to claim certain credits after disallowance

Form 8936 - Qualified plug-in electric drive credit

Form 8958 - Allocation of tax amount for community property state

Form 8962 - Premium tax credit

Form 8997 - Initial and annual statement of Qualified Opportunity Fund (QOF) investments

Form W-7 - Application for IRS ITIN

Form W-8BENE - U.S. tax withholding certificate for foreign entity

Form W-8BEN - Certificate of foreign status of beneficial owner for United States tax withholding and reporting (individuals)

Form W-8ECI - Certificate of foreign person's claim that income is effectively connected with the conduct of a trade or business in the U.S., Election under Section 871(d) or Section 882(d)

Sec 199A deduction - Qualified business income of passthrough entities

Schedule F (Form 1040) - Farm income

Schedule H (Form 1040) - Household employment taxes

Schedule AI (Form 2210) - Annualized income installment method (Underpayment of estimated tax)

Form 114a - Record of authorization to file FBAR

Form 2210 - Add penalty waiver request

Form 2848 - Power of attorney

Form 3911 - Taxpayer statement regarding refund

Form 8854 - Expatriation statement

Form 8802 - Application for United States residency certification

Form 9465 - Installment agreement

Application for Withholding certificate (can be discussed during Tax Planning consultation)

Tax clearance certificate

Tax equalization statements

NMTBIN - Resale certificate

Beneficial Ownership Report / New beneficial ownership information reporting for LLCs

Electing LLC as an S-Corp with the IRS

Federal and State returns for a California C-corp with foreign and U.S. owners

Form 702 - Quarterly federal excise tax return

Form 706 - Estate Tax Returns:

Form 706 - if the decedent was a U.S. citizen or resident and the estate exceeds the filing threshold or if you are electing DSUE

Form 706-NA - if the decedent was a nonresident, not a citizen and the U.S.-situated assets exceed $60,000

Returns for US-organized nonprofits

Form 990 (which includes code 501c3 (non-US profit) at Line "I")

Form 990-PF - Return of private foundation or Section 4947(a)(1) Nonexempt charitable trust treated as a private foundation

Form 990-EZ - Short form return of organization exempt from income tax

Form 1040-C - U.S. departing alien income tax return

Form 1042-S (We don't prepare 1042-S. It's the duty of the payer. However, one client-provided 1042-S is included in the "Federal income tax return" fee)

Form 1099-K (But if you receive a 1099-K or any other 1099, we work with that information and put it into the tax return correctly)

Form 2063 - U.S. departing alien income tax statement (simplified version of sailing permit)

Form 2553 - Election by a small business corporation

Form 4079 - Tax-exempt governmental bonds

Form 8300 - Report of cash payments over $10,000 received in a trade or business

Form 8330 - Issuer’s quarterly information return for mortgage credit certificates (MCCs)

Form 8278 - Assessment and abatement of miscellaneous civil penalties

Form 8288 - U.S. withholding tax return for certain dispositions by foreign persons

Form 8288-A - Statement of withholding on dispositions by foreign persons of U.S. real property interests

Form 8288-B - Application for withholding certificate for dispositions by foreign persons of U.S. real property interests (This form is generated by the broker/real estate agent and provided to the taxpayer. Similar to W-2, 1099-MISC, etc.)

Form DS-4080 - Oath/Affirmation of renunciation of nationality of United States (It is not a tax form, but the document used in the formal process of renouncing U.S. citizenship. Note that TFX does help with the tax implications of the abandonment, which includes final year returns and Form 8854)

Form DS-4081 - Statement of understanding concerning the consequences and ramifications of renunciation or relinquishment of U.S. nationality

Form DS-4083 - Certificate of Loss of Nationality of the United States (The State Department issues this certificate, and it is used to file final year returns and Form 8854)

Form I-407 (It is not a tax form, but the result of abandoning the green card with USCIS. Note that TFX does help with the tax implications of the abandonment, which is final year returns and Form 8854)

Form OR-18-WC - Report of tax payment or written affirmation for Oregon real property conveyance