Wolters Kluwer

Forms Release Schedule

The table represents the approval status of all forms supported in TaxWise. Please review the release notes for each module to determine if a form has been released.
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Approved:
This form is approved for paper filing.
Approval Pending:
This form is pending approval from the tax agency.
Final Pending:
The tax agency has released a draft version of the form. The final version of the form is still pending from the agency.
Not Available:
The tax agency has not released the form for development. Either a final or draft version of the form is pending from the agency.
Form Name Description Current Status Packages
1023 Application for Exemption Under 501(c)(3) Approved Misc
1040 Individual Income Tax Return Approved Ind
1040A Individual Income Tax Return - Short Form Approved Ind
1040-ES Estimated Tax for Individuals Approved Ind
1040EZ Income Tax Return for Single and Joint Filers Approved Ind
1040NR Nonresident Alien Income Tax Return Approved Ind
1040NR-EZ Nonresident Alien Income Tax Return - Easy form Approved Ind
1040-PR Planilla para Declaracion Contribucion Approved Ind
1040-SS Self-Employment Tax (Samoa, etc.) Approved Ind
1040-V Payment Voucher Approved Ind
1040X Amended U.S. Individual Income Tax Return Approved Ind
1041 Income Tax Return for Estates and Trusts Approved Fid
1041-A Return of Trust Accumulation of Charitable Amounts Approved Fid
1041-ES Estimated Income Tax for Estates and Trusts Approved Fid
1041-T Allocation of Estimated Tax to Beneficiaries Approved Fid
1041-V Payment Voucher Approved Fid
1045 Application for Tentative Refund Approved Fid,Ind
1065 Return of Partnership Income Approved Part
1065X Amended Return or Administrative Adjust Request Approved Part
1098C 1098-C Motor Vehicles, Boats, and Airplanes Approved Corp,Ind,Part,S-Corp
1116 Foreign Tax Credit (Individual, Estate, or Trust) Approved Exempt,Fid,Ind
1118 Foreign Tax Credit - Corporations Approved Corp,Exempt
1120 Corporation Income Tax Return Approved Corp
1120-F Income Tax Return of Foreign Corporation Approved Misc
1120-H Income Tax Return for Homeowners Associations Approved Misc
1120S S Corporation Income Tax Return Approved S-Corp
1120-W (Worksheet) Estimated Tax for Corporations Approved Corp
1120X Amended U.S. Corporation Income Tax Return Approved Corp
1122 Authorization and Consent of Subsidiary Approved Corp
1125-A Cost of Goods Sold Approved Corp,Misc,Part,S-Corp
1125-E Compensation of Officers Approved Corp,Misc,S-Corp
1127 Extension for Payment of Tax Due to Undue Hardship Approved Misc
1128 Application to Adopt, Change, or Retain a Tax Year Approved Misc
1139 Corporation Application for Tentative Refund Approved Corp
1310 Person Claiming Refund Due a Deceased Taxpayer Approved Ind
2106 Employee Business Expenses Approved Ind
2106-EZ Unreimbursed Employee Business Expenses Approved Ind
2120 Multiple Support Declaration Approved Ind
2210 Underpayment of Estimated Tax Approved Fid,Ind
2210-F Underpayment of Estimated Tax by Farmers Approved Ind
2220 Underpayment of Estimated Tax by Corporations Approved Corp,Exempt,S-Corp
2290, 2290-V (07/18) Heavy Highway Vehicle Use Tax Return Final Pending Misc
2350 Extension of Time to File U.S. Income Tax Return Approved Ind
2350 (SP) Declaracion del Impuesto sobre Ingreso Approved Ind
2441 Child and Dependent Care Expenses Approved Ind
2553 Election by a Small Business Corporation Approved Misc
2555 Foreign Earned Income Approved Ind
2555-EZ Foreign Earned Income Exclusion Approved Ind
2848 Power of Attorney Approved Ind,Misc
2848 (SP) Poder Legal-Declaracion Representante Approved Ind
3115 Application for Change Accounting Method Approved Misc
3468 Investment Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
3520-A Annual Return of Foreign Trust With a U.S. Owner Approved Misc
3520-A Page 3 Foreign Grantor Trust Owner Statement Approved Misc
3520-A Page 4 Foreign Grantor Trust Beneficiary Statement Approved Misc
3800 General Business Credit Approved Corp,Exempt,Fid,Ind
3903 Moving Expenses Approved Ind
3911 Taxpayer Statement Regarding Refund Approved Misc
4136 Credit for Federal Tax Paid on Fuels Approved Corp,Exempt,Fid,Ind,S-Corp
4137 Social Security and Medicare Tax on Unreported Tip Approved Ind
4255 Recapture of Investment Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
433-A (OIC) Collection Information Statement for Individuals Approved Misc
433-B (OIC) Collection Information Statement for Businesses Approved Misc
4361 Exemption from Self-Employment Tax for Ministers Approved Misc
4466 Corporation Refund of Overpayment of Estimated Tax Approved Corp,Exempt
4506 Request for Copy of Return Approved Misc
4506-T Request for Transcript of Tax Return Approved Misc
4562 Depreciation and Amortization Approved Corp,Exempt,Fid,Ind,Part,S-Corp
4563 Exclusion of Income of American Samoa Approved Ind
4626 Alternative Minimum Tax - Corporations Approved Corp,Exempt
4684 Page 1 Casualties and Thefts Page 1 Approved Exempt,Fid,Ind
4684 Pages 2-4 Casualties and Thefts Pages 2-4 Approved Corp,Exempt,Fid,Ind,Part,S-Corp
4768 Extension to File a Return and/or Pay Estate Taxes Approved Estate
4797 Sales of Business Property Approved Corp,Exempt,Fid,Ind,Part,S-Corp
4810 Request for Prompt Assessment Approved Misc
4835 Farm Rental Income and Expenses Approved Ind
4852 Substitute for Form W-2 or Form 1099R Approved Ind
4868 Automatic Extension of Time To File Individual Tax Approved Ind
4868 (SP) Automatica la Declaracion del Impuesto Approved Ind
4952 Investment Interest Expense Deduction Approved Fid,Ind
4970 Tax on Accumulation Distribution of Trusts Approved Fid,Ind
4972 Tax on Lump-Sum Distributions Approved Fid,Ind
5074 Allocation of Individual Tax to Guam or CNMI Approved Ind
5227 Split-Interest Trust Information Return Approved Fid
5329 Additional Taxes on Qualified Plans Approved Ind
5330 Excise Taxes Related to Employee Benefit Approved 5500
5405 Repayment of the First-Time Homebuyer Credit Approved Ind
5472 Return of 25% Foreign-Owned U.S. Corporation Approved Corp
5500 Annual Return/Report of Employee Benefit Plan Approved 5500
5500EZ One-Participant (Owners) Retirement Plan Approved 5500
5500-SF Short Form Annual Return of Employee Benefit Approved 5500
5558 Extension of Time to File Employee Plan Returns Approved 5500
56 Notice Concerning Fiduciary Relationship Approved Misc
5695 Residential Energy Credits Approved Ind
5884 Work Opportunity Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
6118 Claim for Refund of Tax Return Preparer Approved Misc
6198 At-Risk Limitations Approved Corp,Fid,Ind
6251 Alternative Minimum Tax - Individuals Approved Ind
6252 Installment Sale Income Approved Corp,Exempt,Fid,Ind,Part,S-Corp
6478 Biofuel Producer Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
656 Offer in Compromise Approved Misc
656-L Offer in Compromise (Doubt as to Liability) Approved Misc
656-PPV Offer In Compromise - Periodic Payment Voucher Approved Misc
6765 Credit for Increasing Research Activities Approved Corp,Exempt,Fid,Ind,Part,S-Corp
6781 Gains and Losses From Section 1256 Approved Exempt,Fid,Ind
7004 Extension to File Business, Information, and Other Approved Corp,Fid,Part,S-Corp
706 Estate (Generation Skipping Transfer) Tax Return Approved Estate
709 Gift (and Generation-Skipping Transfer) Tax Return Approved Gift
8050 Direct Deposit of Corporate Tax Refund Approved Corp,S-Corp
8082 Notice of Inconsistent Treatment or (AAR) Approved Corp,Fid,Ind,Part,S-Corp
8275 Disclosure Statement Approved Corp,Fid,Ind,Part,S-Corp
8275-R Regulation Disclosure Statement Approved Corp,Fid,Ind,Part,S-Corp
8282 Donee Information (Disposition Donated Property) Approved Misc
8283 Noncash Charitable Contributions Approved Corp,Ind,Part,S-Corp
8308 Report of Sale/Exchange of Partnership Interests Approved Part
8332 Release of Claim to Exemption - Child by Custodial Approved Ind
8379 Injured Spouse Allocation Approved Ind
8396 Mortgage Interest Credit Approved Ind
843 Claim for Refund and Request for Abatement Approved Misc
8453 Individual Tax Transmittal for IRS E-File Return Approved Ind
8453 (SP) Informe del Impuesto e-file Approved Ind
851 Affiliations Schedule Approved Corp
8582 Passive Activity Loss Limitations Approved Fid,Ind
8582-CR Passive Activity Credit Limitations Approved Fid,Ind
8586 Low-Income Housing Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8594 Asset Acquisition Statement Approved Corp,Fid,Ind,Part,S-Corp
8606 Nondeductible IRAs Approved Ind
8609 Low-Income Housing Credit Allocation Approved Misc
8609-A Annual Statement for Low-Income Housing Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8611 Recapture of Low-Income Housing Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8615 Tax for Certain Children Who Have Unearned Income Approved Ind
8689 Allocation of Individual Tax to the Virgin Islands Approved Ind
8697 Interest Computation Under the Look-Back Method Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8716 Election to Have a Tax Year Other Than Required Approved Corp,Misc,Part,S-Corp
8752 Required Payment or Refund Under Section 7519 Approved Misc
8801 Credit for Prior Year Minimum Tax Approved Exempt,Fid,Ind
8810 Corporate Passive Activity Loss/Credit Limitations Approved Corp
8814 Election to Report Child's Interest and Dividends Approved Ind
8815 Exclusion of Interest Series EE and I Savings Bond Approved Ind
8820 Orphan Drug Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8821 Tax Information Authorization Approved Misc
8822 Change of Address Approved Misc
8822-B Change of Address or Responsible Party - Business Approved Misc
8824 Like-Kind Exchanges Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8825 Rental Real Estate Income and Expenses Approved Part,S-Corp
8826 Disabled Access Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8827 Credit for Prior Year Minimum Tax - Corporations Approved Corp,Exempt
8828 Recapture of Federal Mortgage Subsidy Approved Ind
8829 Expenses for Business Use of Your Home Approved Ind
8832 Entity Classification Election Approved Corp,Part,S-Corp
8834 Qualified Electric Vehicle Credit Approved Corp,Exempt,Fid,Ind
8835 Renewable Electricity and Coal Production Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8838 Consent to Extend the Time to Assess Tax Under 367 Approved Corp,Exempt,Fid,S-Corp
8839 Qualified Adoption Expenses Approved Ind
8843 Stmt for Exempt Individuals with Medical Condition Approved Ind
8844 Empowerment Zone Employment Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8845 Indian Employment Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8846 Credit for Employer Taxes Paid on Employee Tips Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8853 Archer MSAs and Long-Term Care Insurance Contracts Approved Ind
8857 Request for Innocent Spouse Relief Approved Misc
8859 Carryforward of DC First-Time Homebuyer Credit Approved Ind
8862 Info Claim Refundable Credits After Disallowance Approved Ind
8862 (SP) Informacion Para Reclamar Ciertos Creditos Approved Ind
8863 Education Credits Approved Ind
8866 Interest Computation Under the Look-Back Method Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8867 Paid Preparer's Due Diligence Checklist Approved Ind
8868 Extension of Time to File an Exempt Organization Approved Exempt
8869 Qualified Subchapter S Subsidiary Election Approved Misc
8878 E-File Signature Authorization for 4868 or 2350 Approved Ind
8878(SP) Auto/Firma / Presentar /medio del e-file Approved Ind
8879 E-File Signature Authorization for 1040 Approved Ind
8879(SP) Auto/para Presentar por medio del e-file Approved Ind
8879-C E-File Signature Authorization for 1120 Approved Corp
8879-EO E-File Signature Authorization for 990 or 1120-POL Approved Exempt
8879-F E-File Signature Authorization for 1041 Approved Fid
8879-PE E-File Signature Authorization for 1065 Approved Part
8879-S E-File Signature Authorization for 1120S Approved S-Corp
8880 Credit Qualified Retirement Savings Contributions Approved Ind
8881 Credit for Small Employer Pension Plan Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8882 Credit for Employer-Provided Childcare Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8885 Health Coverage Tax Credit Approved Ind
8888 Allocation of Refund (Including Savings Bond) Approved Ind
8889 Health Savings Accounts (HSAs) Approved Ind
8892, 8892-V Automatic Extension of Time To File Form 709 Approved Gift
8902 Alternative Tax on Qualifying Shipping Activities Approved Corp,Exempt
8903 Domestic Production Activities Deduction Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8908 Energy Efficient Home Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8910 Alternative Motor Vehicle Credit Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8916-A Supplemental Attachment to Schedule M-3 Approved Corp,Part,S-Corp
8917 Tuition and Fees Deduction Approved Ind
8919 Uncollected SS and Medicare Tax on Wages Approved Ind
8925 Report of Employer-Owned Life Insurance Contracts Approved Part,S-Corp
8936 Qualified Plug-in Electric Drive Motor Vehicle Cr Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8938 Statement of Specified Foreign Financial Assets Approved Corp,Fid,Ind,Part,S-Corp
8941 Credit for Small Employer Health Insurance Premium Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8944 Preparer e-File Hardship Waiver Request Approved Misc
8945 PTIN Application Due to Religious Objection Approved Misc
8946 PTIN Application for Foreign Persons w/o SSN Approved Misc
8948 Preparer Explanation for Not Filing Electronically Approved Fid,Ind
8949 Sales and Other Dispositions of Capital Assets Approved Corp,Exempt,Fid,Ind,Part,S-Corp
8958 Allocation of Tax Amounts Approved Ind
8959 Additional Medicare Tax Approved Ind
8960 Net Investment Income Tax Approved Fid,Ind
8962 Premium Tax Credit (1095-A) Approved Ind
8965 Health Coverage Exemptions Approved Ind
911 Request for Taxpayer Advocate Assistance Approved Misc
926 U.S. Transferor of Property to Foreign Corporation Approved Corp,Exempt,Fid,S-Corp
9325 Acknowledgement and Information for e-filed Return Approved Ind
9465 Installment Agreement Request Approved Ind
9465-SP Solicitud para un Plan de Pagos a Plazos Approved Ind
966 Corporate Dissolution or Liquidation Approved Misc
970 Application to use LIFO Inventory Method Approved Corp,Fid,Ind,Part,S-Corp
982 Reduction of Tax Attributes Approved Corp,Fid,Ind,Part,S-Corp
990 Return of Organization Exempt from Income Tax Approved Exempt
990-EZ Return of Organization Exempt from Tax - Short Approved Exempt
990-PF Return of Private Foundation Approved Exempt
990-T Exempt Organization Business Income Tax Approved Exempt
990-W Estimated Tax on Unrelated Business Taxable Income Approved Exempt
Audit Assistance Audit Assistance Membership Agreement Approved Ind
Fee Collect Fee Collect Application Approved Ind
Fee Collect PS Fee Collect PS Application Approved Ind
Sch 8812 1040/1040A Child Tax Credit Approved Ind
Sch A (1040) Itemized Deductions Approved Ind
Sch A (5500) Insurance Information Approved 5500
Sch A (706) Real Estate Approved Estate
Sch A (990/990-EZ) Public Charity Status and Public Support Approved Exempt
Sch A1 (706) Section 2032A Valuation Approved Estate
Sch B (1040/1040A) Interest and Ordinary Dividends Approved Ind
Sch B (1120) Additional Information for Schedule M-3 Filers Approved Corp
Sch B (706) Stocks and Bonds Approved Estate
Sch B (990/EZ/PF) Schedule of Contributors Approved Exempt
Sch B-1 (1065) Info - Partners Owning >50% of the Partnership Approved Part
Sch B-1 (1120S) Info on Certain Shareholders of an S Corporation Approved S-Corp
Sch C (1040) Profit or Loss from Business (Sole Prop.) Approved Fid,Ind
Sch C (1065) Additional Information for Schedule M-3 Filers Approved Part
Sch C (5500) Service Provider Information Approved 5500
Sch C (706) Mortgages, Notes and Cash Approved Estate
Sch C (990/990EZ) Political Campaign and Lobbying Activities Approved Exempt
Sch C-EZ (1040) Net Profit from Business (Sole Prop.) Approved Ind
Sch D (1040) Capital Gains and Losses Approved Ind
Sch D (1041) Capital Gains and Losses Approved Exempt,Fid
Sch D (1065) Capital Gains and Losses Approved Part
Sch D (1120) Capital Gains and Losses Approved Corp,Exempt
Sch D (1120S) Capital Gains and Losses and Built-In Gains Approved S-Corp
Sch D (5500) DFE / Participating Plan Information Approved 5500
Sch D (706) Insurance on the Decedent's Life Approved Estate
Sch D (990) Supplemental Financial Statements Approved Exempt
Sch E (1040) Page 1 Supplemental Income and Loss Page 1 Approved Fid,Ind
Sch E (1040) Page 2 Supplemental Income and Loss Page 2 Approved Fid,Ind
Sch E (706) Jointly Owned Property Approved Estate
Sch E (990/990EZ) Schools Approved Exempt
Sch EIC (1040/1040A) Earned Income Credit - Child Information Approved Ind
Sch F (1040) Profit or Loss from Farming Approved Corp,Fid,Ind,Part,S-Corp
Sch F (706) Other Miscellaneous Property Not Reportable Other Approved Estate
Sch F (990) Statement of Activities Outside the US Approved Exempt
Sch G (1120) Information on Persons Owning Voting Stock Approved Corp
Sch G (5500) Financial Transaction Schedules Approved 5500
Sch G (990/990EZ) Supplemental Fundraising or Gaming Activities Approved Exempt
Sch GH (706) Transfers During Decedent Life and Powers of Appt Approved Estate
Sch H (1040) Household Employment Taxes Approved Fid,Ind
Sch H (1120) Section 280H Limitations for a PSC Approved Corp,Misc
Sch H (1120-F) Deductions Allocated To Connected Income Approved Misc
Sch H (5500) Financial Information Approved 5500
Sch H (990) Hospitals Approved Exempt
Sch I (1118) Reduction of Foreign Oil/Gas Taxes Approved Corp,Exempt
Sch I (1120-F) Interest Expense Allocation Under Section 1.882-5 Approved Misc
Sch I (5500) Financial Information--Small Plan Approved 5500
Sch I (706) Annuities Approved Estate
Sch I (990) Grants and Other Assistance to Organizations Approved Exempt
Sch J (1040) Income Averaging for Farmers and Fishermen Approved Ind
Sch J (1041) Accumulation Distribution - Certain Complex Trust Approved Fid
Sch J (1118) Adjustments to Separate Limitation Categories Approved Corp,Exempt
Sch J (706) Funeral Expenses Approved Estate
Sch J (990) Compensation Information Approved Exempt
Sch K (706) Debts of the Decedent, Mortgages and Liens Approved Estate
Sch K (990) Supplemental Information on Tax-Exempt Bonds Approved Exempt
Sch K1 (1041) K-1 (1041) Beneficiary's Share of Income Approved Fid
Sch K1 (1065) K-1 (1065) Partner's Share of Income, Deductions Approved Part
Sch K1 (1120S) K-1 Shareholder's Share of Income, Deductions, Cr. Approved S-Corp
Sch L (706) Net Losses and Expenses Incurred in Administering Approved Estate
Sch L (990/990EZ) Transactions with Interested Persons Approved Exempt
Sch M (706) Bequests, etc. to Surviving Spouse Approved Estate
Sch M (990) Noncash Contributions Approved Exempt
Sch M-3 (1065) Net Income (Loss) Reconciliation for Partnerships Approved Part
Sch M-3 (1120) Net Income (Loss) Reconciliation for Corporations Approved Corp
Sch M-3 (1120-F) Net Income (Loss) Recon for Foreign Corporations Approved Misc
Sch M-3 (1120S) Net Income (Loss) Reconciliation for S Corps Approved S-Corp
Sch MB (5500) Multiemployer Defined Benefit Plan Approved 5500
Sch N (1120) Foreign Operations of U.S. Corporations Approved Corp,S-Corp
Sch N 990/990EZ Liquidation, Term, Dissolution of Assets Approved Exempt
Sch O (1120) Consent and Apportionment for a Controlled Group Approved Corp,Misc
Sch O (706) Charitable, Public, Similar Gifts and Bequest Approved Estate
Sch O (990/990EZ) Supplemental Information to Form 990 or 990-EZ Approved Exempt
Sch P (1120-F) List of Foreign Partner Interests in Partnerships Approved Misc
Sch PC (706) Protective Claim for Refund Approved Estate
Sch PH (1120) U.S. Personal Holding Company (PHC) Tax Approved Corp
Sch PQ (706) Credit for Foreign Death Taxes; Cr. Prior Transfer Approved Estate
Sch R (1040/1040A) Credit for the Elderly or the Disabled Approved Ind
Sch R (5500) Retirement Plan Information Approved 5500
Sch R (706) Generation-Skipping Transfer Tax Approved Estate
Sch R (990) Related Organizations and Unrelated Partnerships Approved Exempt
Sch R1 (706) GST, Direct Skips From Trust Approved Estate
Sch SB (5500) Single-Employer Defined Benefit Plan Actuarial Approved 5500
Sch SE (1040) Self-Employment Tax Approved Ind
Sch U (706) Qualified Conservation Easement Exclusion Approved Estate
Sch UTP (1120) Uncertain Tax Position Statement Approved Corp
SS-4 Application for Employer Identification Number Approved Misc
SS-8 Determination of Worker Status Approved Misc
T (Timber) Forest Activities Schedule Approved Misc
W-12 W-12 IRS Paid Preparer Tax ID Number Application Approved Misc
W2 W-2 Wage and Tax Statement Approved Ind
W4 W-4 Employee's Withholding Allowance Certificate Approved Ind
W4(SP) Exencion de Retenciones del Empleado Approved Ind
W7 (09/16) W-7 Application for IRS Individual ID Number Approved Ind
W7SP (09/16) W-7SP Solicitud Numero Identificacion Approved Ind
W9 W-9 Request for Taxpayer ID Number/Certification Approved Misc