Forms Related To Publication 552

Form 1040, U.S. Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

Form 1040A, U.S. Individual Income Tax Return
Annual income tax return filed by citizens and residents of the United States.

Form 1098, Mortgage Interest Statement
Use Form 1098 to report mortgage interest of $600 or more received by you during the year in the course of your trade or business from an individual, including a sole proprietor.

General Instructions for Certain Information Returns
The General Instructions for Certain Information Returns contain broad information concerning Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G. Specific form instructions are provided as separate products.

Form 1099-G, Certain Government Payments
File Form 1099-G, Certain Government Payments, if, as a unit of a federal, state, or local government, you made payments of unemployment compensation; state or local income tax refunds, credits, or offsets; alternative trade adjustment assistance (ATAA) payments; reemployment trade adjustment assistance (RTAA) payments; taxable grants; or agricultural payments. You must also file this form if you received payments on a Commodity Credit Corporation (CCC) loan. The officer or employee of the government unit having control of the payments, received or made, (or the designated officer or employee) must file Form 1099-G. If you are required to file Form 1099-G, you must provide the same information to the recipient.

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
Use Form 2439 to provide shareholders the amount of undistributed long-term capital gains.

Form 4506, Request for Copy of Tax Return
Use Form 4506 to request a copy of your tax return for a fee. You can also designate a third party to receive the tax return.

Form 5405, First-Time Homebuyer Credit and Repayment of the Credit
Use Form 5405 to claim the first-time homebuyer credit. The credit may give you a refund even if you do not owe any tax.

Form 5498, IRA Contribution Information
File Form 5498 for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

Form 6251, Alternative Minimum Tax - Individuals
Use Form 6251 to figure the amount, if any, of your alternative minimum tax (AMT).

Form 8379, Injured Spouse Allocation
Form 8379 is filed by one spouse (the injured spouse) on a jointly filed tax return when the joint overpayment was (or is expected to be) applied (offset) to a past-due obligation of the other spouse. By filing Form 8379, the injured spouse may be able to get back his or her share of the joint refund. Do not use this form to request innocent spouse relief. Instead use Form 8857.

Form 8606, Nondeductible IRAs
Use Form 8606 to report: nondeductible contributions you made to traditional IRAs; distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible ontributions to traditional IRAs; distributions from Roth IRAs; conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs; rollovers from qualified retirement plans (other than designated Roth accounts) to Roth IRAs; in-plan Roth rollovers; and certain distributions from designated Roth accounts allocable to in-plan Roth rollovers.

Form 8839, Qualified Adoption Expenses
Use Form 8839 to figure the amount of your adoption credit and any employer-provided adoption benefits you can exclude from your income.

Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee, including noncash payments, must file a Form W-2 for each employee (even if the employee is related to the employer) from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4, Employee's Withholding Allowance Certificate.

Form W-10, Dependent Care Provider’s Identification and Certification
This form is used for certification of the Dependent's Care Provider name, address, and taxpayer identification number to report on Form 2441.