TY-2009 Federal / State Tax Forms

1040 Forms Supported:

1040 (Long Form)
1040-A
1040-EZ and Worksheet

1040X - Amended Tax Return (paper filing only)

1099-Int - Interest Income
1099-OID - Original Issue Discount
1099-Div - Dividends and Distributions
1099-R - Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
1099-G Certain government payments
1099-MISC Miscellaneous income

W-2 Wage and Tax Statement-
W2-G - Certain Gambling Winnings
W2-GU - Guam Wages and Tax Statement

1040- WKS- Community property state married filing separate allocation worksheet
1040- WKS- Dependent information worksheet
1040- WKS- ExcelTax estimator worksheet
1040- WKS- Filing joint vs. separate
1040- WKS- IRA, deduction, adjustments, est. payment and self-employed
1040- WKS- Miscelleaneous income
1040- WKS- Online use account
1040- WKS- Special cases
1040- WKS- Standard local tax worksheet
1040- WKS- Taxpayer's background information
1040- WKS LINE 10 - State and local income tax refund
1040- WKS LINE 16 - Simple pensions and annuities
1040- WKS LINE20 - Social security benefits 
1040- WKS LINE 29 - Self-employed health insurance deduction
1040- WKS LINE 32 - IRA deduction
1040- WKS LINE 33 - Students loan interest deduction
1040- WKS LINE 42 - Deduction for exempttions worksheet
1040- WKS LINE 44 - Foreign earned income tax worksheet
1040- WKS LINE 44 - Qualitfied dividends and capital gain tax worksheet
1040- WKS LINE 52 - Child tax credit
1040- WKS LINE 66a & 66b - Earned income credit
1040X Current -year Amended return
1040X Prior-year Amended return

Form 1116 - Foreign Tax Credit
Form 1116-WKS LINE 17 - Lump-Sum Distribution
Form 1310 - Statement Of Person Claiming Refund Due A Deceased Taxpayer
Form 2106 - Unreimbursed Employee Bus Expenses
Form 2106EZ Unimbursed Employees Bus Expenses 
Form 2120 - Multiple Support Declaration
Form 2439 - Undistributed long-term capital gains list
Form 2441 - Child and Dependent Care Credit
Form 2555 - Foreign Earned Income
Form 2555-EZ - Foreign Earned Income Exclusion
Form 2848 - Power Of Attorney And Declaration Of Representative
Form 3468 - Investment Credit
Form 3800 General Business
Form 3903 - Moving Expenses
Form 4136 - Credit for Federal Tax Paid on Fuels
Form 4137 - Social Security and Medicare Tax on Unreported Tip Income
Form 4255 - Recapture Investment Credit
Form 4562 - Depreciation & Amortization
Form 4562 Depreciation& Amortization Summary
Form 4562 - WKS LINE 21- Depreciation & Amortization
Form 4563 - Exclusion Of Income For Bona Fide Residents Of American Samoa
Form 4684 - Casualties And Thefts
Form 4797 - Sales of Business Property
Form 4835 - Farm Rental Income and Expenses
Form 4852 - Substitute for W-2, Wage and Tax Statement
Form 4952 - Investment Interest Expense Deduction
Form 4970 - Tax on Accumulation Distribution of Trusts
Form 4972 - Tax on Lump-Sum Distributions
Form 5074 Allocation of Individual Income Tax to Guam or the Common Wealth of the Northern Mariana Island ( CNMI)
Form 5329 - Additional Taxes on Qualified Plans and Other Tax-Favored Accounts
Form 5405 - First Time Home Buyer Credit
Form 5695 Residential Energy Credits
Form 5884 - Work Opportunity Credit
Form 6198 - At-Risk Limitations
Form 6251 - Alternative Minimum Tax
Form 6252 Installment Sale Income 
Form 6478 - Credit for Alcohol Used as Fuel
Form 6765 - Credit for Increasing Reseach Activities
Form 6781 - Gains and Losses From Section 1256
Form 8082 - Notice of Inconsistent Treatment or Administrative Adjustment Request(AAR)
Form 8271 - Investor Reporting of Tax Shelter Registration Number
Form 8275 - Disclosure Statement
Form 8275-R - Regulation Disclosure Statement
Form 8283 - List of Noncash Charitable Contributions
Form 8332 - Release of Claim to Exemption for Child of Divorced or Separated Parents
Form 8379 - Injured Spouse Claim and Allocation
Form 8396 - Mortgage Interest Credit
Form 8453 OL - US Individual Income Tax Declaration for an IRS E-file Online Return  
Form 8582 Passive Activity Loss Limitations
Form 8582- CR Passive Activity Credit Limitations
Form 8586 Low-income House Credit
Form 8594 - Asset Acquisition Statement Under Section 1060
Form 8582 - Passive Activity Loss Limitations
Form 8582-CR - Passive Activity Credit Limitations
Form 8586 - Low-Income Housing Credit
Form 8606 - Nondeductible IRA Distributions
Form 8609 - Low-Income Housing Credit Allocation Certification
Form 8609A - Annual Statement
Form 8611 - Recapture of Low-Income Housing Credit
Form 8615 - Tax for Children Under Age 14 With Investment Income of More Than $1500
Form 8801 - Credit for Prior Year Minimum Tax - Individuals, Estates and Trusts
Form 8812 - Additional Child Tax Credit
Form 8814 - Parents' Election To Report Child's Investment and Dividends
Form 8815 - Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
Form 8820 - Orphan Drug Credit
Form 8821 - Tax Information Authorization
Form 8822 - Change of Address
Form 8824 - Like-Kind Exchanges
Form 8826 - Disabled Access Credit
Form 8828 - Recapture of Federal Mortgage Subsidy
Form 8829 - Expenses for Business USE of HOME
Form 8830 - Enhanced Oil Recorvery Credit
Form 8833 Treaty-based Return Position Disclosure under Section 6114 OR 7701 (b)
Form 8834 - Qualified Electric Vehicle Credit
Form 8835 - Renewable Electricity Production Credit
Form 8839 - Qualified Adoption Expenses
Form 8839- WKS LINE 26- Modified AGI
Form 8844 - Empowerment Zone and Renewal Community Employment Credit
Form 8845 - Indian Employment Credit
Form 8846 - Credit for Employer Social Security and Medicare Taxes
Form 8847 - Credit for CON to Selected COM DEV COR
Form 8850 - Pre-screening notice and cert. request for the work opp. and welfare-to-work credits
Form 8853 - Archer MSAs and Long-Term Care Insurance Contracts
Form 8857 - Request for innocent spouse relief
Form 8859 - DC first time home buyer credit
Form 8860 - Qualified zone academy bond credit
Form 8861 - Welfare-To-Work Credit
Form 8862 - Info To Claim EIC After Disallowance
Form 8863 - Education Credits (Hope and Lifetime Learning Credits)
Form 8864 Biodiesel and Renewable Diesel Fuels Credit
Form 8866 - Interest computation under the look-back method for property
Form 8867 - Paid preparer's earned income credit checklist
Form 8873 - Extraterritorial income exclusion
Form 8874 - New Markets Credit
Form 8880 - Credit for qualified retirement savings contributions
Form 8881 - Credit for small employer pension plan startup costs
Form 8882 - Credit for employer-provided childcare facilities and services
Form 8884 - New York Liberty Zone Business Employee Credit
Form 8885 - Health Insurance Credit for eligible recipients
Form 8886 Reportable Transaction Disclosure Statement
Form 8888 Direct Deposit of Refund
Form 8913 - Credit for Federal Telephone Excise Tax Paid
Form 8915 Qualified Hurricane Retirement Plan Distributions and Repayments 
Form 8917 Tuitions and Fees Deduction
Form 9325 - Acknowledgement and general info. for taxpayers who file returns electronically
Form 970   - Application to use lifo inventory method
Form 982   - Reduction of tax attributes due to discharge of indebtedness

Wks Line 10 - State and Local Income Tax Refund
Wks Lime 16 - Simple Pensions & Annuities
Wks Line 20 - Social Security Benefits
Wks Line 24 - IRA Deduction
Wks Line 25 - Student Loan Interest Deduction
Wks Line 29 - Self-Employed Health Ins. Deduction
Wks Line 41 - Qualified Dividents and Capital Gain Tax
Wks Line 49 - Child TaxCredit
Wks Line 64 - Earned Income Credit
Wks 4562 - Depreciation & Amortization

Sch 1 Interest / Dividends
Sch 2 Child and Dependent Care
Sch 3 Credit for theElderly / Disabled 
Sch A Itemized Deductions
Sch A - STM LINE 20 & 22 - Unreimbursed Employee Expenses
Sch A - WKS - Limit on Deductions
Sch A - WKS LINE 28 - Itemized Deductions Worksheet
Sch B Interest / Dividends
Sch C Business Income
Sch C - EZ Business Income
Sch D Capital Gains / Losses
Sch D-1 Continuation Sheet for Schedule D
Sch D - WKS LINE 18- 28% Rate Gain Worksheet
Sch D - WKS LINE 19- -  Undercaptured Section 1250 Gain Worksheet
Sch D - LINE 6 & 14- Capital Loss CarryOver Worksheet
Sch E Rental / Supplement Income
Sch EIC Earned Income Credit
Sch EIC- WKS - Non-Dep Child and EIC Supplemental Information
Sch F Profit / Loss from Farming
Sch H Houshold Employer Tax
Sch J Farm Income Averaging
Sch K1 1041 Beneficiary's Share of Income
Sch K1 1065 Partner's Share of Income
Sch K1 1120S Shareholder's Share of Income
Sch L - Standard Deduction For Certain Filers
Sch M - Making Work Pay Credit
Sch R Credit for the Elderly / Disabled
Sch SE Self-employment Tax

W-2 Wages and Tax Statement
W-2G Galmbling Winning
W-2GU Guam Wages and Tax Statement

Forms Not Supported:

Schedule T - Forest Activities Schedule
Form 5471 - Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation
Form 5713 - Information Return of U.S. Persons With Respect To Certain Foreign Corporations
Form 8865 - Return of U.S. Persons With Respect to Certain Foreign Partnerships
Form 8886 - Reportable Transaction Disclosure Statement 


State Tax Forms 

Upload - State program is being updated.  
TBR - To be Released

Paper Filing*+

E-Filing*+

 Notes

AL

01/15/2010      

01/15/2010      

 

AK

No State Tax

No State Tax

 

AZ

01/15/2010  

01/15/2010 

 

AR

01/15/2010 

01/15/2010    

Federal and state returns must be e-filed at the same time. State does not support online e-file for nonresident return.

CA

01/15/2010         

01/15/2010          

 

CO

01/15/2010        

01/15/2010    

 

CT

01/15/2010         

01/15/2010           

 

DE

01/15/2010      

01/15/2010       

 

DC

01/15/2010       

01/15/2010      

 

FL

No State Tax

No State Tax

 

GA

01/15/2010      

01/15/2010 

 

HI

01/15/2010

01/15/2010 

  

ID

01/15/2010        

01/15/2010        

 

IA

01/15/2010

01/15/2010       

 

IL

01/15/2010      

01/15/2010

IN

01/15/2010    

01/15/2010    

 

KS

01/15/2010      

01/15/2010      

For paper filing, print out a copy of KS tax return for your record. Transfer the tax info to the official KS tax forms and mail them in. 1040Now tax forms can be used ONLY for record.

KY

01/15/2010      

01/15/2010      

 

LA

01/15/2010         

01/15/2010         

 

MA

01/15/2010        

01/15/2010        

 

ME

01/15/2010      

01/15/2010      

 

MD

01/15/2010      

01/15/2010     

 

MI

01/15/2010      

01/15/2010     

MN

01/15/2010

01/15/2010     

 

MS

01/15/2010     

01/15/2010       

 

MO

01/15/2010    

01/15/2010    

 

MT

01/15/2010     

01/15/2010     

 

NE

01/15/2010      

01/15/2010      

 

NV

No State Tax

No State Tax

 

NH

No State Tax

No State Tax

 

NJ

01/15/2010       

01/15/2010      

 

NM

01/15/2010   

01/15/2010   

 

NY

01/15/2010    

01/15/2010    

 

NC

01/15/2010    

01/15/2010    

 

ND

01/15/2010       

01/15/2010        

For paper filing, print out a copy of ND tax return for your record. Transfer the tax info to the official ND tax forms and mail them in. 1040Now tax forms can be used ONLY for record. 

OH

01/15/2010   

01/15/2010   

 

OK

01/15/2010     

01/15/2010   

Federal and state returns must be e-filed at the same time.

OR

01/15/2010       

01/15/2010     

Federal and state returns must be e-filed at the same time.

No e-file allowed if return(s) with the Oregon filing status different than the federal return. 

PA

01/15/2010   

01/15/2010     

RI

01/15/2010       

01/15/2010 

 

SC

01/15/2010 

01/15/2010 

 

SD

No State Tax

No State Tax

 

TN

No State Tax

No State Tax

 

TX

No State Tax

No State Tax

 

UT

01/15/2010     

01/15/2010   

 

VT

01/15/2010     

01/15/2010  

 

VA

01/15/2010   

01/15/2010   

 

WA

No State Tax

No State Tax

 

WV

01/15/2010     

01/15/2010  

WI

01/15/2010   

01/15/2010   

WI does not support efile for nonresident or part-year resident return.

List of state tax forms