Forms not included in the e-file

The following forms are not included in the electronic file, but allows the return to be filed electronically.
  • Form 56, Notice Concerning Fiduciary Relationship
  • Form 673, Statement for Claiming Exemption from Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911
  • Form 843, Claim for Refund and Request for Abatement
  • Form 1045, Application for Tentative Refund
  • Form 2159, Payroll Deduction Agreement
  • Form 2848, Power of Attorney and Declaration of Representative
  • Form 3520, Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
  • Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner
  • Form 4506, Request for Copy of Tax Return
  • Form 4506-F, Request for Copy of Fraudulent Tax Return
  • Form 4506-T, Request for Transcript of Tax Return
  • Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript
  • Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-sharing Plans, IRAs, Insurance Contracts, Etc.
  • Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips
  • Form 8282, Donee Information Return
  • Form 8404, Interest Charge on DISC-Related Deferred Tax Liability
  • Form 8802, Application for United States Residency Certification
  • Form 8821, Tax Information Authorization
  • Form 8822, Change of Address
  • Form 8822-B, Change of Address or Responsible Party - Business
  • Form 8857, Request for Innocent Spouse Relief
  • Form 8898, Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession
  • Form 8918, Material Advisor Disclosure Statement
  • Form 8945, PTIN Supplemental Application for U.S. Citizens Without a Social Security Number Due to Conscientious Religious Objection
  • Form 8946, PTIN Supplemental Application for Foreign Persons Without a Social Security Number
  • SS-4, Application for Employer Identification Number
  • SS-8, Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding
  • Form W-4, Employee's Withholding Allowance Certificate
  • Form W-4P, Withholding Certificate for Pension or Annuity Payments
  • Form W-4V, Voluntary Withholding Request
  • Form W-9, Request for Taxpayer Identification Number and Certification
  • Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application
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