Federal Tax Forms


Form 5305-EA

Revision: 
Oct 2016

Posted: 
02/08/2017

Coverdell Education Savings Custodial Account (Under section 530 of the Internal Revenue Code)

Form 5471 (Schedule G-1)

Revision: 
Dec 2023

Posted: 
01/04/2024

Cost Sharing Arrangement

Form 4868

Revision: 
2024

Posted: 
12/19/2024

Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

Instruction 5307

Revision: 
Dec 2024

Posted: 
01/02/2025

Instructions for Form 5307, Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans

Instruction 5227

Revision: 
2024

Posted: 
12/10/2024

Instructions for Form 5227, Split-Interest Trust Information Return

Form 5330

Revision: 
Dec 2022

Posted: 
12/28/2022

Return of Excise Taxes Related to Employee Benefit Plans

Instruction 4720

Revision: 
2024

Posted: 
12/10/2024

Instructions for Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code

Form 5305-R

Revision: 
Apr 2017

Posted: 
09/16/2017

Roth Individual Retirement Trust Account

Form 5471 (Schedule H)

Revision: 
Dec 2021

Posted: 
12/28/2021

Current Earnings and Profits

Form 4868 (sp)

Revision: 
2024

Posted: 
12/19/2024

Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version)

Form 5308

Revision: 
Nov 2019

Posted: 
11/13/2019

Request for Change in Plan/Trust Year

Form 5300

Revision: 
Jan 2017

Posted: 
06/30/2022

Application for Determination for Employee Benefit Plan

Instruction 5330

Revision: 
Dec 2023

Posted: 
01/26/2024

Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans

Form 4768

Revision: 
Feb 2020

Posted: 
03/12/2020

Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes

Form 5305-RA

Revision: 
Apr 2017

Posted: 
09/16/2017

Roth Individual Retirement Custodial Account

FL - 2025 governmental leasehold intangible tax valuation factor table released

For purposes of calculating the 2025 intangible personal property tax on governmental leaseholds, the Florida Department of Revenue has issued […]

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FL - 2025 governmental leasehold intangible tax valuation factor table released

Security Summit Urges Updating Digital Security to Prevent Identity Theft, IR-2024-306

The IRS, along with Security Summit partners, urged businesses and individual taxpayers to update their security measures and practices to protect against […]

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Security Summit Urges Updating Digital Security to Prevent Identity Theft, IR-2024-306

2024 Required Amendments List Issued, Notice 2024-82

The IRS has issued its 2024 Required Amendments List (2024 RA List) for individually designed employee retirement plans. RA Lists […]

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2024 Required Amendments List Issued, Notice 2024-82

IRS Reminds Low- and Moderate-Income Taxpayers of Saver’s Credit to Save Retirement Savings in 2025 and Future Years, IR-2024-298

The IRS reminded low- and moderate-income taxpayers to save for retirement now and possibly earn a tax credit in 2025 […]

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IRS Reminds Low- and Moderate-Income Taxpayers of Saver’s Credit to Save Retirement Savings in 2025 and Future Years, IR-2024-298

IRS and Security Summit Partners Warn Against Bad Tax Advice on Social Media, IR-2024-302

The IRS and Security Summit partners issued a consumer alert regarding the increasing risk of misleading tax advice on social media, which […]

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IRS and Security Summit Partners Warn Against Bad Tax Advice on Social Media, IR-2024-302

IRS and Security Summit Recommend Joining IP PIN Program, IR-2024-303

The IRS and the Security Summit partners encouraged taxpayers to join the Identity Protection Personal Identification Number (IP PIN) program at […]

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IRS and Security Summit Recommend Joining IP PIN Program, IR-2024-303

IRS Warns Taxpayers to Avoid Promoters of Fraudulent Charitable Contribution Tax Schemes, IR-2024-304

The IRS warned taxpayers to avoid promoters of fraudulent tax schemes involving donations of ownership interests in closely held businesses, […]

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IRS Warns Taxpayers to Avoid Promoters of Fraudulent Charitable Contribution Tax Schemes, IR-2024-304

FL - Seminole County local government infrastructure surtax rate continues at 1%

On November 5, 2024, voters in Seminole County approved a ballot referendum extending the expiration date of Seminole County’s 1% […]

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FL - Seminole County local government infrastructure surtax rate continues at 1%

FL - Guidance provided on temporary suspension of hillsborough county discretionary sales surtaxes

Beginning January 1, 2025, dealers should temporarily stop collecting the following Florida discretionary sales surtaxes: the Hillsborough County 0.5% indigent […]

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FL - Guidance provided on temporary suspension of hillsborough county discretionary sales surtaxes

IRS Publishes Fiscal Year 2024 Financial Report and Receives Award for 2023 Report, IR-2024-286

The IRS has published its latest Financial Report, providing insights into the Service’s current financial status and addressing key financial […]

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IRS Publishes Fiscal Year 2024 Financial Report and Receives Award for 2023 Report, IR-2024-286