Supported forms, Schedules, and worksheets for OLTPRO

Supported forms, Schedules, and worksheets for OLTPRO

2015 Business Supported Forms, Schedules and Worksheets


2015 Business Supported Forms, Schedules and Worksheets

OLTPRO Professional Tax Software supports nearly all available forms for IRS e-file and paper file. Select below which section you need for a complete list of supported Corporate Forms listed are only available when utilizing our Desktop Software

990
720
706
709

Supported U.S. Corporation Income Tax Return Tax Forms
Form Number Form Name
1120 U.S. Corporation Income Tax Return
1120-W Estimated Tax for Corporations
1099-PATR Taxable Distributions Received From Cooperatives Summary
1120 X Amended U.S. Corporation Income Tax Return
851 Affiliations Schedule
926 Return by a U.S. Transferor of Property to a Foreign Corporation
966 Corporation Dissolution or Liquidation
970 Application to Use LIFO Inventory Method
972 Consent of Shareholder to Include Specific Amount in Gross Income
973 Corporation Claim for Deduction for Consent Dividends
982 Reduction of Tax Attributes Due to Discharge of Indebtedness
1118 Foreign Tax Credit - Corporations
1122 Authorization and Consent of Subsidiary Corporation
1125-A Cost of Goods Sold
1125-E Compensation of Officers
1128 Application to Adopt, Change or Retain a Tax Year
1139 Corporation Application for Tentative Refund
2220 Underpayment of Estimated Taxes
2439 Notice of Long-Term Capital Gains
2848 Power of Attorney and Declaration of Representative
3115 Application for Change in Accounting Method
3468 Investment Credit
3800 General Business Credit
4136 Credit for Federal Tax pain on Fuels
4255 Recapture of Investment Credit
4466 Corporation Application for Quick Refund of Overpayment of Estimated Tax
4562 Depreciation and Amortization
4626 Alternative Minimum Tax
4684 Casualty and Thefts
4797 Sale of Business Property
5452 Wks. Worksheet for Figuring Current Year Earnings, and Profits
5471 Information Return of U.S. Persons with Respect to Certain Foreign Corporations - Including Schedules
5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
5713 International Boycot and Report
5735 American Samoa Economic Development Credit
5884 Work Opportunity Credit
5884B New Hire Retention Credit
6252 Installment Sale Income
6478 Credit for Alcohol Used as Fuel
6765 Credit for Increasing Research Activities
6781 Contracts and Straddles Gains and Losses from Section 1256
7004 Application for Automatic Extension
8023 Elections Under Section 338 for Corporations Making Qualified Stock Purchases
8027 Employer's Tip Income and Allocated Tips
8050 Direct Deposit
8275/8275R Disclosure Statement/Regulation Disclosure Statement
8082 Notice of Inconsistent Treatment
8283 Non-Cash Charitable Contributions
8586 Low-Income Housing Credit
8288A Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
8594 Asset Acquisition Statement
8611 Recapture of Low-Income Housing Credit
8820 Orphan Drug Credit
8621 Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
8693 Low-Income Houseing Credit Disposition Bond
8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
8716 Election to have a Tax Year Other than a Required Tax Year
8816 Special Loss Discount Account and Special Estimated Tax Payments for Insurance Companies
8822 Change of Address Form
8822-B Change of Address--Business
8824 Like-Kind Exchanges
8826 Disabled Access Credit
8827 Credit for Prior Year Minimum Tax
8832 Entity Classification Election
8834 Qualified Electric Vehicle Credit
8835 Renewable Electricity and Refined Coal Production Credit
8838 Consent to Extend the Time to Assess Tax Under Section 367
8842 Election to Use Different Annualization Periods for Corporate Estimated Tax
8844 Empowerment Zone and Renewal Community Employment Credit
8845 Indian Employment Credit
8846 Credit for Employer Social Security and Medicare Taxes Paid to Employee Tips
8858 Information Return of U.S. Persons with Respect to Foreign Disregarded Entities including Schedule M
8864 Biodiesel Fuels Credit
8866 Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forcast Method
8873 Extraterritorial Income Exclusion
8874 New Markets Credit
8879-C IRS e-file Authorization
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Childcare Facilities and Services
8883 Asset Allocation Statement Under Section 338
8896 Low Sulfur Diesel Fuel Production Credit
8900 Qualified Railroad Tract Maintenance Credit
8902 Alternative Tax on Qualifying Activities
8903 Domestic Production Activities Deduction
8906 Distilled Spirits Credit
8907 Nonconventional Source Fuel Credit
8908 Energy Efficient Home Credit
8909 Production of Energy Efficient Appliances Credit
8910 Alternative Motor Vehicle Credit
8911 Alternative Fuel Vehicle Refueling Property Credit
8912 Clean Renewable Energy Bond Credit
8916 Reconciliation of Schedule M-3 Taxable Income
8916 A Supplemental Attachment to M-3
8923 Mine Rescue Team Training Credit
8925 Report of Employer-Owned Life Insurance COntracts
8926 Disqualified Corporate Interest Expense Disallowed Under Section 163(j) and Related Information
8931 Agricultural Chemicals Security Credit
8932 Credit for Employer Differential Wage Payments
8933 Carbon Dioxide Sequestration Credit
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
8941 Credit for Small Employer Health Insurance Premiums
Schedule B Additional Information for Schedule M-2 Filers
Schedule D Capital Gain and Loss
Schedule G Information on Certain Persons Owning the Corporations Voting Stock
Schedule H Section 280h Limitations for a Personal Service Corporation
Schedule K-1 Schedule K-1 for Corporations
Schedule M-3 Net Income (Loss) Reconciliation
Schedule N Foreign Operations of Corporation
Schedule O Apportionment and Plan Information
Schedule PH U.S. Personal Holding Company Tax (PHC)
Form T Forest Activities Schedule
Schedule UTP Uncertain Tax Position Statement

Supported U.S. Income Tax Return for S Corporations Tax Forms
Form Number Form Name
1120S U.S. Income Tax Return for an S Corporation
1099-PATR Taxable Distributions Received From Cooperatives Summary
926 Return by a U.S. Transferor of Property to a Foreign Corporation
966 Corporation Dissolution or Liquidation
970 Application to Use LIFO Inventory Method
1125-A Cost of Goods Sold
1128 Application to Adopt, Change or Retain a Tax Year
2220 Underpayment of Estimated Tax by Corporations
2553 Election by a Small Business Corporation
2848/8821 Power of Attorney and Declaration of Representative
3115 Application for Change in Accounting Method
3468 Investment Credit
4136 Credit for Federal Tax Paid on Fuels
4255 Recapture of Investment Credit
4562 Depreciation and Amortization
4684 Casualty and Theft
4797 Sale of Business Property
5213 Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit
5452 Corporate Report of Nondividend Distributions
5471 Information Return of U.S. Persons with Respect to Certain Foreign Corporations Including Schedules
5884 Work Opportunity Credit
5884B Work Opportunity Credit Recapture
6252 Installment Sale Income
6478 Credit for Alcohol Used as Fuel
6765 Credit for Increasing Research Activities
6781 Contracts and Straddles Gains and Losses from Section 1256
7004 Application for Automatic Extension
8023 Elections Under Section 338 for Corporations Making Qualified Stock Purchases
8027 Employer's Tip Income and Allocated Tips
8050 Direct Deposit
8082 Notice of Inconsistent Treatment
8283 Non-Cash Charitable Contributions
8586 Low-Income Housing Credit
8594 Asset Acquisition Statement
8609 Low-Income Housing Certificate
8611 Recapture of Low-Income Housing Credit
8820 Orphan Drug Credit
8822 Change of Address Form
8275/8275R Disclosure Statement/Regulation Disclosure Statement
8693 Low-Income Housing Credit Disposition Bond
8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
8716 Election To Have a Tax Year Other Than a Required Tax Year
8820 Orphan Drug Credit
8824 Like-Kind Exchanges
8825 Rental Real Estate Income and Expenses
8826 Disabled Access Credit
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701 (b)
8834 Qualified Plug-in Electric and Electric Vehicle Credit
8835 Renewable Electricity and Refined Coal Production Credit
8838 Consent to Extend the Time to Access Tax Under Section 367
8842 Election to Use Different Annualization Periods for Corporate Estimated Tax
8844 Empowerment Zone and Renewal Community Employment Credit
8845 Indian Employment Credit
8846 Credit for Employer Social Security and Medicare Taxes Paid on Employee Tip
8858 Information Return of U.S. Persons with Respect to Foreign Disregarded Entities Including Schedule M
8864 Biodiesel and Renewable Diesel Fuels Credit
8866 Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
8873 Extraterritorial Income Exclusion
8874 New Markets Credit
8879 S IRS E-file Signature Authorization
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Child Care Facilities and Services
8886 Reportable Transaction Disclosure Statement
8896 Low Sulfur Diesel Fuel Production Credit
8900 Qualified Railroad Track Maintenance Credit
8903 Domestic Production Activities Deduction
8906 Distilled Spirits Credit
8907 Nonconventional Source Fuel Credit
8908 Energy Efficient Home Credit
8909 Production of Energy Efficient Appliances Credit
8910 Alternative Motor Vehicle Credit
8911 Alternative Fuel Vehicle Refueling Property Credit
8912 Clean Renewable Energy Bond Credit
8916A Reconciliation of GOGS Reported on Schedule M-3
8918 Material Advisor Disclosure Statement
8923 Mine Rescue Team Training Credit
8925 Report of Employer-Owned Life Insurance Contracts
8931 Agricultural Chemicals Security Credit
8932 Credit for Employer Differential Wage Payments
8933 Carbon Dioxide Sequestration Credit
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
8941 Credit for Small Employer Health Insurance Premiums
SS4 Application for Employer Identification Number
Form T Forest Activities Schedule
Schedule D Capital Gains and Losses
Schedule K-1 (1041) Schedule K-1 from Fiduciaries
Schedule K-1 (1120S) Schedule K-1 from Another S Corporation
Schedule K-1 (1065) Schedule K-1 from a Partner
Schedule M-3 Net Income Reconciliation for S Corporations
Schedule N Foreign Operations of U.S. Corporations

Supported U.S. Income Tax Return for Partnerships Tax Forms
Form Number Form Name
1065 U.S. Income Tax Return for Partnerships
970 Application to use LIFO Inventory Method
982 Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment)
1099-PATR Taxable Distributions Received From Cooperatives
1125-A Cost of Goods Sold
2848/8821 Power of Attorney and Declaration of Representative
3115 Application for Change in Accounting Method
3468 Investment Credit
4136 Credit for Federal Tax Paid on Fuels
4255 Recapture of Investment Credit
4562 Depreciation and Amortization
4684 Casualties and Thefts
4797 Sale of Business Property
5471 Information Return of U.S. Persons with Respect to Certain Foreign Corporations Including Schedule M, O and Wks A
5713 International Boycott Report
5884 Work Opportunity Credit
5884 B New Hire Retention Credit
6252 Installment Sale Income
6478 Credit for Alcohol Used as Fuel
6765 Credit for Increasing Research Activities
6781 Gains and Losses from Section 1256 Contracts and Straddles
7004 Application of Automatic Extension
8027 Employer's Tip Income and Allocated Tips
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
8275/8275R Disclosure Statement
8283 Noncash Charitable Contributions
8308 Report of a Sale or Exchange of Certain Partnership Interests
8586 Low-Income Housing Credit
8594 Asset Acquisition Statement
8611 Recapture of Low-Income Housing Credit
8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
8716 Election to have a Tax Year other than a Required Tax Year
8804/8813 Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships
8805 Foreign Partner's Information Statement of Section 1446 Withholding Tax
8820 Orphan Drug Credit
8822-B Change of Address - Business
8824 Like-Kind Exchanges
8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation
8826 Disabled Access Credit
8832 Entity Classification Election
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
8834 Qualified Plug-in Electric and Electric Vehicle Credit
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit
8844 Empowerment Zone and Renewal Community Employment Credit
8845 Indian Employment Credit
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
8858 Information Return of US Persons with Respect to Foreign Disregarded Entities Including Schedule M
8864 Biodiesel and Renewable Diesel Fuels Credit
8865 Return of US Persons with Respect to Certain Foreign Partnerships Including Schedules
8866 Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
8873 Extraterritorial Income Exclusion
8874 New Markets Credit
8879 PE IRS E-file Signature Authorization
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Childcare Facilities and Services
8886 Reportable Transaction Disclosure Statement
8896 Low Sulfur Diesel Fuel Production Credit
8900 Qualified Railroad Track Maintenance Credit
8903 Domestic Production Activities Deduction
8906 Distilled Spirits Credit
8907 Nonconventional Source Fuel Credit
8908 Energy Efficient Home Credit
8909 Energy Efficient Appliance Credit
8910 Alternative Motor Vehicle Credit
8911 Alternative Fuel Vehicle Refueling Property Credit
8912 Credit for Holders of Tax Credit Bonds
8916A Supplemental Attachment to Schedule M-3
8918 Material Advisor Disclosure Statement
8923 Mine Rescue Team Training Credit
8925 Report of Employer-Owned Life Insurance Contracts
8931 Agricultural Chemicals Security Credit
8932 Credit for Employer Differential Wage Payments
8933 Carbon Dioxide Sequestration Credit
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
8938 Statement of Specified Foreign Financial Assets
8941 Credit for Small Employer Health Insurance Premiums
SS4 Application for Employer Identification Number
Form T Forest Activities Schedule
Schedule B-1 Information on Partners Owning 5-% or More of the Partnership
Schedule C Additional Information for Schedule M-3 Filers
Schedule D Capital Gains and Losses
Schedule F Farm Income and Loss
Schedule K-1 For Partnership, Fiduciaries and Other Partnerships
Schedule M-3 Pages 1, 2, and 3

Supported U.S. Income Tax Return for a Fiduciary Tax Forms
Form Number Form Name
1041 U.S. Income Tax Return for a Fiduciary
1041-ES Estimated Income Tax for Estates and Trusts
1041-V Payment Voucher
1045 Application for Tentative Refund
1099-DIV Dividends and Distributions Summary
1099-INT Interest Income Summary
1099-PATR Taxable Distributions Received from Cooperatives Summary
1099-R Distributions from Pensions,Annuities,Retirement or Profit Sharing Plans , IRAs ,Insurance Contracts ,etc
1116 Foreign Tax Credit
2210 Underpayment of Estimated Tax
2210F Underpayment of Estimated Tax by Farmers and Fishermen
2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
2848/8821 Power of Attorney and Declaration
3468 Investment Credit
3800 General Business Credit
4136 Credit for Federal Tax Paid on Fuels
4255 Recapture of Investment Credit
4562 Depreciation and Amortization
4684 Casualty and Thefts
4797 Sale of Business Property
4952 Investment Interest Expense Deduction
4970 Tax on Accumulation Distribution of Trusts
4972 Tax on Lump Sum Distributions
5213 Election to Postpone Determination as to Whether the Presumption Applies that an Activity is Engaged in for the Profit
5227 Split Interest Trust Information Return
5884 Work Opportunity Credit
5884-B New Hire Retention Credit
6198 At-Risk Limitations
6252 Installment Sale Income
6478 Credit for Alcohol Used as Fuel
6765 Credit for Increasing Research Actitivies
6781 Gains and losses from Section 1256 Contracts and Straddles
7004 Application for Automatic Extension
8082 Notice of Inconsistent Treatment for Administrative Adjustment Request
8275/8275R Disclosure/Regulatory Disclosure Statement
8582 Passive Activity Loss Limitations
8582CR Passive Activity Credit
8586 Low-Income Housing Credit
8594 Asset Acquisition Statement Under Section 1060
8611 Recapture of Low-Income Housing Credit
8801 Credit for Prior Year Minimum Tax-Individuals, Estates, and Trusts
8820 Orphan Drug Credit
8822-B Change of Address Form
8824 Like-Kind Exchanges
8826 Disabled Access Credit
8829 Expenses for Business Use of Home
8834 Qualified Electric Vehicle Credit
8835 Renewable Electricity and Refined Production Credit
8844 Empowerment Zone Credit
8845 Indian Employment Credit
8846 Credit for Employer Social Security and Medicare Taxes Paid
8864 Biodiesel Credit
8874 New Markets Credit
8879 F IRS E-file Signature Authorization for Form 1041
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Childcare Facilities and Services
8886 Reportable Transaction Disclosure Statement
8896 Low Sulpher Diesel Fuel Production Credit
8900 Qualified Railroad Track Maintenance Credit
8903 Domestic Production Activities Deduction
8906 Distilled Spirits Credit
8907 Nonconventional Source Fuel Credit
8908 Energy Efficient Home Credit
8909 Energy Efficient Appliance Credit
8910 Alternative Motor Vehicle Credit
8911 Alternative Fuel Vehicle Refueling Property Credit
8912 Clean Renewable Energy Bond Credit and Gulf Bond Credit
8923 Mine Rescue Team Training Credit
8931 Agricultural Chemicals Security Credit
8932 Credit for Employer Differential Wage Payments
8933 Carbon Dioxide Sequestration Credit
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
8938 Statement of Specified Foreign Financial Assets Summary
8941 Credit for Small Employer Health Insurance Premiums
8948 Preparer Explanation for Not Filing Electronically
SS4 Application for Employer Identification Number
Schedule C/CEZ Net Profit from Business
Schedule D Capital Gains and Losses
Schedule E Supplemental Income and Loss
Schedule F Profit or Loss from Farming
Schedule H Household Employment Taxes
Schedule I Alternative Minimum Tax for Estates and Trusts
Schedule J Accumulation Distribution
Schedule K-1 From Fiduciary, S Corporations, Partnerships, and Another Fiduciary
Grantor Trust Schedule Grantor Trust Schedule Information
Excess Farm Loss Excess Farm Loss Worksheets

Supported U.S. Income Tax Return for Organization Exempt Tax Forms
Form Number Form Name
990 Organization Exempt from Income Tax
990 EZ Organization Exempt from Income Tax - Short Form
4562 Depreciation and Amortization
8822 Change of Address
8868 Application to File Extension for Exempt Organization
8879 EO IRS e-file Signature Authorization
Schedule A Parts 1, 2, and 3 Public Charity Status
Schedule B Schedule of Contributors
Schedule C Political Campaign and Lobbying Activities
Schedule D Supplemental Financial Statements
Schedule E Schools
Schedule F Statement of Activities Outside of the U.S.
Schedule G Supplemental Information Regarding Fundraising or Gaming Activities
Schedule H Hospitals
Schedule I Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S.
Schedule J Compensation Information
Schedule K Supplemental Information on Tax-Exempt Bonds
Schedule L Transactions with Interested Persons
Schedule M Noncash Contributions
Schedule N Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Schedule O Supplemental Information
Schedule R Related Organizations and Unrelated Parterships

Supported Quarterly Federal Excise Tax Return Forms
Form Number Form Name
720 Quarterly Federal Excise Tax Return
720 X Amended Quarterly Federal Excise Tax Return
720-V Payment Voucher
637 Application for Registration
843 Claim for Refund and Request for Abatement
6197 Gas Guzzler Tax
6627 Environmental Taxes
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
8879 EX IRS E-file Signature Authorization
SS4 Application for Employer Identification Number

Supported Estate and Generation-Skipping Transfer Tax Forms
Form Number Form Name
706 Estate and Generation-Skipping Transfer Tax Return
706-CE Certificate of Payment of Foreign Death Tax
712 Life Insurance Statement
4768 Application for Extension to pay Estate Taxes
8822 Change of Address
Schedule A Real Estate
Schedule A-1 Section 2032A Valuation
Schedule B Stocks and Bonds
Schedule C Mortgages, Notes, and Cash
Schedule D Life Insurance
Schedule E Jointly Owned Property
Schedule F Miscellaneous Property
Schedule G Transfers to Descendants
Schedule H Powers of Appointment
Schedule I Annuities
Schedule J Funeral Expenses
Schedule K Debts
Schedule L Net Losses During Administration
Schedule M Bequests to Surviving Spouse
Schedule O Charitable Gifts
Schedule P Credit for Foreign Death Tax
Schedule Q Credit for Tax on Prior Transfers
Schedule R Generation-Skipping Transfer Tax
Schedule R Generation-Skipping Trasfer Tax Payment
Schedule R-1 Generation-Skipping Transfer Tax Payment Voucher
Schedule U Qualified Conservation Easement Exclusion
Schedule PC Protective Claim for Refund

Gift Tax Return Tax Forms
Form Number Form Name
709 Gift Tax Return
8822 Change of Address
8892 Application for Automatic Extension of Time to File
8892-V Payment Voucher

Heavy Highway Vehicle Use Tax Return Tax Forms
Form Number Form Name
2290 Heavy Highway Vehicle Use Tax Return
2290-V Payment Voucher
8879 EX IRS e-file Signature Authorization
Schedule 1 Schedule of Heavy Highway Vehicles

Annual Return/Report of Employee Benefit Plan Tax Forms
Form Number Form Name
5500 Annual Return/Report of Employee Benefit Plan
5500 EZ Annual Return of One-Participant Retirement Plan
Schedule A Insurance Information
Schedule C Service Provider Information
Schedule D DEF Participating Plan Information
Schedule G Financial Transaction Schedule
Schedule H Financial Information
Schedule I Financial Information - Small Plan
Schedule R Retirement Plan Information
Schedule SB Single Employer Defined Benefit Plan Actuarial Information
Schedule MB Multi-Employee Defined Benefit Plan
5558 Application for Extension of Time to File Certain Employee Plan Returns

Supported Claim for Refund of Excise Taxes Tax Forms
Form Number Form Name
8849 Claim for Refund of Excise Taxes
Schedule 1 Nontaxable Use of Fuels
Schedule 2 Sales by Registered Ultimate Vendors
Schedule 3 Certain Fuel Mixtures and the Alternative Fuel Credit
Schedule 5 Section 4081(e) Claims
Schedule 6 Other Claims
Schedule 8 Registered Credit Card Issuers