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Introduction
Investment Portfolios
Investment Terminology and Instruments
Technical Analysis and Trading
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Retirement
Retirement Accounts
Personal Finance
Corporate Basics

What is Form 1040-X?

Form 1040-X is the amendment form used to change previously submitted information from the 1040, 1040-A, or 1040-EZ

What is Form 1099-DIV?

Form 1099-DIV is used to report dividend income and distributions from investments, and is usually filed by the company

What is Form 1099-MISC?

The 1099-MISC form is filed by the payer, which is the business (whether for-profit or not-for-profit) making the...

What is Form 1099-INT?

Form 1099-INT is the form used by these businesses or entities to report the income. Interest income from bonds and...

What is Form 1099-Q?

Distributions from qualified educational accounts such as 529s will be reported on a 1099-Q

What is Form 1099-R?

Sources of retirement plan income, such as pensions, annuities, and IRAs, will be associated with a 1099-R filing

What is Form 2106-EZ: Unreimbursed Employee Business Expenses?

The 2106-EZ is, of course, the simpler of the two, and allows for standard mileage deductions and most of the common...

What is Form 1045: Application for a Tentative Refund?

The 1045 is meant to be the quickest way to get a carry-back refund

What is a Form 2106: Employee Business Expense?

Form 2106 is the long-form way to request deductions for unreimbursed business expenses incurred by the employee

What is Form 2848: Power of Attorney and Declaration of Representative?

To this end, there is an IRS form, the 2848, which designates an individual to represent the taxpayer on tax matters

What is Form 4563: Exclusion of Income for Bona-Fide Residents of American Samoa?

Residents of US Territories will sometimes have to file their taxes with their resident territory as well as the US...

What is Form 5405: Repayment of First-Time Homebuyer Credit?

Form 5405 is the filing for those who sell their home or see it destroyed within 36 months of receiving the first...

What is the Form 6251: Alternative Minimum Tax, Individuals?

The Form 6251 is used to calculate the alternative minimum tax (AMT) for individuals who have high income but low taxes

What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles?

Form 6781 is used to calculate and report gains and losses due from Section 1256 contracts, which covers futures on...

What is Form 706: Estate Tax and Generation-Skipping Transfer Tax?

The Form 706 is required not only if there is a tax implication for an estate, but also to claim exclusions

What is Form 8282: Donee Information Return?

Non-cash contributions to a charity which are valued at over $5,000 must be reported on a Form 8282 by the organization

What is Form 706 GS (D): Generation Skipping Transfer Tax Return for Distributions?

Form 706 is the Estate Tax return, and it has a section concerning Generation-Skipping Transfers. 706 GS (d) specifically

What is Form 8891?

Form 8891 was previously used by individuals with retirement plans held in Canada when they were living in America