On its website, the IRS offers free file fillable forms. These are electronic tax forms that any taxpayer can fill out and file online for free. You can use this program to:

  • Choose the income tax form you need
  • Enter your tax information online
  • Electronically sign and file your return
  • Print your return for recordkeeping

These forms have significant limitations, including limited functionality and the inability to make changes once your tax return has been accepted by the IRS. However, the most significant limitation is the lack of step by step guidance when completing these forms.

That’s where we come in. We’ve created step by step, instructional articles for over 230 federal tax forms, and are publishing new articles each day!

We strive to keep these articles current with the most up to date information, and we keep the most current version of fillable tax forms on our site! Additionally, we’ve listed the IRS limitations you’ll encounter if you choose to use the free file versions of these fillable forms.

This page contains the exact same list of forms on the IRS website. While we have not completed guides for every single tax form or schedule, we are striving to keep them up to date with the latest changes and information!

We’ve also posted instructional videos to our YouTube channel! In addition to links for our written guides, we’ve posted a direct link to the YouTube video next to the form number. And if you want to subscribe to our channel, you’ll be the first to know as new videos are released!

However, if there is a form or schedule that you don’t see a guide for, please post a comment to move it to the top of our list!

Fillable Forms Available for Filing Season 2024 (Tax Year 2023)

Form 1040 Series

IRS Form 1040

Known limitations:

  • The program only supports filing for the calendar year (from January 1 – December 31).
  • You cannot enter letters where the form is expecting a nine-digit Tax Identification Number (a Social Security, Individual Tax Identification Number, etc.)

Article link: IRS Form 1040

YouTube link: IRS Form 1040

IRS Form 1040-V

Known limitations:

Article link: IRS Form 1040-V

YouTube link: IRS Form 1040-V

IRS Form 1040-ES

Known limitations:

Article link: IRS Form 1040-ES

YouTube link: IRS Form 1040-ES

IRS Form 1040-SR

Known limitations: Use Form 1040. The differences between Form 1040 and Form 1040-SR are in appearance only.

Article link: IRS Form 1040-SR

YouTube link: IRS Form 1040-SR

Form 1040 Schedules

Schedule 1

Known limitations:

Article link: Schedule 1

YouTube link: Schedule 1

Schedule 2

Known limitations:

Article link: Schedule 2

YouTube link: Schedule 2

Schedule 3

Known limitations:

Article link: Schedule 3

YouTube link: Schedule 3

Schedule A

Known limitations: Line 8b will only allow one individual’s personal information to be entered. 

Article link: Schedule A

YouTube link: Schedule A

Schedule B

Known limitations: On Line 7b – Up to five selections from the menu are possible.

Article link: Schedule B

YouTube link: Schedule B

Schedule C

Known limitations:

Article link: Schedule C

YouTube link: Schedule C

Schedule D

Known limitations:

Article link: Schedule D

YouTube link: Schedule D

Schedule E

Known limitations:

  • The program does not support multiple copies of page 2 of Schedule E. Taxpayers who need to list more entities than Parts II, III and IV allow will not be able to use this program to complete their tax return.
  • The program does not support filing Form 4562 with only page 2 (Parts II, III and IV) of Schedule E. To file Form 4562 with Schedule E, you must also transmit page 1 of Schedule E. If you do not have any property to list on page 1 of Schedule E, you will not be able to file Form 4562 with Schedule E.
  • The program does not support foreign country information on Line 1A.

Article link: Schedule E

YouTube link: Schedule E

Schedule EIC

Known limitations: The program does not support “Kidnapped” as additional information you can enter on the schedule.

Article link: Schedule EIC

YouTube link: Schedule EIC

Schedule F

Known limitations:

Article link: Schedule F

YouTube link: Schedule F

Schedule H

Known limitations:

Article link: Schedule H

YouTube link: Schedule H

Schedule J

Known limitations:

Article link: Schedule J

YouTube link: Schedule J

Schedule LEP

Known limitations:

Article link: Schedule LEP

YouTube link: Schedule LEP

Schedule R

Known limitations:

Article link: Schedule R

YouTube link: Schedule R

Schedule SE

Known limitations:

Article link: Schedule SE

YouTube link: Schedule SE

1099 Series Tax Forms

IRS Form 1099-A, Acquisition or Abandonment of Secured Property

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-A

YouTube link: IRS Form 1099-A

IRS Form 1099-B, Proceeds from Broker and Barter Exchange Transactions

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-B

YouTube link: IRS Form 1099-B

IRS Form 1099-C, Cancellation of Debt

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-C

YouTube link: IRS Form 1099-C

IRS Form 1099-CAP, Changes in Corporate Control and Capital Structure

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-CAP

YouTube link: IRS Form 1099-CAP

IRS Form 1099-DIV, Dividends and Distributions

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-DIV

YouTube link: IRS Form 1099-DIV

IRS Form 1099-G, Certain Government Payments

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-G

YouTube link: IRS Form 1099-G

IRS Form 1099-H, Health Coverage Tax Credit (HCTC) Advance Payments

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-H

YouTube link: IRS Form 1099-H

IRS Form 1099-INT, Interest Income

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-INT

YouTube link: IRS Form 1099-INT

IRS Form 1099-K, Payment Card and Third Party Network Transactions

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-K

YouTube link: IRS Form 1099-K

IRS Form 1099-LS, Reportable Life Insurance Sale

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-LS

YouTube link: IRS Form 1099-LS

IRS Form 1099-LTC, Long Term Care and Accelerated Death Benefits

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-LTC

YouTube link: IRS Form 1099-LTC

IRS Form 1099-MISC, Miscellaneous Information

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-MISC

YouTube link: IRS Form 1099-MISC

IRS Form 1099-NEC, Nonemployee Compensation

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-NEC

YouTube link: IRS Form 1099-NEC

IRS Form 1099-OID, Original Issue Discount

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-OID

YouTube link: IRS Form 1099-OID

IRS Form 1099-PATR, Taxable Distributions Received From Cooperatives

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-PATR

YouTube link: IRS Form 1099-PATR

IRS Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530)

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-Q

YouTube link: IRS Form 1099-Q

IRS Form 1099-QA, Distributions from ABLE Accounts

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-QA

YouTube link: IRS Form 1099-QA

IRS Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. If you have another type of 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-R

YouTube link: IRS Form 1099-R

IRS Form 1099-S, Proceeds from Real Estate Transactions

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-S

YouTube link: IRS Form 1099-S

IRS Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-SA

YouTube link: IRS Form 1099-SA

IRS Form 1099-SB, Seller’s Investment in Life Insurance Contract

Known limitations: The only 1099 form you’ll need to transcribe into the program is Form 1099-R. For this Form 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document.

Article link: IRS Form 1099-SB

YouTube link: IRS Form 1099-SB

1000 Series Tax Forms

IRS Form 1116: Foreign Tax Credit

Known limitations:

  • Part II column (l) will not accept “909 TAXES” or “1099 TAXES” in lieu of a date. Additionally, you cannot write “LSD” on line 24.
  • Form 1116 will not transfer line 35 to Schedule 3, line 1. Schedule 3, line 1 is direct input.
  • An AMT version of this form is not available. All copies if Form 1116 will transfer line 35 to Schedule 3, line 1.

Article link: IRS Form 1116

YouTube link: IRS Form 1116

IRS Form 1116 Schedule B: Foreign Tax Carryover Reconciliation Schedule

Known limitations: None

Article link: IRS Form 1116

YouTube link: IRS Form 1116

IRS Form 1310: Statement of person claiming refund due of a deceased taxpayer

Known limitations:

  • You can only print this form, you cannot e-file it.

Article link: IRS Form 1310

YouTube link: IRS Form 1310

2000 Series Tax Forms

IRS Form 2106: Employee Business Expenses

Known limitations: None.

Article link: IRS Form 2106

YouTube link: IRS Form 2106

IRS Form 2120: Multiple Support Declaration

Known limitations: None.

Article link: IRS Form 2120

YouTube link: IRS Form 2120

IRS Form 2210: Underpayment of Estimated Tax by Individuals, Estates, and Trusts

Known limitations: None

Article link: IRS Form 2210

YouTube link: IRS Form 2210

IRS Form 2210 Schedule AI: Annualized Income

Known limitations: Schedule AI – Free File Fillable Forms supports completing a separate Part II for spouse (only one spouse). 

Article link: IRS Form 2210 (Schedule AI is part of the walkthrough)

YouTube link: IRS Form 2210 Schedule AI

IRS Form 2210F: Underpayment of Estimated Tax by Farmers And Fishermen

Known limitations: None

Article link: IRS Form 2210F

YouTube link:

IRS Form 2439: Notice to Shareholder of Undistributed Long-Term Capital Gains

Known limitations: None

Article link: IRS Form 2439

YouTube link: IRS Form 2439

IRS Form 2441: Child and Dependent care expenses

Known limitations:

  • The form will not accept “LAFCP” or “Tax EXEMPT” on as an entry on Line 1(c). 

Article link: IRS Form 2441

YouTube link: IRS Form 2441

IRS Form 2555: Foreign Earned Income

Known limitations: None

Article link: IRS Form 2555

YouTube link: IRS Form 2555

3000 Series Tax Forms

IRS Form 3468: Investment Credit

Known limitations:

  • You can only add one Form 3468 to your tax return

Article link: IRS Form 3468

YouTube link: IRS form 3468

IRS Form 3800: General Business Credit

Known limitations: None

Article link: IRS Form 3800

YouTube link: IRS Form 3800

IRS Form 3903: Moving Expenses

Known limitations: None

Article link: IRS Form 3903

YouTube link: IRS Form 3903

4000 Series Tax Forms

IRS Form 4136: Credit for Federal Tax Paid on Fuels

Known limitations: None

Article link: IRS Form 4136

YouTube link: IRS Form 4136

IRS Form 4137: Social Security And Medicare Tax on Unreported Tip Income

Known limitations: None

Article link: IRS Form 4137

YouTube link: IRS Form 4137

IRS Form 4255: Recapture of Investment Credit

Known limitations: You can only add one Form 4255 to your tax return

Article link: IRS Form 4255

YouTube link: IRS Form 4255

IRS Form 4562: Depreciation And Amortization

Known limitations:

  • Form 4562 is not available from the “Add/View Forms” menu.

This form is an attachment to Schedule C, Schedule E, Schedule F and IRS Form 4835. The form is selected from the “Add” button directly from Schedule C, Schedule E, Schedule F and Form 4835.

If you need to associate more than one Form 4562 to a Schedule C, Schedule E, Schedule F or Form 4835, you must create another Schedule C, Schedule E, Schedule F or Form 4835 to associate with the additional Form 4562.

The asset shown on Form 4562 must be listed on its “parent” Schedule C, Schedule E, Schedule F or Form 4835.

Article link: IRS Form 4562

YouTube link: IRS Form 4562

IRS Form 4563: Exclusion of Income for Bona Fide Residents of American Samoa

Known limitations: None

Article link: IRS Form 4563

YouTube link: IRS Form 4563

IRS Form 4684: Casualties And Thefts

Known limitations: None

Article link: IRS Form 4684

YouTube link: IRS Form 4684

IRS Form 4797: Sales of Business Property

Known limitations: Only 1 Form 4797 can be added.

Article link: IRS Form 4797

YouTube link: IRS Form 4797

IRS Form 4835: Farm Rental Income And Expenses

Known limitations: None

Article link: IRS Form 4835

YouTube link: IRS Form 4835

IRS Form 4868: Application for Automatic Extension of Time to File U.S. Individual Income Tax return

Known limitations: None

Article link: IRS Form 4868

YouTube link: IRS Form 4868

IRS Form 4952: Investment Interest Expense Deduction

Known limitations: None

Article link: IRS Form 4952

YouTube link: IRS Form 4952

IRS Form 4972: Tax on Lump Sum Distributions

Known limitations: None

Article link: IRS Form 4972

YouTube link: IRS Form 4972

5000 Series Tax Forms

IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Known limitations: None

Article link: IRS Form 5329

YouTube link: IRS Form 5329

IRS Form 5405: First-Time Homebuyer Credit

Known limitations: None

Article link: IRS Form 5405

YouTube link: IRS Form 5405

IRS Form 5695: Residential Energy Credits

Known limitations: None

Article link: IRS Form 5695

YouTube link: IRS Form 5695

IRS Form 5884: Work Opportunity Credit

Known limitations:

  • Only one Form 5884 can be added.

Article link: IRS Form 5884

YouTube link: IRS Form 5884

6000 Series Tax Forms

IRS Form 6198: At-Risk Limitations

Known limitations:

  • Form 6198 is not available from the “Add/View Forms” menu.

This form is an attachment to Schedule C, Schedule E and Form 4835. The form is selected from the “Add” button directly from Schedule C, Schedule E and Form 4835.

Each Schedule C, Schedule E and Form 4835 should contain one associated Form 6198.

Article link: IRS Form 6198

YouTube link: IRS Form 6198

IRS Form 6251: Alternative Minimum Tax-Individuals

Known limitations:

  • Only one form is supported.
  • The program does not support an AMT version of IRS Form 1116.

Article link: IRS Form 6251

YouTube link: IRS Form 6251

IRS Form 6252: Installment Sale income

Known limitations: Multiple Forms 6252 can be added.

Article link: IRS Form 6252

YouTube link: IRS Form 6252

IRS Form 6765: Credit for Increasing Research Activities

Known limitations:

  • Only one Form 6765 can be added.

Article link: IRS Form 6765

YouTube link: IRS Form 6765

IRS Form 6781: Gains And Losses from Section 1256 Contracts And Straddles

Known limitations:

  • Only one Form 6781 can be added.

Article link: IRS Form 6781

YouTube link: IRS Form 6781

8000 Series Tax Forms

IRS Form 8082: Notice of Inconsistent Treatment or Administrative Adjustment Request

Known limitations:

  • The program restricts the user to attaching no more than four (4) 8082 Forms. 

Article link: IRS Form 8082

YouTube link: IRS Form 8082

IRS Form 8275: Disclosure Statement

Known limitations:

  • Only one Form 8275 can be added. 
  • Page 2 of the form is not supported

Article link: IRS Form 8275

YouTube link: IRS Form 8275

IRS Form 8275-R: Regulation Disclosure Statement

Known limitations:

  • Only one Form 8275-R can be added. 
  • Page 2 of the form is not supported

Article link: IRS Form 8275-R

YouTube link: IRS Form 8275-R

IRS Form 8283: Noncash Charitable Contribution

Known limitations:

  • Taxpayers are required to submit IRS Form 1098-C with Form 8283 if they donate a vehicle valued at $500 or more.
  • Form 1098C is not supported; therefore, the taxpayer must mail in the return with the Form 1098C attached.
  • The program restricts the user to attaching no more than four (4) 8283 Forms.

Article link: IRS Form 8283

YouTube link: IRS Form 8283

IRS Form 8379: Injured Spouse Allocation

Known limitations: None

Article link: IRS Form 8379

YouTube link: IRS Form 8379

IRS Form 8396: Mortgage Interest Credit

Known limitations: None

Article link: IRS Form 8396

YouTube link: IRS Form 8396

IRS Form 8453: U.S. Individual Income Tax Transmittal for an IRS e-file Return

Known limitations:

  • This tax form cannot be e-filed. You must mail this form in.

Article link: IRS Form 8453

YouTube link: IRS Form 8453

IRS Form 8582: Passive Activity Loss Limitations

Known limitations:

  • You may add page 1, of Form 8582, to your return once.
  • Pages 2 and 3 can be added multiple times. 

Article link: IRS Form 8582

YouTube link: IRS Form 8582

IRS Form 8582-CR: Passive Activity Credit Limitations

Known limitations: None

Article link: IRS Form 8582-CR

YouTube link: IRS Form 8582-CR

IRS Form 8586: Low-Income Housing Credit

Known limitations:

  • Only one Form 8586 can be added.

Article link: IRS Form 8586

YouTube link: IRS Form 8586

IRS Form 8594: Asset Acquisition Statement

Known limitations:

  • Only one Form 8594 can be added.

Article link: IRS Form 8594

YouTube link: IRS Form 8594

IRS Form 8606: Nondeductible IRAs

Known limitations:

  • Forms 8915-C and 8915-D are not supported in the program. If you need these forms to complete Form 8606, you must mail in the tax return. 

Article link: IRS Form 8606

YouTube link: IRS Form 8606

IRS Form 8609A: Annual Statement for Low-Income Housing Credit

Known limitations:

  • Only one Form 8609A can be added.

Article link: IRS Form 8609A

YouTube link: IRS Form 8609A

IRS Form 8611: Recapture of Low-Income Housing Credit

Known limitations: None

Article link: IRS Form 8611

YouTube link: IRS Form 8611

IRS Form 8615: Tax for Children Under Age 18/24 With Investment Income of More Than $1,800

Known limitations: None

Article link: IRS Form 8615

YouTube link: IRS Form 8615

IRS Form 8689: Allocation of Individual Income Tax to the US Virgin Islands

Known limitations: None

Article link: IRS Form 8689

YouTube link: IRS Form 8689

IRS Form 8697: Interest Computation Under the Look-Back Method for Completed Long-Term Contracts

Known limitations: Only one Form 8697 can be added.

Article link: IRS Form 8697

YouTube link: IRS Form 8697

IRS Form 8801: Credit for Prior Year Minimum Tax – Individuals, Estates and Trusts

Known limitations: None

Article link: IRS Form 8801

YouTube link: IRS Form 8801

Schedule 8812: Additional Child Tax Credit

Known limitations: None

Article link: IRS Form 8812

YouTube link: IRS Form 8812

IRS Form 8814: Parents’ Election To Report Child’s Interest and Dividends

Known limitations: None

Article link: IRS Form 8814

YouTube link: IRS Form 8814

IRS Form 8815: Exclusion of Interest From Series EE US Savings Bonds Issued After 1989

Known limitations: None

Article link: IRS Form 8815

YouTube link: IRS Form 8815

IRS Form 8820: Orphan Drug Credit

Known limitations:

  • Only one Form 8820 can be added.

Article link: IRS Form 8820

YouTube link: IRS Form 8820

IRS Form 8824: Like-Kind Exchanges

Known limitations: None

Article link: IRS Form 8824

YouTube link: IRS Form 8824

IRS Form 8826: Disabled Access Credit

Known limitations:

  • Only one Form 8826 can be added.

Article link: IRS Form 8826

YouTube link: IRS Form 8826

IRS Form 8828: Recapture of Federal Mortgage Subsidy

Known limitations: None

Article link: IRS Form 8828

YouTube link: IRS Form 8828

IRS Form 8829: Expenses for Business Use of Your Home

Known limitations:

  • Only 8 8829 forms can be added.
  • This form is not available from the “Add/View Forms” menu.
  • You can only attach Form 8829 by first opening the associated Schedule C. You may only associate one Form 8829 to a Schedule C.
  • If you need to associate more than one Form 8829 to a Schedule C, create another Schedule C’s for the same business – associate one Form 8829 to one Schedule C and the other Form 8829 to the second Schedule C (properly allocating all other income and expense items).

Article link: IRS Form 8829

YouTube link: IRS Form 8829

IRS Form 8833: Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)

Known limitations: None

Article link: IRS Form 8833

YouTube link: IRS Form 8833

IRS Form 8834: Qualified Electric Vehicle Credit

Known limitations: Multiple Forms 8834 can be added.

Article link: IRS Form 8834

YouTube link: IRS Form 8834

IRS Form 8839: Qualified Adoption Expense

Known limitations: None

Article link: IRS Form 8839

YouTube link: IRS Form 8839

IRS Form 8844: Empowerment Zone and Renewal Community Employment Credit

Known limitations:

  • Only one Form 8844 can be added.

Article link: IRS Form 8844

YouTube link: IRS Form 8844

IRS Form 8845: Indian Employment Credit

Known limitations:

  • Only one Form 8845 can be added.

Article link: IRS Form 8845

YouTube link: IRS Form 8845

IRS Form 8846: Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips

Known limitations:

  • Only one Form 8846 can be added.

Article link: IRS Form 8846

YouTube link: IRS Form 8846

IRS Form 8853: Archer MSAs and Long-Term Care Insurance Contracts

Known limitations:

  • Taxpayers may only add one Page 2 – Section C Long-Term Care (LTC) Insurance Contracts, to page 1 of the tax form.
  • If your spouse also needs to complete Section C, you will not be able to use Free File Fillable Forms to e-file the return

Article link: IRS Form 8853

YouTube link: IRS Form 8853

IRS Form 8859: District of Columbia First-Time Homebuyer Credit

Known limitations: None

Article link: IRS Form 8859

YouTube link: IRS Form 8859

IRS Form 8862: Information To Claim Earned Income Credit After Disallowance

Known limitations: None

Article link: IRS Form 8862

YouTube link: IRS Form 8862

IRS Form 8863: Education Credits (Hope And Lifetime Learning Credits)

Known limitations:

  • Part III must be completed, for each student, before entering information in Part I and Part II.

Article link: IRS Form 8863

YouTube link: IRS Form 8863

IRS Form 8866: Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method

Known limitations:

  • Up to five copies of Form 8866 can be added.
  • Line 10 must have value greater than zero to efile Form 8866.

Article link: IRS Form 8866

YouTube link: IRS Form 8866

IRS Form 8880: Credit for Qualified Retirement Savings Contributions

Known limitations: None

Article link: IRS Form 8880

YouTube link: IRS Form 8880

IRS Form 8881: Credit for Small Employer Pension Plan Startup Costs

Known limitations:

  • Only one Form 8881 can be added.

Article link: IRS Form 8881

YouTube link: IRS Form 8881

IRS Form 8886: Reportable Transaction Disclosure Statement

Known limitations: None

Article link: IRS Form 8886

YouTube link: IRS Form 8886

IRS Form 8888: Direct Deposit of Refund to more than 1 account

Known limitations: None

Article link: IRS Form 8888

YouTube link: IRS Form 8888

IRS Form 8889: Health Savings Accounts (HSAs)

Known limitations:

  • If the Death of Account Beneficiary provision applies to you and you are not required to complete Part I, you will not be able to e-file your return with Form 8889.
    • You may complete your return, using Form 8889 and mail in your return.
  • Line 13 calculates the smaller of Line 2 or 12.
    • If you are instructed to add any amount to what is calculated for line 13, you will not be able to do so and still e-file the return.
    • You can manually complete Form 8889 and mail in your return.

Article link: IRS Form 8889

YouTube link: IRS Form 8889

IRS Form 8906: Distilled Spirits Credit

Known limitations:

  • Only one Form 8906 can be added.

Article link: IRS Form 8906

YouTube link: IRS Form 8906

IRS Form 8908: Energy Efficient Home Credit

Known limitations:

  • Only one Form 8908 can be added.

Article link: IRS Form 8908

YouTube link: IRS Form 8908

IRS Form 8910: Alternate Motor Vehicle Credit

Known limitations: The alternative motor vehicle credit has expired for TY 2023.

Article link: IRS Form 8910

YouTube link: IRS Form 8910

IRS Form 8911: Alternate Fuel Vehicle Refueling Credit

Known limitations:

  • Only one Form 8911 can be added.

Article link: IRS Form 8911

YouTube link: IRS Form 8911

IRS Form 8915-F: Qualified Disaster Retirement Plan Distributions and Repayments

Known limitations: None

Article link: IRS Form 8915-F

YouTube link: IRS Form 8915-F

IRS Form 8919: Uncollected Social Security and Medicare Tax on Wages

Known limitations: None

Article link: IRS Form 8919

YouTube link: IRS Form 8919

IRS Form 8932: Credit for Employer Differential Wage Payments

Known limitations: None

Article link: IRS Form 8932

YouTube link: IRS Form 8932

IRS Form 8933: Carbon Dioxide Sequestration Credit

Known limitations: None

Article link: IRS Form 8933

YouTube link: IRS Form 8933

IRS Form 8936: Qualified Plug-in Electric Drive Motor Vehicle Credit

Known limitations: None

Article link: IRS Form 8936

YouTube link: IRS Form 8936

IRS Form 8938: Statement of Foreign Financial Assets

Known limitations:

  • Taxpayers may only attach one of these forms to their return.
  • The form has two pages. Parts V and VI are on page 2.
    • You may add, as continuation pages, a total 25 copies of Page 2

Article link: IRS Form 8938

YouTube link: IRS Form 8938

IRS Form 8941: Credit for Small Employer Health Insurance Premiums

Known limitations:

  • Only one Form 8941 can be added.

Article link: IRS Form 8941

YouTube link: IRS Form 8941

IRS Form 8949: Sales and other Dispositions of Capital Assets

Known limitations:

  • You will be able to enter “VARIOUS”, “INHERITED”, and “INH-2010” in column (b).
  • You will be able to enter “BANKRUPT” and “WORTHLESS” in column (c).
  • You will be able to enter “WORTHLESS” and “EXPIRED” in column (d).
  • You will be able to enter “EXPIRED” in column (e).

Article link: IRS Form 8949

YouTube link: IRS Form 8949

IRS Form 8958: Allocation of Tax Amounts Between Certain Individuals in Community Property States

Known limitations: None

Article link: IRS Form 8958

YouTube link: IRS Form 8958

IRS Form 8959: Additional Medicare Tax

Known limitations: None

Article link: IRS Form 8959

YouTube link: IRS Form 8959

IRS Form 8960: Net Investment Income Tax – Individuals, Estates and Trusts

Known limitations: None

Article link: IRS Form 8960

YouTube link: IRS Form 8960

IRS Form 8962: Premium Tax Credit

Known limitations:

  • Line 26 is automatically calculated. If you are electing to use the alternative calculation for marriage, you cannot manually enter a zero on line 26.

Article link: IRS Form 8962

YouTube link: IRS Form 8962

IRS Form 8995: Qualified Business Income Deduction Simplified Computation

Known limitations: None

Article link: IRS Form 8995

YouTube link: IRS Form 8995

IRS Form 8995-A: Qualified Business Income Deduction

Known limitations: None

Article link: IRS Form 8995-A

YouTube link: IRS Form 8995-A

IRS Form 8995-A Schedule A: Specified Service Trades or Businesses

Known limitations: None

Article link: IRS Form 8995-A Schedule A

YouTube link: IRS Form 8995-A Schedule A

IRS Form 8995-A Schedule B: Aggregation of Business Operations

Known limitations: None

Article link: IRS Form 8995-A Schedule B

YouTube link: IRS Form 8995-A Schedule B

IRS Form 8995-A Schedule C: Loss Netting and Carryforward

Known limitations: None

Article link: IRS Form 8995-A Schedule C

YouTube link: IRS Form 8995-A Schedule C

IRS Form 8995-A Schedule D: Special Rules for Patrons of Agricultural or Horticultural Cooperatives

Known limitations: None

Article link: IRS Form 8995-A Schedule D

YouTube link: IRS Form 8995-A Schedule D

9000 Series Tax Forms

IRS Form 9000: Alternative Media Preference

Known limitations: None

Article link: IRS Form 9000

YouTube link: IRS Form 9000

IRS Form 9465: Installment Agreement Request

Known limitations: None

Article link: IRS Form 9465

YouTube link: IRS Form 9465

Other tax forms

IRS Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness

Known limitations: None

Article link: IRS Form 982

YouTube link: IRS Form 982

IRS Form W-2: Wage and Tax Statement

Known limitations:

  • Only 50 copies of Form W-2 will be added.
  • Can add additional data entries for Line 12, Line 14 and Line 15 in each copy of form W-2

Article link: IRS Form W-2

YouTube link: IRS Form W-2

IRS Form W-2C: Corrected wage and tax information

Known limitations:

  • Form W-2c is issued to make one or more corrections to a Form W-2.
    • If you received both a Form W-2 and W-2c from the same employer, use the entries from the Form W-2 to make your entries into Free File Fillable Forms, except when the Form W-2c shows a different value.
    • In cases where a box or line on the Form W-2c does not show an entry but the Form W-2 does, use the entry from the Form W-2.

Article link: IRS Form W-2c

YouTube link: IRS Form W-2c

IRS Form W-2G: certain Gambling Winnings

Known limitations: None

Article link: IRS Form W-2G

YouTube link: IRS Form W-2G