PDF Terms Starting with "F"
pdfFiller has compiled a list of the terms and definitions every digital marketer needs to know to stay in tune with an ever-changing industry
F
Form 720 is a tax form used by businesses to report and pay various federal excise taxes. It is primarily utilized for specific non-ad valorem taxes imposed on activities such as environmental efforts and certain goods.
Form 8027 is an IRS document used by businesses to report annual transactions related to certain types of payments made to employees and other recipients, particularly those involved in the gaming and gambling sectors.
Form 8109-B is an official IRS tax form used for making federal tax deposits for businesses and organizations of all sizes. This form allows entities to remit taxes, such as payroll and income taxes, electronically or via mail.
Form 8288 is a tax document used by the Internal Revenue Service (IRS) in the United States to report and collect withholding tax on dispositions of U.S. real property interests by foreign persons.
Form 8288-A is a tax document utilized by foreign investors to report the gain or loss from the sale of U.S. real property interest to the Internal Revenue Service (IRS). This form is essential for withholding purposes and ensures compliance with U.S. tax laws.
Form 8288-B is a document used by foreign individuals or entities to apply for a withholding certificate, aiming to reduce or eliminate withholding tax on U.S. source income. This form is submitted to the Internal Revenue Service (IRS) in compliance with U.S. tax laws.
Form 8379 is a tax form used by married individuals filing jointly who wish to receive their portion of a tax refund while their spouse's refund is applied toward their tax debt.
Form 843 is a tax form used by individuals and entities to claim a refund of overpayments made to the IRS, or to apply for an abatement of certain tax liabilities.
Form 8453-EO is a tax document used by tax-exempt organizations to e-file their Form 990, 990-EZ, or 990-PF. This form serves as a declaration to the IRS, providing necessary authorizations and affirmations related to electronic filing.
Form 8453-F is a tax form used by individuals and entities to authorize the electronic filing of returns related to foreign trusts and foreign estates with the Internal Revenue Service (IRS). This form serves to confirm that the taxpayer has reviewed the return and grants consent for electronic submission.
Form 851 is a tax form used by corporations to inform the IRS about certain international business transactions and agreements. It serves as a declaration of the company's foreign operations and related income.
Form 8546 is a standardized document used for reporting specific financial information to the relevant tax authority. It facilitates transparency and compliance with tax regulations.
Form 8582 is used by individuals and entities to report passive activity losses and credits. This form helps taxpayers to determine the appropriate limitations on the deductibility of these losses.
Form 8606 is an IRS tax form used to report non-deductible contributions to traditional IRAs and distributions from Roth IRAs. This form helps individuals keep track of their tax basis in these retirement accounts, ensuring accurate tax reporting.
Form 8689 is a tax form used by certain taxpayers to determine their foreign tax credit and its eligibility. It facilitates the calculation of taxes owed to both the U.S. and foreign governments.
Form 870 is a legal document typically used for settlements or payment arrangements with governmental agencies, often associated with tax liabilities. It serves as a formal agreement outlining the terms of payment to resolve specific financial obligations.
Form 8718 is an IRS document used to request an exemption from federal income tax for certain organizations under Section 501(c)(3). This form is essential for charities and non-profits seeking tax-exempt status.
Form 872 is a document issued by the IRS that allows taxpayers to authorize the extension of the statute of limitations on the assessment of their federal income tax returns.
Form 8752 is a tax document used by certain partnerships and S corporations to apply for an extension of time to file their tax returns. This form is crucial for compliance with IRS regulations, ensuring correct filing and payment of taxes.
Form 8805 is a tax document used to report the income effectively connected with a foreign partner's share of a partnership. This form is crucial for partnerships with foreign investors as it ensures compliance with U.S. tax regulations.
Form 8809 is an IRS document used to request an extension for the deadline to furnish Forms 1099, 1098, 5498, and W-2. This form ensures that filers can meet their tax reporting obligations without incurring penalties for late submissions.
Form 8812, also known as the Additional Child Tax Credit, is a tax form utilized by eligible taxpayers to claim a tax refund for qualifying dependents. This form allows individuals or families who do not owe federal income taxes to receive a refund based on their child tax credits.
Form 8821 is an IRS document allowing taxpayers to authorize specific individuals or organizations to receive confidential tax information. This form facilitates communication between the IRS and designated representatives, ensuring that they can act on behalf of the taxpayer regarding their tax matters.
Form 8822 is an IRS document used by individuals and businesses to notify the Internal Revenue Service of a change in address. This form ensures that taxpayers receive important correspondence and notifications at their new location.
Form 8822-B is an IRS form used by businesses to notify the Internal Revenue Service of a change in business address or responsible party. This form ensures that the IRS has the correct contact information for the business to facilitate communication and tax processing.
Form 8823 is a tax form used to report noncompliance of low-income housing tax credit properties to the Internal Revenue Service (IRS). This document is essential for tracking violations of program requirements to ensure compliance with federal regulations.
Form 8825 is a tax form used by partnerships and multi-member LLCs to report income, deductions, and losses from rental real estate activities. It provides a detailed accounting of the rental income and the expenses related to the property.
Form 8829 is a tax form used by self-employed individuals to calculate and claim expenses related to the business use of their home. This form allows users to determine the deductible amount of their home office expenses.
Form 8832 is a tax form used by eligible entities to elect how they will be classified for federal tax purposes. This form allows entities to choose between being classified as a corporation or a partnership.
Form 8833 is a tax form used by U.S. taxpayers to claim benefits under a tax treaty between the United States and another country. This form serves to disclose certain foreign transactions and ensure compliance with IRS regulations.
Form 8840, also known as the Closer Connection Exception Statement for Aliens, is used by foreign nationals to claim a closer connection to another country, thus establishing eligibility for non-resident tax treatment in the United States.
Form 8850 is a document used by employers to request certification for the Work Opportunity Tax Credit (WOTC) for eligible employees. This form is essential for claiming tax incentives aimed at encouraging the hiring of individuals from specific target groups.
Form 8854 is a tax document used by expatriates to report their expatriation status and fulfill their tax obligations to the IRS upon renouncing U.S. citizenship. It provides the necessary information for the IRS to assess the tax implications of the expatriation.
Form 8857, also known as the Request for Innocent Spouse Relief, is a tax form used by individuals seeking relief from liability for taxes associated with a spouse's income or tax liability. This form allows the requesting spouse to demonstrate that they qualify for relief based on specific criteria set by the IRS.
Form 886-H-DEP is an IRS document designed for taxpayers claiming dependents, providing detailed information required to verify the eligibility of dependents for tax benefits.
Form 8862 is a document used by taxpayers to claim the Earned Income Tax Credit (EITC) after a prior claim was denied or reduced. This form is essential for individuals who want to re-establish their eligibility for the credit.
Form 8863 is a tax form used in the United States to claim education credits, specifically the American Opportunity Credit and the Lifetime Learning Credit, which help offset higher education costs.
Form 8865 is an information return required by the IRS for U.S. persons involved in certain foreign partnerships. This form aims to report the income, deductions, and other information regarding foreign partnerships and their activities.
Form 8867 is an IRS document used by tax preparers to verify eligibility for the Earned Income Tax Credit (EITC) and other refundable credits. This document ensures that the claims made are valid and meet all necessary criteria established by tax law.
Form 8868 is an IRS form used to apply for an automatic extension of time to file an exempt organization's federal tax return. This form is primarily for organizations that need additional time to prepare their financial documents.
Form 8879 is an IRS form used to authorize an electronic return originator (ERO) to file an individual's tax return electronically. This document provides consent for the ERO to submit the tax information on behalf of the taxpayer.
Form 8879-EO is an IRS document that allows authorized representatives of tax-exempt organizations to electronically sign and submit the organization's e-filed Form 990. This form verifies the return and initiates the e-filing process for exempt organizations.
Form 8879-PE is an IRS form that allows partnerships to authorize the electronic filing of their tax returns. It is crucial for ensuring the submission of accurate tax information while providing necessary electronic signatures from all partners.
Form 8879-S is a tax document used by S corporations to authorize electronic filing of tax returns. It serves as a declaration that the information provided in the tax return is accurate and complete.
Form 8883 is used to report the quantity of shares that were transferred to employees as part of an incentive stock option plan, allowing the Internal Revenue Service (IRS) to track employee stock transactions.
Form 8888 is a tax document utilized to direct the deposit of a federal tax refund into one or more bank accounts. This form ensures that taxpayers receive their refunds directly into their preferred financial institutions.
Form 8889 is a tax form used by individuals to report Health Savings Account (HSA) contributions and distributions on their federal tax returns. This form ensures compliance with IRS regulations related to HSAs.
Form 8916-A is a tax document used by entities to report certain financial details required by the Internal Revenue Service (IRS) related to specific tax situations. It serves as a means to communicate compliance with tax obligations.
Form 8917 is a tax form used by individuals to claim the tuition and fees deduction for eligible higher education expenses. It allows taxpayers to calculate and report the deduction on their tax returns, aiding in reducing their overall taxable income.
Form 8938, also known as the Statement of Specified Foreign Financial Assets, is a tax form required by the IRS for specified individuals to report their foreign financial accounts and assets.
Form 8949 is a tax form used by individuals and businesses to report capital gains and losses from the sale of assets. It serves as a means to detail each transaction involving these assets for accurate tax reporting.
Form 8962 is a tax form used to reconcile premium tax credits for individuals and families under the Affordable Care Act. It documents the amount of advance premium tax credit received and is essential for filing accurate tax returns.
Form 8965 is a document issued by the Internal Revenue Service (IRS) that is used to claim a health coverage exemption. It allows individuals to report on their tax returns that they did not have health coverage during the year and qualify for an exemption from the Affordable Care Act's individual mandate.
Form 911 is a formal submission document used primarily within government agencies, allowing individuals or entities to request service or assistance. It is essential for various applications, ensuring that requests are recorded and processed according to protocols.
Form 9325 is a document used by taxpayers in the United States to acknowledge receipt of paper income tax returns and to verify the proper filing of these returns with the IRS.
Form 940 is an annual federal tax return used by employers in the United States to report and pay the federal unemployment tax (FUTA). This form ensures compliance with federal regulations pertaining to unemployment tax obligations.
Form 940-PR is a tax document used by employers in Puerto Rico to report annual federal unemployment tax. It is essential for accurate reporting and compliance with federal employment regulations.
Form 941 is a quarterly tax form used by employers to report income taxes, Social Security tax, and Medicare tax withheld from employees' paychecks. It also summarizes the employer's share of these taxes.
Form 941-SS is a tax form used by employers in the United States to report income, payroll taxes, and other payroll-related data for employees working in U.S. territories. This form is specifically designed for employers in American Samoa, Guam, the Northern Mariana Islands, or the U.S. Virgin Islands.
Form 941-X is an IRS document used by employers to correct errors on previously filed Form 941, the Employer's Quarterly Federal Tax Return. This form allows for adjustments related to payroll tax withholdings and payments.
Form 943 is a tax document used by agricultural employers to report federal income tax withheld and social security and Medicare taxes on wages paid to farmworkers. This form is specifically designed for agricultural operations and must be filed annually with the IRS.
Form 944 is a simplified annual payroll tax return designed for small employers to report their employee wages and related tax liabilities to the IRS.
Form 944-PR is the annual federal tax return for employers in Puerto Rico, used to report employment taxes for small businesses with payroll taxes owed annually.
Form 944-X is a revised version of the annual payroll tax return for small businesses, used to report underreported or overreported employment taxes primarily for employers with annual liabilities of $1,000 or less.
Form 945 is an IRS form used by employers to report annual withheld federal income tax from nonpayroll payments, including pensions and annuities. It allows for accurate reporting and remittance of taxes related to non-wage payments.
Form 945-A is a tax form used by employers to report and remit certain nonpayroll withholding taxes to the IRS. It allows for the reporting of backup withholding and other payments subject to withholding requirements.
Form 966 is a document filed with the Internal Revenue Service (IRS) to notify the agency of a corporation's dissolution, liquidation, or termination of existence. This form provides essential information regarding the corporation's final tax obligations and is critical for compliance.
Form 982 is a tax form used by individuals and businesses to report certain types of income and tax liability adjustments to the IRS. This form is crucial for ensuring compliance with tax regulations and for facilitating accurate tax reporting.
Form 990 is an annual reporting return required to be filed by tax-exempt organizations, including charities and nonprofits, to provide the IRS with financial information.
Form 990-EZ is a simplified annual information return required by the IRS for small tax-exempt organizations. It provides financial information that helps the IRS assess the organization's compliance with tax laws.
FinCEN 107 is a reporting form designated by the Financial Crimes Enforcement Network that AML (Anti-Money Laundering) professionals must file to document suspicious activities in financial transactions.
Form I-9 is a U.S. Citizenship and Immigration Services form used to verify the identity and employment authorization of individuals hired for employment in the United States.
Form SS-4 is a document used to apply for an Employer Identification Number (EIN) from the Internal Revenue Service (IRS). This form is essential for businesses, corporations, and entities requiring federal tax identification.
Form SS-4PR is a specific application form used by Puerto Rican entities to apply for an Employer Identification Number (EIN) with the IRS. This form streamlines the application process and ensures compliance with tax regulations.
Form SS-8 is a tax form used by individuals and businesses to determine the worker classification status for tax purposes, specifically whether an individual is considered an employee or an independent contractor.
Form W-10 is a tax form used by individuals or entities to certify that they are exempt from backup withholding because they are U.S. citizens or residents. It provides important information required by the IRS to ensure compliance with tax regulations.
Form W-12 is a tax form used by the Internal Revenue Service (IRS) in the United States, allowing individuals to apply for or renew tax preparer identification numbers. This form is essential for tax professionals to maintain compliance with IRS regulations.
Form W-2 is a tax document used in the United States that reports an employee's annual wages and the amount of taxes withheld from their paycheck. Employers are required to send this form to their employees and the IRS to ensure proper tax filing.
Form W-2c is a tax form used in the United States to correct errors on a previously issued W-2 form. It reports the corrected income and withholding information for an employee, ensuring accurate tax filings.
Form W-2G is a tax document used in the United States to report gambling winnings and any related federal income withholding. It is essential for both the payer and the recipient, ensuring proper tax compliance.
Form W-2VI is a tax form used for reporting wages paid and taxes withheld for employees working in the U.S. Virgin Islands. It is specifically designed for use by employers to provide accurate tax documentation to the employees in compliance with IRS regulations.
Form W-3 is a transmittal form used by employers to send copies of their employees' W-2 forms to the Social Security Administration. It summarizes the total earnings, Social Security, and Medicare taxes withheld from all employees for the year.
Form W-3C is a transmittal form used to report adjustments made to the information reported on Forms W-2 for the tax year. It consolidates the W-2 wage information submitted by employers and informs the IRS of any corrections needed.
Form W-3PR is a tax document used in Puerto Rico to summarize the total earnings and withholdings from Puerto Rican employee wages reported on the individual W-2 forms. It is essential for both employers and employees to ensure compliance with local tax obligations.
Form W-3SS is a summary form used to transmit Form W-2, Wage and Tax Statement, information from employers to the Social Security Administration specifically for U.S. territories. It is essential for accurately reporting earnings for employees working in these regions.
Form W-4 is an IRS document used by employees to inform their employers of their tax situation, including marital status and the number of allowances. This form helps employers withhold the correct amount of federal income tax from employees' paychecks.
Form W-4P is a tax form used by individuals to specify how much federal income tax should be withheld from their periodic pension or annuity payments. This form allows the taxpayer to make precise calculations for tax withholding based on their individual financial situation.
Form W-4V is an Internal Revenue Service document that allows taxpayers to request a withholding exemption for certain payments. This form is primarily used for withholding from pensions, annuities, and certain payments to ensure accurate tax deductions.
Form W-7 is an application used by individuals who are not U.S. citizens or residents to obtain an Individual Taxpayer Identification Number (ITIN) issued by the IRS.
Form W-8 is a document used by foreign individuals and entities to certify their foreign status for U.S. tax withholding purposes. It helps determine the appropriate tax withholding rates on income received from U.S. sources.
Form W-8BEN is a tax document used by non-U.S. individuals and entities to certify their foreign status and claim beneficial tax treaty rates on income sourced in the United States.
Form W-8BEN Substitute is an alternative document used by non-U.S. individuals and entities to certify their foreign status and potentially reduce or eliminate U.S. tax withholding on certain types of income. It serves as an affirmation of beneficial ownership for tax purposes.
Form W-8ECI is a U.S. Internal Revenue Service (IRS) form used by foreign taxpayers to certify that they are receiving income effectively connected with a U.S. trade or business. This form helps in claiming exemption from U.S. withholding taxes on income.
Form W-9 is an Internal Revenue Service (IRS) form used by individuals and entities in the United States to provide their taxpayer identification information to a payer. This form is typically used to certify a taxpayer's correct name and TIN (Taxpayer Identification Number) when it is required for reporting income paid.
Form 56 is a document used by organizations to officially notify the Internal Revenue Service (IRS) of important tax-related information or changes regarding a tax-exempt organization.
Form 211 is a document used by organizations to request tax exemption status for certain activities or entities. It includes necessary details that demonstrate compliance with IRS regulations.
Form 637 is a document used to apply for membership in certain government programs that require verification of eligibility. This form facilitates the assessment and approval process by gathering essential information from the applicant.
Form 673 is an official document used to provide specific information for legal, administrative, or financial purposes. It ensures that all relevant data is systematically organized for review and compliance.
Form 712 is a document typically used to report the value of a decedent's estate for tax purposes, primarily focusing on the valuation of life insurance benefits. This form is essential for ensuring compliance with estate tax regulations.