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Losing a family member often leaves survivors with many financial and tax responsibilities. If the deceased taxpayer was owed a federal income tax refund, the IRS has specific rules for…

Paying for college, vocational training, or other higher education can be expensive. IRS Form 8863 helps eligible taxpayers claim two federal education tax credits: the American Opportunity Tax Credit (AOTC)…

IRS Form 5329 is used to report certain additional taxes involving IRAs, retirement plans, and other tax-favored accounts. It is especially important if you took an early retirement distribution, contributed…

IRS Form 2210 helps taxpayers determine whether they owe a penalty for not paying enough federal income tax during the year through withholding and estimated tax payments. It is especially…

IRS Form 1041, officially called the U.S. Income Tax Return for Estates and Trusts, is used by a fiduciary to report income, deductions, gains, losses, distributions, and tax liability for…

IRS Form 8885, Health Coverage Tax Credit (HCTC), was used to claim the federal Health Coverage Tax Credit for eligible individuals in 2021. The HCTC expired at the end of…

IRS Form 4506-T, Request for Transcript of Tax Return, is used to request tax transcripts and certain tax information from the IRS. It is commonly used when a lender, school,…

IRS Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, gives most individual taxpayers an automatic six-month extension to file their federal income tax…