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20 forms found

IRS·Tax

Form W-9

Request for Taxpayer Identification Number and Certification

Form W-9 is used by businesses to collect the taxpayer identification number (TIN) of freelancers, independent contractors, and vendors they pay. The information on this form is used to prepare Form 1099 at the end of the tax year. It is one of the most commonly filled forms in the United States.

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USCIS·Employment

Form I-9

Employment Eligibility Verification

Form I-9 is required by federal law for every person hired in the United States. Employers use this form to verify the identity and employment authorization of individuals. Both the employee and employer must complete their respective sections, and the employer must examine acceptable documents.

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SSA·Social Security

Form SS-5

Application for a Social Security Card

Form SS-5 is used to apply for a new Social Security card, replace a lost or stolen card, or request a name change on your existing card. The Social Security number assigned is essential for employment, tax filing, and accessing government benefits in the United States.

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IRS·Tax

Form 2848

Power of Attorney and Declaration of Representative

Form 2848 authorizes an individual (such as a CPA, attorney, or enrolled agent) to represent a taxpayer before the IRS. This power of attorney allows the representative to receive confidential tax information, sign agreements, and advocate on the taxpayer's behalf during audits, appeals, and collections.

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U.S. Department of State·Government

Form DS-82

U.S. Passport Renewal Application

Form DS-82 is used to renew a U.S. passport by mail. Eligible applicants can use this form if their most recent passport is undamaged, was issued when they were 16 or older, was issued within the last 15 years, and is in their current name (or they can document the name change).

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Texas DMV·Government

Form 130-U

Application for Texas Title and/or Registration

Form 130-U is the Texas Department of Motor Vehicles form used to apply for a vehicle title and/or registration. It is required when buying, selling, or transferring a motor vehicle, trailer, or off-highway vehicle in Texas. County tax offices use this form to process title transfers and registration.

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IRS·Tax

Form 5329

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Form 5329 is used to report and pay additional taxes on early distributions from retirement accounts, excess contributions to IRAs and other tax-favored accounts, and failures to take required minimum distributions (RMDs). It is also used to claim an exception to the 10% early distribution penalty.

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U.S. Department of State·Government

Form DS-3053

Statement of Consent: Issuance of a Passport to a Minor Under Age 16

Form DS-3053 is a statement of consent required when one parent or guardian cannot appear in person when applying for a U.S. passport for a child under 16. The absent parent uses this form to provide notarized written consent authorizing the passport issuance.

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IRS·Tax

Form 8949

Sales and Other Dispositions of Capital Assets

Form 8949 is used to report the sale or exchange of capital assets such as stocks, bonds, mutual funds, real estate, and cryptocurrency. The totals from Form 8949 flow into Schedule D of Form 1040 to determine your net capital gain or loss for the tax year.

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IRS·Tax

Form 8879

IRS e-file Signature Authorization

Form 8879 authorizes a tax preparer to electronically file your federal income tax return using a personal identification number (PIN) as your electronic signature. This form is not sent to the IRS — it is kept on file between you and your tax preparer as proof you authorized the e-filing.

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IRS·Tax

Form 5695

Residential Energy Credits

Form 5695 is used to claim tax credits for qualifying energy-efficient improvements made to your home. This includes the Energy Efficient Home Improvement Credit (for insulation, windows, doors, heat pumps) and the Residential Clean Energy Credit (for solar panels, wind turbines, geothermal systems, and battery storage).

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IRS·Tax

Form 4506-C

IVES Request for Transcript of Tax Return

Form 4506-C is used by authorized IVES (Income Verification Express Service) participants to request tax return transcripts directly from the IRS on behalf of taxpayers. This is commonly used for mortgage applications, student loan verification, and other situations where a third party needs to verify income.

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IRS·Tax

Form 4852

Substitute for Form W-2, Wage and Tax Statement

Form 4852 serves as a substitute for Form W-2 or Form 1099-R when you cannot obtain the original from your employer or payer. You can use this form to file your tax return if the original wage statement was not received, is lost, or is incorrect and the employer will not issue a corrected version.

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U.S. Department of Labor·Employment

Form WH-380-E

Certification of Health Care Provider for Employee's Serious Health Condition (FMLA)

Form WH-380-E is the medical certification form used under the Family and Medical Leave Act (FMLA) when an employee requests leave for their own serious health condition. The employee's healthcare provider completes this form to certify the medical necessity of the leave, including the expected duration and whether intermittent leave is needed.

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U.S. Office of Personnel Management (OPM)·Government

Form SF-15

Application for 10-Point Veteran Preference

Form SF-15 is used by veterans, disabled veterans, and certain family members of veterans to claim 10-point preference in federal hiring. This preference adds 10 points to a passing examination score for competitive federal civil service positions, giving qualifying individuals an advantage in the hiring process.

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IRS·Tax

Form 3911

Taxpayer Statement Regarding Refund

Form 3911 is used to trace a federal tax refund that was expected but not received. If your refund was lost, stolen, or deposited to the wrong account, this form initiates a trace with the IRS to locate the payment and potentially reissue it.

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ACORD (Association for Cooperative Operations Research and Development)·Insurance

ACORD 25

Certificate of Liability Insurance

ACORD 25 is the standard certificate of liability insurance used across the United States to provide evidence of insurance coverage. It summarizes the types and amounts of insurance a business carries. This form is issued by insurance agents or brokers to third parties (such as clients, landlords, or general contractors) who require proof of coverage.

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IRS·Tax

Form 3949-A

Information Referral

Form 3949-A is used to report suspected tax fraud or tax law violations to the IRS. This form allows individuals to provide information about a person or business they believe is not complying with federal tax laws, including underreporting income, filing false returns, or operating an illegal business.

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Centers for Medicare & Medicaid Services (CMS)·Healthcare

Form CMS-L564

Request for Employment Information

Form CMS-L564 is used to prove that you or your spouse had group health plan coverage based on current employment when you apply for Medicare Part B during a Special Enrollment Period (SEP). This form is essential to avoid the late enrollment penalty that applies when you sign up for Medicare Part B outside the general enrollment period.

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IRS·Employment

Form W-4

Employee's Withholding Certificate

Form W-4 tells your employer how much federal income tax to withhold from your paycheck. Accurate completion ensures you don't owe a large tax bill or give the government an interest-free loan through excessive withholding. The 2020 redesign eliminated allowances and replaced them with a more straightforward system based on dependents, other income, and deductions.

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