Tax Forms

Who’s Got Control of the Control Number on W2 Forms?
So this is like "quality control" but for my income taxes. Better than "Inspected by No. 12." Your W-2 form is a crucial document when…
Which 990 Form Should My Tax-Exempt Organization Use?
You might be exempt from taxes, but no one's exempt from paperwork! What is IRS Form 990 and why is it important? IRS Form 990…
What’s The Right Way To Use Tax Form 540, California Resident Income Tax Return
Look! It's the tax form all the movie stars use! What is the IRS 540 Tax Form? The IRS 540 tax form, also known as…
Foreign Accounts and Financial Assets with Form 8938: The Facts on Complying With FATCA
So all those Bond villains with Swiss bank accounts still pay taxes? With this form, yes. What is Form 8938? Form 8938 is a requirement…
How Can You File Taxes Without a W-2 Form? It’s Possible, and Here’s How to Do Your Taxes Without a W-2
So the ol' "Dog ate my W-2" excuse won't work? Filing your taxes can be a daunting task, especially when you do not have all…
Big Questions, Small Form: What’s Box-D on Form W-2? Where Is It, What’s It for, and Can It Be Left Blank?
Is there a name for hypochondria about your tax forms? I've wondered about Box D on W-2, but now, I don't! Box D on Form…
Tax Teamwork: Instructions for Partnerships Using Form 1065 on Their Federal Tax Returns
They say partnership is hard. Then comes along Form 1065. Before diving into the details of 1065 instructions, it’s important to understand the context behind…
I Got a 5071C Letter, Now What?
[video width="1280" height="720" mp4="https://www.irs.com/wp-content/uploads/2023/05/Understanding_Your_5071C_Letter1.mp4"][/video] When the IRS sends you a 5071C letter, that’s a request for you to verify your identity. You’re probably getting one…