This table lists dates on which ATX expects to post forms approved for paper filing. A similar table exists for e-file approval on the E-File Center.
| Form Name | Description | Current Status | Estimated Approval |
|---|---|---|---|
| 1040 | Individual Income Tax Return and Schs 1-3 | Not Available | Final Pending from Tax Agency |
| 1040 Clergy Wksts | Clergy Worksheets 1 - 3 | Not Available | 12/29/2026 |
| 1040 EdExp (1098-T) | Education Expenses Worksheet (1098-T Wkst) | Not Available | 12/29/2026 |
| 1040 EF Info | Electronic Filing Information | Not Available | 12/29/2026 |
| 1040 Planner | 1040 Tax Planner | Not Available | Not Released from Tax Agency |
| 1040-C | Departing Alien Income Tax Return | Not Available | 2/1/2027 |
| 1040-ES | Estimated Tax for Individuals | Not Available | Not Released from Tax Agency |
| 1040-ES (NR) | Estimated Tax for Nonresident Alien Individuals | Not Available | Not Released from Tax Agency |
| 1040-NR | Nonresident Alien Income Tax Return | Not Available | Final Pending from Tax Agency |
| 1040-SS | Self-Employment Tax (Samoa, etc.) | Not Available | Final Pending from Tax Agency |
| 1040-V | Payment Voucher | Not Available | Final Pending from Tax Agency |
| 1040-X | Amended U.S. Individual Income Tax Return | Not Available | 12/29/2026 |
| 1041 | Income Tax Return for Estates and Trusts | Not Available | Final Pending from Tax Agency |
| 1041 EF Info | Electronic Filing Information | Not Available | 1/21/2027 |
| 1041 Grantor | Grantor Trust Information | Not Available | Not Released from Tax Agency |
| 1041 Planner | 1041 Tax Planner | Not Available | Not Released from Tax Agency |
| 1041-A | Return of Trust Accumulation of Charitable Amounts | Not Available | 1/21/2027 |
| 1041-ES | Estimated Income Tax for Estates and Trusts | Not Available | Not Released from Tax Agency |
| 1041-T | Allocation of Estimated Tax to Beneficiaries | Not Available | Final Pending from Tax Agency |
| 1041-V | Payment Voucher | Not Available | Final Pending from Tax Agency |
| 1042 | Annual Withholding Tax/Foreign Persons | Not Available | Final Pending from Tax Agency |
| 1042-S | 1042-S Income Input Worksheet | Not Available | 2/4/2027 |
| 1042-S (2026) | U.S. Source Income Subject to Withholding | Not Available | 12/29/2026 |
| 1042-S (2027) | U.S. Source Income Subject to Withholding | Not Available | Final Pending from Tax Agency |
| 1042-T | Summary and Transmittal of Forms 1042-S | Not Available | Final Pending from Tax Agency |
| 1045 | Application for Tentative Refund | Draft | Final Pending from Tax Agency |
| 1065 | U.S. Return of Partnership Income and Schedules | Draft | Final Pending from Tax Agency |
| 1065 EF Info | Electronic Filing Information | Not Available | 12/29/2026 |
| 1065 Planner | 1065 Tax Planner | Not Available | Not Released from Tax Agency |
| 1066 | REMIC Income Tax Return | Not Available | Final Pending from Tax Agency |
| 1094-B | Transmittal of Health Coverage Info Returns | Not Available | Final Pending from Tax Agency |
| 1094-C | Transmittal of Employer-Provided Health Ins Offer | Not Available | 2/15/2027 |
| 1095-B | Health Coverage | Not Available | Final Pending from Tax Agency |
| 1095-C | Employer-Provided Health Insurance Offer/Coverage | Not Available | 2/15/2027 |
| 1096 | Annual Summary/Transmittal-U.S. Info Returns | Not Available | 12/29/2026 |
| 1098 | Mortgage Interest Statement | Not Available | 12/29/2026 |
| 1099B | 1099-B Proceeds: Broker, Barter Ex Trans | Not Available | 12/29/2026 |
| 1099DIV | 1099-DIV Dividends and Distributions | Not Available | 12/29/2026 |
| 1099DIV (Worksheet) | 1099-DIV Dividends and Distribution Worksheet | Not Available | 12/29/2026 |
| 1099G (Worksheet) | 1099-G Government Payments Worksheet | Not Available | 12/29/2026 |
| 1099INT | 1099-INT Interest Income | Not Available | 12/29/2026 |
| 1099INT (Worksheet) | 1099-INT Interest Worksheet for Input | Not Available | 12/29/2026 |
| 1099K (Worksheet) | 1099-K Worksheet | Not Available | 12/29/2026 |
| 1099MISC | 1099-MISC Miscellaneous Information | Not Available | 12/29/2026 |
| 1099MISC (Worksheet) | 1099-MISC Miscellaneous Information Worksheet | Not Available | 12/29/2026 |
| 1099NEC | 1099-NEC Nonemployee Compensation | Not Available | 12/29/2026 |
| 1099NEC (Worksheet) | 1099-NEC Nonemployee Compensation Worksheet | Not Available | 12/29/2026 |
| 1099PATR | 1099-PATR Taxable Distrib. Rec'd/Co-op | Not Available | 12/29/2026 |
| 1099Q (Worksheet) | 1099-Q Payments / Qualified Ed. Programs Worksheet | Not Available | 12/29/2026 |
| 1099R | 1099-R Distributions: Retirement/Ins Contracts Etc | Not Available | 12/29/2026 |
| 1099R (Worksheet) | 1099-R Retirement Plans Worksheet | Not Available | 12/29/2026 |
| 1099S | 1099-S Proceeds from Real Estate Trans. | Not Available | 12/29/2026 |
| 1099SA (Worksheet) | 1099-SA HSA, MSA Distributions Worksheet | Not Available | 12/29/2026 |
| 1116 | Foreign Tax Credit (Individual), Schedules B and C | Not Available | Final Pending from Tax Agency |
| 1118 | Foreign Tax Credit - Corporations | Not Available | 12/29/2026 |
| 1120 | Corporation Income Tax Return | Draft | Final Pending from Tax Agency |
| 1120 ES | Estimated Tax for Corporations | Not Available | Not Released from Tax Agency |
| 1120 Planner | 1120 Tax Planner | Not Available | Not Released from Tax Agency |
| 1120/1120S EF Info | Electronic Filing Information | Not Available | 12/29/2026 |
| 1120-C | Income Tax Return for Cooperative Associations | Not Available | Final Pending from Tax Agency |
| 1120-F | Income Tax Return of Foreign Corporation | Not Available | Final Pending from Tax Agency |
| 1120-H | Income Tax Return for Homeowners Associations | Draft | Final Pending from Tax Agency |
| 1120-L | Life Insurance Company Income Tax Return | Not Available | Final Pending from Tax Agency |
| 1120-PC | Property and Casualty Insurance Company Tax Return | Not Available | Final Pending from Tax Agency |
| 1120-POL | Income Tax Return for Political Organizations | Not Available | Final Pending from Tax Agency |
| 1120-REIT | Income Return for Real Estate Investment Trusts | Not Available | Final Pending from Tax Agency |
| 1120-RIC | Income Tax Return Regulated Investment Companies | Not Available | Final Pending from Tax Agency |
| 1120S | S Corporation Income Tax Return | Draft | Final Pending from Tax Agency |
| 1120S Planner | 1120S Tax Planner | Not Available | Not Released from Tax Agency |
| 2106 | Employee Business Expenses | Not Available | Final Pending from Tax Agency |
| 2210 | Underpayment of Estimated Tax | Not Available | Final Pending from Tax Agency |
| 2210-F | Underpayment of Estimated Tax by Farmers | Draft | Final Pending from Tax Agency |
| 2220 | Underpayment of Estimated Tax by Corporations | Draft | Final Pending from Tax Agency |
| 2350 | Extension of Time to File U.S. Income Tax Return | Not Available | Final Pending from Tax Agency |
| 2441 | Child and Dependent Care Expenses | Not Available | Final Pending from Tax Agency |
| 2553 | Election by a Small Business Corporation | Not Available | 12/29/2026 |
| 2555 | Foreign Earned Income | Not Available | Final Pending from Tax Agency |
| 3468 | Investment Credit | Draft | Final Pending from Tax Agency |
| 3520-A | Annual Return of Foreign Trust With a U.S. Owner | Not Available | 11/11/2026 |
| 3800 | General Business Credit | Not Available | Final Pending from Tax Agency |
| 3903 | Moving Expenses | Draft | Final Pending from Tax Agency |
| 4136 | Credit for Federal Tax Paid on Fuels | Draft | Final Pending from Tax Agency |
| 4137 | Social Security and Medicare Tax on Unreported Tip | Draft | Final Pending from Tax Agency |
| 433-B | Collection Information Statement for Business | Approved | Approved |
| 4562, 4562-B | Depreciation and Amortization | Not Available | Final Pending from Tax Agency |
| 461 | Limitation on Business Losses | Draft | Final Pending from Tax Agency |
| 4626 | Alternative Minimum Tax - Corporations | Not Available | Final Pending from Tax Agency |
| 4684 | Casualties and Thefts | Not Available | Final Pending from Tax Agency |
| 4797 | Sales of Business Property | Not Available | Final Pending from Tax Agency |
| 4835 | Farm Rental Income and Expenses | Not Available | Final Pending from Tax Agency |
| 4868 | Automatic Extension of Time To File Individual Tax | Not Available | Final Pending from Tax Agency |
| 4952 | Investment Interest Expense Deduction | Not Available | 12/29/2026 |
| 4970 | Tax on Accumulation Distribution of Trusts | Not Available | Final Pending from Tax Agency |
| 4972 | Tax on Lump-Sum Distributions | Draft | Final Pending from Tax Agency |
| 5074 | Allocation of Individual Tax to Guam or CNMI | Not Available | Final Pending from Tax Agency |
| 5227 | Split-Interest Trust Information Return | Not Available | Final Pending from Tax Agency |
| 5329 | Additional Taxes on Qualified Plans | Not Available | Final Pending from Tax Agency |
| 5471 | Info Return with Respect to Foreign Corporations | Not Available | 1/28/2027 |
| 5500 | Annual Return/Report of Employee Benefit Plan | Not Available | Final Pending from Tax Agency |
| 5500 EF Info | Electronic Filing Information | Not Available | 2/18/2027 |
| 5500 EF Info Amended | Amended Electronic Filing Information | Not Available | 2/18/2027 |
| 5500EZ | One-Participant (Owners) Retirement/Foreign Plan | Not Available | Final Pending from Tax Agency |
| 5500-SF | Short Form Annual Return of Employee Benefit | Not Available | Final Pending from Tax Agency |
| 56 | Notice Concerning Fiduciary Relationship | Not Available | 1/21/2027 |
| 5695 | Carryforward of Residential Energy Credit | Not Available | Final Pending from Tax Agency |
| 6198 | At-Risk Limitations | Not Available | 12/29/2026 |
| 6251 | Alternative Minimum Tax - Individuals | Not Available | Final Pending from Tax Agency |
| 6252 | Installment Sale Income | Not Available | 12/29/2026 |
| 6781 | Gains and Losses From Section 1256 | Not Available | Final Pending from Tax Agency |
| 7004 | Extension to File Business, Information, and Other | Not Available | 12/29/2026 |
| 706 | Estate (Generation Skipping Transfer) Tax Return | Not Available | 2/15/2027 |
| 709 | Gift (and Generation-Skipping Transfer) Tax Return | Not Available | Final Pending from Tax Agency |
| 7203, Basis Wkst | Basis Limitation | Not Available | 12/29/2026 |
| 7206 | Self-Employed Health Insurance Deduction | Not Available | Final Pending from Tax Agency |
| 8027 | Employer's Annual Return of Tip Income | Not Available | 1/7/2027 |
| 8283 | Noncash Charitable Contributions | Not Available | 12/29/2026 |
| 8379 | Injured Spouse Allocation | Not Available | 12/29/2026 |
| 8396 | Mortgage Interest Credit | Draft | Final Pending from Tax Agency |
| 8404 | Interest on DISC Deferred Tax Liability | Not Available | Final Pending from Tax Agency |
| 8453 | Individual Tax Transmittal for IRS E-File Return | Draft | 12/29/2026 |
| 8453-EMP | E-file Declaration for Employment Tax Returns | Not Available | 2/15/2027 |
| 8453-FE | Estate or Trust Declaration for e-file Return | Draft | Final Pending from Tax Agency |
| 8453-TE | Tax Exempt Entity Declaration/Sign Efile | Not Available | Final Pending from Tax Agency |
| 8508 | Waiver to File Information Returns Electronically | Not Available | 11/28/2026 |
| 8582 | Passive Activity Loss Limitations | Not Available | Final Pending from Tax Agency |
| 8582-CR | Passive Activity Credit Limitations | Not Available | 12/29/2026 |
| 8594 | Asset Acquisition Statement | Not Available | 12/29/2026 |
| 8606 | Nondeductible IRAs | Not Available | Final Pending from Tax Agency |
| 8610 | Annual Low-Income Housing Credit Agencies Report | Not Available | Final Pending from Tax Agency |
| 8613 | Return of Excise Tax - Undistributed Income | Not Available | 11/11/2026 |
| 8615 | Tax for Certain Children Who Have Unearned Income | Not Available | Final Pending from Tax Agency |
| 8621 | Shareholder of a Passive Foreign Investment Return | Not Available | 12/29/2026 |
| 8655 | Reporting Agent Authorization | Not Available | 12/29/2026 |
| 8689 | Allocation of Individual Tax to the Virgin Islands | Not Available | Final Pending from Tax Agency |
| 8752 | Required Payment or Refund Under Section 7519 | Not Available | 2/15/2027 |
| 8801 | Credit for Prior Year Minimum Tax | Not Available | Final Pending from Tax Agency |
| 8802 | Application for US Residency Certification | Not Available | 11/28/2026 |
| 8804-W | Installment Payments of Section 1446 Tax | Not Available | Final Pending from Tax Agency |
| 8809 | Extension of Time to File Information Returns | Not Available | 1/21/2027 |
| 8810 | Corporate Passive Activity Loss/Credit Limitations | Not Available | Final Pending from Tax Agency |
| 8814 | Election to Report Child's Interest and Dividends | Draft | Final Pending from Tax Agency |
| 8815 | Exclusion of Interest Series EE and I Savings Bond | Not Available | Final Pending from Tax Agency |
| 8824 | Like-Kind Exchanges | Not Available | Final Pending from Tax Agency |
| 8825 | Rental Real Estate Income and Expenses and Sch A | Not Available | 12/29/2026 |
| 8829 | Expenses for Business Use of Your Home | Not Available | Final Pending from Tax Agency |
| 8835 | Renewable Electricity Production Credit | Not Available | Final Pending from Tax Agency |
| 8839 | Qualified Adoption Expenses | Draft | Final Pending from Tax Agency |
| 8840 | Closer Connection Exception Statement for Aliens | Draft | Final Pending from Tax Agency |
| 8843 | Stmt for Exempt Individuals with Medical Condition | Not Available | Final Pending from Tax Agency |
| 8846 | Credit for Employer Taxes Paid on Employee Tips | Draft | Final Pending from Tax Agency |
| 8849 | Claim Refund Excise Taxes - Sch 1,2,3,5,6,8 | Not Available | 11/11/2026 |
| 8853 | Archer MSAs and Long-Term Care Insurance Contracts | Draft | Final Pending from Tax Agency |
| 8854 | Initial and Annual Expatriation Statement | Draft | Final Pending from Tax Agency |
| 8859 | Carryforward of DC First-Time Homebuyer Credit | Not Available | Final Pending from Tax Agency |
| 8863 | Education Credits | Not Available | Final Pending from Tax Agency |
| 8865 | U.S. Foreign Partnership Return (stand alone) | Not Available | Final Pending from Tax Agency |
| 8867 | Paid Preparer's Due Diligence Checklist | Not Available | 12/29/2026 |
| 8868 | Extension of Time to File an Exempt Organization | Not Available | 1/21/2027 |
| 8878 | E-File Signature Authorization for 4868 or 2350 | Draft | Final Pending from Tax Agency |
| 8879-F | E-File Signature Authorization for 1041 | Draft | 1/21/2027 |
| 8879-TE | E-File Signature Authorization Tax Exempt Entity | Not Available | Final Pending from Tax Agency |
| 8880 | Credit Qualified Retirement Savings Contributions | Not Available | Final Pending from Tax Agency |
| 8882 | Employer-Provided Childcare Credit | Pending Approval | Final Pending from Tax Agency |
| 8888 | Allocation of Refund | Not Available | 12/29/2026 |
| 8889 | Health Savings Accounts (HSAs) | Not Available | Final Pending from Tax Agency |
| 8906 | Distilled Spirits Credit | Not Available | Final Pending from Tax Agency |
| 8910 | Alternative Motor Vehicle Credit | Not Available | 12/29/2026 |
| 8915-F | Qualified Disaster Retirement Dist/Repayments | Not Available | Final Pending from Tax Agency |
| 8919 | Uncollected SS and Medicare Tax on Wages | Draft | Final Pending from Tax Agency |
| 8933 | Carbon Oxide Sequestration Credit | Not Available | Final Pending from Tax Agency |
| 8936 | Clean Vehicle Credits | Draft | Final Pending from Tax Agency |
| 8941 | Credit for Small Employer Health Insurance Premium | Draft | Final Pending from Tax Agency |
| 8949 | Sales and Other Dispositions of Capital Assets | Not Available | Final Pending from Tax Agency |
| 8955-SSA | Annual Registration Stmt Separated Participants | Not Available | Final Pending from Tax Agency |
| 8959 | Additional Medicare Tax | Draft | Final Pending from Tax Agency |
| 8960 | Net Investment Income Tax | Not Available | Final Pending from Tax Agency |
| 8962 | Premium Tax Credit (1095-A) | Not Available | Final Pending from Tax Agency |
| 8966 | FATCA Report | Not Available | Final Pending from Tax Agency |
| 8990 | Limitation on Business Interest Expense 163(j) | Not Available | 12/29/2026 |
| 8995, 8995A | Qualified Business Income Deduction (Sec 199A) | Not Available | Final Pending from Tax Agency |
| 8997 | Initial/Annual Statement QOF Investments | Draft | Final Pending from Tax Agency |
| 940 | Employer's Annual Federal Unemployment Tax Return | Not Available | Final Pending from Tax Agency |
| 940/941 EF Info | Electronic Filing Information | Not Available | 12/29/2026 |
| 940/941 EF PIN Reg | 940/941 E-Filing PIN Registration | Not Available | 2/15/2027 |
| 940-V | Payment Voucher Employer's Annual FUTA | Not Available | Final Pending from Tax Agency |
| 941 (03/26) | Employer's Quarterly Federal Tax Return | Not Available | 12/29/2026 |
| 941 (03/27) | Employer's Quarterly Federal Tax Return | Not Available | Final Pending from Tax Agency |
| 941-V (03/27) | Employer's Quarterly Federal Payment Voucher | Not Available | Final Pending from Tax Agency |
| 941-X | Adjusted Employer's Quarterly Federal Tax Return | Not Available | 12/29/2026 |
| 943, 943-V | Employer's Annual Return for Agricultural Employee | Not Available | Final Pending from Tax Agency |
| 943-A | Agricultural Employer's Record of Federal Tax | Not Available | 12/29/2026 |
| 944 | Employer's Annual Federal Tax Return | Not Available | Final Pending from Tax Agency |
| 944-V | Employer's Annual Tax Return Payment Voucher | Not Available | Final Pending from Tax Agency |
| 945 | Annual Return of Withheld Federal Income Tax | Not Available | Final Pending from Tax Agency |
| 945-A | Annual Record of Federal Tax Liability | Not Available | 12/29/2026 |
| 945-V | Payment Voucher for Annual Return of Federal W/H | Not Available | Final Pending from Tax Agency |
| 9465 | Installment Agreement Request | Not Available | 12/29/2026 |
| 990 | Return of Organization Exempt from Income Tax | Not Available | Final Pending from Tax Agency |
| 990 ES | Estimated Tax on Unrelated Business Taxable Income | Not Available | Not Released from Tax Agency |
| 990/1120POL EF Info | Electronic Filing Information | Not Available | 1/21/2027 |
| 990-EZ | Return of Organization Exempt from Tax - Short | Not Available | Final Pending from Tax Agency |
| 990-N | Electronic Notice for Tax-Exempt Organizations | Not Available | Not Released from Tax Agency |
| 990-PF | Return of Private Foundation | Not Available | Final Pending from Tax Agency |
| 990-T | Exempt Organization Business Income Tax | Not Available | Final Pending from Tax Agency |
| Apportionment | Apportionment Schedule | Not Available | 12/29/2026 |
| Audit Assistance | Audit Assistance Membership Agreement | Not Available | Not Released from Tax Agency |
| Authentication Info | Taxpayer/Authorized Signer Authentication Info | Not Available | Not Released from Tax Agency |
| Bank Account Info | Bank Account Information | Not Available | 12/29/2026 |
| Bank EPS FasterMoney | Bank EPS FasterMoney Prepaid Card | Not Available | Not Released from Tax Agency |
| Bank EPS Fee Ack | Bank EPS Tax Prep Fee Ack | Not Available | Not Released from Tax Agency |
| Bank EPS RT | EPS Bank RT Taxpayer Application/Agreement | Not Available | Not Released from Tax Agency |
| Bank FCPS StateDis | Bank FeeCollectPS State Dis | Not Available | Not Released from Tax Agency |
| Bank SBTPG RT App | SBTPG RT Application | Not Available | Not Released from Tax Agency |
| Billing Invoice | Tax Return Preparation Fee | Approved | Approved |
| Checklist | Checklist (Individual) | Not Available | 2/1/2027 |
| Client Instructions | Federal and State Client Instruction Sheet | Not Available | 12/29/2026 |
| Comparison (1040/NR) | 1040 and 1040NR Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| Comparison (1041) | 1041 Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| Comparison (1065) | 1065 Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| Comparison (1120) | 1120 Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| Comparison (1120S) | 1120S Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| Comparison (990) | 990 Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| CT-1, CT-1(V) | Employer's Annual Railroad Retirement Return | Not Available | Final Pending from Tax Agency |
| Elections/Statements | Elections and Statements | Not Available | 12/29/2026 |
| FECWKST (1040) | Foreign Employer Compensation/Pension Wkst | Not Available | 12/29/2026 |
| Fee Collect PS | Fee Collect PS Application | Not Available | Not Released from Tax Agency |
| GDTPG State Dis | SBTPG State Disclosures | Not Available | Not Released from Tax Agency |
| General Consent | Consent for Use and Disclosure of Personal Info | Not Available | Not Released from Tax Agency |
| Home Office Exp Wkst | Home Office Business Expense Worksheet | Not Available | 12/29/2026 |
| I-9 | Employment Eligibility Verification | Not Available | 2/15/2027 |
| Info Sheet | Information Sheet | Not Available | 12/29/2026 |
| IRA/Roth Worksheets | IRA/Roth Worksheets | Not Available | Not Released from Tax Agency |
| K1 Input (1041) | Federal K-1 (1041) Input Worksheet | Not Available | Final Pending from Tax Agency |
| K1 Input (1065) | Federal K-1 (1065) Input Worksheet | Not Available | Final Pending from Tax Agency |
| K1 Input (1120S) | Federal K-1 (1120S) Input Worksheet | Not Available | Final Pending from Tax Agency |
| Lump-Sum Wkst (1040) | Social Security Lump-Sum Election Worksheet | Not Available | 2/1/2027 |
| Main Info | Main Information Worksheet | Approved | Approved |
| MFJ versus MFS | Joint versus Separate Comparison | Not Available | Not Released from Tax Agency |
| NOL Worksheet, 172 | Net Operating Loss Worksheet | Not Available | 1/14/2027 |
| Organizer | 1040 Organizer | Not Available | Not Released from Tax Agency |
| Organizer (Comp) | 1040 Comprehensive Organizer | Not Available | Not Released from Tax Agency |
| Other Rental/Royalty | Other Rent/Royalty Worksheet | Not Available | 12/29/2026 |
| PayLater | PayLater Application | Not Available | Not Released from Tax Agency |
| ProtectionPlus-Firm | ProtectionPlus Agreement for Firm-Level Customers | Not Available | Not Released from Tax Agency |
| Sch 8812 (1040) | Credits for Qualifying Children | Not Available | Final Pending from Tax Agency |
| Sch A (1040) | Schedule A - Itemized Deductions | Not Available | Final Pending from Tax Agency |
| Sch A (1062) | Sec. 1062 Gain From Exchange of Property to Farmer | Not Available | 2/11/2027 |
| Sch A (5500) | Schedule A - Insurance Information | Not Available | Final Pending from Tax Agency |
| Sch A (8804) | Penalty for Underpayment of Estimated Sec 1446 Tax | Not Available | Final Pending from Tax Agency |
| Sch A (8936) | Schedule A - Clean Vehicle Credit Amount | Draft | Final Pending from Tax Agency |
| Sch A (940) | Multi-State Employer and Credit Reduction Info | Not Available | Final Pending from Tax Agency |
| Sch A (990) | Public Charity Status and Public Support | Not Available | Final Pending from Tax Agency |
| Sch A (990-T) | Unrelated Business Taxable Income | Not Available | Final Pending from Tax Agency |
| Sch B (1040) | Schedule B - Interest and Ordinary Dividends | Not Available | Final Pending from Tax Agency |
| Sch B (941) | Report of Tax Liability for Semiweekly Depositors | Not Available | 12/29/2026 |
| Sch B-1 (1065) | Info - Partners Owning >50% of the Partnership | Not Available | 12/29/2026 |
| Sch B-1 (1120S) | Info on Certain Shareholders of an S Corporation | Not Available | 12/29/2026 |
| Sch C (1040) | Profit or Loss from Business (Sole Proprietorship) | Not Available | Final Pending from Tax Agency |
| Sch C (1065) | Additional Information for Schedule M-3 Filers | Not Available | 12/29/2026 |
| Sch C (5500) | Schedule C - Service Provider Information | Not Available | Final Pending from Tax Agency |
| Sch C (990) | Political Campaign and Lobbying Activities | Not Available | Final Pending from Tax Agency |
| Sch D (1040) | Schedule D - Capital Gains and Losses | Not Available | Final Pending from Tax Agency |
| Sch D (1041) | Schedule D - Capital Gains and Losses | Not Available | Final Pending from Tax Agency |
| Sch D (1065) | Capital Gains and Losses | Not Available | Final Pending from Tax Agency |
| Sch D (1120) | Capital Gains and Losses | Not Available | Final Pending from Tax Agency |
| Sch D (1120S) | Capital Gains and Losses and Built-In Gains | Not Available | Final Pending from Tax Agency |
| Sch D (5500) | DFE / Participating Plan Information | Not Available | Final Pending from Tax Agency |
| Sch DCG (5500) | Schedule DCG - Individual Plan Information | Not Available | Final Pending from Tax Agency |
| Sch E (1040) Page 1 | Supplemental Income and Loss Page 1 | Not Available | Final Pending from Tax Agency |
| Sch E (1040) Page 2 | Supplemental Income and Loss Page 2 | Not Available | Final Pending from Tax Agency |
| Sch EIC (1040) | Earned Income Credit - Child Information | Not Available | Final Pending from Tax Agency |
| Sch F (1040) | Schedule F - Profit or Loss from Farming | Not Available | Final Pending from Tax Agency |
| Sch G (5500) | Financial Transaction Schedules | Not Available | Final Pending from Tax Agency |
| Sch H (1040) | Household Employment Taxes | Not Available | Final Pending from Tax Agency |
| Sch H (1120-F) | Deductions Allocated to Connected Income | Not Available | Final Pending from Tax Agency |
| Sch H (5500) | Schedule H - Financial Information | Not Available | Final Pending from Tax Agency |
| Sch H (990) | Schedule H - Hospitals | Not Available | Not Released from Tax Agency |
| Sch I (1041) | Alternative Minimum Tax - Estates and Trusts | Not Available | Final Pending from Tax Agency |
| Sch I (1120-F) | Interest Expense Allocation Under Section 1.882-5 | Not Available | Final Pending from Tax Agency |
| Sch I (5500) | Schedule I - Financial Information--Small Plan | Not Available | Final Pending from Tax Agency |
| Sch J (1040) | Income Averaging for Farmers and Fishermen | Not Available | Final Pending from Tax Agency |
| Sch J (1041) | Accumulation Distribution - Certain Complex Trust | Not Available | Final Pending from Tax Agency |
| Sch J (706) | Funeral Expenses | Not Available | 2/15/2027 |
| Sch K1 (1041) | K-1 (1041) Beneficiary's Share of Income | Not Available | Final Pending from Tax Agency |
| Sch K1 (1065) | K-1 Partner's Share of Income, Deductions | Draft | Final Pending from Tax Agency |
| Sch K1 (1120S) | K-1 Shareholder's Share of Income, Deductions, Cr. | Draft | Final Pending from Tax Agency |
| Sch K1 (8865) | K-1 Partner's Share of Income, Deductions, Credits | Not Available | Final Pending from Tax Agency |
| Sch K2 (1065) | Partners' Distributive Share Items - International | Not Available | Final Pending from Tax Agency |
| Sch K2 (1120S) | Shareholders' Pro Rata Share Items - International | Not Available | Final Pending from Tax Agency |
| Sch K3 (1065) | Partner's Share Income, Deductions, Credits - Int | Not Available | Final Pending from Tax Agency |
| Sch K3 (1120S) | Shareholder Share Income, Deductions,Credits - Int | Not Available | Final Pending from Tax Agency |
| Sch M (990) | Noncash Contributions | Not Available | Not Released from Tax Agency |
| Sch M-3 (1065) | Net Income (Loss) Reconciliation for Partnerships | Not Available | 12/29/2026 |
| Sch M-3 (1120-F) | Net Income (Loss) Recon for Foreign Corporations | Not Available | Final Pending from Tax Agency |
| Sch M-3 (1120-S) | Net Income (Loss) Reconciliation for S Corps | Not Available | 12/29/2026 |
| Sch MB (5500) | Multiemployer Defined Benefit Plan | Not Available | Final Pending from Tax Agency |
| Sch MEP (5500) | Schedule MEP - Multiple-Employer Retirement Plan | Not Available | Final Pending from Tax Agency |
| Sch N (1120) | Foreign Operations of U.S. Corporations | Draft | Final Pending from Tax Agency |
| Sch N (990) | Liquidation, Term, Dissolution of Assets | Not Available | Final Pending from Tax Agency |
| Sch O (1120) | Consent and Apportionment for a Controlled Group | Not Available | 12/29/2026 |
| Sch P (1040-NR) | Foreign Interests in Partnerships Transferred | Not Available | Not Released from Tax Agency |
| Sch P (1120-F) | List of Foreign Partner Interests in Partnerships | Not Available | Final Pending from Tax Agency |
| Sch R (1040) | Schedule R - Credit for the Elderly or Disabled | Not Available | Final Pending from Tax Agency |
| Sch R (5500) | Schedule R - Retirement Plan Information | Not Available | Final Pending from Tax Agency |
| Sch R (940) | Allocation Schedule for Aggregate 940 Filers | Not Available | 12/29/2026 |
| Sch R (941) 03/24 | Allocation Schedule for Aggregate 941 Filers | Not Available | 12/29/2026 |
| Sch SB (5500) | Single-Employer Defined Benefit Plan Actuarial | Not Available | Final Pending from Tax Agency |
| Sch SE (1040) | Schedule SE - Self-Employment Tax | Not Available | Final Pending from Tax Agency |
| Sch W (706) | Continuation Schedule for Form 706 Schedules | Not Available | 2/11/2027 |
| Tax Summary 1040 | 1040 Tax Summary / Carryover Worksheet | Not Available | 12/29/2026 |
| Tax Summary 1041 | 1041 Tax Summary / Carryover Worksheet | Not Available | 1/21/2027 |
| Tax Summary 1065 | 1065 Tax Summary | Not Available | 12/29/2026 |
| Tax Summary 1120S | 1120S Tax Summary | Not Available | 12/29/2026 |
| US Averages | Comparison with US Averages | Not Available | 12/29/2026 |
| W-12 | W-12 IRS Paid Preparer Tax ID Number Application | Pending Approval | 2/1/2027 |
| W2 | W-2 Wage and Tax Statement | Not Available | 12/29/2026 |
| W2 (1040) | W-2 Wage Worksheet for 1040 | Not Available | 12/29/2026 |
| W2C | W-2C Corrected Wage and Tax Statement | Pending Approval | 2/15/2027 |
| W2G (1040) | W-2G Gambling Winnings Worksheet | Not Available | 12/29/2026 |
| W3/W3C | W-3 Transmittal of Wage, W-3C Corrected | Not Available | 1/7/2027 |
| W4 | W-4 Employee's Withholding Certificate | Not Available | Final Pending from Tax Agency |
| W4P | W/H Certificate for Periodic Pension or Annuity | Not Available | Final Pending from Tax Agency |
| W4R | W/H Certificate Nonperiodic Payments/Rollover Dist | Not Available | Final Pending from Tax Agency |
| W4S | W-4S Request for Federal Income Tax from Sick Pay | Not Available | Final Pending from Tax Agency |
| W7 | W-7 Application for IRS Individual ID Number | Not Available | 12/29/2026 |
| W9 | W-9 Request for Taxpayer ID Number/Certification | Not Available | 12/29/2026 |