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 |
|---|---|---|---|
| Comparison (1040/NR) | 1040 and 1040NR Prior Year Comparison | Draft | Final Pending from Tax Agency |
| Organizer (Comp) | 1040 Comprehensive Organizer | Not Available | Not Released from Tax Agency |
| Organizer | 1040 Organizer | Not Available | Not Released from Tax Agency |
| 1040 Planner | 1040 Tax Planner | Not Available | 2/12/2026 |
| Comparison (1041) | 1041 Prior Year Comparison | Not Available | Final Pending from Tax Agency |
| 1041 Planner | 1041 Tax Planner | Not Available | 2/12/2026 |
| Tax Summary 1041 | 1041 Tax Summary / Carryover Worksheet | Not Available | 1/22/2026 |
| 1042-S | 1042-S Income Input Worksheet | Not Available | 2/5/2026 |
| Comparison (1065) | 1065 Prior Year Comparison | Draft | Final Pending from Tax Agency |
| 1065 Planner | 1065 Tax Planner | Not Available | 2/12/2026 |
| Comparison (1120) | 1120 Prior Year Comparison | Draft | Final Pending from Tax Agency |
| 1120 Planner | 1120 Tax Planner | Not Available | 2/12/2026 |
| Comparison (1120S) | 1120S Prior Year Comparison | Draft | Final Pending from Tax Agency |
| 1120S Planner | 1120S Tax Planner | Not Available | 2/12/2026 |
| Comparison (990) | 990 Prior Year Comparison | Not Available | 1/29/2026 |
| 706A | Additional Estate Tax Return | Not Available | 2/15/2026 |
| 8959 | Additional Medicare Tax | Approved | Approved |
| 1041-T | Allocation of Estimated Tax to Beneficiaries | Not Available | 2/15/2026 |
| Sch A (8911) | Alternative Fuel Vehicle Refueling Property | Not Available | Final Pending from Tax Agency |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | Not Available | 1/22/2026 |
| 4626 | Alternative Minimum Tax - Corporations | Draft | Final Pending from Tax Agency |
| Sch I (1041) | Alternative Minimum Tax - Estates and Trusts | Draft | Final Pending from Tax Agency |
| 6251 | Alternative Minimum Tax - Individuals | Draft | Final Pending from Tax Agency |
| 5500 EF Info Amended | Amended Electronic Filing Information | Not Available | 2/19/2026 |
| 720-X | Amended Quarterly Federal Excise Tax Return | Pending Approval | 2/15/2026 |
| 1040-X | Amended U.S. Individual Income Tax Return | Not Available | Final Pending from Tax Agency |
| 8610 | Annual Low-Income Housing Credit Agencies Report | Draft | Final Pending from Tax Agency |
| 8955-SSA | Annual Registration Stmt Separated Participants | Not Available | Final Pending from Tax Agency |
| 5500 | Annual Return/Report of Employee Benefit Plan | Not Available | 2/15/2026 |
| Sch I (706) | Annuities | Not Available | 2/15/2026 |
| 1045 | Application for Tentative Refund | Not Available | 2/1/2026 |
| 8288-B | Application for Withholding by Foreign Persons | Pending Approval | 1/23/2026 |
| 8853 | Archer MSAs and Long-Term Care Insurance Contracts | Draft | 1/12/2026 |
| Audit Assistance | Audit Assistance Membership Agreement | Not Available | 1/22/2026 |
| 4868 | Automatic Extension of Time To File Individual Tax | Draft | 1/21/2026 |
| Bank FCPS StateDis | Bank FeeCollectPS State Dis | Not Available | 1/29/2026 |
| Sch M (706) | Bequests, etc. to Surviving Spouse | Not Available | 2/15/2026 |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit | Pending Approval | Final Pending from Tax Agency |
| Sch D (1065) | Capital Gains and Losses | Draft | Final Pending from Tax Agency |
| Sch D (1120) | Capital Gains and Losses | Approved | Approved |
| Sch D (1120S) | Capital Gains and Losses and Built-In Gains | Draft | 1/23/2026 |
| 8933 | Carbon Oxide Sequestration Credit | Draft | Final Pending from Tax Agency |
| 4684 | Casualties and Thefts | Draft | Final Pending from Tax Agency |
| 4255 | Certain Credit Recap, Excess Payments, Penalties | Pending Approval | Final Pending from Tax Agency |
| 706-CE | Certificate of Payment of Foreign Death Tax | Not Available | 2/15/2026 |
| Sch O (706) | Charitable, Public, Similar Gifts and Bequest | Not Available | 2/15/2026 |
| Checklist | Checklist (Individual) | Not Available | 2/1/2026 |
| 2441 | Child and Dependent Care Expenses | Approved | Approved |
| 8849 | Claim Refund Excise Taxes - Sch 1,2,3,5,6,8 | Not Available | Final Pending from Tax Agency |
| Sch J (990) | Compensation Information | Pending Approval | 1/29/2026 |
| General Consent | Consent for Use and Disclosure of Personal Info | Not Available | 1/8/2026 |
| Sch W (706) | Continuation Schedule for Form 706 Schedules | Not Available | 2/12/2026 |
| 1120 | Corporation Income Tax Return | Draft | Final Pending from Tax Agency |
| 4466 | Corporation Refund of Overpayment of Estimated Tax | Pending Approval | Final Pending from Tax Agency |
| 8846 | Credit for Employer Taxes Paid on Employee Tips | Approved | Approved |
| 4136 | Credit for Federal Tax Paid on Fuels | Draft | 1/14/2026 |
| 8801 | Credit for Prior Year Minimum Tax | Not Available | 1/14/2026 |
| 8941 | Credit for Small Employer Health Insurance Premium | Draft | 1/12/2026 |
| Sch 8812 (1040) | Credits for Qualifying Children | Not Available | 1/12/2026 |
| Sch K (706) | Debts, Mortgages, and Liens | Not Available | 2/15/2026 |
| Sch H (1120-F) | Deductions Allocated to Connected Income | Approved | Approved |
| 1062 | Deferral on Gain From the Exchange of Property | Not Available | Final Pending from Tax Agency |
| 1040-C | Departing Alien Income Tax Return | Not Available | 2/1/2026 |
| 4562 | Depreciation and Amortization | Draft | Final Pending from Tax Agency |
| Sch D (5500) | DFE / Participating Plan Information | Draft | 2/15/2026 |
| 8288 | Dispositions by Foreign Persons of U.S. Property | Pending Approval | 1/23/2026 |
| 706-GS(D-1) | Distribution - Generation-Skipping Trust | Not Available | 2/15/2026 |
| Sch EIC (1040) | Earned Income Credit - Child Information | Not Available | 1/9/2026 |
| 8879-PE | E-File Authorization for Form 1065 | Draft | Final Pending from Tax Agency |
| 8453-PE | E-file Declaration for Form 1065 | Draft | Final Pending from Tax Agency |
| 8878 | E-File Signature Authorization for 4868 or 2350 | Draft | Final Pending from Tax Agency |
| 8814 | Election to Report Child's Interest and Dividends | Draft | Final Pending from Tax Agency |
| 1040 EF Info | Electronic Filing Information | Not Available | 1/15/2026 |
| 5500 EF Info | Electronic Filing Information | Not Available | 2/19/2026 |
| 990/1120POL EF Info | Electronic Filing Information | Not Available | 1/22/2026 |
| 990-N | Electronic Notice for Tax-Exempt Organizations | Not Available | 2/15/2026 |
| CT-1, CT-1(V) | Employer's Annual Railroad Retirement Return | Draft | Final Pending from Tax Agency |
| 941-V (03/26) | Employer's Quarterly Federal Payment Voucher | Not Available | Final Pending from Tax Agency |
| 941 (03/26) | Employer's Quarterly Federal Tax Return | Not Available | Final Pending from Tax Agency |
| 8908 | Energy Efficient Home Credit | Draft | Final Pending from Tax Agency |
| Bank EPS RT | EPS Bank RT Taxpayer Application/Agreement | Not Available | 2/1/2026 |
| 706 | Estate (Generation Skipping Transfer) Tax Return | Not Available | 2/15/2026 |
| 8453-FE | Estate or Trust Declaration for e-file Return | Draft | Final Pending from Tax Agency |
| 706-NA | Estate Tax Return - NonRes (DOD after 12/31/2024) | Not Available | 2/15/2026 |
| 706-QDT | Estate Tax Return for Qualified Domestic Trusts | Not Available | 2/15/2026 |
| 1041-ES | Estimated Income Tax for Estates and Trusts | Not Available | 1/22/2026 |
| 1040-ES (NR) | Estimated Tax for Nonresident Alien Individuals | Not Available | Not Released from Tax Agency |
| 990-T | Exempt Organization Business Income Tax | Not Available | Final Pending from Tax Agency |
| 8868 | Extension of Time to File an Exempt Organization | Not Available | 1/22/2026 |
| 8966 | FATCA Report | Approved | Approved |
| K1 Input (1041) | Federal K-1 (1041) Input Worksheet | Not Available | 1/22/2026 |
| 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 |
| Fee Collect | Fee Collect Application | Not Available | Not Released from Tax Agency |
| Fee Collect PS | Fee Collect PS Application | Not Available | 1/29/2026 |
| Sch G (5500) | Financial Transaction Schedules | Draft | 2/15/2026 |
| Sch P (1040-NR) | Foreign Interests in Partnerships Transferred | Draft | Final Pending from Tax Agency |
| Sch N (1120) | Foreign Operations of U.S. Corporations | Draft | Final Pending from Tax Agency |
| 1116 | Foreign Tax Credit (Individual), Schedules B and C | Draft | Final Pending from Tax Agency |
| Sch J (706) | Funeral Expenses | Not Available | 2/15/2026 |
| GDTPG State Dis | GDTPG State Disclosures | Not Available | 1/29/2026 |
| 3800 | General Business Credit | Draft | Final Pending from Tax Agency |
| 706-GS(D) | Generation-Skipping Tax Return for Distributions | Not Available | 2/15/2026 |
| 706-GS(T) | Generation-Skipping Tax Return for Terminations | Not Available | 2/15/2026 |
| Sch R (706) | Generation-Skipping Transfer Tax | Not Available | 2/15/2026 |
| 709 | Gift (and Generation-Skipping Transfer) Tax Return | Draft | Final Pending from Tax Agency |
| 1041 Grantor | Grantor Trust Information | Not Available | 1/22/2026 |
| Sch R-1 (706) | GST, Payment Voucher for Direct Skips From a Trust | Not Available | 2/15/2026 |
| 2290, 2290-V (07/26) | Heavy Highway Vehicle Use Tax Return | Draft | Final Pending from Tax Agency |
| 1120-REIT | Income Return for Real Estate Investment Trusts | Not Available | Final Pending from Tax Agency |
| 1120-C | Income Tax Return for Cooperative Associations | Not Available | Final Pending from Tax Agency |
| 1041 | Income Tax Return for Estates and Trusts | Draft | Final Pending from Tax Agency |
| 1120-H | Income Tax Return for Homeowners Associations | Draft | Final Pending from Tax Agency |
| 1041-QFT | Income Tax Return for Qualified Funeral Trusts | Not Available | 1/29/2026 |
| 1120-SF | Income Tax Return for Settlement Funds | Pending Approval | 2/15/2026 |
| 1120-F | Income Tax Return of Foreign Corporation | Draft | Final Pending from Tax Agency |
| 1120-RIC | Income Tax Return Regulated Investment Companies | Not Available | Final Pending from Tax Agency |
| 1040 | Individual Income Tax Return and Schs 1-3 | Draft | Final Pending from Tax Agency |
| 8997 | Initial/Annual Statement QOF Investments | Draft | 1/21/2026 |
| 8804-W | Installment Payments of Section 1446 Tax | Not Available | 2/15/2026 |
| Sch D (706) | Insurance on the Decedent's Life | Not Available | 2/15/2026 |
| 8697 | Interest Computation Under the Look-Back Method | Pending Approval | Final Pending from Tax Agency |
| 8866 | Interest Computation Under the Look-Back Method | Pending Approval | Final Pending from Tax Agency |
| Sch I (1120-F) | Interest Expense Allocation Under Section 1.882-5 | Approved | Approved |
| 8404 | Interest on DISC Deferred Tax Liability | Not Available | Final Pending from Tax Agency |
| 3468 | Investment Credit | Draft | Final Pending from Tax Agency |
| 8879-TA | IRS e-file Signature Authorization for Form 4547 | Draft | Final Pending from Tax Agency |
| Sch E (706) | Jointly Owned Property | Not Available | 2/15/2026 |
| Sch K1 (1041) | K-1 (1041) Beneficiary's Share of Income | Draft | 1/22/2026 |
| Sch K1 (1065) | K-1 Partner's Share of Income, Deductions | 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 K1 (1120S) | K-1 Shareholder's Share of Income, Deductions, Cr. | Draft | Final Pending from Tax Agency |
| 1120-L | Life Insurance Company Income Tax Return | Not Available | Final Pending from Tax Agency |
| 8990 | Limitation on Business Interest Expense 163(j) | Draft | Final Pending from Tax Agency |
| 461 | Limitation on Business Losses | Draft | 1/12/2026 |
| Sch P (1120-F) | List of Foreign Partner Interests in Partnerships | Approved | Approved |
| Sch C (706) | Mortgages, Notes, and Cash | Not Available | 2/15/2026 |
| Sch MB (5500) | Multiemployer Defined Benefit Plan | Draft | 2/15/2026 |
| Sch M-3 (1120-F) | Net Income (Loss) Recon for Foreign Corporations | Draft | 1/29/2026 |
| 8960 | Net Investment Income Tax | Draft | Final Pending from Tax Agency |
| Sch L (706) | Net Losses During Administration/Expenses | Not Available | 2/15/2026 |
| NOL Worksheet, 172 | Net Operating Loss Worksheet | Not Available | 1/15/2026 |
| Sch M (990) | Noncash Contributions | Not Available | Final Pending from Tax Agency |
| 8606 | Nondeductible IRAs | Not Available | 1/12/2026 |
| 1040-NR | Nonresident Alien Income Tax Return | Draft | Final Pending from Tax Agency |
| 5500EZ | One-Participant (Owners) Retirement/Foreign Plan | Draft | 1/22/2026 |
| Sch F (706) | Other Miscellaneous Property Not Reportable Other | Not Available | 2/15/2026 |
| Other Rental/Royalty | Other Rent/Royalty Worksheet | Draft | Final Pending from Tax Agency |
| Sch K2 (1065) | Partners' Distributive Share Items - International | Not Available | Final Pending from Tax Agency |
| Sch K3 (1065) | Partner's Share Income, Deductions, Credits - Int | Not Available | 2/12/2026 |
| 8979 | Partnership Representative Designation/Resignation | Not Available | 1/23/2026 |
| 8582 | Passive Activity Loss Limitations | Approved | Approved |
| PayLater | PayLater Application | Not Available | 2/15/2026 |
| 1040-V | Payment Voucher | Draft | Final Pending from Tax Agency |
| 1041-V | Payment Voucher | Not Available | 1/22/2026 |
| Sch A (8804) | Penalty for Underpayment of Estimated Sec 1446 Tax | Not Available | 2/15/2026 |
| 8962 | Premium Tax Credit (1095-A) | Draft | Final Pending from Tax Agency |
| Sch C (1040) | Profit or Loss from Business (Sole Proprietorship) | Draft | Final Pending from Tax Agency |
| 1120-PC | Property and Casualty Insurance Company Tax Return | Not Available | Final Pending from Tax Agency |
| ProtectionPlus-Firm | ProtectionPlus Agreement for Firm-Level Customers | Not Available | 1/22/2026 |
| Sch PC (706) | Protective Claim for Refund | Not Available | 2/15/2026 |
| 8281 | Publicly Offered Original Issue Discount Return | Pending Approval | 1/23/2026 |
| 8995, 8995A | Qualified Business Income Deduction (Sec 199A) | Draft | Final Pending from Tax Agency |
| Sch U (706) | Qualified Conservation Easement Exclusion | Not Available | 2/15/2026 |
| 8915-F | Qualified Disaster Retirement Dist/Repayments | Not Available | 2/12/2026 |
| 720, 720-V (12/25) | Quarterly Federal Excise Tax Return | Approved | Approved |
| Sch A (706) | Real Estate | Not Available | 2/15/2026 |
| 1066 | REMIC Income Tax Return | Not Available | 2/15/2026 |
| 8835 | Renewable Electricity Production Credit | Draft | Final Pending from Tax Agency |
| 8825 | Rental Real Estate Income and Expenses and Sch A | Draft | Final Pending from Tax Agency |
| Sch A (4136) | Report for Credit for Federal Tax Paid on Fuels | Not Available | 1/14/2026 |
| 8752 | Required Payment or Refund Under Section 7519 | Not Available | Final Pending from Tax Agency |
| 5695 | Residential Energy Credits | Approved | Approved |
| 990 | Return of Organization Exempt from Income Tax | Draft | 1/29/2026 |
| 990-EZ | Return of Organization Exempt from Tax - Short | Draft | Final Pending from Tax Agency |
| 990-PF | Return of Private Foundation | Approved | Approved |
| 1041-A | Return of Trust Accumulation of Charitable Amounts | Not Available | 1/22/2026 |
| 1120S | S Corporation Income Tax Return | Draft | Final Pending from Tax Agency |
| 8949 | Sales and Other Dispositions of Capital Assets | Approved | Approved |
| 4797 | Sales of Business Property | Approved | Approved |
| Bank SBTPG RT App | SBTPG RT Application | Not Available | 1/29/2026 |
| Sch A (8936) | Schedule A - Clean Vehicle Credit Amount | Approved | Approved |
| Sch A (5500) | Schedule A - Insurance Information | Draft | 2/15/2026 |
| Sch A (1040) | Schedule A - Itemized Deductions | Not Available | 1/9/2026 |
| Sch C (5500) | Schedule C - Service Provider Information | Draft | 2/15/2026 |
| Sch D (1040) | Schedule D - Capital Gains and Losses | Approved | Approved |
| Sch D (1041) | Schedule D - Capital Gains and Losses | Not Available | 1/22/2026 |
| Sch DCG (5500) | Schedule DCG - Individual Plan Information | Draft | 2/15/2026 |
| Sch F (1040) | Schedule F - Profit or Loss from Farming | Approved | Approved |
| Sch H (5500) | Schedule H - Financial Information | Draft | 2/15/2026 |
| Sch I (5500) | Schedule I - Financial Information--Small Plan | Draft | 2/15/2026 |
| Sch MEP (5500) | Schedule MEP - Multiple-Employer Retirement Plan | Draft | 2/15/2026 |
| Sch R (5500) | Schedule R - Retirement Plan Information | Draft | 2/15/2026 |
| Sch T (706) | Schedule T - Section 2032A Valuation | Not Available | 2/15/2026 |
| Sch A (1062) | Sec. 1062 Gain From Exchange of Property to Farmer | Not Available | Final Pending from Tax Agency |
| 7206 | Self-Employed Health Insurance Deduction | Not Available | 1/8/2026 |
| 1040-SS | Self-Employment Tax (Samoa, etc.) | Not Available | Final Pending from Tax Agency |
| Sch K3 (1120S) | Shareholder Share Income, Deductions,Credits - Int | Not Available | Final Pending from Tax Agency |
| Sch K2 (1120S) | Shareholders' Pro Rata Share Items - International | Not Available | Final Pending from Tax Agency |
| 5500-SF | Short Form Annual Return of Employee Benefit | Not Available | 2/15/2026 |
| Sch SB (5500) | Single-Employer Defined Benefit Plan Actuarial | Draft | 2/15/2026 |
| Lump-Sum Wkst (1040) | Social Security Lump-Sum Election Worksheet | Not Available | 2/1/2026 |
| 5227 | Split-Interest Trust Information Return | Not Available | 1/22/2026 |
| Sch B (706) | Stocks and Bonds | Not Available | 2/15/2026 |
| Sch E (1040) Page 1 | Supplemental Income and Loss Page 1 | Approved | Approved |
| Sch E (1040) Page 2 | Supplemental Income and Loss Page 2 | Approved | Approved |
| 8615 | Tax for Certain Children Who Have Unearned Income | Draft | Final Pending from Tax Agency |
| 4970 | Tax on Accumulation Distribution of Trusts | Approved | Approved |
| 4972 | Tax on Lump-Sum Distributions | Approved | Approved |
| 4547 | Trump Account Election(s) | Not Available | Final Pending from Tax Agency |
| 8865 | U.S. Foreign Partnership Return (stand alone) | Not Available | Final Pending from Tax Agency |
| 1065 | U.S. Return of Partnership Income and Schedules | Draft | Final Pending from Tax Agency |
| 2210 | Underpayment of Estimated Tax | Draft | Final Pending from Tax Agency |
| 2210-F | Underpayment of Estimated Tax by Farmers | Draft | Final Pending from Tax Agency |
| Sch A (990-T) | Unrelated Business Taxable Income | Not Available | Final Pending from Tax Agency |
| W-4V | Voluntary Withholding Request | Pending Approval | 2/1/2026 |
| W4P | W/H Certificate for Periodic Pension or Annuity | Not Available | 2/1/2026 |
| W4R | W/H Certificate Nonperiodic Payments/Rollover Dist | Not Available | 2/1/2026 |
| W-12 | W-12 IRS Paid Preparer Tax ID Number Application | Not Available | 2/1/2026 |
| W4S | W-4S Request for Federal Income Tax from Sick Pay | Not Available | 2/1/2026 |
| W8CE | W-8CE Notice of Expatriation and Waiver of Benefit | Pending Approval | 2/1/2026 |
| W9S | W-9S Request for Student or Borrower's Tax ID | Pending Approval | 2/6/2026 |