| Form Name | Description | Current Status | Estimated Approval |
|---|---|---|---|
| 1040 Planner | 1040 Tax Planner | Not Available | 2/12/2026 |
| 1041 Planner | 1041 Tax Planner | Not Available | 2/12/2026 |
| 1065 Planner | 1065 Tax Planner | Not Available | 2/12/2026 |
| 1120 Planner | 1120 Tax Planner | Not Available | 2/12/2026 |
| 1120S Planner | 1120S Tax Planner | Not Available | 2/12/2026 |
| 8915-F | Qualified Disaster Retirement Dist/Repayments | Not Available | 2/12/2026 |
| Sch K2 (1065) | Partners' Distributive Share Items - International | Not Available | 2/12/2026 |
| Sch K2 (1120S) | Shareholders' Pro Rata Share Items - International | Not Available | 2/12/2026 |
| Sch K3 (1065) | Partner's Share Income, Deductions, Credits - Int | Not Available | 2/12/2026 |
| Sch K3 (1120S) | Shareholder Share Income, Deductions,Credits - Int | Not Available | 2/12/2026 |
| Sch W (706) | Continuation Schedule for Form 706 Schedules | Not Available | 2/12/2026 |
| 1041-T | Allocation of Estimated Tax to Beneficiaries | Not Available | 2/15/2026 |
| 1066 | REMIC Income Tax Return | Not Available | 2/15/2026 |
| 1120-C | Income Tax Return for Cooperative Associations | Not Available | 2/15/2026 |
| 1120-PC | Property and Casualty Insurance Company Tax Return | Not Available | 2/15/2026 |
| 1120-REIT | Income Return for Real Estate Investment Trusts | Not Available | 2/15/2026 |
| 1120-RIC | Income Tax Return Regulated Investment Companies | Not Available | 2/15/2026 |
| 5500 | Annual Return/Report of Employee Benefit Plan | Not Available | 2/15/2026 |
| 5500-SF | Short Form Annual Return of Employee Benefit | Not Available | 2/15/2026 |
| 706 | Estate (Generation Skipping Transfer) Tax Return | Not Available | 2/15/2026 |
| 706A | Additional Estate Tax Return | Not Available | 2/15/2026 |
| 706-CE | Certificate of Payment of Foreign Death Tax | Not Available | 2/15/2026 |
| 706-GS(D) | Generation-Skipping Tax Return for Distributions | Not Available | 2/15/2026 |
| 706-GS(D-1) | Distribution - Generation-Skipping Trust | Not Available | 2/15/2026 |
| 706-GS(T) | Generation-Skipping Tax Return for Terminations | Not Available | 2/15/2026 |
| 706-QDT | Estate Tax Return for Qualified Domestic Trusts | Not Available | 2/15/2026 |
| 8752 | Required Payment or Refund Under Section 7519 | Not Available | 2/15/2026 |
| 8804-W | Installment Payments of Section 1446 Tax | Not Available | 2/15/2026 |
| 990-N | Electronic Notice for Tax-Exempt Organizations | Not Available | 2/15/2026 |
| Sch A (706) | Real Estate | Not Available | 2/15/2026 |
| Sch A (8804) | Penalty for Underpayment of Estimated Sec 1446 Tax | Not Available | 2/15/2026 |
| Sch B (706) | Stocks and Bonds | Not Available | 2/15/2026 |
| Sch C (706) | Mortgages, Notes, and Cash | Not Available | 2/15/2026 |
| Sch E (706) | Jointly Owned Property | Not Available | 2/15/2026 |
| Sch F (706) | Other Miscellaneous Property Not Reportable Other | Not Available | 2/15/2026 |
| Sch J (706) | Funeral Expenses | Not Available | 2/15/2026 |
| Sch M (706) | Bequests, etc. to Surviving Spouse | Not Available | 2/15/2026 |
| Sch O (706) | Charitable, Public, Similar Gifts and Bequest | Not Available | 2/15/2026 |
| Sch PC (706) | Protective Claim for Refund | Not Available | 2/15/2026 |
| Sch R (706) | Generation-Skipping Transfer Tax | Not Available | 2/15/2026 |
| Sch R-1 (706) | GST, Payment Voucher for Direct Skips From a Trust | Not Available | 2/15/2026 |
| Sch T (706) | Schedule T - Section 2032A Valuation | Not Available | 2/15/2026 |
| Sch U (706) | Qualified Conservation Easement Exclusion | Not Available | 2/15/2026 |
| 1040-C | Departing Alien Income Tax Return | Not Available | 2/17/2026 |
| 1040-SS | Self-Employment Tax (Samoa, etc.) | Not Available | 2/17/2026 |
| W4P | W/H Certificate for Periodic Pension or Annuity | Not Available | 2/17/2026 |
| 5500 EF Info | Electronic Filing Information | Not Available | 2/19/2026 |
| 5500 EF Info Amended | Amended Electronic Filing Information | Not Available | 2/19/2026 |
| 709 | Gift (and Generation-Skipping Transfer) Tax Return | Draft | 2/20/2026 |
| Sch J (990) | Compensation Information | Pending Approval | 2/23/2026 |
| 1040-NR | Nonresident Alien Income Tax Return | Draft | 2/5/2026 |
| 3468 | Investment Credit | Draft | 2/9/2026 |
| 3800 | General Business Credit | Draft | 2/9/2026 |
| 8865 | U.S. Foreign Partnership Return (stand alone) | Not Available | 2/9/2026 |
| 8933 | Carbon Oxide Sequestration Credit | Draft | 2/9/2026 |
| 990-T | Exempt Organization Business Income Tax | Not Available | 2/9/2026 |
| Comparison (1041) | 1041 Prior Year Comparison | Not Available | 2/9/2026 |
| Sch A (8911) | Alternative Fuel Vehicle Refueling Property | Not Available | 2/9/2026 |
| Sch A (990-T) | Unrelated Business Taxable Income | Not Available | 2/9/2026 |
| Sch K1 (8865) | K-1 Partner's Share of Income, Deductions, Credits | Not Available | 2/9/2026 |
| 1040-ES (NR) | Estimated Tax for Nonresident Alien Individuals | Approved | Approved |
| 1116 | Foreign Tax Credit (Individual), Schedules B and C | Approved | Approved |
| 1120-L | Life Insurance Company Income Tax Return | Approved | Approved |
| 6251 | Alternative Minimum Tax - Individuals | Approved | Approved |
| 8610 | Annual Low-Income Housing Credit Agencies Report | Approved | Approved |
| 8955-SSA | Annual Registration Stmt Separated Participants | Approved | Approved |
| Bank EPS FasterMoney | Bank EPS FasterMoney Prepaid Card | Approved | Approved |
| Bank EPS Fee Ack | Bank EPS Tax Prep Fee Ack | Approved | Approved |
| Bank EPS RT | EPS Bank RT Taxpayer Application/Agreement | Approved | Approved |
| Comparison (990) | 990 Prior Year Comparison | Approved | Approved |
| General Consent | Consent for Use and Disclosure of Personal Info | Approved | Approved |
| K1 Input (1041) | Federal K-1 (1041) Input Worksheet | Approved | Approved |
| PayLater | PayLater Application | Approved | Approved |
| Sch D (706) | Insurance on the Decedent's Life | Approved | Approved |
| Sch I (706) | Annuities | Approved | Approved |
| Sch K (706) | Debts, Mortgages, and Liens | Approved | Approved |
| Sch L (706) | Net Losses During Administration/Expenses | Approved | Approved |
| Sch M-3 (1120-F) | Net Income (Loss) Recon for Foreign Corporations | Approved | Approved |
| 1040-X | Amended U.S. Individual Income Tax Return | Not Available | Final Pending from Tax Agency |
| 1062 | Deferral on Gain From the Exchange of Property | Not Available | Final Pending from Tax Agency |
| 2290, 2290-V (07/26) | Heavy Highway Vehicle Use Tax Return | Draft | Final Pending from Tax Agency |
| 720, 720-V (03/26) | Quarterly Federal Excise Tax Return | Not Available | Final Pending from Tax Agency |
| 8849 | Claim Refund Excise Taxes - Sch 1,2,3,5,6,8 | Not Available | Final Pending from Tax Agency |
| 941 (03/26) | Employer's Quarterly Federal Tax Return | Not Available | Final Pending from Tax Agency |
| 941-V (03/26) | Employer's Quarterly Federal Payment Voucher | Not Available | Final Pending from Tax Agency |
| Sch A (1062) | Sec. 1062 Gain From Exchange of Property to Farmer | Not Available | Final Pending from Tax Agency |
| Organizer | 1040 Organizer | Not Available | Not Released from Tax Agency |
| Organizer (Comp) | 1040 Comprehensive Organizer | Not Available | Not Released from Tax Agency |