Wolters Kluwer

Forms Release Schedule

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.

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Estimated Release Date for FEDS Forms
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Form Name Description Current Status Estimated Approval
1040 Individual Income Tax Return and Schs 1-3 Draft Final Pending from Tax Agency
1040 Clergy Wksts Clergy Worksheets 1 - 3 Pending Approval Final Pending from Tax Agency
1040 EdExp (1098-T) Education Expenses Worksheet (1098-T Wkst) Not Available 1/2/2020
1040 EF Info Electronic Filing Information Not Available 1/2/2020
1040 Planner 1040 Tax Planner Not Available Not Released from Tax Agency
1040-C Departing Alien Income Tax Return Not Available Final Pending from Tax Agency
1040-ES Estimated Tax for Individuals Not Available 1/30/2020
1040-ES (NR) Estimated Tax for Nonresident Alien Individuals Not Available Not Released from Tax Agency
1040NR Nonresident Alien Income Tax Return Draft Final Pending from Tax Agency
1040NR-EZ Nonresident Alien Income Tax Return - Easy form Draft Final Pending from Tax Agency
1040-SS Self-Employment Tax (Samoa, etc.) Not Available Final Pending from Tax Agency
1040X Amended U.S. Individual Income Tax Return Not Available Final Pending from Tax Agency
1041 Income Tax Return for Estates and Trusts Draft Final Pending from Tax Agency
1041 EF Info Electronic Filing Information Not Available 1/16/2020
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-ES Estimated Income Tax for Estates and Trusts Not Available Not Released from Tax Agency
1041-QFT Income Tax Return for Qualified Funeral Trusts Not Available 1/30/2020
1041-T Allocation of Estimated Tax to Beneficiaries Not Available 2/13/2020
1042 Annual Withholding Tax/Foreign Persons Not Available 1/2/2020
1042-S (2019) U.S. Source Income Subject to Withholding Not Available 1/2/2020
1042-S (2020) 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 1/2/2020
1045 Application for Tentative Refund Not Available Final Pending from Tax Agency
1065 Return of Partnership Income Draft Final Pending from Tax Agency
1065 EF Info Electronic Filing Information Not Available 1/2/2020
1065 Planner 1065 Tax Planner Not Available Not Released from Tax Agency
1065X Amended Return or Administrative Adjust Request Not Available 2/13/2020
1066 REMIC Income Tax Return Not Available 2/13/2020
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 Final Pending from Tax Agency
1095-B Health Coverage Not Available Final Pending from Tax Agency
1095-C Employer-Provided Health Insurance Offer/Coverage Not Available Final Pending from Tax Agency
1099Q (Worksheet) 1099-Q Payments / Qualified Ed. Programs Worksheet Not Available 1/2/2020
1116 Foreign Tax Credit (Individual, Estate, or Trust) Not Available Final Pending from Tax Agency
1120 Corporation Income Tax Return Draft Final Pending from Tax Agency
1120 Planner 1120 Tax Planner Not Available Not Released from Tax Agency
1120/1120S EF Info Electronic Filing Information Not Available 1/2/2020
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-IC-DISC Interest Charge Domestic Sales Corporation Not Available 2/13/2020
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 Not Released from Tax Agency
1120-POL Income Tax Return for Political Organizations Draft 1/30/2020
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
1120-SF Income Tax Return for Settlement Funds Not Available 2/13/2020
1120-W (Worksheet) Estimated Tax for Corporations Not Available Not Released from Tax Agency
13844 Reduced User Fee for Installment Agreements Pending Approval 2/27/2020
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
23 Application for Enrollment to Practice Before IRS Pending Approval 2/27/2020
2439 Undistributed Long-Term Capital Gains Not Available 2/13/2020
3468 Investment Credit Not Available Final Pending from Tax Agency
3520 Annual Report of Certain Foreign Gifts Not Available Final Pending from Tax Agency
3520-A Annual Return of Foreign Trust With a U.S. Owner Not Available Final Pending from Tax Agency
3520-A Page 3 Foreign Grantor Trust Owner Statement Not Available Final Pending from Tax Agency
3520-A Page 4 Foreign Trust Income US Owner/ Trust Benef Stmt Not Available Final Pending from Tax Agency
3800 General Business Credit Not Available Final Pending from Tax Agency
4136 Credit for Federal Tax Paid on Fuels Draft Final Pending from Tax Agency
4562 Depreciation and Amortization Not Available Final Pending from Tax Agency
461 Limitation on Business Losses Draft Final Pending from Tax Agency
4720 Certain Excise Taxes under IRC Chapters 41 and 42 Not Available Final Pending from Tax Agency
4797 Sales of Business Property Draft Final Pending from Tax Agency
4868 Automatic Extension of Time To File Individual Tax Approved Approved
4970 Tax on Accumulation Distribution of Trusts Draft Final Pending from Tax Agency
5074 Allocation of Individual Tax to Guam or CNMI Draft Final Pending from Tax Agency
5227 Split-Interest Trust Information Return Not Available 1/30/2020
5306 Approval of Prototype or Employer Sponsored IRA Pending Approval 2/27/2020
5308 Request for Change in Plan/Trust Year Pending Approval 2/27/2020
5500 Annual Return/Report of Employee Benefit Plan Not Available Final Pending from Tax Agency
5500 EF Info Electronic Filing Information Not Available 2/27/2020
5500 EF Info Amended Amended Electronic Filing Information Not Available 2/27/2020
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 Pending Approval 1/2/2020
5695 Residential Energy Credit Not Available Final Pending from Tax Agency
6198 At-Risk Limitations Not Available 1/2/2020
6251 Alternative Minimum Tax - Individuals Not Available Final Pending from Tax Agency
6252 Installment Sale Income Not Available 1/2/2020
6478 Biofuel Producer Credit Not Available Not Released from Tax Agency
6781 Gains and Losses From Section 1256 Draft Final Pending from Tax Agency
706A Additional Estate Tax Return Pending Approval 2/13/2020
706-CE Certificate of Payment of Foreign Death Tax Pending Approval 2/13/2020
706-QDT Estate Tax Return for Qualified Domestic Trusts Not Available 2/13/2020
709 Gift (and Generation-Skipping Transfer) Tax Return Not Available 1/16/2020
720, 720-V (04/19) Quarterly Federal Excise Tax Return Not Available Not Released from Tax Agency
8027 Employer's Annual Return of Tip Income Not Available 1/9/2020
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 Final Pending from Tax Agency
8453-FE Estate or Trust Declaration for e-file Return Draft Final Pending from Tax Agency
8453-PE Partnership Declaration for e-File Return Approved Approved
8453-S S Corporation Tax Declaration for e-File Return Draft Final Pending from Tax Agency
8582 Passive Activity Loss Limitations Not Available Final Pending from Tax Agency
8606 Nondeductible IRAs Not Available Final Pending from Tax Agency
8610 Annual Low-Income Housing Credit Agencies Report Not Available 2/27/2020
8615 Tax for Certain Children Who Have Unearned Income Not Available 1/2/2020
8689 Allocation of Individual Tax to the Virgin Islands Draft Final Pending from Tax Agency
8752 Required Payment or Refund Under Section 7519 Not Available 2/13/2020
8801 Credit for Prior Year Minimum Tax Not Available 1/2/2020
8804 Annual Return for Partnership Withholding Tax Not Available 1/16/2020
8804-W Installment Payments of Section 1446 Tax Not Available 2/13/2020
8805 Foreign Partner's Section 1446 Withholding Tax Not Available 1/16/2020
8809 Extension of Time to File Information Returns Not Available 1/16/2020
8815 Exclusion of Interest Series EE and I Savings Bond Not Available Final Pending from Tax Agency
8827 Credit for Prior Year Minimum Tax - Corporations Draft Final Pending from Tax Agency
8829 Expenses for Business Use of Your Home Not Available 1/2/2020
8830 Enhanced Oil Recovery Credit Not Available Not Released from Tax Agency
8835 Renewable Electricity and Coal Production Credit Draft Final Pending from Tax Agency
8839 Qualified Adoption Expenses Not Available 1/2/2020
8843 Stmt for Exempt Individuals with Medical Condition Not Available 2/27/2020
8844 Empowerment Zone Employment Credit Not Available Not Released from Tax Agency
8845 Indian Employment Credit Not Available Not Released from Tax Agency
8846 Credit for Employer Taxes Paid on Employee Tips Draft Final Pending from Tax Agency
8853 Archer MSAs and Long-Term Care Insurance Contracts Draft Final Pending from Tax Agency
8854 Initial and Annual Expatriation Statement Not Available Final Pending from Tax Agency
8859 Carryforward of DC First-Time Homebuyer Credit Draft Final Pending from Tax Agency
8863 Education Credits Not Available Final Pending from Tax Agency
8864 Biodiesel and Renewable Diesel Fuels Credit Not Available Not Released 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 Draft 1/2/2020
8868 Extension of Time to File an Exempt Organization Not Available 1/23/2020
8878 E-File Signature Authorization for 4868 or 2350 Draft Final Pending from Tax Agency
8879 E-File Signature Authorization for 1040 Draft Final Pending from Tax Agency
8879-I E-File Signature Authorization for 1120-F Draft 1/2/2020
8879-PE E-File Signature Authorization for 1065 Draft Final Pending from Tax Agency
8879-S E-File Signature Authorization for 1120S Draft Final Pending from Tax Agency
8900 Qualified Railroad Track Maintenance Credit Not Available Not Released from Tax Agency
8908 Energy Efficient Home Credit Not Available Not Released from Tax Agency
8910 Alternative Motor Vehicle Credit Not Available Final Pending from Tax Agency
8911 Alternative Fuel Vehicle Refueling Property Credit Not Available Not Released from Tax Agency
8912 Credit to Holders of Tax Credit Bonds Draft Final Pending from Tax Agency
8915A Qualified 2016 Disaster Retirement Dist/Repayments Not Available Final Pending from Tax Agency
8915B Qualified 2017 Disaster Retirement Dist/Repayments Not Available Final Pending from Tax Agency
8916-A Supplemental Attachment to Schedule M-3 Draft Final Pending from Tax Agency
8919 Uncollected SS and Medicare Tax on Wages Draft Final Pending from Tax Agency
8933 Carbon Oxide Sequestration Credit Draft Final Pending from Tax Agency
8936 Qualified Plug-in Electric Drive Motor Vehicle Cr Draft Final Pending from Tax Agency
8938 Statement of Specified Foreign Financial Assets Not Available Final Pending from Tax Agency
8949 Sales and Other Dispositions of Capital Assets Draft 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
8994 Employer Credit for Paid Family/Medical Leave Draft Final Pending from Tax Agency
8995, 8995A Qualified Business Income Deduction (Sec 199A) Not Available Final Pending from Tax Agency
8997 Initial/Annual Statement QOF Investments Not Available Final Pending from Tax Agency
940 Employer's Annual Federal Unemployment Tax Return Draft Final Pending from Tax Agency
940/941 EF Info Electronic Filing Information Not Available 1/2/2020
940/941 EF PIN Reg 940/941 E-Filing PIN Registration Not Available 2/13/2020
940-V Payment Voucher Employer's Annual FUTA Not Available Final Pending from Tax Agency
941 (2019) Employer's Quarterly Federal Tax Return Not Available 1/16/2020
941 (2020) Employer's Quarterly Federal Tax Return Not Available Final Pending from Tax Agency
941-SS,941-V(SS) 20 Employer's Quarterly Federal Return (Samoa, Guam) Not Available Final Pending from Tax Agency
941-V (2020) Employer's Quarterly Federal Payment Voucher Not Available Final Pending from Tax Agency
941-X Adjusted Employer's Quarterly Federal Tax Return Not Available 2/13/2020
943, 943-V Employer's Annual Return for Agricultural Employee Pending Approval 1/2/2020
944 Employer's Annual Federal Tax Return Draft 1/2/2020
944-V Employer's Annual Tax Return Payment Voucher Not Available 2/13/2020
945-A Annual Record of Federal Tax Liability Not Available 2/13/2020
990 Return of Organization Exempt from Income Tax Not Available Final Pending from Tax Agency
990/1120POL EF Info Electronic Filing Information Not Available 2/13/2020
990-EZ Return of Organization Exempt from Tax - Short Not Available Final Pending from Tax Agency
990-N e-Postcard for Tax-Exempt Organizations Not Available 2/13/2020
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
990-W Estimated Tax on Unrelated Business Taxable Income Not Available Not Released from Tax Agency
Audit Assistance Audit Assistance Membership Agreement Not Available 1/2/2020
Authentication Info Taxpayer/Authorized Signer Authentication Info Not Available Not Released from Tax Agency
Bank 3Fund 3Fund Bank Product Application Not Available 1/2/2020
Bank TPG RT App TPG RT Application Not Available 1/2/2020
Basis Worksheet Basis Worksheet Not Available Not Released from Tax Agency
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 Draft Final Pending from Tax Agency
Fee Collect Fee Collect Application Not Available 1/2/2020
Fee Collect PS Fee Collect PS Application Not Available 1/2/2020
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 Final Pending from Tax Agency
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 1/9/2020
MFJ versus MFS Joint versus Separate Comparison Not Available Not Released from Tax Agency
NOL Worksheet Net Operating Loss Worksheet Not Available Not Released 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
Sch 8812 (1040) Additional Child Tax Credit Draft Final Pending from Tax Agency
Sch A (1040) Itemized Deductions Draft Final Pending from Tax Agency
Sch A (5500) Insurance Information Not Available Final Pending from Tax Agency
Sch A (8804) Penalty for Underpayment of Estimated Sec 1446 Tax Not Available 2/13/2020
Sch A (940) Multi-State Employer and Credit Reduction Info Not Available Final Pending from Tax Agency
Sch B (1040) Interest and Ordinary Dividends Not Available 1/2/2020
Sch B (990/EZ/PF) Schedule of Contributors Not Available 1/30/2020
Sch B-2 (1065) Election Out Centralized Part Audit Regime Not Available 1/2/2020
Sch C (1040) Profit or Loss from Business (Sole Prop.) Not Available 1/2/2020
Sch C (5500) Service Provider Information Not Available Final Pending from Tax Agency
Sch C (990/990EZ) Political Campaign and Lobbying Activities Not Available 1/30/2020
Sch D (1040) Capital Gains and Losses Draft 1/2/2020
Sch D (1041) Capital Gains and Losses Not Available 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 Draft Final Pending from Tax Agency
Sch D (1120S) Capital Gains and Losses and Built-In Gains Draft 1/2/2020
Sch D (5500) DFE / Participating Plan Information Not Available Final Pending from Tax Agency
Sch E (1040) Page 1 Supplemental Income and Loss Page 1 Not Available 1/2/2020
Sch E (1040) Page 2 Supplemental Income and Loss Page 2 Not Available 1/2/2020
Sch E (5471) Income/War and Excess Profits Paid or Accrued Not Available 1/30/2020
Sch EIC (1040) Earned Income Credit - Child Information Draft Final Pending from Tax Agency
Sch F (1040) Profit or Loss from Farming Draft 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 1/2/2020
Sch H (1120-F) Deductions Allocated To Connected Income Draft Final Pending from Tax Agency
Sch H (5500) Financial Information Not Available Final Pending from Tax Agency
Sch H (990) Hospitals Not Available 1/30/2020
Sch I (1120-F) Interest Expense Allocation Under Section 1.882-5 Draft Final Pending from Tax Agency
Sch I (5500) Financial Information--Small Plan Not Available Final Pending from Tax Agency
Sch I (990) Grants and Other Assistance to Organizations Not Available 1/30/2020
Sch J (1040) Income Averaging for Farmers and Fishermen Not Available 1/2/2020
Sch K1 (1041) K-1 (1041) Beneficiary's Share of Income Draft Final Pending from Tax Agency
Sch K1 (1065) K-1 (1065) 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 M (990-T) Taxable Income for Unrelated Trade or Business Not Available Not Released from Tax Agency
Sch M-3 (1065) Net Income (Loss) Reconciliation for Partnerships Draft Final Pending from Tax Agency
Sch M-3 (1120) Net Income (Loss) Reconciliation for Corporations Draft Final Pending from Tax Agency
Sch M-3 (1120-F) Net Income (Loss) Recon for Foreign Corporations Draft Final Pending from Tax Agency
Sch M-3 (1120-L) Net Income (Loss) Recon for Life Insurance Not Available Final Pending from Tax Agency
Sch M-3 (1120-PC) Net Income (Loss) Recon - Property/Casualty Ins Not Available Not Released from Tax Agency
Sch M-3 (1120-S) Net Income (Loss) Reconciliation for S Corps Draft 1/2/2020
Sch MB (5500) Multiemployer Defined Benefit Plan Not Available Final Pending from Tax Agency
Sch N (1120) Foreign Operations of U.S. Corporations Draft 1/2/2020
Sch O (8865) Transfer of Property to a Foreign Partnership Approved Approved
Sch P (1120-F) List of Foreign Partner Interests in Partnerships Draft Final Pending from Tax Agency
Sch P (8865) Changes of Interests in a Foreign Partnership Not Available 2/6/2020
Sch R (5500) Retirement Plan Information Not Available Final Pending from Tax Agency
Sch R (940) Allocation Schedule for Aggregate 940 Filers Not Available 2/13/2020
Sch R (941) 01/17 Allocation Schedule for Aggregate 941 Filers Not Available 2/13/2020
Sch S (1120-F) Exclusion of Income - International Ships/Aircraft Draft Final Pending from Tax Agency
Sch SB (5500) Single-Employer Defined Benefit Plan Actuarial Not Available Final Pending from Tax Agency
Sch UTP (1120) Uncertain Tax Position Statement Draft Final Pending from Tax Agency
Sch V (1120-F) List of Vessels or Aircraft, Operators, and Owners Not Available Final Pending from Tax Agency
SSA-561-U2 Request for Reconsideration Pending Approval 2/27/2020
W-12 W-12 IRS Paid Preparer Tax ID Number Application Not Available 2/6/2020
W4 W-4 Employee's Withholding Certificate Not Available Final Pending from Tax Agency
W4P W-4P Withholding Certificate for Pension / Annuity Not Available Not Released from Tax Agency
W4S W-4S Request for Federal Income Tax from Sick Pay Not Available Not Released from Tax Agency
W7SP W-7SP Solicitud Numero Identificacion Not Available 2/27/2020