Resource directory
Accounting Resources
Browse practical articles, answers, client examples and tools created to help accounting firms and businesses evaluate outsourcing and improve finance operations.
Browse resources
IRS Tax Forms
Schedule C
Instructions, expenses, and filing guidance for sole proprietors.
Form 8995
QBI deduction instructions, calculation, and example.
Form 8949
Capital asset sales, adjustment codes, and Schedule D reporting.
Form 8962
Premium Tax Credit, Form 1095-A, and advance-payment reconciliation.
Form 1040-X
Amended-return filing, attachments, deadlines, and status guidance.
Form 8606
Nondeductible IRA basis, Roth conversions, and pro rata reporting.
Form 4547
Trump Account elections, child eligibility, pilot contributions, and filing guidance.
Form 5329
Retirement-plan additional taxes, exceptions, RMD shortfalls, and excess contributions.
Form 8889
HSA contributions, deductions, distributions, limits, and additional taxes.
Form 8938
FATCA thresholds, foreign financial assets, FBAR differences, and filing guidance.
Form 1116
Foreign tax credits, income categories, limitations, carryovers, and examples.
Form 4797
Business-property sales, depreciation recapture, Section 1231 treatment, and filing guidance.
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