OLT Supported Federal Forms

OLT Supported Federal Forms

OLT Supported Federal Forms



Current Year Federal Supported Forms



Supported Federal Income Tax Forms ~ Tax Year 2024

Form Number Form Name
843 Claim for Refund and Request for Abatement Form Instruction
965 Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System Form Instruction
965 A Individual Report of Net 965 Tax Liability Form Instruction
982 Reduction of Tax Attributes Due to Discharge of Indebtedness Form Instruction
1040 Individual Income Tax Return Form Instruction
1040ES Estimated Tax Payment Vouchers Form Instruction
1040 NR US Individual Income Tax Return for Non Resident Aliens Form Instruction
1040 SR U.S. Tax Return for Seniors Form Instruction
1040 SS U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico) Form Instruction
1040V Form 1040 Payment Voucher Form Instruction
1040X 1040 Amended Return Form Instruction
1042 S Foreign Person's U.S. Source Income Subject to Withholding Form Instruction
RRB 1042 S Railroad Retirement Board Form Instruction
SSA 1042 S Social Security Benefits Form Instruction
1045 Application for Tentative Refund Form Instruction
W-2 Wage and Tax Statement Form Instruction
W-2 CM CNMI Wage and Tax Statement Form Instruction
W-2 G Certain Gambling Winnings Form Instruction
W-2 GU Guam Wage and Tax Statement Form Instruction
W-2 VI U.S. Virgin Islands Wage and Tax Statement Form Instruction
499 R/W-2 PR Record of Puerto Rico Withholding
W-4 Employee's Withholding Allowance Certificate Form Instruction
1095-A Health Insurance Marketplace Statement Form Instruction
1098 C Contributions of Motor Vehicles, Boats, or Airplanes Form Instruction
1098-T Tuition statement Form Instruction
1099 A Acquisition or Abandonment of Secured Property Form Instruction
1099 B Proceeds From Broker and Barter Exchange Transactions Form Instruction
1099 C Cancellation of Debt Form Instruction
1099 G Certain Government Payments Form Instruction
1099 K Payment Card and Third Party Network Transactions Form Instruction
1099 S Proceeds from Real Estate Transactions Form Instruction
1099 SA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA Form Instruction
1099 SF Interest received from seller finance mortgage summary Form Instruction
1099 INT Interest Income Form Instruction
1099 DIV Dividends and Distributions Form Instruction
1099 - MISC Miscellaneous Income Form Instruction
1099 NEC Nonemployee Compensation Form Instruction
1099 OID Original Issue Discount Form Instruction
1099 PATR Taxable Distributions Received From Cooperatives Form Instruction
1099 Q Payments from Qualified Education Programs Form Form
1099 QA Distributions From ABLE Accounts Form Form
CSA 1099 R Statement of Annuity Paid
1099 R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form Instruction
RRB1099 Railroad Retirement Benefits Form Instruction
RRB1099 R Tier 1 Railroad Retirement Benefits Form Instruction
SSA1099 Social Security Benefits Form Instruction
1116 Foreign Income Tax Credit Form Instruction
1310 Refund Due to a Deceased Taxpayer Form Instruction
2106 Employee Business Expenses Form Instruction
2120 Multiple Support Declaration Form Instruction
2159 Payroll Deduction Agreement Form Instruction
2210 Underpayment of Estimated Tax Form Instruction
2210 F Underpayment of Estimated Tax By Farmers and Fishermen Form Instruction
2439 Undistributed Long Term Capital Gains Form Instruction
2441 Child & Dependent Care Expenses Form Instruction
2555 Foreign Earned Income Form Instruction
3115 Application for Change in Accounting Method Form Instruction
3468 Investment Credit Form Instruction
3800 General Business Credit Form Instruction
3903 Moving Expenses Form Instruction
4136 Credit for Tax Paid on Fuels Form Instruction
4137 Tax on Unreported Tip Income Form Instruction
4255 Recapture of Investment Credit Form Instruction
4562 Depreciation and Amortization Form Instruction
4563 Exclusion of Income for Bona Fide Residents of American Samoa Form Instruction
461 Limitation on Business Losses Form Instruction
4684 Casualty and Theft Losses Form Instruction
4797 Trade or Business Gains and Losses Form Instruction
4835 Farm Rental Income Form Instruction
4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form Instruction
4868 Automatic Extension of Time to File Form Instruction
4952 Investment Interest Expense Deduction Form Instruction
4970 Tax on Accumulation Distribution of Trusts Form Instruction
4972 Tax on Lump-Sum Distributions Form Instruction
5074 Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) Form Instruction
5213 Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit Form Instruction
5329 Additional Taxes on Qualified Retirement Plans Form Instruction
5405 Repayment of the First-Time Homebuyer Credit Form Instruction
5471 Information Return of U.S. Persons With Respect To Certain Foreign Corporations Form Instruction
5695 Residential Energy Credit Form Instruction
5884 Work Opportunity Credit Form Instruction
5884 A Employee Retention Credit for Employers Affected by Qualified Disasters Form Instruction
6198 At-Risk Limitations Form Instruction
6251 Alternative Minimum Tax Form Instruction
6252 Installment Sale Income Form Instruction
6478 Credit for Alcohol Used as Fuel Form Instruction
6765 Credit for Increasing Research Activities Form Instruction
6781 Gains and Losses from Section 1256 Contracts and Straddles Form Instruction
7203 S Corporation Shareholder Stock and Debt Basis Limitations Form Instruction
7206 Self-Employed Health Insurance Deduction Form Instruction
7207 Advanced Manufacturing Production Credit Form Instruction
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) Form Instruction
8275 Disclosure Statement Form Instruction
8275R Regulation Disclosure Statement Form Instruction
8283 Non-cash Charitable Contributions Form Instruction
8288 A Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests Form Instruction
8332 Release for Exemption for Child of Divorced Parents Form Instruction
8379 Injured Spouse Claim Form Instruction
8396 Mortgage Interest Credit Form Instruction
8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return Form Instruction
8582 CR Passive Activity Credit Limitations
Form 8582CR Form 8582CR Instruction
8582 Passive Activity Loss Limitation Form Instruction
8586 Low-Income Housing Credit Form Instruction
8594 Asset Acquisition Statement Under Section 1060 Form Instruction
8606 Nondeductible IRA's Form Instruction
8609-A Annual Statement for Low-Income Housing Credit Form Instruction
8611 Recapture of Low-Income Housing Credit Form Instruction
8615 Tax for Certain Children Who Have Unearned Income Form Instruction
8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund Form Instruction
8689 Allocation of Individual Income Tax to the U.S. Virgin Islands Form Instruction
8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts Form Instruction
8801 Credit for Prior Year Minimum Tax Form Instruction
8805 Foreign Partner's Information Statement of Section 1446 Withholding Tax Form Instruction
8814 Parent's Election to Report Child's Income Form Instruction
8815 Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 Form Instruction
8820 Orphan Drug Credit Form Instruction
8821 Tax Information Authorization Form Instruction
8822 Change of Address Form Form
8824 Like Kind Exchanges Form Instruction
8826 Disabled Access Credit Form Instruction
8828 Recapture of Federal Mortgage Subsidy Form Instruction
8829 Expense for Business Use of Your Home Form Instruction
8830 Enhanced Oil Recovery Credit Form Instruction
8833 Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) Form Instruction
8834 Qualified Electric Vehicle Credit Form Instruction
8835 Renewable Electricity Production Credit Form Instruction
8838 P Consent To Extend the Time To Assess Tax Pursuant to the Gain Deferral Method (Section 721(c)) Form Instruction
8839 Qualified Adoption Expenses Form Instruction
8840 Closer Connection Exception Statement for Aliens Form Instruction
8843 Statement for Exempt Individuals and Individuals With a Medical Condition Form Instruction
8844 Empowerment Zone and Renewal Community Employment Credit Form Instruction
8845 Indian Employment Credit Form Instruction
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips Form Instruction
8853 Archer MSAs and LTC Insurance Contracts Form Instruction
8854 Initial and Annual Expatriation Statement Form Instruction
8859 District of Columbia First-Time Homebuyer Credit Form Instruction
8862 Information To Claim Certain Credits After Disallowance Form Instruction
8863 Education Credits (American Opportunity and Lifetime Learning Credits) Form Instruction
8864 Biodiesel, Renewable Diesel, or Sustainable Aviation Fuels Credit Form Instruction
8865 Return of U.S. Persons With Respect to Certain Foreign Partnerships Form Instruction
8866 Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method Form Instruction
8874 New Markets Credit Form Instruction
8880 Credit for Qualified Retirement Savings Contributions Form Instruction
8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation Form Instruction
8882 Credit for Employer-Provided Childcare Facilities and Services Form Instruction
8886 Reportable Transaction Disclosure Statement Form Instruction
8888 Multiple Direct Deposit Form for Efile Purposes Form Instruction
8889 Health Savings Account Form Instruction
8896 Low Sulfur Diesel Fuel Production Credit Form Instruction
8898 Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Territory Form Instruction
8900 Qualified Railroad Truck Maintenance Credit Form Instruction
8906 Distilled Spirits Credit Form Instruction
8907 Nonconventional Source Fuel Credit Form Instruction
8908 Energy Efficient Home Credit Form Instruction
8909 Energy Efficient Appliance Credit Form Instruction
8910 Alternative Motor Vehicle Credit Form Instruction
8911 Alternative Fuel Vehicle Refueling Property Credit Form Instruction
8912 Credit for Clean Renewable Energy and Gulf Tax Credit Bonds Form Instruction
8915 A Qualified 2016 Disaster Retirement Plan Distributions and Repayments Form Instruction
8915 B Qualified 2017 Disaster Retirement Plan Distributions and Repayments Form Instruction
8915 C Qualified 2018 Disaster Retirement Plan Distributions and Repayments Form Instruction
8915 D Qualified 2019 Disaster Retirement Plan Distributions and Repayments Form Instruction
8915 F Qualified Disaster Retirement Plan Distributions and Repayments Form Instruction
8919 Uncollected Social Security and Medicare Tax on Wages with Instructions Form Instruction
8925 Report of Employer-Owned Life Insurance Contracts Form Instruction
8931 Agricultural Chemicals Security Credit Form Instruction
8932 Credit for Employer Differential Wage Payments Form Instruction
8933 Carbon Dioxide Sequestration Credit Form Instruction
8936 Clean Vehicle Credits Form Instruction
8938 Statement of Specified Foreign Financial Assets Form Instruction
8941 Credit for Small Employer Health Insurance Premiums Instructions Form Instruction
8949 Sale and Other Dispositions of Capital Assets Form Instruction
8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States Form Instruction
8959 Additional Medicare Tax Form Instruction
8960 Net Investment Income Tax-Individuals, Estates, and Trusts Form Instruction
8962 Premium tax credit Form Instruction
8990 Limitation on Business Interest Expense Under Section 163(j) Form Instruction
8992 U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) Form Instruction
8995 Qualified Business Income Deduction Simplified Computation Form Instruction
8995 A Qualified Business Income Deduction Form Instruction
8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments Form Instruction
9000 Alternative Media Preference Form Instruction
9325 Acknowledgement and General Information for Taxpayers Who File Returns Electronically Form Instruction
9465 Installment Agreement Request Form Instruction
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Supported Federal Tax Schedules ~ Tax Year 2024

Schedule Name Schedule Detail
Schedule 1 Additional Income and Adjustments to Income Form Instruction
Schedule 2 Additional Taxes Form Instruction
Schedule 3 Additional Credits and Payments Form Instruction
Schedule A Itemized Deductions Form Instruction
Schedule B Interest and Ordinary Dividends Form Instruction
Schedule C Profit/Loss from Business Form Instruction
Schedule D Capital Gains and Losses Form Instruction
Schedule E Rental and Royalty Income Form Instruction
Schedule EIC Earned Income Credit Form Instruction
Schedule F Farm Income/Loss Form Instruction
Schedule H Household Employment Taxes Form Instruction
Schedule J Income Averaging for Individuals With Income from Farming or Fishing Form Instruction
Schedule K-1 1041 Beneficiaries Share of Income, Deductions, Credits, etc Form Instruction
Schedule K-1 1065 Partners Share of Income, Credits, Deductions, etc. Form Instruction
Schedule K-1 1120S Shareholders Share of Income, Credits, Deductions, etc. Form Instruction
Schedule LEP Request for Change in Language Preference Form Instruction
Schedule R Credit for the Elderly or the Disabled Form Instruction
Schedule SE Self-Employment Tax Form Instruction
Schedule 8812 Credits for Qualifying Children and Other Dependents Form Instruction
1040 NR Schedule A Itemized Deductions Form Instruction
1040 NR Schedule NEC Tax on Income Not Effectively Connected With a U.S. Trade or Business Form Instruction
1040 NR Schedule OI Other Information Form Instruction
1116 (Schedule B) Foreign Tax Carryover Reconciliation Schedule Form Instruction
5471 Schedule E Income, War Profits, and Excess Profits Taxes Paid or Accrued Form Instruction
5471 Schedule H Current Earnings and Profits Form Instruction
5471 Schedule I-1 Information for Global Intangible Low-Taxed Income Form Instruction
5471 Schedule J Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporation Form Instruction
5471 Schedule M Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons Form Instruction
5471 Schedule O Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock Form Instruction
5471 Schedule P Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations Form Instruction
5471 Schedule Q CFC Income by CFC Income Groups Form Instruction
5471 Schedule R Distributions From a Foreign Corporation Form Instruction
8865 - Schedule G Statement of Application of the Gain Deferral Method Under Section 721(c) Form Instruction
8865 - Schedule H Acceleration Events and Exceptions Reporting Relating to Gain Deferral Method Under Section 721(c) Form Instruction
8865 - Schedule P Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership Form Instruction
8865 - Schedule O Transfer of Property to a Foreign Partnership (Under Section 6038B) Form Instruction
8936 - Schedule A Clean Vehicle Credit Amount Form Instruction
8992 Schedule A Schedule of Controlled Foreign Corporation (CFC) Information to Compute Global Intangible Low-Taxed Income (GILTI) Form Instruction
8995 A - Schedule A Specified Service Trades or Businesses Form Instruction
8995 A - Schedule B Aggregation of Business Operations Form Instruction
8995 A - Schedule C Loss Netting and Carryforward Form Instruction
8995 A - Schedule D Special Rules for Patrons of Agricultural or Horticultural Cooperatives Form Instruction
965 - Schedule F Foreign Taxes Deemed Paid by Domestic Corporation Form Instruction
965 - Schedule H Amounts Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes Form Instruction
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All 1040 Worksheets can be found in the TY2024 1040 Instructions
1040 Worksheet Name
Simplified Method Worksheet
Social Security Benefits Worksheet
Standard Deduction Worksheet for Dependents
Foreign Earned Income Tax Worksheet
Qualified Dividends and Capital Gain Tax Worksheet
Earned Income Credit worksheet A
Earned Income Credit worksheet B
State and Local Income Tax Refund Worksheet
Self-Employed Health Insurance Deduction Worksheet
IRA Deduction Worksheet
Student Loan Interest Deduction Worksheet
Worksheet Form 6251-Schedule 2, Line 1
Exemption Worksheet for Form 6251 line 5
State and Local General Sales Tax Deduction Worksheet
Mortgage Insurance Premiums Deduction Worksheet
Business use of your home (Simplified Method Worksheet)
Capital Loss Carryover Worksheet
28% Rate Gain Worksheet
Unrecaptured Section 1250 Gain Worksheet
Schedule D Tax Worksheet
Worksheet for Household Employers in a Credit Reduction State
Credit Limit Worksheet
Earned Income Worksheet
Additional Medicare Tax and RRTA Tax Worksheet
Worksheet for Lump-Sum Distributions
Worksheet for Home Mortgage Interest
Worldwide Qualified Dividends and Capital Gains
Worksheet for Form 2210 Figure the Penalty (Penalty Worksheet)
Worksheet for 2022 Expenses Paid in 2023
Limit on Housing Expenses Worksheet
Housing Deduction Carryover Worksheet
Worksheet for Maximum section 179 limitation calculation
Section 179 Business Income Limit Worksheet
Taxpayer's Modified AGI
Dependents Combined Modified AGI
Household Income as a Percentage of the Federal Poverty Line
Alternative Calculation for Marriage Eligibility
Your Alternative Monthly Contribution Amount
Your Alternative Monthly Credit Amounts for Pre-Marriage Months
Alternative Calculation for Year of Marriage Totals Worksheet
Worksheet To Determine if the QSEHRA Is Considered Affordable
Worksheet To Figure Monthly Credit Amount if You Have a QSEHRA
Self-Employed Health Insurance Deduction and PTC
Simplified Calculation and Iterative Calculation Method
Maximum Roth IRA Contribution Worksheet
8582 Worksheet 1- 6
Figure Your Taxable Benefits Under the Lump-Sum Election Method
Figure Your Additional Taxable Benefits From a Lump-Sum Payment
Tax for Certain Children Who Have Investment Income of More Than $2,500
SEP, SIMPLE, Qualified Plans
Charitable contribution Deduction Limits
Worksheet for Basis Adjustments
Worksheet for Accrued Market Discount Adjustment
Worksheet for Contingent Payment Debt Instrument Adjustment
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IRS Income Tax Publications ~ Tax Year 2024

Publication Number Publication Name
3 Armed Forces' Tax Guide Form
17 Your Federal Income Tax (For Individuals) Form
225 Farmer's Tax Guide Form
463 Travel, Gift, and Car Expenses Form
501 Dependents, Standard Deduction, and Filing Information Form
502 Medical and Dental Expenses Form
503 Child and Dependent Care Expenses Form
504 Divorced or Separated Individuals Form
505 Tax Withholding and Estimated Tax Form
514 Foreign Tax Credit for Individuals Form
517 Social Security and Other Information for Members of the Clergy and Religious Workers Form
521 Moving Expenses Form
523 Selling Your Home Form
525 Taxable and Nontaxable Income Form
526 Charitable Contributions Form
527 Residential Rental Property (Including Rental of Vacation Homes) Form
529 Miscellaneous Deductions Form
535 Business Expenses Form
550 Investment Income and Expenses, (Including Capital Gains and Losses) Form
557 Tax-Exempt Status for Your Organization Form
560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) Form
575 Pension and Annuity Income Form
587 Business Use of Your Home (Including Use by Day-Care Providers) Form
590-A Contributions to Individual Retirement Arrangements(IRAs) Form
590-B Distributions from Individual Retirement Arrangements(IRAs) Form
596 Earned Income Credit Form
600 State and Local General Sales Taxes Form
794 Favorable Determination Letter Form
915 Social Security and Equivalent Railroad Retirement Benefits Form
929 Tax Rules for Children and Dependents Form
938 Real Estate Mortgage Investment Conduits (REMICS) Reporting Information (And Other Collateralized Debt Obligations (CDOs)) Form
946 How to Depreciate Property Form
970 Tax Benefits for Education Form
974 Premium Tax Credit (PTC) Form
1141 General Rules and Specifications for Substitute Forms W-2 and W-3 Form
1546 Taxpayer Advocate Service by the IRS Form
4681 Canceled Debts, Foreclosures, Repossessions, and Abandonments (For Individuals) Form
4731 Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C Form
N746 Information About Your Notice, Penalty and Interest Form
P1321 Special Instructions for Bona Fide Residents Of Puerto Rico Who Must File A U.S. Individual Income Tax Return (Form 1040) Form
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The following forms are not supported ~ Tax Year 2024

Form Number Form Name
970 Application To Use LIFO Inventory Method Form
5713 International Boycott Report Form
5713 - Schedule A International Boycott Factor (Section 999(c)(1)) Form
5713 - Schedule B Specifically Attributable Taxesand Income (Section 999(c)(2)) Form
5713 - Schedule C Tax Effect of the International Boycott Provisions Form
7202 Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals Form
8885 Health Coverage Tax Credit Form
Form T Forest Activities Schedule Form
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