A few key points to be aware of: An IRS Online Account (OLA) is required to complete mobile friendly forms that require signatures. After filling in the form, you will have the option to submit it online or download a copy for mailing Have scans of your documents that support your submission ready Accepted file types are: .pdf, .doc, .xls, .jpeg and .png Maximum number of files per submission is 5. Please consolidate files if needed. Maximum size per file is 5MB Note that submissions with large attachments will take longer to submit. The system will provide a success message and a link to download your form when it is submitted successfully. Form number Title Online Account required? Revision date or tax year Posted date Form 637 Application for Registration (For Certain Excise Tax Activities) Yes Dec 2022 09/15/2024 Form 965-E Consent Agreement Under Section 965(i)(4)(D) Yes Dec 2019 09/15/2024 Form 3881 ACH Vendor/Miscellaneous Payment Enrollment Form Yes Apr 2016 09/15/2024 Form 4506-A Request for a Copy of Exempt or Political Organization IRS Form No Nov 2021 04/29/2024 Form 4506-F Identity Theft Victims Request for Copy of Fraudulent Tax Return Yes Aug 2021 09/15/2024 Form 5646 Claim for Damage, Injury or Death Yes Jan 2017 09/15/2024 Form 6497 Information Return of Nontaxable Energy Grants or Subsidized Energy Financing No Aug 2019 09/15/2024 Form 8609 Low-Income Housing Credit Allocation and Certification Yes Dec 2021 09/15/2024 Form 8610 Annual Low-Income Housing Credit Agencies Report Yes 2023 09/15/2024 Form 8610(Schedule A Carryover Allocation of Low-Income Housing Credit No Dec 2023 09/15/2024 Form 8809-EX Request for Extension of Time To File an ExSTARS Information Return Yes Jan 2014 09/15/2024 Form 8823 Low-Income Housing Credit Agencies Report of Noncompliance or Building Disposition Yes Jun 2023 09/15/2024 Form 8899 Notice of Income from Donated Intellectual Property No Dec 2021 04/29/2024 Form 8918 Material Advisor Disclosure Statement Yes Nov 2021 09/15/2024 Form 8944 Preparer e-file Hardship Waiver Request Yes Sep 2021 10/27/2024 Form 9249 Questionnaire - Housing Exclusion Sect. 911 Yes May 2015 09/15/2024 Form 9368 Questionnaire - Scholarship or Fellowship Grant Yes May 2015 09/15/2024 Form 9549 Explanation of Other Income No Mar 2024 04/29/2024 Form 11652 Questionnaire and Supporting Documentation Form 1040 Schedule C (Profit or Loss from Business) No Jan 2021 04/29/2024 Form 12508 Questionnaire for Non-Requesting Spouse Yes Jun 2021 06/30/2024 Form 12509 Innocent Spouse Statement of Disagreement Yes May 2018 09/15/2024 Form 12661 Dispute Issue Verification No Oct 2015 04/29/2024 Form 13206 Volunteer Assistance Summary Report No Oct 2023 04/29/2024 Form 13533 VITA/TCE Partner Sponsor Agreement Yes Sep 2020 06/30/2024 Form 13533-A FSA Remote Sponsor Agreement Yes Sep 2022 06/30/2024 Form 13715 Volunteer Site Information Sheet No Oct 2022 04/29/2024 Form 13825 Employee Business Expense Questionnaire No Aug 2017 06/30/2024 Form 13909 Tax-Exempt Organization Complaint (Referral) No Nov 2023 12/05/2023 Form 13920 Directed Withholding and Deposit Verification No Oct 2013 06/30/2024 Form 14039 Identity Theft Affidavit No Sep 2023 09/29/2023 Form 14039-B Business Identity Theft Affidavit Yes May 2021 06/30/2024 Form 14157 Return Preparer Complaint No Jun 2018 04/29/2024 Form 14242 Reporting Abusive Tax Promotions and/or Preparers No Apr 2024 04/29/2024 Form 14388 Taxpayer Advocacy Panel (TAP) Issue Submission No Feb 2024 04/29/2024 Form 14439 Employee Data Report No Mar 2022 06/30/2024 Form 14900 Worksheet for Qualified Loan Limit and Deductible Home Mortgage Interest for Tax Years Beginning after 2017 No Jul 2020 06/30/2024 Form 15086 Offer in Compromise Public Inspection File Request No Sep 2018 04/29/2024 Form 15091 Benefit Assurance Yes Jan 2019 09/15/2024 Form 15103 Form 1040 Return Delinquency Yes Jun 2017 10/27/2024 Form 15104 Status of the Taxpayer Levy No Jun 2017 04/29/2024 Form 15109 Request for Tax Deferment No Jan 2023 09/29/2023 Form 15114 Request Verification for Potential Discrepancy of Income, Deductions and/or Credits Claimed on BMF Income Tax Returns Matched to Payer Information Documents No Sep 2019 06/30/2024 Form 15115 Request for Missing Information on the Application for Enrollment or Renewal of Enrollment to Practice before the IRS Yes Apr 2021 09/15/2024 Form 15116 Information Sheet No Apr 2022 04/29/2024 Form 15227 Application for an Identity Protection Personal Identification Number (IP PIN) No Jan 2024 09/15/2024 Form 15315 Annual Certification for Multiemployer Defined Benefit Plans Yes Feb 2024 09/15/2024 Form 15417 403(b) Plan Eligibility and Participation Worksheet 1A – Determination of 403(b) Status No Apr 2023 04/29/2024 Form 15417-A 403(b) Plan Minimum Vesting Standards Worksheet 2B – Determination of 403(b) No Apr 2023 04/29/2024 Form 15417-B 403(b) Plan Miscellaneous Provisions Worksheet 4A – Determination of 403(b) Status No Apr 2023 04/29/2024 Form 15504 Qualified Plug-in Electric Vehicle Credit No Nov 2021 04/29/2024
