Federal Tax Procedure Book Forms (9/2/18)

This page provides a table with links for the forms that may be relevant for a Federal Tax Procedure Course of the type for which I prepare my Federal Tax Procedure books (see here).  Most of the forms mentioned in the Book are available (in their latest versions) on the IRS Web Page titled "Forms and Instructions," here.  For those forms, the link I provide is to the IRS web site; readers will have to enter the form number to review or download the form or its instructions.  Where useful forms are not on the IRS web site, I provide links to pdf versions on my Google Docs site.

Additional Form resources:
  • FinCen Filing Information (with links for Forms), here.
  • IRS list of Modernized e-file forms for 2017 (2018 filing season), here.
Finally, let me state my great appreciation to my former partner, Larry Jones, who teaches the Tax Clinic at Southerm Methodist University.  Larry has always been a much better form man than I am and have vast experience in working with the IRS to achieve results for his clients.  Larry was the principal "draftsman," so to speak for deciding what should be included on the list of Forms and retrieving the copies that I have provided.

Agency/Source Type NUMBER NAME OF DOCUMENT LINK
FinCEN Form 104 Currency Transaction Report FinCEN
FinCEN Form 114 Report of Foreign Bank and Financial Accounts ("FBAR") FinCEN
IRS Pub 1 Your Rights as a Taxpayer IRS
IRS Pub 5 Your Appeal Rights and How To Prepare a Protest If You Don’t Agree IRS
IRS Form 211 Application for Award for Original Information IRS
IRS Letter 531 Notice of Deficiency FTPB Forms
IRS Pub 594 The IRS Collection Process IRS
IRS Form 656 Offer in Compromise IRS
IRS Form 843 Claim for Refund and Request for Abatement IRS
IRS Form 866 Closing Agreement as to Final Determination of Tax Liability IRS
IRS Form 870 Waiver of Restrictions on Assessment and Collection of Deficiency in Tax and Acceptance of Overassessment FTPB Forms
IRS Form 872 Consent to Extend the Time to Assess Tax FTPB Forms
IRS Form 906 Closing Agreement Covering Specific Matters IRS
IRS Form 911 Request for Taxpayer Advocate Service Assistance IRS
IRS Form 1040 U.S. Individual Income Tax Return  IRS
IRS Form 2039 Summons FTPB Forms
IRS Form 2039 John Doe Summons FTPB Forms
IRS Form 2848 Power of Attorney and Declaration of Representative  IRS
IRS Form 4180 Report of Interview with Individual Relative to Trust Fund Recovery Penalty or Personal Liability for Excise Taxes FTPB Forms
IRS Form 4340 Certificate of Assessments and Payments To Come
IRS Form 4506 Request for Copy of Tax Return IRS
IRS Form 4549 Income Tax Examination Changes FTPB Forms
IRS Form 4564 Information Document Requenst FTPB Forms
IRS Form 4868 Application for Automatic Extension of Time To File U.S. Individual Income Tax Return  IRS
IRS Pub 5169 Taxpayer Bill of Rights IRS
IRS Form 8275 Disclosure Statement IRS
IRS Form 8300 Report of Cash Payments Over $10,000 Received In a Trade or Business IRS
IRS Form 8821 Tax Information Authorization IRS
IRS Form 8857 Request for Innocent Spouse Relief.pdf IRS
IRS Form 8867 Paid Preparer's Earned Income Credit Checklist IRS
IRS Form 8938 Statement of Foreign Financial Assets IRS
IRS Form 9465 Installment Agreement Request IRS
IRS Form 12153 Request for a Collection Due Process or Equivalent Hearing IRS
IRS Form 14039 Identity Theft Affidavit IRS
IRS Form 14134 Application for Certificate of Subordination of Federal Tax Lien IRS
IRS Form 14135 Application for Certificate of Discharge of Property from Federal Tax Lien IRS
IRS Form 14157 Complaint Tax Return Preparer IRS
IRS Form 1040-X  Amended U.S. Individual Income Tax Return IRS
IRS Form 14157-A Tax Return Preparer Fraud or Misconduct Affidavit IRS
IRS Form  23C Assessment Certificate FTPB Forms
IRS Form 433-A  Collection Information Statement for Wage Earners and Self-Employed Individuals IRS
IRS Form 433-A Collection Information Statement for Wage Earners and Self-Employed Individuals  IRS
IRS Form 433-B  Collection Information Statement for Businesses IRS
IRS Form 433-D  Installment Agreement  IRS
IRS Form 433-F Collection Information Statement IRS
IRS Form 4506-F Request for Copy of Fraudulent Tax Return  IRS
IRS Form 656-L  Offer in Compromise (Doubt as to Liability) IRS
IRS Form 668(Y)(c) Notice of Federal Tax Lien FTPB Forms
IRS Form 8275-R Regulation Disclosure Statement IRS
IRS Form 870-AD Offer to Waive Restrictions on Assessment and Collection of Tax FTPB Forms
IRS Form 872-A  Special Consent to Extend the Time to Assess Tax FTPB Forms
IRS Form 872-T Notice of Termination of Special Consent to Extend the Time to Assess Tax FTPB Forms
IRS Notice Collection Notices FTPB Forms
LRJ Protest Protest-Audit FTPB Forms
T.C. Designation Place of Trial.pdf Tax Court
T.C. Petition (Simplified Form) Tax Court
T.C. Statement of Taxpayer Identification Number.pdf Tax Court
T.C. Trial Memorandum for Petitioner FTPB Forms
T.C. Notice of Appeal Tax Court

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