FTPB Forms

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.  Caveat, I have not revised this list since 2018.)

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