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 |
Jack Townsend offers this blog in conjunction with his Federal Tax Procedure Books, currently in the 2019 editions (Student and Practitioner). Annual editions of the books are published in August. Those books may be downloaded from SSRN (see the page link in the top right hand column of this blog title 2019 Federal Tax Procedure Book & Updates). In addition, Jack uses this blog to discuss issues of federal tax procedure.
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.)
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