Federal Form Updates for Tax Preparation Software

Not sure if your Federal forms are up-to-date? View our list of the latest forms available.

2019 Coming Soon

Federal Forms


Check marks indicate forms that have been finalized in the most current update.

FormWin AvailableMac Available
Form 1040 and Schedules 1-3: US Individual Income Tax Available 1/3/2020 Available 1/10/2020
Background Worksheet: Background Information Worksheet Available 1/3/2020 Available 1/10/2020
Dependents Worksheet: Worksheet for Dependents Available 1/3/2020 Available 1/10/2020
Dependents Att Worksheet: Dependents Attachment Worksheet Available 1/3/2020 Available 1/10/2020
Child Tax Credit Worksheet: Child Tax Credit Worksheet Available 1/3/2020 Available 1/10/2020
W-2 Worksheet: Wage and Tax Statement Available 1/3/2020 Available 1/10/2020
Non-W2 Wages: Worksheet for Wages Not on a W-2 Available 1/3/2020 Available 1/10/2020
IRA Contributions: IRA Contribution Worksheet Available 1/3/2020 Available 1/10/2020
Keogh/SEP/SIMPLE Contributions: Keogh/SEP/SIMPLE and Other Contributions Available 1/3/2020 Available 1/10/2020
Form 1098-E: Student Loan Interest Available 1/3/2020 Available 1/10/2020
Form 1099-G: Certain Government Payments Available 1/3/2020 Available 1/10/2020
1099-R Worksheet: Distributions from Pensions, etc. Available 1/3/2020 Available 1/10/2020
Social Security Worksheet: Worksheet for Social Security Income Available 1/3/2020 Available 1/10/2020
1099-MISC Worksheet: Miscellaneous Income Available 1/3/2020 Available 1/10/2020
1099-K Worksheet: Payment Card Network Transactions Available 1/3/2020 Available 1/10/2020
Attachments Worksheet: Form 1040 Attachments Worksheet Available 1/3/2020 Available 1/10/2020
Last Year's Data Worksheet: Last Year's Data Worksheet Available 1/3/2020 Available 1/10/2020
W-2G Worksheet: Statement of Gambling Income Available 1/3/2020 Available 1/10/2020
Incentive Stock Option Worksheet: Incentive Stock Option Worksheet Available 1/3/2020 Available 1/10/2020
Self-Employed Health Insurance: Self-Employed Health Insurance Available 1/3/2020 Available 1/10/2020
Self-Employed Health Iterative: Self-Employed Health Iterative Available 1/3/2020 Available 1/10/2020
Self-Employed Health Refigure: Self-Employed Health Refigure Available 1/3/2020 Available 1/10/2020
Foreign Wages Not on a W-2: Foreign Wages Not on a W-2 Available 1/3/2020 Available 1/10/2020
Schedule 8812: Additional Child Tax Credit Available 1/3/2020 Available 1/10/2020
Schedule A: Itemized Deductions Available 1/3/2020 Available 1/10/2020
Home Mortgage Interest Worksheet: Home Mortgage Interest Worksheet Available 1/3/2020 Available 1/10/2020
Charitable Worksheet: Charitable Donations Worksheet Available 1/3/2020 Available 1/10/2020
Noncash or Item Donations: Noncash or Item Donations Available 1/3/2020 Available 1/10/2020
State and Local Income Tax: State and Local Income Tax Payments Worksheet Available 1/3/2020 Available 1/10/2020
Schedule B: Interest and Dividends Available 1/3/2020 Available 1/10/2020
Interest Summary: Interest Income Summary Available 1/3/2020 Available 1/10/2020
Form 1099-INT/OID: Interest Income Worksheet Available 1/3/2020 Available 1/10/2020
Dividend Summary: Dividend Income Summary Available 1/3/2020 Available 1/10/2020
Form 1099-DIV: Dividends and Distributions Available 1/3/2020 Available 1/10/2020
Form 8938: Statement of Specified Financial Assets Available 1/3/2020 Available 1/10/2020
Schedule C: Profit or Loss from Business Available 1/3/2020 Available 1/10/2020
Schedule D: Capital Gains and Losses Available 1/3/2020 Available 1/10/2020
Form 1099-B Account: Form 1099-B Account Available 1/3/2020 Available 1/10/2020
Capital Gains and Losses Worksheet: Capital Gains and Losses Available 1/3/2020 Available 1/10/2020
Sale of Home Worksheet: Sale of Home Worksheet Available 1/3/2020 Available 1/10/2020
Form 8949: Dispositions of Capital Assets Available 1/3/2020 Available 1/10/2020
Schedule E: Rents, Royalties, Partnerships, Etc. Available 1/3/2020 Available 1/10/2020
Schedule E Part I Attachment: Schedule E Part I Attachment Available 1/3/2020 Available 1/10/2020
Schedule E Part II Attachment: Schedule E Part II Attachment Available 1/3/2020 Available 1/10/2020
Schedule E Part III Attachment: Schedule E Part III Attachment Available 1/3/2020 Available 1/10/2020
Rentals and Royalties: Rentals and Royalties Worksheet Available 1/3/2020 Available 1/10/2020
K-1 Partnership/S Corporation: K-1 (Partnership/S Corporation) Worksheet Available 1/3/2020 Available 1/10/2020
K-1 Estate/Trust: K-1 (Estate/Trust) Worksheet Available 1/3/2020 Available 1/10/2020
Schedule EIC: Earned Income Credit Available 1/3/2020 Available 1/10/2020
Schedule F: Profit or Loss from Farming Available 1/3/2020 Available 1/10/2020
Schedule H: Household Employment Taxes Available 1/3/2020 Available 1/10/2020
Schedule J: Income Averaging for Farmers & Fishermen Available 1/3/2020 Available 1/10/2020
Schedule R: Credit for Elderly or Disabled Available 1/3/2020 Available 1/10/2020
Elderly/Disabled Credit: Worksheet for Elderly or Disabled Credit Available 1/3/2020 Available 1/10/2020
Schedule SE: Self-Employment Tax Available 1/3/2020 Available 1/10/2020
Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness Available 1/3/2020 Available 1/10/2020
Form 1116: Computation of Foreign Tax Credit Available 1/3/2020 Available 1/10/2020
Form 1116 (AMT): Foreign Tax Credit for AMT Available 1/3/2020 Available 1/10/2020
Form 1310: Refund Due a Deceased Taxpayer Available 1/3/2020 Available 1/10/2020
Form 2106: Employee Business Expenses Available 1/3/2020 Available 1/10/2020
Form 2120: Multiple Support Declaration Available 1/3/2020 Available 1/10/2020
Form 2210: Underpayment Penalty Available 1/3/2020 Available 1/10/2020
Form 2210, Schedule AI: Underpayment of Estimated Tax--Sch. AI Available 1/3/2020 Available 1/10/2020
Form 2439: Undistributed Long-Term Capital Gains Available 1/3/2020 Available 1/10/2020
Form 2441: Child and Dependent Care Credit Available 1/3/2020 Available 1/10/2020
Child/Dependent Care: Child/Dependent Care Worksheet Available 1/3/2020 Available 1/10/2020
Form W-10: Dependent Care Provider Available 1/3/2020 Available 1/10/2020
Form 2555: Foreign Earned Income Available 1/3/2020 Available 1/10/2020
Form 3468: Investment Credit Available 1/3/2020 Available 1/10/2020
Form 3800: General Business Credit Available 1/3/2020 Available 1/10/2020
Form 3903: Moving Expenses Available 1/3/2020 Available 1/10/2020
Form 4137: Social Security Tax on Unreported Tips Available 1/3/2020 Available 1/10/2020
Form 4562: Depreciation and Amortization Available 1/3/2020 Available 1/10/2020
Depreciation Summary: Summary of Assets Available 1/3/2020 Available 1/10/2020
Depreciation Worksheet: Depreciation Worksheet Available 1/3/2020 Available 1/10/2020
Vehicle Worksheet: Vehicle Expense Worksheet Available 1/3/2020 Available 1/10/2020
Bonus Depreciation Election Out: Bonus Depreciation Election Out Available 1/3/2020 Available 1/10/2020
Form 4684: Casualties and Thefts Available 1/3/2020 Available 1/10/2020
Form 4797: Sales of Business Property Available 1/3/2020 Available 1/10/2020
Form 4835: Farm Rental Income and Expenses Available 1/3/2020 Available 1/10/2020
Form 4868: Automatic Extension of Time to File Available 1/3/2020 Available 1/10/2020
Form 4952: Investment Interest Expense Available 1/3/2020 Available 1/10/2020
Form 4972: Tax on Lump-Sum Distributions Available 1/3/2020 Available 1/10/2020
Form 5329: Return for IRA and Retirement Plan Tax Available 1/3/2020 Available 1/10/2020
Form 5405: Repayment of First-Time Homebuyer Credit Available 1/3/2020 Available 1/10/2020
Form 5695: Residential Energy Credits Available 1/3/2020 Available 1/10/2020
Form 6198: At Risk Limitations Available 1/3/2020 Available 1/10/2020
Form 6251: Alternative Minimum Tax Available 1/3/2020 Available 1/10/2020
Form 6252: Installment Sale Income Available 1/3/2020 Available 1/10/2020
Form 6781: Section 1256 Contracts Available 1/3/2020 Available 1/10/2020
Form 8283: Noncash Charitable Contributions Available 1/3/2020 Available 1/10/2020
Form 8332: Release of Claim to Exemption Available 1/3/2020 Available 1/10/2020
Form 8379: Injured Spouse Allocation Available 1/3/2020 Available 1/10/2020
Form 8396: Mortgage Interest Credit Available 1/3/2020 Available 1/10/2020
Form 8453: US Individual Transmittal for On-Line Filing Available 1/3/2020 Available 1/10/2020
Form 8582 - Page 1: Passive Activity Loss Limitations Available 1/3/2020 Available 1/10/2020
Form 8582 Page 2 (Regular Tax): Passive Activity Loss Limitations Available 1/3/2020 Available 1/10/2020
Form 8582 Page 3 (Regular Tax): Passive Activity Loss Limitations Available 1/3/2020 Available 1/10/2020
Form 8582 Page 2 (AMT): Passive Activity Loss Limitations Available 1/3/2020 Available 1/10/2020
Form 8582 Page 3 (AMT): Passive Activity Loss Limitations Available 1/3/2020 Available 1/10/2020
Form 8586: Low-Income Housing Credit Available 1/3/2020 Available 1/10/2020
Form 8606: Nondeductible IRAs Available 1/3/2020 Available 1/10/2020
8606 Worksheet: Form 8606 Worksheet Available 1/3/2020 Available 1/10/2020
Returned IRA Contributions: Returned IRA Contributions Available 1/3/2020 Available 1/10/2020
Form 8609-A: Annual Statement for Low-Income Housing Credit Available 1/3/2020 Available 1/10/2020
Form 8615: Child With Unearned Income Available 1/3/2020 Available 1/10/2020
Form 8801: Credit for Prior Year Minimum Tax Available 1/3/2020 Available 1/10/2020
Form 8814: Parents' Election for Child's Income Available 1/3/2020 Available 1/10/2020
Form 8815: Exclusion of Interest from Savings Bonds Available 1/3/2020 Available 1/10/2020
Form 8818: Redemption of EE and I US Savings Bonds Available 1/3/2020 Available 1/10/2020
Form 8822: Change of Address Available 1/3/2020 Available 1/10/2020
Form 8822-B: Change of Address - Business Available 1/3/2020 Available 1/10/2020
Form 8824: Like-Kind Exchanges Available 1/3/2020 Available 1/10/2020
Form 8829: Expenses for Business Use of Your Home Available 1/3/2020 Available 1/10/2020
Form 8839: Qualified Adoption Expenses Available 1/3/2020 Available 1/10/2020
Form 8853: MSA Deduction Available 1/3/2020 Available 1/10/2020
Form 8859: District of Columbia First-Time Homebuyer Credit Available 1/3/2020 Available 1/10/2020
Form 8862: Information to Claim Certain Credits Available 1/3/2020 Available 1/10/2020
Form 8863: Education Credits Available 1/3/2020 Available 1/10/2020
Tuition Payments: Tuition Payments Worksheet Available 1/3/2020 Available 1/10/2020
Form 8880: Credit for Qualified Retirement Savings Contributions Available 1/3/2020 Available 1/10/2020
Form 8885: Health Coverage Tax Credit Available 1/3/2020 Available 1/10/2020
Form 8888: Allocation of Refund (Including Savings Bond Purchases) Available 1/3/2020 Available 1/10/2020
Form 8889: Health Savings Accounts (HSAs) Available 1/3/2020 Available 1/10/2020
Form 8936: Qualified Plug-in Electric Drive Motor Vehicle Credit Available 1/3/2020 Available 1/10/2020
Form 8958: Allocation of Tax Amounts in Community Property States Available 1/3/2020 Available 1/10/2020
Form 8959: Additional Medicare Tax Available 1/3/2020 Available 1/10/2020
Form 8960: Net Investment Income Tax Available 1/3/2020 Available 1/10/2020
Form 8962: Premium Tax Credit Available 1/3/2020 Available 1/10/2020
Form 8962 Information: Form 8962 Information Available 1/3/2020 Available 1/10/2020
Form 1095-A: Health Insurance Marketplace Statement Available 1/3/2020 Available 1/10/2020
Form 8962 Part IV Attachment: Form 8962 Part IV Attachment Available 1/3/2020 Available 1/10/2020
Form 8995: Qualified Business Income Deduction Simplified Computation Available 1/3/2020 Available 1/10/2020
Form 8995-A Summary: Qualified Business Income Summary Available 1/3/2020 Available 1/10/2020
Form 8995-A: Qualified Business Income Deduction Available 1/3/2020 Available 1/10/2020
Form 8995-A Schedule A: Specified Services Trade or Business Available 1/3/2020 Available 1/10/2020
Form 8995-A Schedule C: Loss Netting and Carryforward Available 1/3/2020 Available 1/10/2020
Form 8995-A Schedule D: Special Rules for Patrons of Cooperatives Available 1/3/2020 Available 1/10/2020
QBI Statement: Qualified Business Income Statement Available 1/3/2020 Available 1/10/2020
Form 9465: Installment Payments of Tax Available 1/3/2020 Available 1/10/2020
Form 1040-SR and Schedules 1 - 3: US Tax Return for Seniors Available 1/3/2020 Available 1/10/2020
Form 1040-V: Payment Voucher Available 1/3/2020 Available 1/10/2020
Form 1040X: Amended U.S. Individual Income Tax Return Available 1/3/2020 Available 1/10/2020
Form 1040-ES: Estimated Tax Available 1/3/2020 Available 1/10/2020
Form SS-4: Application for Employer Identification Number Available 1/3/2020 Available 1/10/2020
W-4 Worksheet: Employee's Withholding Allowance Certificate Available 1/3/2020 Available 1/10/2020
H&R Block Tax Payment Planner: H&R Block Tax Payment Planner Available 1/3/2020 Available 1/10/2020
Roth Conversions: Roth Conversion Worksheet Available 1/3/2020 Available 1/10/2020
Roth Contributions: Roth Contribution Worksheet Available 1/3/2020 Available 1/10/2020
Filing Status Calculator: Married Filing Joint vs. Separate Calculator Available 1/3/2020 Available 1/10/2020
State Information: State Information Worksheet Available 1/3/2020 Available 1/10/2020
Other State Tax Credit: Other State Tax Credit Worksheet Available 1/3/2020 Available 1/10/2020
De Minimis Safe Harbor: De Minimis Safe Harbor Available 1/3/2020 Available 1/10/2020
Small Taxpayer Safe Harbor: Small Taxpayer Safe Harbor Available 1/3/2020 Available 1/10/2020
Clergy Worksheet 1: Clergy Worksheet 1 Available 1/3/2020 Available 1/10/2020
Clergy Worksheet 2: Clergy Worksheet 2 Available 1/3/2020 Available 1/10/2020
Clergy Worksheet 3: Clergy Worksheet 3 Available 1/3/2020 Available 1/10/2020