To address the question of what other filings you need to be aware of, the retrieved information provides a comprehensive list of various forms and filings required by the IRS for different entities and situations. Here is a detailed breakdown:
- Forms Related to Beneficiaries and Foreign Transactions:
- Form 8971: Information Regarding Beneficiaries Acquiring Property from a Decedent.
- Form 8833: Treaty-Based Return Position Disclosure under Section 6114 or 7701(b).
- Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts.
- Annual Information Returns for Exempt Organizations:
- Form 990: Return of Organization Exempt From Income Tax.
- Form 990-EZ: Short Form Return of Organization Exempt From Income Tax.
- Form 990-PF: Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation.
- Form 5500: Annual Return/Report of Employee Benefit Plan.
- Forms for Specific Situations and Adjustments:
- Form 8986: Received from partnerships that have elected to push out adjustments to partnership-related items to their partners.
- Form 8978: To be completed and attached if Form 8986 is received.
- Form 3800: Not to be used by organizations described in section 501(c) which are exempt from tax under section 501(a) to claim the refundable small employer tax credit for certain health insurance premiums.
- Forms for Accounting Method Changes:
- Form 3115: Application for Change in Accounting Method.
- Employer and Employment Tax Returns:
- Form 940: Employer’s Annual Federal Unemployment (FUTA) Tax Return.
- Form 941: Employer’s Quarterly Federal Tax Return.
- Form 941SS: Employer’s Quarterly Federal Tax Return (American Samoa).
- Form 941X: Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund.
- Form 943: Employer’s Annual Tax Return for Agricultural Employees.
- Form 943X: Adjusted Employer’s Annual Federal Tax Return for Agricultural Employees or Claim for Refund.
- Form 944: Employer’s Annual Federal Tax Return.
- Form 945: Annual Return of Withheld Federal Income Tax.
- Form 945X: Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund.
- Partnership and Corporation Returns:
- Form 1065: U.S. Return of Partnership Income.
- Form 1065X: Amended Return or Administrative Adjustment Request.
- Form 1120: U.S. Corporation Income Tax Return.
- Form 1120S: U.S. Income Tax Return for an S Corporation.
- Form 1120X: Amended U.S. Corporation Income Tax Return.
- Form 1120C: U.S. Income Tax Return for Cooperative Associations.
- Form 1120F: U.S. Income Tax Return of a Foreign Corporation.
- Form 1120L: U.S. Life Insurance Company Income Tax Return.
- Form 1120IC-DISC: Interest Charge Domestic International Sales – Corporation Return.
- Form 1120PC: U.S. Property and Casualty Insurance Company Income Tax Return.
- Form 1120REIT: U.S. Income Tax Return for Real Estate Investment Trusts.
- Form 1120RIC: U.S. Income Tax Return For Regulated Investment Companies.
- Form 1120H: U.S. Income Tax Return for Homeowners Associations.
- Form 1120ND: Return for Nuclear Decommissioning Funds and Certain Related Persons.
- Form 1120SF: U.S. Income Tax Return for Settlement Funds (Under Section 468B).
- Form 1120POL: U.S. Income Tax Return for Certain Political Organizations.
- Forms for Tax-Exempt Bonds:
- Form 8038: Information Return for Tax-Exempt Private Activity Bond Issues.
- Form 8038B: Information Return for Build America Bonds and Recovery Zone Economic Development Bonds.
- Form 8038CP: Return for Credit Payments to Issuers of Qualified Bonds.
- Form 8038G: Information Return for Government Purpose Tax-Exempt Bond Issues.
- Form 8038GC: Information Return for Small Tax-Exempt Governmental Bond Issues, Leases, and Installment Sales.
- Form 8038R: Request for Recovery of Overpayment Under Arbitrage Rebate Provisions.
- Form 8038T: Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate.
- Form 8038TC: Information Return for Tax Credit and Specified Tax Credit Bonds.
- Individual and Estate Tax Returns:
- Form 1040: U.S. Individual Income Tax Return (and all applicable schedules).
- Form 1040NR: U.S. Nonresident Alien Income Tax Return.
- Form 1040PR: U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico).
- Form 1040C: U.S. Departing Alien Income Tax Return.
- Form 1040SR: U.S. Income Tax Return for Seniors.
- Form 1040X: Amended U.S. Individual Income Tax Return.
- Form 1040SS: U.S. Self-Employment Tax Return (Including the Refundable Child Tax Credit for Bona Fide Residents of Puerto Rico).
- Form 1041: U.S. Income Tax Return for Estates and Trusts.
- Form 1041N: U.S. Income Tax Return for Electing Alaska Native Settlement.
- Form 1041QFT: U.S. Income Tax Return for Qualified Funeral Trusts.
- Other Specific Forms:
- Form 11-C: Occupational Tax and Registration Return for Wagering.
- Form 637: Application for Registration (For Certain Excise Tax Activities).
- Form 706: U.S. Estate (and Generation-Skipping Transfer) Tax Return.
- Form 706-A: U.S. Additional Estate Tax Return.
- Form 706-GS(D): Generation-Skipping Transfer Tax Return for Distributions.
- Form 706-GS(D-1): Notification of Distribution from a Generation-Skipping Trust.
- Form 706-GS(T): Generation-Skipping Transfer Tax Return for Terminations.
- Form 706-QDT: U.S. Estate Tax Return for Qualified Domestic Trusts.
- Form 706 Schedule R-1: Generation Skipping Transfer Tax.
- Form 706-NA: U.S. Estate (and Generation-Skipping Transfer) Tax Return.
- Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return.
- Form 730: Monthly
Sources:
Publication 6292 (9/2023)
Instructions for Form 1120-F (2023)
Publication 5884 (11/2023)
FS-2021-12
Instructions for Form 1120 (2023)
Instructions for Form 990-T (2023)
