IRS

Here’s a comprehensive list of 50 important legal documents related to disputes with the IRS, along with detailed prompts for each:

 1. IRS Notice of Deficiency (90-Day Letter)

   – Prompt: Describe the purpose of the Notice of Deficiency, the taxpayer’s rights, and the steps to respond within the 90-day period.

 2. Form 1040 (Individual Income Tax Return)

   – Prompt: Provide an overview of how to accurately complete Form 1040, including common deductions and credits that may affect disputes.

 3. Form 9465 (Installment Agreement Request)

   – Prompt: Outline the process for requesting an installment agreement with the IRS, including eligibility and required documentation.

 4. Form 843 (Claim for Refund and Request for Abatement)

   – Prompt: Explain how to complete Form 843 to request a refund or abatement of taxes, including necessary supporting documents.

 5. Power of Attorney (Form 2848)

   – Prompt: Describe the process for designating a representative to handle IRS matters on your behalf using Form 2848.

 6. IRS Appeal Request (Form 9423)

   – Prompt: Outline how to file an appeal with the IRS, including the timeline and necessary information to include.

 7. Form 8821 (Tax Information Authorization)

   – Prompt: Explain how to use Form 8821 to authorize someone to receive your tax information without representing you.

 8. Statement of Tax Due

   – Prompt: Describe how to interpret a Statement of Tax Due from the IRS, including payment options and deadlines.

 9. Collection Due Process (CDP) Hearing Request

   – Prompt: Provide details on how to request a CDP hearing after receiving a Notice of Intent to Levy.

 10. Form 1120 (Corporate Income Tax Return)

   – Prompt: Explain the requirements for filing Form 1120 for corporations, including potential areas of dispute.

 11. Form 990 (Return of Organization Exempt From Income Tax)

   – Prompt: Describe the filing requirements for tax-exempt organizations and common issues that may arise.

 12. IRS Audit Notification Letter

   – Prompt: Outline the steps to take upon receiving an audit notification, including documentation preparation.

 13. Form 1040X (Amended U.S. Individual Income Tax Return)

   – Prompt: Explain how to complete Form 1040X to amend a previously filed tax return and the implications of doing so.

 14. Form 1099 (Miscellaneous Income)

   – Prompt: Describe the requirements for issuing and reporting Form 1099, including common disputes related to misreporting.

 15. Form 4506 (Request for Copy of Tax Return)

   – Prompt: Explain how to request a copy of past tax returns using Form 4506 and the potential reasons for doing so.

 16. Form 656 (Offer in Compromise)

   – Prompt: Outline the process for submitting an Offer in Compromise to settle tax debts for less than owed.

 17. Form 1045 (Application for Tentative Refund)

   – Prompt: Describe how to file Form 1045 to apply for a tentative refund based on a carryback of a net operating loss.

 18. Taxpayer Advocate Service (TAS) Request

   – Prompt: Explain how to request assistance from the Taxpayer Advocate Service for unresolved tax issues.

 19. Form 8822 (Change of Address)

   – Prompt: Describe how to use Form 8822 to update your address with the IRS to ensure you receive all correspondence.

 20. Form 5329 (Additional Taxes on Qualified Plans)

   – Prompt: Explain the implications of Form 5329 for taxpayers with early distributions from retirement accounts.

 21. Notice of Federal Tax Lien

   – Prompt: Outline the steps to take if you receive a Notice of Federal Tax Lien, including how to contest it.

 22. Form 941 (Employer’s Quarterly Federal Tax Return)

   – Prompt: Describe the filing requirements for Form 941 and common disputes that may arise for employers.

 23. Form 1095-A (Health Insurance Marketplace Statement)

   – Prompt: Explain the importance of Form 1095-A for taxpayers claiming premium tax credits and potential disputes.

 24. Form 8825 (Rental Real Estate Income and Expenses of a Partnership or an S Corporation)

   – Prompt: Describe how to report rental income and expenses, including common areas of dispute.

 25. Form 1040 Schedule C (Profit or Loss from Business)

   – Prompt: Explain how to complete Schedule C for self-employed individuals and potential issues that may arise.

 26. Form 1098 (Mortgage Interest Statement)

   – Prompt: Describe how to report mortgage interest using Form 1098 and the implications for tax deductions.

 27. Notice of Intent to Levy

   – Prompt: Outline the action steps to take upon receiving a Notice of Intent to Levy, including rights and options.

 28. Form 8862 (Information to Claim Earned Income Credit After Disallowance)

   – Prompt: Explain how to complete Form 8862 to reclaim the Earned Income Credit after it has been disallowed.

 29. Form 8888 (Direct Deposit of Refund to More Than One Account)

   – Prompt: Describe how to use Form 8888 to allocate your tax refund to multiple accounts.

 30. Form 1040 Schedule A (Itemized Deductions)

   – Prompt: Explain the process for itemizing deductions on Schedule A and common disputes related to deductions.

 31. Form 1099-C (Cancellation of Debt)

   – Prompt: Describe the implications of receiving Form 1099-C and how to report canceled debt on your tax return.

 32. IRS Publication 17 (Your Federal Income Tax)

   – Prompt: Summarize the key points from IRS Publication 17 that are relevant for taxpayers facing disputes.

 33. Form 8863 (Education Credits)

   – Prompt: Explain how to claim education credits using Form 8863 and potential areas of dispute.

 34. Form 1040 Schedule D (Capital Gains and Losses)

   – Prompt: Describe how to report capital gains and losses and common issues that may arise during reporting.

 35. Form 1098-E (Student Loan Interest Statement)

   – Prompt: Explain how to report student loan interest using Form 1098-E and potential disputes related to interest deductions.

 36. Form 1040 Schedule SE (Self-Employment Tax)

   – Prompt: Outline the requirements for calculating self-employment tax and common disputes that may arise.

 37. Form 8889 (Health Savings Accounts)

   – Prompt: Describe how to report contributions to and distributions from Health Savings Accounts (HSAs).

 38. Form 8962 (Premium Tax Credit)

   – Prompt: Explain how to claim the Premium Tax Credit using Form 8962 and potential disputes related to eligibility.

 39. Form 1040 Schedule B (Interest and Ordinary Dividends)

   – Prompt: Describe how to report interest and dividends on Schedule B and common issues related to reporting.

 40. Form 8865 (Return of U.S. Persons With Respect to Certain Foreign Partnerships)

   – Prompt: Explain the filing requirements for U.S. persons involved with foreign partnerships and potential disputes.

 41. Form 8938 (Statement of Specified Foreign Financial Assets)

   – Prompt: Outline the requirements for reporting foreign financial assets and common issues that may arise.

 42. Form 945 (Annual Return of Withheld Federal Income Tax)

   – Prompt: Describe the filing requirements for Form 945 and common disputes related to withheld taxes.

 43. Form 1040 Schedule E (Supplemental Income and Loss)

   – Prompt: Explain how to report supplemental income and losses, including rental income and royalties.

 44. Form 1094-C and 1095-C (Employer-Provided Health Insurance Offer and Coverage)

   – Prompt: Describe the requirements for employers regarding health insurance reporting and potential disputes.

 45. Form 8880 (Credit for Qualified Retirement Savings Contributions)

   – Prompt: Explain how to claim the retirement savings contributions credit using Form 8880.

 46. Form 8965 (Health Coverage Exemptions)

   – Prompt: Describe how to claim exemptions from the Affordable Care Act’s individual mandate using Form 8965.

 47. Form 1040 Schedule F (Profit or Loss from Farming)

   – Prompt: Explain how to report farming income and expenses, including common disputes related to deductions.

 48. Form 1094-B and 1095-B (Health Coverage)

   – Prompt: Outline the requirements for reporting health coverage for individuals and potential disputes.

 49. Form 1040NR (U.S. Nonresident Alien Income Tax Return)

   – Prompt: Describe the filing requirements for nonresident aliens and common issues that may arise.

 50. IRS Publication 501 (Dependents, Standard Deduction, and Filing Information)

   – Prompt: Summarize the key points from IRS Publication 501 relevant to dependents and filing status disputes.

These documents and prompts provide essential tools for understanding and addressing disputes with the IRS effectively.