Forms Analysis


K-1 and Form 8082 Consultation

The Partnership K-1 and the Form 8082 are forms that must by duly considered by any practitioner looking to represent a partnership entity or any of its partners when it comes to the reporting of partnership items that flow through to the partners and their individual tax returns.  

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FBAR AND FATCA Filing and Disclosure Requirements

FBAR AND FATCA Filing and Disclosure Requirements on Foreign Bank Accounts and Specified Foreign Financial Assets and Other Foreign Reporting

FinCEN 114 (FBAR)—This is the form that focuses in on U.S. taxpayers with foreign financial accounts (bank accounts, securities acco

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Whistleblowers Award

Tax Court holds that IRS Whistleblowers are eligible for an award even if the whistleblower has gone first to someone in the IRS other than the IRS Whistleblower Office

---Whistleblower 21276-13W v. IRS, 2015 U.S. Tax Ct. LEXIS 23 (6/2/15)

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Erroneous Wage Reporting

IRS Form SS-8 is the form that either employers or employees may use to report on, or request a ruling as to the proper classification status of a worker. IRS Form SS-8 is the form that either employers or employees may use to report on, or request a ruling as to the proper classifi

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Reporting of Tax Fraud (regardless of reward)

IRS Form 3949-A, Information Referral, which is the form recommended for use when you suspect or know of an individual or business that is not complying with the tax laws on issues such as:

False Exemptions
Deductions
Kickbacks
False/Altered Documents
Failure to Pay Tax...

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Disclosures and Reporting: Potentially Abusive Tax Shelters

IRS Form 8886 (Reportable Transaction Disclosure Statement)

IRS Form 13976 (Itemized Statement Component of Advisee List)

IRS Form 8918 (Material Advisor Disclosure Statement)

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