Special Taxes
Use these links to get forms and pubs needed for AMT and other special taxes.
There are two lists below:
- Forms for Special Taxes
- IRS Publications for Special Taxes
Forms for Special Taxes
| Schedule H | Household
Employment Taxes Form Instructions If you had a household employee, you may need to file this schedule. |
| Schedule SE | Self-Employment
Tax Form Instructions You may need to file this form if you have net earnings from self-employment. For more information see Your Business. |
| Form 4137 | Social
Security and Medicare Tax on Unreported Tip Income Form & Instructions |
| Form 4970 | Tax
on Accumulation Distribution Form & Instructions |
| Form 4972 | Tax
on Lump-Sum Distributions Form & Instructions |
| Form 5329 | Additional
Taxes Attributable to IRAs, Other Qualified Retirement Plans,
Annuities, Modified Endowment Contracts, and MSAs Form Instructions This form is used for the 10% penalty for early distributions from IRAs, among other items. |
| Form 6251 | Alternative
Minimum Tax—Individuals Form Instructions See also Form 8801, used to claim the AMT credit. |
| Form 8611 | Recapture
of Low-Income Housing Credit Form & Instructions |
| Form 8801 | Credit
for Prior Year Minimum Tax Form Instructions File this form every year for which you have unrecovered AMT credit, even if you aren't claiming any credit in the current year. |
| Form 8815 | Exclusion
of Interest from U.S. Savings Bonds Form & Instructions If you cashed Series EE or I bonds issued after 1989 and had qualified higher education expenses you may be able to exclude interest using this form. |
IRS Publications for Special Taxes
Note: Much as we would like to see one, the IRS does not have a publication dealing with alternative minimum tax. Taxpayers must rely on the instructions for Forms 6251 and 8801.
| Pub 926 | Household
Employer's Tax Guide Download More information for people required to file Schedule H. |
