prosystem fx tax - · pdf filez form 8834 z form 8835 z form 8839 z form 8840 z form 8843 z...

z Form 1040EZ z Form 1040A z Form 1040

z Schedule A z Schedule B z Schedule C z Schedule C EZ z Schedule D* z Schedule E z Schedule EIC z Schedule F z Schedule H z Schedule J z Schedule R z Schedule SE z Schedule 8812

z Form 1040-ES z Form 1040-ES NR z Form 1040-ES OCR z Form 1040C z Form 1040NR z Form 1040NR-EZ z Form 1040V z Form 1040X z Form 114 z Form 114A z Form 926 z Form 970 z Form 982

z Form 1045 z Form 1116* z Form 1310 z Form 2106 z Form 2106EZ z Form 2120 z Form 2210 z Form 2210F z Form 2350 z Form 2441 z Form 2555 z Form 2848 z Form 3115 z Form 3468 z Form 3520 z Form 3800 z Form 3903 z Form 4136 z Form 4137 z Form 4255 z Form 4562 z Form 4684 z Form 4797* z Form 4835 z Form 4868 z Form 4952* z Form 4970

z Form 4972 z Form 5329 z Form 5405 z Form 5471 z Form 5695 z Form 5884 z Form 5884-B z Form 6198* z Form 6251 z Form 6252* z Form 6478 z Form 6765 z Form 6781 z Form 8082 z Form 8275 z Form 8275-R z Form 8283 z Form 8332 z Form 8379 z Form 8396 z Form 8453 z Form 8582* z Form 8582-CR z Form 8586 z Form 8594 z Form 8606 z Form 8606-A

z Form 8611 z Form 8615 z Form 8621 z Form 8689 z Form 8697 z Form 8801* z Form 8802 z Form 8814 z Form 8815 z Form 8820 z Form 8821 z Form 8822 z Form 8824 z Form 8826 z Form 8828 z Form 8829 z Form 8833 z Form 8834 z Form 8835 z Form 8839 z Form 8840 z Form 8843 z Form 8844 z Form 8845 z Form 8846 z Form 8853 z Form 8858

z Form 8859 z Form 8862 z Form 8863 z Form 8864 z Form 8865 z Form 8866 z Form 8867 z Form 8873 z Form 8874 z Form 8878 z Form 8879 z Form 8879-SO z Form 8880 z Form 8881 z Form 8882 z Form 8885 z Form 8886 z Form 8888 z Form 8889 z Form 8891 z Form 8896 z Form 8898 z Form 8900 z Form 8903 z Form 8906 z Form 8907 z Form 8908

z Form 8910 z Form 8911 z Form 8912 z Form 8917 z Form 8919 z Form 8923 z Form 8925 z Form 8931 z Form 8932 z Form 8933 z Form 8936 z Form 8938 z Form 8941 z Form 8948 z Form 8949 z Form 8958 z Form 8959 z Form 8960 z Form 9465 z Form 14039 z Form W-7 z Form W-7 COA z PIN EFW z PIN RF/Bal z PIN 1310 z PIN 4868

*Includes AMT version

Alabama*ArizonaArkansas*California*ColoradoConnecticut*DelawareDistrict of Columbia*Florida

z TangibleGeorgia

HawaiiIdahoIllinois*Indiana*IowaKansas*Kentucky*

z Cities z Tangible

LouisianaMaine

MarylandMassachusettsMichigan

z Cities z SBT

Minnesota*MississippiMissouri

z CitiesMontanaNebraskaNew Hampshire

New JerseyNew MexicoNew York*

z New York City z UBT z Yonkers

North Carolina*North DakotaOhio

z Cities z Counties z School District

OklahomaOregon

z Counties z Portland

Pennsylvania* z Cities

Rhode IslandSouth CarolinaTennessee*Texas*UtahVermont

VirginiaWest VirginiaWisconsin

*LLC also available

ProSystem fx® Tax is the most comprehensive tax compliance and preparation software system in the industry, providing hundreds of automated forms and schedules for a wide array of return types. The 2014 forms and states supported are listed below, along with electronically filed forms and states.

Individual — Forms

Individual — States

1

ProSystem fx® TaxForms and States Supported for the 2014 Tax Year

z Form 1065 z Schedule B z Schedule B-1 z Schedule C z Schedule D* z Schedule F z Schedule K z Schedule K-1 z Schedule L z Schedule M-1 z Schedule M-2 z Schedule M-3

z Form 1065-B z Schedule B z Schedule C z Schedule D z Schedule K z Schedule K-1 z Schedule L z Schedule M-1 z Schedule M-2 z Schedule M-3

z Form 114 z Form 114A z Form 970

z Form 982 z Form 1065-X z Form 1097-BTC z Form 1098-C z Form 1125-A z Form 2439 z Form 2848 z Form 3115 z Form 3468 z Form 4136 z Form 4255 z Form 4562 z Form 4684 z Form 4797* z Form 4835 z Form 4952* z Form 5471 z Form 5713 z Form 5884 z Form 5884-B z Form 6252* z Form 6478

z Form 6765 z Form 6781 z Form 7004 z Form 8082 z Form 8275 z Form 8275-R z Form 8283 z Form 8308 z Form 8453-B z Form 8453-PE z Form 8586 z Form 8594 z Form 8609 z Form 8609-A z Form 8611 z Form 8621 z Form 8697 z Form 8716 z Form 8752 z Form 8804

z Schedule A z Form 8804-C

z Form 8804-W z Form 8805 z Form 8813 z Form 8820 z Form 8821 z Form 8822-B z Form 8824 z Form 8825 z Form 8826 z Form 8832 z Form 8833 z Form 8834 z Form 8835 z Form 8844 z Form 8845 z Form 8846 z Form 8858 z Form 8864 z Form 8865 z Form 8866 z Form 8873 z Form 8874

z Form 8878-A z Form 8879-B z Form 8879-PE z Form 8881 z Form 8882 z Form 8886 z Form 8893 z Form 8896 z Form 8900 z Form 8903 z Form 8906 z Form 8907 z Form 8908 z Form 8909 z Form 8910 z Form 8911 z Form 8912 z Form 8916-A z Form 8923 z Form 8925 z Form 8931 z Form 8932

z Form 8933 z Form 8936 z Form 8938 z Form 8941 z Form 8949 z Form T z Statement pursuant

to Section 1.351-3(a) z Statement pursuant

to Rev. Proc. 2009-20


Alabama*†

z Privilege TaxAlaskaArizona†

Arkansas*†

California*†

z Nonresident Withholding Annual Return

Colorado†

Connecticut*†

Delaware†

District of Columbia*Florida

z TangibleGeorgia†

Hawaii†

IdahoIllinois*†

Indiana*†

Iowa†

Kansas*†

Kentucky*†

z Tangible z Lexington z Louisville

Louisiana†

Maine†

Maryland†

Massachusetts†

Michigan MBT/UBG†

z Battle Creek z Detroit z Flint z Grand Rapids

z Highland Park z Lansing z Muskegon z Muskegon Heights z Pontiac z Port Huron z Saginaw

Minnesota*†

Mississippi†

Missouri†

z St. Louis z Kansas City

Montana*†

Nebraska*†

New Hampshire z Interest and Dividends Tax

z Business Enterprise Tax

New Jersey†

New Mexico†

New York*†

z MCTMT z New York City z Yonkers

North Carolina*†

North Dakota†

Ohio†

z Akron z Cincinnati z Columbus z CCA z RITA z Form R

Oklahoma†

z Annual Business Activity Tax

Oregon†

z Multnomah County z Portland

Pennsylvania*†

z PhiladelphiaRhode Island*†

South Carolina†

Tennessee* z Consolidated Net Worth

z Franchise/Excise Tax z Interest and Dividends Tax

Texas z Combined Report

Utah†

Vermont†

Virginia†

West Virginia†

Wisconsin†

z Recycling Surcharge

*LLC also available

† Composite Return also available

ProSystem fx Tax — Forms and States Supported

Partnership — Forms

Partnership — States

2

z Form 1120 z Schedule A z Schedule B z Schedule C z Schedule D* z Schedule E z Schedule G z Schedule H z Schedule J z Schedule K z Schedule L z Schedule M-1 z Schedule M-2 z Schedule M-3 z Schedule N z Schedule O z Schedule PH z Schedule S z Schedule UTP†

z Form 1120S z Schedule A z Schedule B z Schedule B-1 z Schedule D z Schedule K z Schedule K-1 z Schedule K-1 (1065B)†† z Schedule L z Schedule M-1 z Schedule M-2 z Schedule M-3 z Schedule N

z Form 1120-C+

z Form 1120-F+

z Schedule M-1 z Schedule M-2 z Schedule M-3 z Schedule H z Schedule I

z Schedule P z Schedule S z Schedule V

z Form 1120-FSC+

z Schedule P z Form 1120-H z Form 1120-L+

z Schedule M-3 z Schedule T

z Form 1120-PC+

z Schedule M-3 z Schedule T

z Form 1120-IC-DISC+

z Schedule K z Schedule P z Schedule Q

z Form 1120-POL+

z Form 1120-REIT+

z Form 1120-RIC+

z Form 1120-SF+

z Form 1120-W z 1120-W Sch A

z Form 1120X†

z Form 114 z Form 114A z Form 851†

z Form 926 z Form 966 z Form 970 z Form 972†

z Form 973†

z Form 982 z Form 1097-BTC z Form 1098-C z Form 1118†

z Form 1122†

z Form 1125-A z Form 1125-E z Form 1138†

z Form 1139†

z Form 2220 z Schedule A

z Form 2439 z Form 2553 z Form 2848 z Form 3115 z Form 3468 z Form 3800†

z Form 4136 z Form 4255 z Form 4466 z Form 4562 z Form 4626†

z Form 4684 z Form 4797* z Form 4835 z Form 5452

z Form 5452 Worksheet z Form 5471 z Form 5472†

z Form 5713 z Form 5735†

z Form 5884 z Form 5884-A z Form 5884-B z Form 6198 z Form 6252* z Form 6478 z Form 6765 z Form 6781 z Form 7004

z Form 8050 z Form 8082 z Form 8275 z Form 8275-R z Form 8283 z Form 8302 z Form 8453-C†

z Form 8453-I z (1120-F only)

z Form 8453-S††

z Form 8586 z Form 8594 z Form 8609 z Form 8609-A z Form 8611 z Form 8613#

z Form 8621 z Form 8697 z Form 8716 z Form 8752††

z Form 8810 z Form 8816

z (1120-PC & 1120-L only)

z Form 8820 z Form 8821 z Form 8822-B z Form 8824 z Form 8825††

z Form 8826 z Form 8827†


z (1120-F only) z Form 8834

z Form 8835 z Form 8842 z Form 8844 z Form 8845 z Form 8846 z Form 8848 z Form 8858

z Schedule M z Form 8864 z Form 8865 z Form 8866 z Form 8869††

z Form 8873 z Form 8874 z Form 8875†

z Form 8878-A z Form 8879-C†

z Form 8879-I z (1120-F only)

z Form 8879-S††

z Form 8881 z Form 8882 z Form 8883 z Form 8886 z Form 8896 z Form 8900 z Form 8902†

z Form 8903 z Form 8906 z Form 8907 z Form 8908 z Form 8909 z Form 8910 z Form 8911 z Form 8912

z Form 8916†

z Form 8916-A z Form 8923 z Form 8925 z Form 8926†

z Form 8927 z 1120-RIC and 1120-REIT only

z Form 8931 z Form 8932 z Form 8933 z Form 8936 z Form 8938 z Form 8941 z Form 8949* z Form T z NAIC Import For:

z Health and Accident

z Life and Health — General Account

z Life and Health — Separate Accounts

z Property and Casualty z Title


†1120 only

††1120S only

+Requires PowerPack license

#1120-RIC only

Alabama*Alaska†

ArizonaArkansas†

CaliforniaColoradoConnecticutDelawareDistrict of Columbia†

Florida z Tangible

GeorgiaHawaiiIdahoIllinois

IndianaIowaKansas*Kentucky

z Lexington z Louisville z Tangible z Financial

Louisiana†

MaineMarylandMassachusetts*Michigan*

z Battle Creek z Detroit

z Flint z Grand Rapids z Highland Park z Lansing z Muskegon z Muskegon Heights z Pontiac z Port Huron z Saginaw

MinnesotaMississippiMissouri†

z Kansas City z St. Louis

Montana†

Nebraska

New HampshireNew Jersey*†

New Mexico*New York†

z New York CityNorth Carolina*North DakotaOhio

z Akron z Cincinnati z Columbus z Counties z CCA z RITA z Generic

OklahomaOregon

z Multnomah County z Portland z Oregon 20-I

Pennsylvania†

z Philadelphia z Pennsylvania 990-T*

Rhode IslandSouth Carolina†

Tennessee†

TexasUtahVermontVirginia

West VirginiaWisconsin

* Includes Annual Report

† Provides State C Corp with Federal S Corp

Corporation, S Corporation and Consolidated Corporation — Forms

Corporation and S Corporation — States

AlabamaAlaskaArizona

(Consolidated or Combined)

Arkansas

District of ColumbiaFloridaGeorgiaHawaii


IndianaIowaKentuckyMissouri

MontanaNew MexicoOklahomaOregon

Rhode IslandSouth CarolinaTennesseeVirginia

West Virginia

Consolidated Returns — States


3


AlabamaArizonaCaliforniaColoradoConnecticutDelaware

GeorgiaHawaiiIllinoisIndianaIowaKansas

KentuckyMaineMarylandMassachusettsMichiganMinnesota

MissouriMontanaNebraskaNew JerseyNew YorkNorth Carolina

North DakotaOhioOklahomaOregonPennsylvaniaRhode Island

South CarolinaUtahVirginiaWest VirginiaWisconsin

AlaskaArizonaArkansasCaliforniaColoradoConnecticut

DelawareFloridaHawaiiIllinoisIndianaIowa

KansasKentuckyLouisianaMaineMarylandMassachusetts

MichiganMinnesotaMissouriMontanaNebraskaNew York

North CarolinaNorth DakotaOklahomaPennsylvaniaRhode IslandSouth Carolina

VirginiaWisconsin

* Generic processing for all other states

AlabamaFlorida Illinois

Indiana Louisiana Massachusetts

MichiganMississippi Nebraska

New HampshireNew JerseyNew York

OregonTennesseeWisconsin

z Form 1041-ES z Form 1041

z Schedule C z Schedule C-EZ z Schedule D* z Schedule E z Schedule F z Schedule H z Schedule I z Schedule J z Schedule K-1

z Form 56 z Form 56-A z Form 56-F z Form 114

z Form 114A z Form 706-GS z Form 926 z Form 982 z Form 1040-NR z Form 1041-A z Form 1041-QFT z Form 1041-T z Form 1045 z Form 1116* z Form 2210 z Form 2210F z Form 2848 z Form 3468

z Form 3520 z Form 3520-A z Form 3800 z Form 4136 z Form 4255 z Form 4562 z Form 4684 z Form 4720 z Form 4797* z Form 4810 z Form 4835 z Form 4952* z Form 4972 z Form 5227

z Form 5884 z Form 6198* z Form 6252* z Form 6478 z Form 6765 z Form 6781 z Form 7004 z Form 8082 z Form 8275 z Form 8275-R z Form 8453-F z Form 8582* z Form 8582-CR z Form 8586

z Form 8594 z Form 8621 z Form 8801 z Form 8821 z Form 8822-B z Form 8824 z Form 8826 z Form 8833 z Form 8844 z Form 8846 z Form 8855 z Form 8868 z Form 8878-A z Form 8879-F

z Form 8886 z Form 8903 z Form 8910 z Form 8912 z Form 8925 z Form 8932 z Form 8938 z Form 8941 z Form 8948 z Form 8960 z Form ESBT


AlabamaConnecticutGeorgiaHawaii

IndianaIowaKansasKentucky

MassachusettsMichiganMissouriNew Jersey

New YorkOhioPennsylvaniaRhode Island

South CarolinaTennesseeVirginia

AlabamaAlabama PPTArizonaArkansasCalifornia

z Split-Interest TrustColoradoConnecticutDelawareDistrict of Columbia

GeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentucky

z Lexington z Louisville

LouisianaMaineMarylandMassachusettsMichiganMichigan MBTMinnesotaMississippiMissouriMontana

NebraskaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregon

PennsylvaniaRhode Island*South CarolinaTennesseeTexasUtahVermontVirginiaWest Virginia*Wisconsin

* Composite Return also available

Corporate Composite Returns — States

Corporate Amended Returns — States

Insurance Returns (1120-L/1120-PC) — States

Fiduciary — Forms

Banking Returns — States

Fiduciary — States

4

Alabama (Combined Financial Return)

CaliforniaColorado


Connecticut (Consolidated or Combined)

Illinois (Unitary)

IdahoKansasMaineMassachusetts

(Unitary)

Michigan (Unitary)

MinnesotaMississippiMontana


Nebraska

New HampshireNew Mexico


New York z New York City

North Dakota (Consolidated or Combined)

OhioRhode IslandTennessee

(Unitary)

Texas (Unitary)

Utah

Vermont ( Consolidated, Combined Unitary or Unitary)

West VirginiaWisconsin

Combined Returns — States

z Form 706 z Schedule A z Schedule A-1 z Schedule B

z Schedule C z Schedule D z Schedule E z Schedule F

z Schedule G z Schedule H z Schedule I z Schedule J

z Schedule K z Schedule L z Schedule M z Schedule O

z Schedule P z Schedule Q z Schedule R z Schedule R-1

z Schedule U z Form 706-NA z Form 2848 z Form 4768

Connecticut Illinois Massachusetts Minnesota New Jersey (Estate and Inheritance)

New York

z Form 709 z Form 2848 z Form 8892

Connecticut

Estate Tax — Forms

Estate Tax — States

Gift Tax — Forms

Gift Tax — States

5

z Form 5500 z Schedule A z Schedule C z Schedule D

z Schedule G z Schedule H z Schedule I z Schedule MB

z Schedule R z Schedule SB

z Form 5500-EZ

z Form 5500-SF z Schedule MB z Schedule SB


z Form 8822-B z Form 8955-SSA

z Form 990 z Schedule A-O z Schedule R

z Form 990-EZ z Schedule A z Schedule B z Schedule C z Schedule E z Schedule G z Schedule L z Schedule N

z Form 990-PF z Form 990-N

(e-Postcard) z Form 990-T

z Schedule D z Form 990-W z Form 114 z Form 114A z Form 926

z Form 970 z Form 2220 z Form 2848 z Form 4562 z Form 4626 z Form 4720 z Form 4797 z Form 5471 z Form 5472

z Form 8275 z Form 8275-R z Form 8453-EO z Form 8594 z Form 8621 z Form 8827 z Form 8833 z Form 8858

z Schedule M

z Form 8865 z Form 8868 z Form 8879-EO z Form 8883 z Form 8886 z Form 8886-T z Form 8903 z Form 8925 z Form 8938

z Form 8941 z Form 8949 z Schedule D

(1041/1120)

Employee Benefit Plan — Forms

Exempt Organization — Forms


ArizonaCaliforniaConnecticut

FloridaGeorgiaIllinois

IndianaMassachusettsMinnesota

New Jersey New York

PennsylvaniaVirginia

Exempt Organization — States

©2014 CCH Incorporated and/or its affiliates. All rights reserved.

All trademarks and copyrights are property of their respective owners.

For More Information CCHGroup.com/TaxRenewal 800-PFX-9998 (800-739-9998)

4/14 2014-0045-7

z 1040 Individual z 1040 z 1040-ES z 2350 (Extension) z 4868 (Extension) z Alabama z Alabama LLC z Alabama Specialized State Extension

z Alabama Specialized State Estimate

z Arizona z Arizona (Extension) z Arkansas z California z Colorado z Connecticut z D.C. z D.C. (Extension) z Delaware z Georgia z Hawaii z Idaho z Illinois z Indiana z Iowa z Kansas z Kentucky z Louisiana z Louisiana (Extension) z Maine z Maryland z Maryland (Extension) z Massachusetts z Massachusetts (Extension) z Michigan z Michigan Cities z Minnesota z Minnesota M1-PR z Mississippi z Missouri z Montana z Nebraska z New Jersey z New Jersey (Extension) z New Mexico z New York

z New York (Extension) z New York City z New York City (Extension) z North Carolina z North Dakota z Ohio z Ohio Cities–RITA z Ohio Cities Non-RITA z Oklahoma z Oregon z Pennsylvania z Pennsylvania RCT-101 z Rhode Island z South Carolina z Tennessee z Tennessee (Extension) z Texas z Texas (Extension) z Utah z Vermont z Virginia z West Virginia z Wisconsin

z 1041 Fiduciary z Alabama z Arkansas z California z Colorado z Idaho z Maine z Massachusetts z Massachusetts (Extension)

z Minnesota z Missouri z Montana z New Jersey z New York z North Dakota z Texas z Texas (Extension) z Utah z West Virginia z Wisconsin z 1041 z 7004 (Extension)

z 1065 Partnership z 1065 z 7004 (Extension) z Alabama z Arkansas z California z Colorado z Connecticut z Georgia z Idaho z Illinois z Iowa z Kansas z Maine z Maryland z Maryland (Extension) z Massachusetts z Massachusetts (Extension) z Michigan MBT z Minnesota z Mississippi z Mississippi (Extension) z Missouri z Montana z New Jersey z New Jersey (Extension) z New York z New York (Extension) z New York City z New York City (Extension) z North Dakota z Pennsylvania z Pennsylvania (Extension) z Pennsylvania (RCT-101) z Rhode Island z Tennessee z Tennessee (Extension) z Texas z Texas (Extension) z Utah z Virginia z West Virginia z Wisconsin

z 1120 Corporation z 1120 z 1120-F z 7004 (Extension)

z 1120 (Consolidated) z Mixed Group z Mixed Group (Consolidation) z Alabama z Alabama (Consolidated) z Arkansas z California z California (Combined) z Colorado z Colorado (Combined) z Colorado (Consolidated) z Connecticut z Delaware z Florida z Florida (Consolidated) z Florida (Extension) z Georgia z Georgia (Consolidated) z Idaho z Idaho (Combined) z Illinois z Illinois (Combined) z Iowa z Iowa (Consolidated) z Kansas z Kansas (Combined) z Louisiana z Louisiana (Extension) z Maine z Maryland z Maryland (Extension) z Massachusetts z Massachusetts (Extension) z Massachusetts (Unitary) z Michigan MBT z Michigan MBT (Combined) z Minnesota z Minnesota (Combined) z Mississippi z Mississippi (Extension) z Missouri z Missouri (Consolidated) z Montana z Montana (Combined) z New Jersey z New York z New York (Estimates)

z New York (Extension) z New York (Combined) z New York City z New York City (Extension) z North Dakota z North Dakota (Consolidated) z Oklahoma z Oregon z Oregon (Consolidated) z Pennsylvania z Pennsylvania (Extension) z Rhode Island z South Carolina z South Carolina (Consolidated) z Tennessee z Tennessee (Extension) z Texas z Texas (Extension) z Utah z Utah (Extension) z Virginia z Virginia (Consolidated) z West Virginia z Wisconsin z Wisconsin (Combined)

z 1120S S Corporation z 1120S z 7004 (Extension) z Alabama z Arkansas z California z Colorado z Connecticut z Delaware z Florida z Florida (Extension) z Georgia z Idaho z Illinois z Iowa z Kansas z Louisiana z Louisiana (Extension) z Maine z Maryland z Maryland (Extension) z Massachusetts

z Massachusetts (Extension) z Massachusetts (Unitary) z Michigan MBT z Minnesota z Mississippi z Mississippi (Extension) z Missouri z Montana z New Jersey z New York z New York (Estimate) z New York (Extension) z New York City z New York City (Extension) z North Dakota z Oklahoma z Oregon z Pennsylvania z Pennsylvania (Extension) z Pennsylvania (RCT-101) z Rhode Island z South Carolina z Tennessee z Tennessee (Extension) z Texas z Texas (Extension) z Utah z Utah (Extension) z Virginia z West Virginia z Wisconsin

z 5500 Employee Benefit Plan

z 5500 z 5500-SF

z 990 Exempt Organization

z 990 z 990-EZ z 990-N z 990-PF z 990 (Extension) z California z New York z New York (Estimate) z New York (Extension)


E-Filing Forms and States

For More Information in Canada www.cch.ca/ProSystemTax

1-800-268-4522

prosystem fx tax - · pdf filez form 8834 z form 8835 z form 8839 z form 8840 z form 8843 z...

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