Elective Pay and Transfer Election Pre-Filing Registration User Guide

vi. vi. Form 8038-R Request for Recovery of Overpayment Under Arbitrage Rebate

Provisions vii. vii. Form 8038-T Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage

Rebate Form 8038- TC Information Return for Tax Credit and Specified Tax Credit Bonds as the result of the new Hire bill.

VI. Form 1040 series includes:

i. Form 1040, U.S. Individual income Tax Return (and all applicable schedules) ii. Form 1040-NR, U.S. Nonresident Alien Income Tax Return iii. Form 1040-PR, U.S. Self-Employment Tax Return (Including the Additional Child Tax

Credit for Bone Fide Residents of Puerto Rico) iv. Form 1040-C, U.S. Departing Alien Income Tax Return v. Form 1040-SR U.S. Income Tax Return for Seniors vi. Form 1040-X. Amended U.S. Individual Income Tax Return vii. Form 1040-SS U.S. Self-Employment Tax Return (Including the Refundable Child Tax

Credit for Bona Fide Residents of Puerto Rico) U.S. Virgin Islands, Guam, American Samoa, the Commonwealth of the Northern Mariana Islands, or Puerto Rico

VII. Form 1041 series includes: i. Form 1041 U.S. Income Tax Return for Estates and Trusts ii. Form 1041-N U.S. Income Tax Return for Electing Alaska Native Settlement iii. Form 1041-QFT U.S. Income Tax Return for Qualified Funeral Trusts

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