OMB Control No: 1545-0074
ICR Reference No:
200611-1545-011
Status: Historical Active
Previous ICR Reference No: 200509-1545-009
Agency/Subagency: TREAS/IRS
Agency Tracking No:
Title: U.S. Individual Income Tax
Return
Type of Information Collection:
Extension without change of a currently approved collection
Common Form ICR: No
Type of Review Request: Regular
OIRA Conclusion Action: Approved
with change
Conclusion Date: 03/23/2007
Retrieve
Notice of Action (NOA)
Date Received in OIRA:
01/09/2007
Terms of Clearance: Based on input
from IRS on the latest burden estimates from the Individual
Taxpayer Burden Model, OMB has revised the hour and cost burdens.
OMB's approval of the U.S. Individual Income Tax Return and
associated forms is extended until December 31, 2007. IRS shall
submit its next request for an extension of OMB approval before
this expiration, and continue to do so on an annual basis. In its
next submission, IRS shall provide an accounting of the hour and
cost burden by (1) adjustment, program change due to new statute,
and program change due to agency discretion and (2) by reporting,
recordkeeping, and third-party reporting. The next submission shall
include a full narrative explanation of these types of burden
changes.
Inventory as of this Action
Requested
Previously Approved
Expiration Date
12/31/2007
36 Months From Approved
03/31/2007
Responses
135,890,300
0
130,200,000
Time Burden (Hours)
3,309,800,000
0
3,000,000,000
Cost Burden (Dollars)
30,125,044,991
0
23,400,000,000
Abstract: These forms and schedules are used by
individuals to report their income tax liability. The data is used
to verify that the items reported on the forms are correct, and
also for general statistical use. Form 5695 has been added to this
ICR. Due to legislative and internal review procedures this form
was unable to be included in the original 60-day notice issued to
the general public through the Federal Register.
Authorizing Statute(s): None
Citations for New Statutory
Requirements: PL: Pub.L. 108 - 357 1 Name of Law: American
Jobs Creation Act of 2004
Associated Rulemaking
Information
RIN:
Stage of Rulemaking:
Federal Register Citation:
Date:
Not associated with rulemaking
Federal Register Notices &
Comments
60-day Notice:
Federal Register Citation:
Citation Date:
71 FR
44075
08/03/2006
30-day Notice:
Federal Register Citation:
Citation Date:
71 FR
76427
12/20/2006
Did the Agency receive public comments on
this ICR?
Yes
Number of Information Collection (IC) in this
ICR: 1
IC Title
Form No.
Form Name
U.S. Individual Income
Tax Return
3800, 8864, 8878-SP, 8865, 8879, 8880, 8874, 8885, 4029,
Schedule J 1040, 6198, 6251, 6252, 9465-SP, 2439, 6478, 9465, 6765,
8915, 6781, 8082, 8271, 8275, 8275-R, 8283, 8332, 8379, 8396, 2441,
8453, 8453-OL, 2555, 2555EZ, 8582, 2848, 8582-CR, 3115, 8586, 3468,
8594, 8914, 8606, 8913, 8611, 8615, 8911, 8621, 8910, 8621-A, 8908,
8689, 8693, 8907, 8812, 8820, 8821, 8822, 8898, 8824, Schedule F
1040, Schedule EIC 1040, 8896, 8826, 8889, 8828, 8832, 8829, 8830,
8888, 8886, 8832, 8836-SP, 8833, 8838, 8839, 8834, 8840, 8835,
8836, 8843, 8844, 8845, 8846, 8847, 8853, Schedule E 1040, Schedule
D 1040, Schedule D-1 1040, Schedule C-EZ 1040, 3903, Schedule C
5713, 4070, 4070A, Schedule C 1040, 4136, Schedule B 8836, 4562,
Schedule B 5713, 4797, 4835, Schedule A&B 1040, 4952, Schedule
A 8836, 4970, Schedule A 8609, 5329, Schedule 3 1040A, 5695, 5713,
Schedule 2 1040A, 2350 SP, Schedule 1 1040A, 1040, 1040-A, 1040ES
(NR), 1040-ES(OCR), 1040-ES-E, 1040-EZ, 8697, 8900, 8801, 8814,
8906, 8818, 8901, 5695, 4255, 4137, 4361, 4563, 4684, 4852, 4868,
4868(SP), 4972, 5074, 5213, 2350(SP), 5471, 5754, 8903, 8815, 8901,
8844, 8863, 8866, 8879-SP, 8873, 5884, 8881, 8878, 8882, 1040V,
1040 NR, 1040 NR-EZ, 1040-V OCR, 1040 V OCR-ES, 1040 X, 1045, 1116,
1228, 1310, 2106, 2106-EZ, 2120, 2210, 2210F, 2350, W-7A, W-7(SP),
W-7, W-5(SP), W-5, W-4V, W-4S, W-4P, W-4(SP), W-4, T (Timber),
SS-8, SS-4, Schedule SE 1040, Schedule R 1040, Schedule R 1040,
Schedule P 8865, Schedule O 8865, Schedule O 5471, Schedule N 5471,
Schedule M 8858, Schedule M 5471, Schedule K-1 8865, Schedule J
5471, Schedule H 1040, 8861, 8878-SP, 3520, 8862, 8854, 8858, 8859,
8860, Schedule A 5713
Credit For
Increasing Research Activities , Qualified Hurricane Retirement
Plan Distributions and Repayments , Gains and Losses From Section
1256 Contracts and Straddles , Notice of Inconsistent Treatment
or Administrative Adjustment Request (AR) , Investor Reporting of Tax
Shelter Registration Number , Disclosure Statement ,
Regulation
Disclosure Statement , Noncash Charitable
Contribution , Release of Claim To Exemption
For Child of Divorced or Seperated Parents , Injured Spouse Allocation ,
Mortgage Interest
Credit , Late
Deemed Dividend or Deemed Sale Election by a Passive Foreign
Investment Company , Child and Dependent Care
Expenses , U.S, Individual Income Tax
Declaration for an IRS e-file Return , U.S. Individual Income Tax
Declaration for an IRS e-file Online Return , Foreign Earned Income ,
Foreign Earned
Income Exclusion , Passive Activity Loss
Limitations , Instructions ,
Passive Activity Credit
Limitations , Instructions ,
Low Income Housing
Credit , Investment Credit ,
Asset Acquisition
Statement , Exemption Amount for Taxpayers
Housing Individuals Displaced by Hurricane Katrina ,
Nondeductable IRAs ,
Credit for
Federal Telephone Excise Tax Paid , Recapture of Low-Income Housing
Credit , Tax
for Children Under Age18 With Investment Income of More Than
$1700 , Alternative Fuel Vehicle
Refueling Property Credit , Instructions ,
Investment Interest
Expense Deduction , Third Party Affidavit ,
Tax on
Accumulation Distribution of Trusts , Tax on Lump-Sum
Distributions , Allocation of Individual Income
Tax to Guam or the Commonwealth of the Northern Mariana Islands
(CNMI) , Annual Statement ,
Election to Postpone
Determination As to Whether the Presumtion Applies That an Activity
is Engaged and For Profit , Application For Extension of
Time to File U.S. Income Tax Return (Spanish version) ,
Additional Taxes on
Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
, International
Boycott Factor (Section 999(c)(1)) , Information Return of U.S.
Persons With Respect to Certain Foreign Corporations ,
Credit for the Elderly
or the Disabled for Form 1040A Filers , Residential Energy Credits ,
International
Boycott Report , Child and Dependent Care
Expenses for Form 1040A Filers , Application for Extension of
Time To File U.S. Income Tax Return , Statement of Person(s) Receiving
Gambling Winnings , Work Opportunity Credit ,
Interest and
Ordinary Dividends for Form 1040A Filers , At-Risk Limitations ,
Alternative Minimum
Tax-Individuals , Installment Sale Income ,
Solicitud para un
Plan de Pagos a Plazos , Notice to Shareholder of
Undistributed Long-Term Capital Gains , Credit for Alcohol Used As
Fuel , Installment Agreement
Request , Alternative Motor Vehicle
Credit , Qualifying Children Residency
Statement , Statement for Exempt Individuals
and Individuals With a Medical Condition , Empowerment Zone and Renewal
Community Employment Credit , Indian Employment Credit ,
Credit for
Employer Social Security and Medicare Taxes Paid on Certain
Employee Tips , Credit for Contributions to
Selected Community Development Corporations , Expenses for Business Use of
Your Home , Enhanced Oil Recovery Credit
, Direct Deposit
of Refund , Reportable Transaction
Disclosure Statement , Entity Classification
Election , Qualifying Children Residency
Statement (Spanish version) , Treaty-Based Return Position
Disclosure Under Section 6114 or 7701(b) , Consent to Extend the Time to
Assess Tax Under Section 367-Gain Recognition Agreement ,
Qualified
Adoption Expenses , Qualified Electric Vehicle
Credit , Closer Connection Exception
Statement for Aliens , Renewable Electricity, Refined
Coal, and Indian Coal Production Credit , Energy Efficient Home Credit
, Allocation of
Individual Income Tax to the U.S. Virgin Islands ,
Low-Income Housing
Credit Disposition Bond , Interest Computation Under the
Look-Back Method for Completed Long-Term Contracts ,
Credit for Prior Year
Minimum Tax-Individuals, Estates, and Trusts , Nonconventional Source Fuel
Credit , Additional Child Tax Credit
, Parent's
Election to Report Child's Interest and Dividends ,
Distilled Spirits
Credit , Optional Form To Record
Redemption of Series EE and I U.S. Savings Bonds Issued After
1989 , Orphan
Drug Credit , Information on Qualifying
Children Who Are Not Dependents (For Child Tax Credit Only) ,
Tax Information
Authorization , Qualified Railroad Track
Maintenance Credit , Change of Address ,
Statement for
Individuals Who Begin or End Bona Fide Residence in a U.S.
Possession , Like-Kind Exchanges ,
Low Sulfur Diesel Fuel
Production Credit , Disabled Access Credit ,
Health Savings
Accounts (HSAs) , Recapture of Federal Mortgage
Subsidy , Entity Classification
Election , IRS e-file Signature
Authorization , Credit for Qualified Retirement
Savings Contributions , New Market Credit ,
Health Coverage Tax
Credit , Income Averaging for Farmers and
Fishermen , Third Party Affidavit ,
Recapture of
Investment Credit , Application for Exemption From
Self-Employment Tax for Use By Ministers. Members of Religious
Orders and Christian Science Practitioners , Depreciation and
Amortization , Estimated Tax for
Individuals , Estimated Tax for
Individuals , Income Tax Return for Single and
Joint Filers With No Dependent , Residential Energy Credits ,
Welfare-To-Work
Credit , Exclusion of Income for Bona
Fide Residents of American Samoa , Casualties and Thefts ,
Specifically
Attributable Taxes and Income (Section 999(c)(2)) ,
Farm Rental Income and
Expenses , Substitute for Form W-2, Wage
and Tax Statement or Form 1099R, Distribution From Pensions and
Annuities, Retirement or Profit-Sharing Plans , Schedule A - Itemized
Deductions, Schedule B - Interest and Ordinary Dividends ,
Application for
Automatic Extension of Time to File U.S. Individual Income Tax
Return , Application for Automatic
Extension of Time to File U.S. Individual Income Tax Return
(Spanish version) , Biodiesel and Renewable Diesel
Fuels Credit , Information To Claim Earned
Income Credit After Disallowance , IRS e-file Signature
Authorization-Application for Extension of Time to File (Spanish
version) , IRS e-file Signature
Authorization-Application for Extension of Time to File ,
Return of U.S.
Persons With Respect to Certain Foreign Partnerships ,
Archer MSAs and
Long-Term Care Insurance Contracts , Expatriation Information
Statement , Information Return of U.S.
Persons With Respect to Foreign Disregarded Entities ,
District of Columbia
First-Time Homebuyer Credit , Qualified Zone Academy Bond
Credit , Domestic Production Activities
Deduction , Exclusion of Interest From
Series EE and I U.S. Savings Bonds Issued After 1989 ,
Information on
Qualifying Children Who Are Not Dependents (For Child Tax Credit
Only) , Empowerment Zone and Renewal
Community Employment Credit , Education Credits (Hope and
Lifetime Learning Credits) , Interest Computation Under the
Look-Back Method for Property Depreciated Under the Income Forecast
Method , IRS
e-file Signature Authorization (Spanish version) ,
Extraterritorial Income
Exclusion , Credit for Small Employer
Pension Plan Startup Costs , IRS e-file Signature
Authorization-Application for Extension of Time to File ,
Credit for
Employer-Provided Child Care Facilities and Services ,
U .S. Nonresident Alien
Income Tax Return , P ayment Voucher ,
U .S. Nonresident Alien
Income Tax Return , P ayment Voucher ,
P ayment Voucher ,
Amended U.S.
Individual Income Tax Return , Application for Tentative
Refund , Foreign Tax Credit ,
Application to Adopt,
Change or Retain a Tax Year , Statement of Person Claiming
Refund Due a Deceased Taxpayer , E mployee Business Expenses
, E mployee
Business Expenses , Multiple Support Declaration
, Underpayment of
Estimated Tax by Individuals, Estates and Trusts ,
Underpayment of
Estimated Tax By Farmers and Fishermen , Application for Extension of
Time To File U.S. Income Tax Return , Application for Taxpayer
Identification Number for Pending U.S. Adoptions ,
Solicitud de Numero de
Identicacion Personal del Contribuyente del Servicio de Impuestos
Internos , Application for IRS Individual
Taxpayer Identification Number , Forma W-5(SP) ,
Form W-5 ,
Voluntary Withholding
Request , Request for Federal Income Tax
Withholding from Sick Pay , Withholding Certificate for
Pension or Annuity Payments , Forma W-4(SP) ,
Employee's Withholding
Allowance Certificate , Forest Activities Schedule ,
Determination of
Worker Status for Purposes of Federal Employment Taxes and Income
Tax Withholding , Application for Employer
Identification Number , Self-Employment Tax ,
Credit for the Elderly
or the Disabled , Credit for the Elderly or the
Disabled , Acquisitions, Dispositions, and
Changes of Interests in a Foreign Partnership , Transfer of Property to a
Foreign Partnership (under section 6038B) , Organization or Reorginization
of Foreign Corporation, and Acquisitions and Dispositions of its
Stock , Return of Officers, Directors,
and 10% or More Shareholders of a Foreign Personal Holding
Company , Transactions Between Foreign
Disregarded Entity of a Foreign Tax Owner and the Filer or Other
Related Entities , Transactions Between Controlled
Foreign Corporation and Shareholders or Other Related Persons ,
Partner's Share
of Income, Deductions, Credits, etc. , Accumulated Earnings and Profits
(E&P) of Controlled Foreign Corporation , Household Employment Taxes ,
Profit or Loss
from Farming , Earned Income Credit ,
Supplemental
Income and Loss , Capital Gains and Losses ,
Continuation
Sheet for Schedule D (Form 1040) , Annual Return To Report
Transactions With Foreign Trusts and Receipt of Certain Foreing
Gifts , General Business Credit ,
Net Profit From
Business (Sole Proprietorship) , Moving Expenses ,
Application for
Exemption From Social Security and Medicare Taxes and Waiver of
Benefits , Tax Effect of the International
Boycott Provisions , Employee's Report on Tips to
Employer , Employee's Daily Record of
Tips , Profit
or Loss From Business (Sole Proprietorship) , Sales of Business Property ,
Credit For
Federal Tax Paid On Fuels , Social Security and Medicare Tax
on Unreported Tip Income , U.S. Individual Income Tax
Return , U.S.
Individual Income Tax Return , Estimated Tax for
Individuals
ICR Summary of Burden
Total Approved
Previously Approved
Change Due to New Statute
Change Due to Agency Discretion
Change Due to Adjustment in
Estimate
Change Due to Potential Violation of
the PRA
Annual Number of Responses
135,890,300
130,200,000
0
0
5,690,300
0
Annual Time Burden (Hours)
3,309,800,000
3,000,000,000
71,500,000
1,100,000
237,200,000
0
Annual Cost Burden (Dollars)
30,125,044,991
23,400,000,000
2,258,600,000
55,844,991
4,410,600,000
0
Burden increases because of Program Change due to Agency
Discretion: Yes
Burden Increase Due to: Miscellaneous
Actions
Burden decreases because of Program Change due to Agency
Discretion: No
Burden Reduction Due to:
Short Statement: We have added 2 new forms to
this approval number.
Annual Cost to Federal Government:
$15,000,000
Does this IC contain surveys, censuses, or employ
statistical methods? No
Is the Supporting Statement intended to be a Privacy
Impact Assessment required by the E-Government Act of 2002?
No
Is this ICR related to the Affordable Care Act [Pub. L.
111-148 & 111-152]? Uncollected
Is this ICR related to the Dodd-Frank Wall Street Reform
and Consumer Protection Act, [Pub. L. 111-203]?
Uncollected
Is this ICR related to the American Recovery and
Reinvestment Act of 2009 (ARRA)? Uncollected
Is this ICR related to the Pandemic Response?
Uncollected
Agency Contact: Kevin Coulter 202
283-0114