OMB.report

Federal forms, ICRs, and supporting documents

Information Collection Request

U.S. Individual Income Tax Return

ICR 202311-1545-006 · OMB 1545-0074 · Received in OIRA

Forms and Documents

Forms and supporting documents for this ICR
DocumentTypeStatusAvailability
2023 Supporting Statement-1545-0074.docx Supporting Statement A Uploaded 2023-12-18 Repair queued
Gov Cost - 1545-0074 rev.pdf Supplementary Document Uploaded 2023-12-11 Repair queued

IC Document Collections

Information collection document groups
IC IDCollectionTypeStatusForm
16870 U.S. Individual Income Tax Return Forms Other-Links to Approved Forms Modified

ICR Details

Reginfo record details
table that charts list comparision
  Requested Previously Approved
36 Months From Approved 12/31/2023
171,800,000 172,600,000
2,249,000,000 2,211,000,000
45,365,000,000 42,972,000,000
Reginfo record details
1
table that charts list of burden
IC Title Form No. Form Name
U.S. Individual Income Tax Return Forms 1040(SP), Sch 1(1040), Sch 2(1040), Sch 3 (1040), Sch 3-SP (1040), Sch 1-SP (1040), 8915-C, 8915-D, 8919, 8925, 8932, 8933, 8936, Sch A (Form 8936), 8936-A, Sch EIC (1040), 1040-SS(SP), Sch LEP(SP) (1040), 1040-ES (PR), Sch 8812 (1040), 673, 8949, Sch 1 (Form 8936-A), 8941, 8958, 8962, 8993, 8994, 8995, 8995-A, Sch A (Form 8995-A), Sch B (Form 8995-A), Sch C (Form 8995-A), Sch D (Form 8995-A), 9000, 9465, 9465(SP), T (Timber), W-4, W-4(SP), W-4(KO), W-4(RU), W-4 (VIE), W-4P, W-4S, W-4V, W-4R, W-7, W-7A, W-7(SP), W-7(COA), 8843, 8697, 8801, 8814, 8815, 8818, 8824, 8828, 8829, 8833, 8834, 8835, 8838, 8839, 8840, 8844, 8845, 8846, 8854, 8858, 8859, 8862, 8862(SP), 8863, 8864, Sch K-1 (Form 8865), Sch K-2 (Form 8865), Sch K-3 (Form 8865), Sch O (Form 8865), Sch P (Form 8865), 1116, 8283, 8960, 8275-R, 8332, 8396, 8404, 8453, 8453(SP), 8582, 8582-CR , 8586, 8594, 8606, 8611, 8615, 8621-A, 8689, 8867, 8873, 8878, 8878(SP), 8879-SP, 8880, 8881, 8882, 8886, 8888, 8889, 8896, 8898, 8900, 8903, 8906, 8908, 8910, 8911, 8912, Sch OI (1040-NR), Sch OI(SP) (1040-NR), Sch P (1040-NR), 965-C, 970, 965-A, 972, 982, 1045, 1310, 8866, 1127, 1128, 2106, 2120, 2210, 2210-F, 2350, 2350(SP), Sch M (Form 5471), Sch C (Form 5713), 5884-A, 6198, 8379, 8874, 8609-A, 8621, 8879, 8915-F, 9000(SP), W-4(ZHS), W-4(ZHT), 2441, 2555, 3115, 3468, 3520, 3800, 3903, 4255, 4070 / 4070A, 4136, 4137, 4361, 4562, 4563, 4684, 4797, 4835, 4852, 4852-SP, 4868, 4868SP, 4952, 4970, 4972, 5074, 5213, 5329, 5405, 5471, Sch J (Form 5471), Sch O (Form 5471), 5695, 5713, Sch A (Form 5713), Sch B (Form 5713), 5884, 6251, 6252, 6478, 6765, 7203, 7204, 7205, 7206, 7207, 8082, 8275, 8853, 8820, 8826, Sch M (Form 8858), 8865, 1040-PR , 1040-SR, 1040-SR(SP), 1040-SS, Sch A (1040), Sch B (1040), Sch C (1040), Sch C(SP) (1040), Sch D (1040), Sch E (1040), Sch EIC(SP) (1040), Sch F (1040), 6781, Sch F(SP) (1040), Sch H (1040), Sch H(SP) (1040), Sch J (1040), Sch LEP (1040), Sch R (1040) , Sch SE (1040), Sch SE(SP) (1040), 1040-V, 1040-ES (OCR), 1040-ES , 1040-ES (NR), Sch 8812 (1040), 461, 926, 1040-C, 1040-X, 1040-NR, 1040-NR(SP), 1040, Sch NEC (1040-NR), Sch NEC(SP) (1040-NR), Sch A (1040-NR), Sch A(SP) (1040-NR), Sch 2-SP (1040) U.S. Individual Tax Return ,   Declaración de Impuestos de los Estados Unidos Sobre los Ingresos Personales ,   Additional Income and Adjustments to Income ,   Ingreso Adicional y Ajustes al Ingreso ,   Additional Taxes ,   Impuestos Adicionales ,   Additional Credits and Payments ,   Créditos y Pagos Adicionales ,   U.S. Departing Alien Income Tax Return ,   Amended U.S. Individual Income Tax Return ,   U.S. Nonresident Alien Income Tax Return ,   Declaración de Impuestos sobre los Ingresos de Extranjeros No Residentes de los Estados Unidos ,   Tax on Income Not Effectively Connected With a U.S. Trade or Business ,   Impuestos sobre los Ingresos No Directamente Relacionados con una Ocupación o Negocio de los Estados Unidos ,   Itemized Deductions ,   Deducciones Detalladas ,   Other Information ,   Otra Información ,   Foreign Partner’s Interests in Certain Partnerships Transferred During Tax Year ,   U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico) (Puerto Rico Version) ,   U.S. Tax Return for Seniors ,   Form 1040-SR (SP) U.S. Income Tax Return for Seniors in Spanish ,   U.S. Self-Employment Tax Return (Including the Refundable Child Tax Credit for Bona Fide Residents of Puerto Rico) ,   U.S. Self-Employment Tax Return (Including the Refundable Child Tax Credit for Bona Fide Residents of Puerto Rico) in Spanish ,   Itemized Deductions ,   Interest and Ordinary Dividends ,   Profit or Loss From Business (Sole Proprietorship) ,   Profit or Loss From Business (Sole Proprietorship) in Spanish ,   Capital Gains and Losses ,   Supplemental Income and Loss ,   Earned Income Credit ,   Earned Income Credit in Spanish ,   Profit or Loss From Farming ,   Profit or Loss From Farming in Spanish ,   Household Employment Taxes ,   Household Employment Taxes in Spanish ,   Income Averaging for Farmers and Fishermen ,   Request for Change in Language Preference ,   Request for Change in Language Preference in Spanish ,   Credit for the Elderly or the Disabled ,   Self-Employment Tax ,   Self-Employment Tax in Spanish ,   Payment Voucher ,   Estimated Tax ,   Estimated Tax ,   Estimated Tax Payment Voucher ,   Comprobante de pago de 2023 ,   Credits for Qualifying Children and Other Dependents ,   Credits for Qualifying Children and Other Dependents in Spanish ,   Limitation on Business Losses ,   Statement for Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911 ,   Return by a U.S. Transferor of Property to a Foreign Corporation ,   Individual Report of Net 965 Tax Liability ,   Transfer Agreement Under Section 965(h)(3) ,   Application To Use LIFO Inventory Method ,   Consent of Shareholder To Include Specific Amount in Gross Income ,   Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) ,   Application for Tentative Refund ,   Foreign Tax Credit ,   Application for Extension of Time for Payment of Tax Due to Undue Hardship ,   Application To Adopt, Change, or Retain a Tax Year ,   Statement of Person Claiming Refund Due a Deceased Taxpayer ,   Employee 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 ,   Solicitud de Prórroga para Presentar la Declaración del Impuesto sobre el Ingreso Personal de los Estados Unidos ,   Child and Dependent Care Expenses ,   Foreign Earned Income ,   Application for Change in Accounting Method ,   Investment Credit ,   Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts ,   General Business Credit ,   Moving Expenses ,   Employee's Report of Tips to Employer / Employee's Daily Record of Tips ,   Credit for Federal Tax Paid on Fuels ,   Social Security and Medicare Tax on Unreported Tip Income ,   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 (Including Information on Listed Property) ,   Exclusion of Income for Bona Fide Residents of American Samoa ,   Casualties and Thefts ,   Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Sections 179 and 280F(b)(2)) ,   Farm Rental Income and Expenses ,   Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. ,   Sustitutivo para el Formulario W-2, Comprobante de Salarios y Retención de Impuestos, o el Formulario 1099-R, Distribuciones de Planes de Pensión, Anualidades, Jubilación o Participación en ,   Application for Automatic Extension of Time To File U.S. Individual Income Tax Return ,   Solicitud de Prórroga Automática para Presentar la Declaración del Impuesto sobre el Ingreso Personal de los Estados Unidos ,   Investment Interest Expense Deduction ,   Tax on Accumulation Distribution of Trusts ,   Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936) ,   Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) ,   Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit ,   Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts ,   Repayment of the First-Time Homebuyer Credit ,   Information Return of U.S. Persons With Respect to Certain Foreign Corporations ,   Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporation ,   Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons ,   Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock ,   Residential Energy Credits ,   International Boycott Report ,   International Boycott Factor (Section 999(c)(1)) ,   Specifically Attributable Taxes and Income (Section 999(c)(2)) ,   Tax Effect of the International Boycott Provisions ,   Work Opportunity Credit ,   Employee Retention Credit for Employers Affected by Qualified Disasters ,   At-Risk Limitations ,   Alternative Minimum Tax—Individuals ,   Installment Sale Income ,   Biofuel Producer Credit ,   Credit for Increasing Research Activities ,   Gains and Losses From Section 1256 Contracts and Straddles ,   S Corporation Shareholder Stock and Debt Basis Limitations ,   Consent To Extend the Time To Assess Tax Related to Contested Foreign Income Taxes— Provisional Foreign Tax Credit Agreement ,   Energy Efficient Commercial Buildings Deduction ,   Self-Employed Health Insurance Deduction ,   Advanced Manufacturing Production Credit ,   Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) ,   Disclosure Statement ,   Regulation Disclosure Statement ,   Noncash Charitable Contributions ,   Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent ,   Injured Spouse Allocation ,   Mortgage Interest Credit ,   Interest Charge on DISC-Related Deferred Tax Liability ,   U.S. Individual Income Tax Transmittal for an IRS e-file Return ,   Informe del Impuesto sobre el Ingreso Personal de los Estados Unidos por Medio de la Presentación Electrónica del IRS e-file ,   Passive Activity Loss Limitations ,   Passive Activity Credit Limitations ,   Low-Income Housing Credit ,   Asset Acquisition Statement ,   Nondeductible IRAs ,   Annual Statement for Low-Income Housing Credit ,   Recapture of Low-Income Housing Credit ,   Tax for Certain Children Who Have Unearned Income ,   Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund ,   Return by a Shareholder Making Certain Late Elections To End Treatment as a Passive Foreign Investment Company ,   Allocation of Individual Income Tax to the U.S. Virgin Islands ,   Interest Computation Under the Look-Back Method for Completed Long-Term Contracts ,   Credit for Prior Year Minimum Tax— Individuals, Estates, and Trusts ,   Parents’ Election To Report Child’s Interest and Dividends ,   Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 ,   Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 ,   Orphan Drug Credit ,   Like-Kind Exchanges ,   Disabled Access Credit ,   Recapture of Federal Mortgage Subsidy ,   Expenses for Business Use of Your Home ,   Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) ,   Qualified Electric Vehicle Credit ,   Renewable Electricity Production Credit ,   Consent To Extend the Time To Assess Tax Under Section 367—Gain Recognition Agreement ,   Qualified Adoption Expenses ,   Closer Connection Exception Statement for Aliens ,   Statement for Exempt Individuals and Individuals With a Medical Condition ,   Empowerment Zone Employment Credit ,   Indian Employment Credit ,   Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips ,   Archer MSAs and Long-Term Care Insurance Contracts ,   Initial and Annual Expatriation Statement ,   Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs) ,   Transactions Between Foreign Disregarded Entity (FDE) or Foreign Branch (FB) and the Filer or Other Related Entities ,   Carryforward of the District of Columbia First-Time Homebuyer Credit ,   Information To Claim Certain Credits After Disallowance ,   Información Para Reclamar Ciertos Créditos Después de Haber Sido Denegados ,   Education Credits (American Opportunity and Lifetime Learning Credits) ,   Biodiesel, Renewable Diesel, or Sustainable Aviation Fuels Credit ,   Return of U.S. Persons With Respect to Certain Foreign Partnerships ,   Partner’s Share of Income, Deductions, Credits, etc. ,   Partners’ Distributive Share Items—International ,   Partner’s Share of Income, Deductions, Credits, etc.—International ,   Transfer of Property to a Foreign Partnership (Under Section 6038B) ,   Acquisitions, Dispositions, and Changes of Interests in a Foreign Partnership ,   Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method ,   Paid Preparer’s Due Diligence Checklist ,   Extraterritorial Income Exclusion ,   New Markets Credit ,   IRS e-file Signature Authorization for Form 4868 or Form 2350 ,   Autorización de Firma para Presentar la Declaración por medio del IRS e-file para el Formulario 4868 o el Formulario 2350 ,   IRS e-file Signature Authorization ,   Autorización de Firma para Presentar la Declaración por medio del IRS e-file ,   Credit for Qualified Retirement Savings Contributions ,   Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation ,   Credit for Employer-Provided Childcare Facilities and Services ,   Reportable Transaction Disclosure Statement ,   Allocation of Refund (Including Savings Bond Purchases) ,   Health Savings Accounts (HSAs) ,   Low Sulfur Diesel Fuel Production Credit ,   Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession ,   Qualified Railroad Track Maintenance Credit ,   Domestic Production Activities Deduction ,   Distilled Spirits Credit ,   Energy Efficient Home Credit ,   Alternative Motor Vehicle Credit ,   Alternative Fuel Vehicle Refueling Property Credit ,   Credit to Holders of Tax Credit Bonds ,   Qualified 2018 Disaster Retirement Plan Distributions and Repayments ,   Qualified 2019 Disaster Retirement Plan Distributions and Repayments ,   Qualified Disaster Retirement Plan Distributions and Repayments ,   Uncollected Social Security and Medicare Tax on Wages ,   Report of Employer-Owned Life Insurance Contracts ,   Credit for Employer Differential Wage Payments ,   Carbon Oxide Sequestration Credit ,   Clean Vehicle Credits ,   Clean Vehicle Credit Amount ,   Qualified Commercial Clean Vehicle Credit ,   Qualified Commercial Clean Vehicle Credit Amount ,   Credit for Small Employer Health Insurance Premiums ,   Sales and Other Dispositions of Capital Assets ,   Allocation of Tax Amounts Between Certain Individuals in Community Property States ,   Premium Tax Credit (PTC) ,   Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI) ,   Employer Credit for Paid Family and Medical Leave ,   Qualified Business Income Deduction Simplified Computation ,   Qualified Business Income Deduction ,   Specified Service Trades or Businesses ,   Aggregation of Business Operations ,   Loss Netting and Carryforward ,   Special Rules for Patrons of Agricultural or Horticultural Cooperatives ,   Alternative Media Preference ,   Preferencia para Medios de Comunicación Alternativos ,   Installment Agreement Request ,   Solicitud para un Plan de Pagos a Plazos ,   Forest Activities Schedule ,   Employee’s Withholding Certificate ,   Certificado de Retenciones del Empleado ,   직원의 원천징수 증명서 ,   Свидетельство об удержаниях из заработной платы работника ,   Chứng Nhận Khấu LÆ°u Thuế của Nhân Viên ,   员工预扣税证明 ,   員工的預扣額證明 ,   Withholding Certificate for Periodic Pension or Annuity Payments ,   Request for Federal Income Tax Withholding From Sick Pay ,   Voluntary Withholding Request ,   Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions ,   Application for IRS Individual Taxpayer Identification Number ,   Application for Taxpayer Identification Number for Pending U.S. Adoptions ,   Solicitud de Número de Identificación Personal del Contribuyente del Servicio de Impuestos Internos ,   Certificate of Accuracy for IRS Individual Taxpayer Identification Number ,   Net Investment Income Tax— Individuals, Estates, and Trusts
table that charts list of burden
  Total Request 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 171,800,000 172,600,000 0 0 -800,000 0
Annual Time Burden (Hours) 2,249,000,000 2,211,000,000 2,000,000 0 36,000,000 0
Annual Cost Burden (Dollars) 45,365,000,000 42,972,000,000 40,000,000 -21,000,000 2,374,000,000 0
Reginfo record details
  No