James E Raftery, CPA
James E. Raftery, CPA, PC

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(Form) 1040
U.S. Individual Income Tax Return, is one of three forms: 1040 (the "Long Form"), 1040A (the "Short Form") and 1040EZ. (see Schedules)
(Form) 1041
U.S. Income Tax Return for Estates and Trusts, is used by estates and trusts for tax returns. (see Schedules)
(Form) 1065
U.S. Return of Partnership Income, is used by partnerships for tax returns. (see Schedules)
(Form) 1098
Mortgage Interest Statement, is used to report interest that a taxpayer has paid on his or her mortgage. Such interest might be tax- deductible as an itemized deduction.
(Form) 1098-C
Contributions of Motor Vehicles, Boats, and Airplanes; reports charitable contributions of motor vehicles.
(Form) 1098-E
Student Loan Interest Statement, reports interests the taxpayer paid on student loans that might qualify as an adjustment to income.
(Form) 1098-T
Tuition Statement, reports either payments received or amounts billed for qualified tuition and related expenses that might entitle the taxpayer for an adjustment to income or a tax credit.
(Form) 1099-DIV
A statement of dividends paid, sent to IRS and taxpayer.
(Form) 1099-INT
A statement of interest paid, sent to IRS and taxpayer.
(Form) 1099-SA
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA.
(Form) 1120
U.S. Corporation Income Tax Return, is used by C corporations for tax returns. (see Schedules)
(Form) 1120s
U.S. Income Tax Return for an S Corporation, is used by S corporations for tax returns. (see Schedules)
(Form) 2553
Election by a Small Business Corporation, is used by small businesses to elect to be taxed as a 'Subchapter S - Corporation'.
(Form) 2555
Foreign Earned Income, is filed by taxpayers who have earned income from sources outside the United States exempt from U.S. income tax. U.S. citizens or resident aliens are taxed on their world-wide income.
(Form) 4868
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, is used to request an extension of time to file a federal income tax return for an individual (there is no extension to pay the tax).
(Form) 5500
The Form 5500 is an important compliance, research, and disclosure tool intended to assure that employee benefit plans are properly managed and to provide participants, beneficiaries, and regulators with sufficient information to protect their rights.
(Form) 706
United States Estate (and Generation-Skipping Transfer) Tax Return, is used to report estate taxes
(Form) 709
United States Gift (and Generation-Skipping Transfer) Tax Return, is used to report gift taxes
(Form) 8889
Used by Health Savings Account HSA holders. HSA administrators are required to send HSA account holders and file forms 1099SA and 5498SA with the IRS each year.
(Form) 940
Employer’s Annual Federal Unemployment (FUTA) Tax Return
(Form) 941
Employer’s Quarterly Federal Tax Return
(Form) 990
The Form 990 provides the public with financial information about a nonprofit organization, and is often the only source of such information. (see Schedules)
401(k) A retirement account to which an eligible employee can contribute a certain amount of his or her pretax salary; earnings are tax-deferred. Some employers may match a stated percentage of employee 401(k) contributions. The reduced cost and liability of 401(k) plans appeal to employers.
403(b) A qualified retirement plan similar to the 401(k), available to employees of nonprofit and government organizations.
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JAMES E. RAFTERY, CPA, PC - 606 N STAPLEY DRIVE - MESA, AZ 85203
phone 480.835.1040 - Email the firm
















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