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File Form 5300, Application for Determination for Employee Benefit Plan, to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

Form 15105 (SP), No Breakdown of Liability By Abstract Number on Form 720 (Spanish Version), is used to provide the specific information on the type of excise tax paid to ensure proper posting to the correct trust funds.

File Form 5300, Application for Determination for Employee Benefit Plan, to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

Publication 5262, Qualified Intermediary, Withholding Foreign Partnership, and Withholding Foreign Trust Application & Account Management - The Qualified Intermediary (QI), Withholding Foreign Partnership (WP) and Withholding Foreign Trust (WT) Application and Account Management System (hereafter referred to as QI/WP/WT system), is a secure web-based platform that enables users to: apply to become a QI, WP, or WT; renew, certify, or terminate an existing QI, WP, or WT agreement; and manage their QI, WP or WT information online.

Schedule Q (Form 1066) is used by Real Estate Mortgage Investment Conduits (REMIC) to notify the residual interest holders of their share of the REMIC's quarterly taxable income (or net loss), excess inclusion, and section 212 expenses.

Use Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons, to report the following: the tax withheld under chapter 3 on certain income of foreign persons, including nonresident aliens, foreign partnerships, foreign corporations, foreign estates, and foreign trusts, the tax withheld under chapter 4 on withholdable payments, the tax withheld pursuant to section 5000C on specified federal procurement payments, or payments that are reported on Form 1042-S under chapters 3 or 4.

Use Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons, to report the following: the tax withheld under chapter 3 on certain income of foreign persons, including nonresident aliens, foreign partnerships, foreign corporations, foreign estates, and foreign trusts, the tax withheld under chapter 4 on withholdable payments, the tax withheld pursuant to section 5000C on specified federal procurement payments, or payments that are reported on Form 1042-S under chapters 3 or 4.

Use Form (1065 Schedule B-1), Information on Partners Owning 50% or More of the Partnership, to provide the information applicable to certain entities, individuals, and estates that own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital of the partnership.

Form 15272, VITA/TCE Security Plan, provides information on the procedures used at the VITA/TCE site location to help maintain the security of taxpayer information and adherence to the security requirements outlined in Publication 4299, Privacy, Confidentiality, and Civil Rights ¨C A Public Trust.

Form 990-EZ, Short Form Return of Organization Exempt from Income Tax, is used by tax-exempt organizations, nonexempt charitable trusts (that are not treated as private foundations), and section 527 political organizations to provide the IRS with the information required by section 6033.