Post-release changes to tax forms, instructions and publications

 

The articles below explain specific changes to forms, instructions, or publications after they are available on IRS.gov. Such changes are often the result of new tax legislation, new IRS guidance, clarifications, corrections, updates of mailing addresses or phone numbers, and other revisions.

Update for Form 8830 (Rev. March 2022) per Notice 2025-32 – 18-JULY-25

Changes to 2024 line 25c worksheet in 2024 instructions for Form 8606 -- 8-JULY-2025

Tax year 2023 and 2024 reporting relief: Forms 8835, Renewable Electricity Production Credit, and 3468, Investment Credit -- 25-JUNE-2025

Clarification to the January 2025 version of the Instructions for Form 6765 regarding qualified research expenses and group reporting -- 18-JUNE-2025

Correction to the 2023 Partner’s Instructions for Schedule K-1 (Form 1065), box 15 -- 5-JUNE-2025

Expanded and new filing exceptions for Schedules K-2 and K-3 (Form 1065) beginning tax year 2024 -- 4-JUNE-2025

Expanded and new filing exceptions for Schedules K-2 and K-3 (Form 1120-S) beginning tax year 2024 -- 4-JUNE-2025

Estate tax closing letter fee reduced to $56 effective May 21, 2025 -- 23-MAY-2025

Corrections to the Instructions for Form 8911 (Rev. December 2024) -- 23-MAY-2025

Correction to qualified interconnection property in the 2024 Instructions for Form 3468, Part VI -- 16-MAY-2025

Update to the 2024 Publication 525 for Section 83(b) election -- 6-MAY-2025

Changes to Worksheet 3 in Publication 523 (revisions 2017 through 2023) -- 6-MAY-2025

Clarification for Form 5330 regarding a financial institution that is a disqualified person -- 25-APRIL-2025

Use January 2023 revision of Schedule 3 (Form 8849) to report any allowable claims for 2024 -- 11-APRIL-2025

Revocation of section 6417 election -- 9-APRIL-2025

Correction to the 2018 through 2024 Instructions for Schedule D (Form 1040), Line 21 -- 25-MARCH-2025

Exemption from the requirement to electronically file Forms 1042 required to be filed in 2024 and 2025 -- 25-MARCH-2025

Instructional update for Part II–Modified Taxable Income, line 3a -- 25-MARCH-2025

New options for businesses to make payments -- 18-MARCH-2025

New options for businesses to make payments and get transcripts -- 17-MARCH-2025

Reporting amounts from Schedule K-1 (Form 1120-S), box 13, code H, on Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations -- 12-MARCH-2025

Form 3800 – Corrections to size of fillable fields -- 12-MARCH-2025

You may need to file an amended return to claim benefits under the Federal Disaster Tax Relief Act of 2023 -- 26-FEB-2025

Correction to 2025 Publication 509, Tax Calendars, Table 2, Semiweekly Rule, April 12–15 Payroll Date and updated due dates for the National Day of Mourning for James Earl Carter, Jr. -- 14-FEB-2025

Clarification about Alaska Permanent Fund Dividends -- 12-FEB-2025

Impact of the Federal Disaster Tax Relief Act of 2023 on Publication 225 -- 3-FEB-2025

Publication 524 will no longer be revised -- 3-FEB-2025

Changes to line references in the 2024 Instructions for Form 709 -- 30-JAN-2025

Advance release of 2024 original issue discount (OID) tables -- 28-JAN-2025

Corrections to the List of Codes and References used in the Partner’s Instructions for Schedule K-1 (Form 1065) -- 23-JAN-2025

Correction to 2024 Schedule 2 (Form 1040), line 21 -- 21-JAN-2025

Correction to the tax rate schedules in the 2024 Instructions for Form 1040 -- 8-JAN-2025

Discrepancy in Appendix D in the Instructions for Form 8915-F (Rev. January 2024) -- 20-DEC-2024

Small corporate taxpayers who reported Corporate Alternative Minimum Tax for tax year 2023 -- 18-DEC-2024

Correction to the 2021, 2022, and 2023 Instructions for Form 4562, instructions for Part I, line 5 -- 4-DEC-2024

Changes to the Instructions for Form 8911 (Rev. January 2024) per Notice 2024-64 -- 27-NOV-2024

Due date correction for furnishing certain 2024 information return statements to recipients -- 24-OCT-2024

Publication 536 will no longer be revised -- 24-OCT-2024

Using EFTPS to submit payments -- 17-OCT-2024

Partnerships may use EFTPS -- 25-SEPT-2024

Changes to Form 990-PF, Part X, Distributable Amount -- 23-AUG-2024

Change of address in Publication 957 for reporting back pay to the Social Security Administration -- 22-AUG-2024

Updates to Publication 560 -- 19-AUG-2024

Update to where to file address for Form 8971 -- 6-AUGUST-2024

Electronic filing of some amended employment tax returns is now available -- 17-JULY-2024

Corrected mailing addresses for Form 2678 -- 20-JUNE-2024

Correction to the 2023 Instructions for Form 1040, Instructions for Schedule 3, line 5b -- 7-JUNE-2024

How Form 1040-SS filers should report expenses for the business use of their home on Schedule C (Form 1040) in 2023 -- 4-JUNE-2024

Change of address for SBSE Advisory Office -- 17-MAY-2024

Corrections to High Deductible Health Plan eligibility and employer contribution limits in the 2024 Publication 15-B -- 15-MAY-2024

New private delivery mailing address for the Instructions for Form 8857 (Rev. June 2021) -- 09-MAY-2024

Notice 2024-2 — Miscellaneous Changes Under the SECURE 2.0 Act of 2022 -- 08-MAY-2024

Update to Additional Child Tax Credit (ACTC) amount in the 2023 Publication 17 -- 08-MAY-2024

Health Coverage Tax Credit (HCTC) has expired on December 31, 2021 -- 03-MAY-2024

Applicable entities filing Form 990-T by mail -- 03-MAY-2024

Clarification to the 2023 Instructions for Form 5695 for joint occupants -- 03-MAY-2024

Threshold for the gross receipts test on Form 1120-IC-DISC, Schedule O increased to $27 million for 2022 and $29 million for 2023 -- 30-APRIL-2024

Clarification to the 2023 instructions for Form 3468, Part VI, in relation to Part I, lines 7 and 8 -- 18-APRIL-2024

Updates to Publication 3 (Rev. 2023), regarding the nontaxable combat pay election -- 18-APRIL-2024

Changes to 2023 Publication 519 -- 11-APRIL-2024

New process with respect to Form 8802, Application for United States Residency Certification -- 10-APRIL-2024

Partner’s instructions for Schedule K-1, Box 20, Code ZZ—CAMT -- 09-APRIL-2024

Reinstatement of Form SS-4’s line 14 election to file Form 944 annually -- 28-MARCH-2024

Reporting requirement not applicable for lead service line replacement payments -- 28-MARCH-2024

Partnership Instructions for Schedule K-1, Box 20, Code ZZ—CAMT -- 28-MARCH-2024

Puerto Rico and American Samoa Information for Active Duty Members of the U.S. Armed Forces and Certain Other U.S. Government Employees Using Pub. 570 -- 27-MARCH-2024

New electronic filing requirements for Forms 499R-2/W-2PR -- 21-MARCH-2024

Change to text in January 2024 Instructions for Form 8881, under “No Deduction Allowed for Credit Amount” -- 21-MARCH-2024

Final release of 2023 Original Issue Discount (OID) Tables -- 22-MARCH-2024

Certain forms, instructions, and publications used by taxpayers in Puerto Rico have been replaced -- 14-MARCH-2024

Instructions for filing Form 8865 and attaching Form 3800 and certain other forms for tax years beginning in 2023 -- 12-MARCH-2024

Extension of time to furnish statements to recipients -- 11-MARCH-2024

Correction to Schedule K-2 (Form 8865) for tax year 2023 -- 08-MARCH-2024

Revised 2023 Instructions for Form 7213, Nuclear Power Production Credit -- 08-MARCH-2024

Form 941-SS discontinued after 2023 -- 07-MARCH-2024

2023 Publication 519, update to chapter 4 -- 29-FEB-2024

Update to 2023 Partnership Instructions for Schedules K-2 and K-3 (Form 1065) -- 29-FEB-2024

Revised 2023 instructions for Form 7210, Clean Hydrogen Production Credit -- 28-FEB-2024

Correction to the Index Entry for Alternative Minimum Tax in the 2023 instructions for Form 990-T -- 22-FEB-2024

Changes to Publication 583 (Rev. January 2021) -- 21-FEB-2024

Corrections to the 2023 Form 4626, Alternative Minimum Tax—Corporations -- 14 -FEB-2024

Changes to the 2023 instructions for Schedule C (Form 1040) -- 09-FEB-2024

Safe harbors for sustainable aviation fuel credit -- 07-FEB-2024

Safe harbors for sustainable aviation fuel credit -- 05-FEB-2024

2023 Electronic file requirement -- 02-FEB-2024

Additional time for partnerships to provide complete Forms 8308 for section 751(a) exchanges occurring in calendar year 2023 -- 29-JAN-2024

SECURE 2.0 Act changes affecting amounts reported on the 2023 Forms W-2, W-2AS, W-2GU, and W-2VI -- 29-JAN-2024

Updated references for Publication 535, 2023 instructions for Schedule C (Form 1040) -- 23-JAN-2024

Publication 51 will no longer be revised -- 23-JAN-2024

Publication 80 will no longer be revised -- 22-JAN-2024

Changes to the previously posted 2024 Forms W-2, W-2AS, W-2GU, and W-2VI -- 18-JAN-2024

Change to Form 3520 (Rev. December 2023) -- 18-JAN-2024

Form 5558 is no longer used to apply for an extension of time to file Form 5330 -- 09-JAN-2024

Advance release of 2023 Original Issue Discount (OID) tables -- 29-DEC-2023

Relief from additions to tax for underpayments applicable to the new corporate alternative minimum tax -- 21-DEC-2023

Publication 1167: New mailing address to submit substitute forms for approval -- 14-DEC-2023

Publication 1141: New mailing address for questions regarding substitute Forms W-2 and W-3 -- 14-DEC-2023

Tax year 2023 service-related disability distributions reported on Form 1099-R -- 13-NOV-2023