Navigating IRS Tax Forms, A Lender’s Guide Published August 23, 2024

Tax Guard’s proprietary process uses the IRS Form 8821 to generate our signature Tax Guard Report. The 8821 requests copies of several other IRS tax forms such as specialty forms, income tax forms, and payroll tax forms. To help lenders better understand the IRS forms listed on an 8821, we created the following guide.

Uncover key insight into business and entity filings, how common they’re filed, and their use cases. You’ll also see which forms provide transcripts. For more information, visit irs.gov/forms-instructions.