Schedule 5 – Other Payments and Refundable Credits
Prior year overpayments applied to 2018 or estimated tax payments made throughout 2018 can be found here. Refundable credits not already claimed elsewhere on the return can be claimed using this schedule.
Schedule 6 – Foreign Address and Third-Party Designee
If the taxpayer has a foreign address or if you wish to allow a third party other than your tax preparer to discuss your return with the IRS, you can do that using this schedule.
Getting your head around and navigating the new form and schedules may seem overwhelming at first, however the reality is the old form’s information fields are for the most part the same. The difference is that they are now spread out as described in the previous posts instead of summarized into 2 pages as before. If you take your time and review everything you should be able to navigate the new form with as much familiarity as you did the old. If you need any assistance with the new form or with your tax needs, contact us and we’ll be glad to help.