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Post-PPA filings (Information years beginning after 2007)

The following documents pertain to 4010 filings for information years beginning after 2008.

  • Overview - This is a high level overview of how the application works.
  • Appendix 1 (Form) - This form is for illustrative purposes only. It presents a summary of the questions asked and the data required to be entered on the multiple screens in one easily readable, printable format.
  • Appendix 2 (Instructions) - This is a summary of the "help text" that displays on each screen when the filer clicks a button to indicate the need for assistance. In addition to describing how to use the web-based application, this summary provides detailed guidance on the information that must be reported under the final 4010 regulations.
  • Appendix 3 (Screen shots) - These illustrate what a filer sees when using the web-based application.