Obtaining form instructions from the IRS

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If the IRS provides instructions for a particular ToolBox CS form, you can access them via a link to the IRS website using this procedure:

  1. Click the Help Help button button at the top of an open form.
  2. Choose Form Instructions > <name of form>.

    You can also choose Form Instructions from the Help menu, or right-click and choose Form Instructions from the context menu.

    Note: If the IRS does not provide instructions for the form, the Form Instructions menu command will be unavailable.

If you need a form that is not included in the list of forms, you can obtain it from www.irs.gov.

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