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Garden Grove California online Form 8606: What You Should Know

View H&R Block Form 8606 FNPC Form 808 — City of Santa Ana Filing Form 8808 on your own You may file Form 808 individually or on behalf of your IRA. You do not need an attorney to file any form. If you would like assistance, check out the links below: • IRS Guide to IRA Filing Process • HMD Forms Filing IRS Form 8808 Include: • Form 8808 and • any required instructions (if any) • the following information. • the type of IRA • the amount of the payment • the year and amount of contributions • the type of payments and the date of payments (or amounts if you have made separate annual payments) • the type of distribution to which payments are being made (if any). Note that Form 8888 will not be accepted if you filed Form 8808. You will receive a letter from the IRS if the IRS rejects the form. See HMD Forms Form 8808, Exemption from Federal Income Taxes on Distributions to Certain Retirement Accounts — H&R Block You must include Form 8808 with Form 8606 you filed on your own and Form 8606-PF for IRS-approved IRA contributions only. Other filing options are available if you do not include your Form 8808 with your IRA Form 8606. If you filed the required forms on your own, you must add the following information to your Form 8606-PF for IRS-approved IRA contributions: • name, address, and Social Security number (SSN) of the individual making the Form 8606, • type of IRA (IRA-IRA, IRA-SIMPLE, IRA-SEP), • name of the IRA (of the individual making the Form 8606, if different from his/her name) • account number • IRA owner's last name • if applicable, the IRA owner's date of birth (including month, day, and year). Also, file the IRA and Form 8606 Schedule E with Form 8858 and Form 8888.

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