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Form Steps to Fill out Online 8962 IRS Oregon: What You Should Know

Make sure your tax return includes Form 8962, Premium Tax Credit, Form 4980 for the taxable year that includes the date of birth. A refund in the form of Form 941 has to be applied in the year of filing to the year of birth. You can't use any deduction on Form 941. Use Form 4980 to get a Social Security Number or SSN. Annual report for individuals Oct 5, 2023 — You can get information about your return by completing Form 8965, and sending a completed and signed copy of Form 8965 to the IRS. Do not send Form 8965 to the Social Security Administration (SSA). Form 8965 must contain your name, marital status, marital or family status, and the year(s) you made the contributions. This form also must have Form 8965-A or 8965-AA, if you are filing under a qualified joint and survivor annuity plan, Form 8965-F if you are filing a self-employed individual retirement plan, or Form 982 if you are filing Form 1040. Form 8965 — Social Security Administration You can get information about your return by completing Form 982, Annual Return, and sending a completed and signed copy of Form 982 to the Social Security Administration (SSA). Do not send Form 982 to the Social Security Administration (SSA). Form 982 must include your name, the name of the qualified plan you elected at the time you opened the plan, the date you elected the plan, and the name of the employee under the plan, or your qualified beneficiary if it does not know your name. You can get Form 982 by submitting Forms 4980, 3921, or 1042 (or Form 924 if over 13 years old) if an election was made under a qualified joint and survivor annuity plan. Form 982 must tell if the retirement benefits are taxable and which sections of the Internal Revenue Code apply. If tax was paid but not reported, you must ask the employer to provide a return, and report the tax as a refund.

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