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Your 2021 adjusted gross income or self-select PIN, if filing electronically ... Copies of Form 1040-ES filed with estimated tax payments. ... (reported on Form 5498-SA)
Form 5498-SA: This is a form provided by the HSA administrator. The document reflects the following: ... Transfer to Your Form 1040. Schedule 1, Line 13: Report the deduction amount from Form 8889 ...
As of the 2018 tax year, Form 1040, U.S. Individual Income Tax Return, is the only form used for personal (individual) federal income tax returns filed with the IRS. In prior years, it had been one of three forms (1040 [the "Long Form"], 1040A [the "Short Form"] and 1040EZ - see below for explanations of each) used for such returns.
Request copies of documents from your employer, bank and other payers: You can request copies of Forms W-2, 1098, 1099 or 5498 for the years, 2020, 2021 or 2022 from your employer and bank.
Form 1040-X (officially, the "Amended U.S. Individual Tax Return") is used to make corrections on Form 1040, Form 1040A, and Form 1040EZ tax returns that have been previously filed (note: forms 1040-A and 1040-EZ were discontinued starting with tax year 2018, but a 1040X may still be filed amending one of these tax forms filed for previous years).
Contrary to a transfer, a rollover is reported to the IRS. The participant who received the distribution will have that distribution reported to the IRS. Once the distribution is rolled into an IRA, the participant will be sent a Form 5498 to report on their taxes to nullify any tax consequence of the initial distribution.
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The plan owner uses this information to fill out lines 15 and 16 on Form 1040. Copy B of Form 1099-R is attached to Form 1040 only if federal income tax is withheld in box 4 of Form 1099-R. [7] With regards to IRAs, Form 1099-R is used for reporting distributions from an IRA while Form 5498 is used for reporting contributions to an IRA. [4]