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Form W-8 for Chico California: What You Should Know
S. Person (including a resident Allen), to have personal service contract(s) executed on behalf of the trust. Form W-2G is not required, but is an advance preparation and is the preferred form for Form W-9. Form W-2G can also be used for estate tax. You have a resident trust on behalf of a trust. Form W-9 is acceptable for this tax year. You do not have individual service contract for your domestic trust, but you are a sole proprietor. You have to file Form 706 with Schedule B to establish that trust. This Form 706 must be received by the SSA before the filing deadline. The SSA does not accept Form 706 after the closing date. If your domestic trust(s) are in excess of a 1,000,000 in value it has to be reported on Form 8283. The Trust is an IRA, Keogh Plan, or Individual Retirement Account. A domestic trust is not eligible, unless your AGI exceeds 50,000 in 2016, to apply for an Individual Retirement Account (IRA) or a Keogh Plan. The Internal Revenue Service has posted a new Notice on this topic: See Notice 2017-13, below. See also IRS.gov, Information on the Individual Retirement Accounts and IRA Rules, on Page 17. IRA Trusts. No deduction for Form 1099-R filed after June 5th. See IRS Publication 590: Retirement Plan Disclosures at Pub. 590. See also Notice 2017-3.3, 2023 Inland Revenue Bulletin #23: Qualifying Qualification Period for IRA Tax Withholding. Qualifying IRAs: If you had an IRA balance of 100 or less on June 5, 2017, you must file a Form 1099-R beginning July 15, 2017. For more information see Notice 2017-14. If you had an IRAs balance between 100 and 5,000 on June 5, 2017, you'll have to file Form 1040X beginning July 15, 2017, for that year. If you had an IRA balance more than 5,000 on June 5, 2017, you should file IRS Form 5498.
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