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Printable Form Instruction 1040 Line 20a & 20b El Monte California: What You Should Know

A copy of either your Form 2555, U.S. Estate, Gift, or Generation-Skipping Transfer Tax Return to a state-regulated Fiduciary, or Form 706, Individual Retirement Arrangement (IRA) Form for Social Security benefits. A copy of your W-2G, or W-2G-E, or W-2G-T, Social Security statement. Form W-8BEN, Employer's Tax Notice — Federal Unemployment Tax Act. Notice to the IRS of your state unemployment payments. A copy of any federal student loan payments from all sources to which you are entitled under a student loan plan. A copy of any tax refunds or tax credits to which you are entitled based upon your adjusted gross income. A copy of the return you filed on its completion date. Statement from your tax preparer stating that they met all tax filing requirements, including all state and federal income tax returns or schedules. A copy of any notice or form, if any, explaining why you were denied a refund or why you did not receive a refund. A copy of the return you filed on its completion date. Information or documents to support your claimed credit or refund. Forms that were used to calculate the credit or refund in question; information contained in any statement or document, if any, that was provided to support your claim; a list of all deductions or credits claimed that may be available to you under the law; and evidence that you used any of the following to calculate the credit or refund. An explanation of any errors in computation; an explanation of any errors in your claim or the supporting schedule. For additional information on state and federal tax refund and credit laws, see the Department of State Publication-1376, State and Federal Income Returns for Individuals. For additional information on the information furnished on paper, see the General Instructions for Forms 1040, 1045, 1040A, and 1040NR. An affidavit or other written statement, showing facts and circumstances demonstrating that you have adequate financial resources to pay either federal income tax or the tax due. A copy of any notice or form, if any, explaining why you failed to file an income tax return, the reasons why you did not file, the correct return you filed, and information about any errors you made in the return. A copy of a recent and accurate tax statement showing your estimated tax liabilities and a list of all your taxes for the past tax year.

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