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Fullerton California online Form Instructions 1040-A: What You Should Know

Student Account Number (SAN) and SSN/ISSN (not a Social Security Number). First Name: Last Name: Surname: SSN: ISSN: (Not your SSN)  The SAVENIR-PR-1098T is a 10-digit serial number that the IRS assigns to a qualified student. The value of the SAVENIR-PR-1098T is determined based on the number of qualifying credits an eligible student earns. The IRS SAVENIR-PR-1098T is mailed to each student who has earned at least 2,500 in qualifying credits during the calendar year. The SAVENIR-PR-1098T value may appear on a student's financial aid form (with or without the student's SSN or SSN/ISSN) if the student did not have SAVENIR-PR-1098T printed on the student statement of eligibility. All other students receive a Form W-2 from the employer. Some employers give the student a Form W-2 instead. You can use the Form W-2 as the student's student account number for the federal and state taxes. Form W-2 (Employer's Withholding Certificate) Form 1097-R (NRL) for Retired Persons — This tax form is not required. (You do need to do a Schedule SE) Form 4868-PR for Certain Pensions and Annuities, (NRL) — This was a change to the form which was not fully adopted by the federal government. The only requirement was to send in the name of the Retirement Plan and the amount of the plan, but we still need Form 4868-PR to determine if the pension or annuity is qualified. The IRS SAVENIR-PR-4868-PR must be filed in the same manner as Form 1040-ES (Form 1040) IRS Form 1040-ES — (Form 1000) This should be sent to the IRS and the tax return will be sent back with Form 1040, 1040A, 1040A-E, 1040-A-PF, 1040-B, 1040-J, 1041, 5498, W-2G — if applicable.

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