Get the free IRS Form 8888 - mobar

Form 8888 Allocation of Refund (Including Savings Bond Purchases) OMB No. 1545-0074 See separate instructions. Department of the Treasury Internal Revenue Service Name(s) shown on return 2011 Attachment

How to fill out irs form 8888

How to fill out IRS Form 8888?

1. Start by obtaining a copy of IRS Form 8888, which is the Allocation of Refund form. It can be found on the official IRS website or requested from your tax preparer.
2. Begin filling out the form by providing your personal information, including your name, Social Security number, and address. Ensure that all information is accurate and up to date.
3. In Section 1 of the form, you will need to provide information about your refund. This includes the total amount of your expected refund and whether you want it direct deposited to one or multiple accounts.
4. If you choose to split your refund between multiple accounts, proceed to Section 2. Here, you can specify the amount you want allocated to each account and provide the necessary account information, such as the routing and account numbers.
5. If necessary, you can use Section 3 to allocate a portion of your refund to purchase U.S. Savings Bonds. Indicate the amount you wish to allocate and follow the instructions on the form to complete this section.
6. After filling out all the applicable sections, double-check your form for any errors or missing information. It's always a good idea to review your entries before submitting the form.

Who needs IRS Form 8888?

1. Taxpayers who want to split their tax refund between multiple accounts will need to fill out IRS Form 8888.
2. Individuals who wish to allocate a portion of their refund to purchase U.S. Savings Bonds can also utilize this form.
3. It is important to note that the form is not required for those who choose to receive their refund as a paper check or have it direct deposited into a single account. However, for those who prefer the flexibility of splitting their refund or investing in savings bonds, Form 8888 is necessary.

For pdfFiller’s FAQs

What is irs form 8888?

IRS form 8888 is a form used by individuals to allocate their tax refund among multiple accounts, such as checking, savings, or retirement accounts.

Who is required to file irs form 8888?

Any taxpayer who wants to split their tax refund and direct it to multiple accounts is required to file IRS form 8888.

How to fill out irs form 8888?

To fill out IRS form 8888, you need to provide your personal information, including your name, Social Security number, and refund amount. You also need to specify the accounts to which you want your tax refund to be allocated.

What is the purpose of irs form 8888?

The purpose of IRS form 8888 is to allow taxpayers to distribute their tax refund across multiple accounts, making it easier to budget or save the money in various ways.

What information must be reported on irs form 8888?

On IRS form 8888, you must report your personal information, such as name and Social Security number, as well as the account numbers and allocation amounts for each account.

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