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How to Save the Annual Summary Form and Transcript Open the PDF (Annual Summary Form and Transcript) From the menu bar on your browser, choose: File Save As or Save Page As (or Ctrl-S option)* When
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Anyone who has income and wants to save for the future is encouraged to save.
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To save, you can set up automatic transfers from your checking account to a savings account or invest in retirement accounts like a 401(k) or IRA.
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You need to report the amount saved, the source of the savings, and any earnings from investments.
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