Get the free 671.3 - Tax Sheltered Annuity Program.doc

DEERFIELD COMMUNITY SCHOOL DISTRICTCODE: 671.3 DATE OF ADOPTION: 061697TAX SHELTERED ANNUITY PROGRAM Attached is the districts policy and supporting materials regarding Tax Sheltered Annuities. ADMINISTRATIVE

How to fill out 6713 - tax sheltered

How to fill out 6713 - tax sheltered

1. To fill out form 6713 - tax sheltered, follow these steps:
2. Obtain the form: You can find the form on the official website of the tax authority or get it from your employer.
3. Provide personal information: Fill in your name, social security number, and address.
4. Enter employer details: Provide your employer's name, address, and Employer Identification Number (EIN).
5. Specify the type of plan: Indicate whether the tax-sheltered annuity plan is a 403(b) or 501(c)(18)(D) plan.
6. Enter contribution information: Report the total amount of contributions made to the plan during the tax year.
7. Determine catch-up contributions: If eligible for catch-up contributions, calculate and enter the additional amount.
8. Declare previous years' excess contributions: If applicable, report any excess contributions made in prior years.
9. Signature and date: Sign and date the form to certify the accuracy of the information provided.
10. Submit the form: Submit the completed form to your employer or the appropriate tax authority.

Who needs 6713 - tax sheltered?

1. Anyone who participates in a tax-sheltered annuity plan such as a 403(b) or 501(c)(18)(D) plan needs form 6713 - tax sheltered.
2. This form is typically required by employees who have made contributions to such plans during the tax year.

For pdfFiller’s FAQs

How can I modify 6713 - tax sheltered without leaving Google Drive?

By combining pdfFiller with Google Docs, you can generate fillable forms directly in Google Drive. No need to leave Google Drive to make edits or sign documents, including 6713 - tax sheltered. Use pdfFiller's features in Google Drive to handle documents on any internet-connected device.

Can I create an electronic signature for the 6713 - tax sheltered in Chrome?

You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your 6713 - tax sheltered in minutes.

How do I fill out 6713 - tax sheltered using my mobile device?

On your mobile device, use the pdfFiller mobile app to complete and sign 6713 - tax sheltered. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to discover more about our mobile applications, the features you'll have access to, and how to get started.

What is 6713 - tax sheltered?

6713 - tax sheltered refers to a specific tax form used to report tax shelter information.

Who is required to file 6713 - tax sheltered?

Individuals or entities who participate in tax shelter transactions are required to file 6713 - tax sheltered.

How to fill out 6713 - tax sheltered?

6713 - tax sheltered should be filled out according to the instructions provided on the form by reporting all relevant tax shelter information.

What is the purpose of 6713 - tax sheltered?

The purpose of 6713 - tax sheltered is to provide the IRS with information about tax shelter transactions in order to assess compliance with tax laws.

What information must be reported on 6713 - tax sheltered?

6713 - tax sheltered requires reporting details of the tax shelter transaction, including the type of shelter, amount invested, and any tax benefits claimed.