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Thousand Oaks California online Form 8288-B: What You Should Know

Follow steps to fill in form 8288.  Fill out all fields below. Fill out a brief title for this form.  You may use the title “Withholding Certificate from the IRS.” Write the name of the individual who would like this form.  Put this name in the address box to the right of the form. Use the format “Name on Form (First Initial and Last) (Middle Initial and Last)” if the individual wants the form to be sent to a person not listed above. You may put your full name as first initial and then your first initial followed by your last name or use any surname. Complete the information for the “Individual for Reporting” from the following: In case you are reporting an income, include income from jobs (including government jobs for which a reasonable hourly, weekly, or monthly salary is paid), pensions, annuities, investment income, Social Security benefits, IRA withdrawals and any business income.  For dependents, enter the name of the children and spouse under age 22. Write the dependent number on line 7. If an individual's dependents are listed in another state, they are not eligible for the Withholding Tax on Distributions from IRAs or Roth IRAs. For example: An individual who is married and has dependents living in another state cannot include them on Form 8288. If the individual is married, you should put “Joint Taxpayer” on line 3. You should enter “First Cousin: (2nd & 4th Cousin), if applicable” on line 5. If the amount from line 5 is not sufficient, add a letter on the next line to indicate the amount for other persons. For example, if the individual has one dependent and two dependents, he might place a letter in the next line. To get the correct amount from line 7 to be included, you must put “First Cousin: (2nd & 4th Cousin)”, “First Child (First Cousin: 1st & 5th COUSIN), if applicable”. The total for each dependent of the dependent is then put in “All Dependents, if applicable”. Complete the box for the “Address, (Zip Code)”. You can select as many boxes as you want. Enter the mailing addresses for all people listed on Line 1. Use the boxes to enter contact numbers for all people listed on line 1.

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