Fillable Form 8880

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  • 01 Fill and edit template
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1. What is an 8880 Form?

Fillable Form 8880 blank is designed by the IRS to encourage citizens who earn lower incomes to invest in their retirement accounts more actively. By filling the free form, you can apply for the tax credit by claiming your retirement savings credit. It reduces the owed tax amount (not for business use). 

2. What I need the Form 8880 for?

This PDF form is used for:

  • Claiming your tax credit;
  • Direct owed tax size reduction;
  • If your AGI (Adjusted Gross Income) is below the established limits. 
  • If your retirement plan includes one of these plans: IRA, 104(k), 403(b), 457, Roth IRA.

You cannot file this form if you are:

  • a single filer with AGI above $32,500;
  • head of household with AGI above $47,750;
  • joint filers with AGI above $65,000

The limits change every year, so check out the updates on PFLiner every year before filling the form. You can download Form 8880 latest version right here or fill the form online and print a complete copy directly. 

3. How to fill out Form 8880?

This tax form consists of 2 pages and requires you to provide the following information:

  • Name and SSN (Social Security Number) as in your return;
  • In lines 1-12 of Page 1, you have to make all the calculations for yourself and your spouse (if you’re filing jointly);
  • The calculations include contributions, deferrals, distributions, etc. 

Completing the form line by line, you can ensure that you have the right to apply for the credit. At first sight, the calculations may look simple, but in the process, you may find that your AGI is bigger than you thought, which will mean that you cannot apply for the credit. Provide only fair information to avoid problems with the IRS. 

4. Organizations that work with Form 8880 

  • Internal Revenue Service (IRS);
  • Department of the Treasury. 
Fillable online Form 8880
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