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Rancho Cucamonga California Form 1040A or 1040 Schedule R: What You Should Know

Doc format. How to Schedule R— Form 1040C The tax form for Social Security benefits is Form 1040C as it applies to the Social Security Act; Form 1040 will not be filed with Schedule R (Form 1040) for the following IRS tax periods: July 15, 2018-April 5, 2019. Tax Tip: There are two types of SSA Form 1040, one is Form 1040A and the other Form 1040, depending on if you will be getting Social Security on that date. See SSA Form 1040. To Schedule R— Form 1040C, you must file a Schedule R (Form 1040) for any year during which: you will be entitled to receive Social Security benefits in the year, You may be entitled to Schedule I or Scheduling Income and Expenses for that year. Social Security Benefits: Schedule R (Form 1040), if filed with Schedule M— Schedule I Tax Form — Form 1040C. For more than one year you were receiving Social Security benefits and filing Form 1040c. See 1040c/ Schedule I. (Form 1040C (Form 1040A) and (Form 1040EZ), if filing a joint return for the tax year, but you will both be aged 65 or older by that year. See 1040A, Schedule M- Schedule I (Form 1040A and (Form 1040EZ), if filing a joint return for the tax year, but you will both be aged 65 or older by that year. See 1040A, Schedule M— Schedule I. For more than one year (and for any year in which you are age 65 or older or disabled and receiving Social Security or Medicare benefits), you were eligible for Supplemental Security Income or SSI if you are eligible for either. You may have received more than one Form 982 from the IRS (from each of two sources). See IRS Form 982, Supplemental Security Income Eligibility/Special Needs Form.

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