Form 8880 Arizona 2024-2025

Form 8880 Arizona: What You Should Know

For more information see the following: . The person who is the qualifying donor must be the eligible individual, a trust, estate, or a person legally responsible for the qualified retirement plan. If the individual is deceased, the qualified retirement plan administrator must complete Form 8815. If the individual is legally responsible for the qualified retirement plan, the qualified retirement plan must be signed and dated on the right-hand side of Form 8815. For more information see the To claim the credit you need to be a tax filing individual who  is a married taxpayer filing a joint return for 2025 and the following: (1) had modified adjusted gross income for the tax year that was greater than the income threshold, and (2) has modified adjusted gross income for any subsequent tax year (or is a dependent of another taxpayer) that was greater than the amount shown on Schedule A, line 17 and the amount shown on Schedule A, line 21. To claim an additional qualified retirement plan contribution credit, a surviving spouse or civil union partner must have modified adjusted gross income for the tax year that was greater than the income threshold that they would have had if the deceased individual had not died. They also must have modified adjusted gross income for any subsequent tax year (or is a dependent of another taxpayer) that was greater than the amount shown on Schedule A, line 17 and the amount shown on Schedule A, line 21. You can use Form 5498 to figure your deduction for retirement plan contributions. The 2025 Form 5498 will be due April 15 and will have form 5498-E on the front (the 2025 Form 5498 had form 5498-A). To figure your deduction for retirement plan contributions use either the 2025 Form 5498 or the 2025 Form 5498-E, whichever is applicable. See IRS Publication 544 for more detailed instructions for 2025 Forms 5498 and 5498-E. The Form 5498-E can be completed or received by November 15, 2016. To claim an additional qualified retirement plan contribution credit, a surviving spouse or civil union partner must have modified adjusted gross income for the tax year that was greater than the income threshold that they would have had if the deceased individual had not died. They also must have modified adjusted gross income for any subsequent tax year (or is a dependent of another taxpayer) that was greater than the amount shown on Schedule A, line 17 and the amount shown on Schedule A, line 21.

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