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Form 945
Annual Return of Withheld Federal Income Tax (text only)
 State code: Use only if applicable; see the bottom of page 2 in the IRS' Instructions for Form 945.
Fill in your company name and address, including trade name, if appropriate.
Check the "address is different" box if appropriate.
Check the "do not have to file returns in the future" box if appropriate.
item 1 Federal Income Tax Withheld: Enter the amount of income tax withheld from distributions from your plan for the year. This amount will be equal to the cumulative amount reported on all Forms 1099-R box 4 for the year.
item 2: (Does not relate to 401k plans. Please see the IRS' Instructions for Form 945 for instructions on completing this item.)
item 3: (Does not directly relate to 401k plans. Please see the IRS' Instructions for Form 945 for instructions on completing this item.)
item 4: Calculate as directed. If total taxes are $2,500 or more, the amount must equal the total liability for the year as reported on line 8M below or line M of Form 945-A (see midway through Line 3 of the IRS' Instructions for Form 945).
item 5: Complete as directed in the IRS' Instructions for Form 945.
item 6: You should have a balance due ONLY if your total 945 taxes for the year (line 4) are less than $2,500. If line 4 is $2,500 or more and you deposited all taxes when due, the amount on line 6 should be zero. See the IRS' Instructions for Form 945 for details.
item 7: Complete as directed.
item 8: Complete as directed.
Third Party Designee: Complete if appropriate.
Sign and date. |
