Form 8888 - Allocation Of Refund (Including Savings Bond Purchases) - 2013 Page 2
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Form 8888 (2013)
Page
Future Developments
or custodian in advance, the trustee or
If you file a joint return and
▲
!
custodian can assume the deposit to
complete Form 8888, your
Information about any future
your IRA in 2014 is for 2014. If you
spouse may get at least part
developments affecting Form 8888 (such
designate your deposit to be for 2013,
CAUTION
of the refund.
as legislation enacted after we release it)
you must verify that the deposit was
Lines 1a, 2a, and 3a
will be posted on
actually made to the account by the due
date of the return (without regard to
Enter the portion of your refund you want
General Instructions
extensions). If the deposit is not made by
directly deposited to each account. Each
Do not request a deposit of
that date, the deposit is not an IRA
▲
deposit must be at least $1.
!
your refund to an account that
contribution for 2013. In that case, you
Your entire deposit may be deposited
must file an amended 2013 return and
is not in your name, such as
in one account. If there are any delays
CAUTION
your tax preparer's account.
reduce any IRA deduction and any
in the processing of your return by the
retirement savings contributions credit
IRS, your entire refund will be deposited
Purpose of Form
you claimed.
in the first account listed on Form 8888.
Use Form 8888 if:
You and your spouse, if filing
▲
Make sure the first account you list on
!
• You want us to directly deposit your
jointly, each may be able to
Form 8888 is an account you would
refund (or part of it) to either two or three
contribute up to $5,500
want the entire refund deposited in if this
accounts at a bank or other financial
CAUTION
($6,500 if age 50 or older
happens.
institution (such as a mutual fund,
at the end of 2013) to a traditional IRA or
Lines 1b, 2b, and 3b
brokerage firm, or credit union) in the
Roth IRA for 2013. You may owe a
United States, or
penalty if your contributions exceed
The routing number must be nine digits.
these limits, and these limits may be
• You want to use at least part of your
The first two digits must be 01 through
reduced depending on your
refund to buy up to $5,000 in paper
12 or 21 through 32. On the sample
compensation. For more information on
series I savings bonds.
check below, the routing number is
IRAs, including limits that apply for 2014,
250250025. Tony and Jennifer Maple
An account can be a checking,
see Pub. 590.
would use that routing number unless
savings, or other account such as an
their financial institution instructed them
TreasuryDirect® Account
individual retirement arrangement (IRA),
to use a different routing number for
health savings account (HSA), Archer
You can request a deposit of your refund
direct deposits.
MSA, Coverdell education savings
(or part of it) to a TreasuryDirect® online
Ask your financial institution for the
account (ESA), or TreasuryDirect® online
account to buy U.S. Treasury marketable
account.
correct routing number to enter if:
securities and savings bonds. For more
You cannot have your refund
• The routing number on a deposit slip is
information, go to
deposited into more than one account or
different from the routing number on
your checks,
buy paper series I savings bonds if you
U.S. Series I Savings Bonds
file Form 8379, Injured Spouse
• Your deposit is to a savings account
Allocation.
You can request that your refund (or part
that does not allow you to write checks,
Note. If you want your refund deposited
of it) be used to buy up to $5,000 in
or
to only one account, do not complete
paper series I savings bonds. You do not
• Your checks state they are payable
need a TreasuryDirect® account to do
this form. Instead, request direct deposit
through a financial institution different
on your tax return.
this. See the instructions under Part II for
from the one at which you have your
details.
account.
Why Use Direct Deposit?
Specific Instructions
Lines 1c, 2c, and 3c
• You get your refund faster by direct
deposit than you do by check.
Check the appropriate box for the type
Part I
• Payment is more secure. There is no
of account. Do not check more than one
If you are filing Form 8888
check that can get lost or stolen.
box for each line. If your deposit is to an
only to buy paper series I
account such as an IRA, HSA, brokerage
TIP
• It is more convenient. You do not have
savings bonds, skip Part I and
account, or other similar account, ask
to make a trip to the bank to deposit
go to Part II.
your financial institution whether you
your check.
• It saves tax dollars because it costs the
government less.
IRA
Sample Check
You can have your refund (or part of it)
1234
TONY MAPLE
directly deposited to a traditional IRA,
SAMPLE
▲
JENNIFER MAPLE
Roth IRA, or SEP-IRA, but not a SIMPLE
123 Pear Lane
15-0000/0000
IRA. You must establish the IRA at a
Anyplace, GA 00000
bank or other eligible financial institution
PAY TO THE
before you request direct deposit. Make
ORDER OF
$
Routing
Account
sure your direct deposit will be
number
number
accepted. You must also notify the
DOLLARS
trustee or custodian of your account of
ANYPLACE BANK
the year to which the deposit is to be
Anyplace, GA 00000
Do not include
applied (unless the trustee or custodian
the check number.
will not accept a deposit for 2013). If you
For
do not, the trustee or custodian can
|
|
:250250025
:202020"'86".
assume the deposit is for the year during
◀
1234
which you are filing your return. For
example, if you file your 2013 return
Note. The routing and account numbers may be in different places on your check.
during 2014 and do not notify the trustee
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