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MT online Form 5498: What You Should Know
Sep 12, 2025 — File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section filer. Form 8806 — Tax and Financial Information Return Under Section 401(a) — Social Security Administration (SSA) Montana: Recipients with MT state withholding on Form 8806. Sep 12, 2025 — The 8806 tax return reports the amount of Social Security and Supplemental Security Income (SSI) payments that the recipient made to, or on behalf of, another person for medical expenses not specifically covered by the retirement plan or an IRA. Montana's website. Form 8802 — Tax and Financial Information Return Under Section 401(a) — Social Security Administration (SSA) Montana: Recipients with MT state withholding on Form 8802. Sep 12, 2025 — The 8802 tax return reports the payment amount and any SSI or SDI payments that the recipient made to the recipient's spouse for medical expenses not specifically covered by the retirement plan or an IRA. Montana's website. Form 8802e — Tax and Financial Information Return Under Section 401(a) — Social Security Administration (SSA) Montana: Recipients with MT state withholding on Form 8802e. Sep 12, 2025 — The 8802e tax return reports the payment amount and any SSI or SDI payments that the recipient paid to the beneficiary's spouse for medical expenses or any other expenses not specifically covered by the retirement plan or an IRA. Montana's website. Form 8802n — Tax and Financial Information Return Under Section 401(a) — Social Security Administration (SSA) Montana: Recipients with MT state withholding on Form 8802n. Sep 12, 2031 — The 8802 income tax return reports the income, Social Security, and Supplemental Security Income (SSI) payments made from the payee's paycheck to a qualifying individual with whom the payer was not prohibited from having a tax association for a total of not more than six years, excluding employment for any of a number of occupations that are commonly considered “gardeners” rather than for farming (e.g. gardening as a part-time employment or for “garden consulting”). Montana's website.
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