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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your taxable year at the top of the form. Ensure you select the correct year, such as 2021.
- Fill in your first name, last name, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) in the designated fields.
- Provide your address, including street number, apartment number (if applicable), city, state, and ZIP code.
- If this is an amended form, check the box provided in Part I.
- Complete Part I regarding additional taxes on early distributions by filling out lines 1 through 4 based on your specific situation.
- Proceed to Part II if applicable, detailing any distributions from education accounts and completing lines 5 through 8.
- Finally, sign and date the form at the bottom if you are filing it separately from your tax return.
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