2024 Form 3581 Tax Deposit Refund and Transfer Request-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the taxable year at the top of the form. Specify whether it is for a calendar year or a fiscal year, including the start and end dates.
3. Fill in your name(s) as shown on your tax return, along with your SSN or ITIN, and your spouse’s/RDP’s SSN or ITIN if applicable.
4. Complete your address details, including street number, suite, room, PO box, or PMB number. Don’t forget to include your FEIN if you have one.
5. In the 'Explanation of Requested Action' section, indicate the type of tax (personal income tax, corporate tax, etc.), enter the tax deposit payment amount and date of payment.
6. Select the requested action: refund, transfer to another taxable year, or convert deficiency action. If transferring funds, specify the amount and target taxable year.
7. Sign where indicated and ensure that any joint return includes your spouse’s/RDP’s signature as well.

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