Get Irs 8888 2022-2025

The IRS Form 8888 allows users to allocate their federal tax refund to different accounts or purchase savings bonds. This guide provides clear instructions for efficiently filling out the form online.

Follow the steps to complete your IRS 8888 form accurately.

1. Click the ‘Get Form’ button to access the IRS 8888 document and open it in your online editor.
2. In Part I, allocate your refund for direct deposit. Enter the amount for the first account on line 1a, followed by the routing number on line 1b, and indicate if it is a checking or savings account on line 1c, finally entering the account number on line 1d.
3. For a second account, repeat the process by entering the amount on line 2a, routing number on line 2b, account type on line 2c, and account number on line 2d.
4. If you wish to allocate funds to a third account, follow the same steps for lines 3a, 3b, 3c, and 3d.
5. Complete Part II if you wish to purchase U.S. Series I Savings Bonds. Enter the desired bond amount on line 4 for yourself or spouse, line 5 for someone else, ensuring the amount is a multiple of $50.
6. Enter the owner’s name for the bond on line 5b and check the box if you want to add a co-owner or a beneficiary on line 5c.
7. In Part III, state any remaining amount to be refunded as a check on line 7.
8. Ensure the total allocation on line 8 matches the total amount of your refund from your tax return, summing all amounts from previous sections.
9. Once completed, you can save your changes, download it, print it, or share the form as needed.

Complete your IRS 8888 form online for efficient return management.