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Los Angeles California Form 433-B: What You Should Know

Investment and Cash Flow Statements: For the following accounts, use the “Form 8600–2” (see instruction at the bottom of form 8600-2), with the appropriate account and account number to get the most current information from the account statements as follows (in the correct order) — Tax Liability Release Account, if your personal liability release is for an investment item on this account. — Retirement, retirement and other similar account, as a result of a change in your status, from a self-employed person to an employee. If the account is at least a five-year-old, for current (not historical) information on the account and the value of your investment, see Form 8600-5–1. — Individual Retirement Arrangement, IRAs, Keogh Plans, 403(b) Plans, 403(b) Plans that qualify as defined-benefit plans, Roth IRAs, 401(k)s, SEP IRAs, SEP IRA's, etc. For current (not historical) information on your investment, see Form 8600-5­-4. — Education Savings Accounts, 529 Plans, 529 College Savings Plans, Tax Education Savings Accounts, etc. Form 8600-5­-2­ — Governmental Accounting Standards Board Education Savings Account and 529 Plan Statement of Contributions or Payments, for your education saving accounts (such as an IRA or 403(b) Plan), if you have changed or are changing your relationship to the account. — Education Savings Accounts and Payroll deduction for teachers, for a school contribution for a teacher at any school. — Employee Retirement Income Security Fund, SEP IRA's, Traditional IRA's, Roth IRAs. For your annual statement, use the most recent statement for each type of account, such as a check, savings, money market or online account, brokerage account, CD, or money market account only if the account has been opened since September 15, 2015. If the account hasn't been opened since September 15, 2015, see the statement from last year. — Education Savings Account, or Student Loan, if you have a check in your education savings account, and the amount of a check in your education savings account doesn't exceed your limit. See Form 8600-5­-4, if you have more than one check in your education savings account that didn't exceed your limit. You can pay the check by cash or check.

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