Form 3468, Investment Credit Instructions

Enter the nameplate capacity that was allocated to you in the allocation letter.

Multiply the value in line 1a by the value in line 1f and enter the result here.

Divide the value in line 3e by the value in Part I, line 12a.

Multiply the specified amounts as instructed in the form.

Add the amounts from lines 1c and 2, and report this total on Form 3800, Part III, line 10.

If you checked the box in Part I, line 7a or 8b, enter 30%. If you checked the box in Part I, line 7b or 8c, enter 6%.

Calculate the product of the values on line 3a and line 3h.

If the amount on Part I, line 12a, is greater than the amount on line 3e, enter the amount from line 3i. Otherwise, enter the amount from line 3f.

Enter the value for line 31 or line 30 as applicable.

If you checked the box in Part I, line 10a, enter 10%. If you checked the box in Part I, line 10b, enter 2%. Otherwise, proceed to line 4.

Add the values from lines 3c, 3j, 31, and 3n.

Multiply the value on line 5a by 30% (0.30).

Enter the result of multiplying the value from line 9a by the value from line 9b. This is line 9c.

Enter the smaller of the value from line 11b or $4,000. This is line 11c.

Multiply the value from line 11d by the value from line 11e and enter the result here.

If the value on Part I, line 12b equals the value on line 11h, multiply line 11d by 11g and proceed to line 11m. Otherwise, continue to line 11j.

If the value on Part I, line 12b is greater than the value on line 11h, divide line 11h by the value on Part I, line 12b.

Multiply the value from line 11g by the value from line 11j and enter the result here.

Multiply the value from line 11d by the value from line 11k and enter the result here.

Enter the value for line 11m.

Enter the value for line 11n.

Enter the value for line 11p.

Add the values from lines 11c, 11f, 11m, 110, and 11q and enter the total here.

Multiply the value from line 17a by the value from line 17m and enter the result here.

Multiply the value from line 19a by the value from line 19b and enter the result here.

Multiply the value from line 19a by the value from line 19d and enter the result here.

Multiply the value from line 19a by the value from line 19f and enter the result here.

Add the values from lines 19c, 19e, and 19g and enter the total here.

Multiply the value from line 23d by the value from line 23g.

This field is part of the form's calculations section. Please refer to the instructions on the form for the specific value to enter.

This field is part of the form's calculations section. Please refer to the instructions on the form for the specific value to enter.

Multiply the value from line 23a by the value from line 23k.

This field is part of the form's calculations section. Please refer to the instructions on the form for the specific value to enter.

Multiply the value from line 23a by the value from line 23m.

This field is part of the form's calculations section. Please refer to the instructions on the form for the specific value to enter.

Multiply the value from line 25a by the value from line 25b.

Multiply the amount on line 27 by 15% (0.15) and enter the result here.

Subtract the amount on line 29d from the amount on line 27 and enter the result here.

Enter the required information for line 30. Refer to the form instructions for specific details.

Enter the required information for line 31. Refer to the form instructions for specific details.

Add the amounts on lines 30 and 31. Report this total amount on Form 3800, Part III, line 4a.

Check this box if applicable. Refer to the form instructions for specific criteria.

Check this box if applicable. Refer to the form instructions for specific criteria.

Check this box if applicable. Refer to the form instructions for specific criteria.

Enter the basis of property placed in service during the tax year for the facility that is designed and reasonably expected to produce qualified clean hydrogen per section 45V(b)(2)(C). This is for line 25g.

Enter the basis of property placed in service during the tax year for the facility that is designed and reasonably expected to produce qualified clean hydrogen per section 45V(b)(2)(D). This is for line 25j.

Enter the expected amount of qualified clean hydrogen production as per section 45V(b)(2)(A). If you checked the box in Part I, line 8b, enter 6%.

Enter the basis of property placed in service during the tax year for the facility designed to produce qualified clean hydrogen as per section 45V(b)(2)(B).

If the entry on Part I, line 12a, equals the entry on line 3e, multiply line 3a by line 3d and proceed to line 3j. Otherwise, continue to line 3g.

If the entry on Part I, line 12a, is more than the entry on line 3e, divide line 3e by Part I, line 12a.

Enter the date construction of the facility began.

Enter the date the facility was placed in service (when it began operating).

Enter 30% if you checked the box in Part I, line 7a or 8b. Enter 6% if you checked the box in Part I, line 7b or 8c.

Multiply the value from line 5f by the percentage entered in line 5g.

Enter 10% if you checked the box in Part I, line 9a. Enter 2% if you checked the box in Part I, line 9b. Otherwise, proceed to line 51.

Multiply the value from line 5f by the percentage entered in line 5i.

Multiply the value from line 5f by the percentage entered in line 51.

Multiply the value from line 50 by $3,000.

If you checked the box in Part I, line 7a or 8b, enter 10%. If you checked the box in Part I, line 7b or 8c, enter 2%.

Multiply the value from line 7a by the value from line 7b.

If you checked the box in Part I, line 9a, enter 10%. If you checked the box in Part I, line 9b, enter 2%. Otherwise, go to line 7g.

Multiply the value from line 7a by the value from line 7d.

Multiply the value from line 7a by the value from line 7g.

Enter the smaller value between line 7i and line 71.

Enter 30% if you checked the box in Part I, line 7a or 8b. Enter 6% if you checked the box in Part I, line 7b or 8c.

Multiply the value from line 13a by the value from line 13b.

This field is for additional calculations or information related to line 13.

Multiply the value from line 13a by the value from line 13d.

Enter 10% if you checked the box in Part I, line 10a. Enter 2% if you checked the box in Part I, line 10b. Otherwise, proceed to line 14.

Multiply the value from line 13a by the value from line 13f.

This field is for additional calculations or information related to line 14.

This field is for additional calculations or information related to line 14.

Enter 30% if you checked the box in Part I, line 7a or 8b. Enter 6% if you checked the box in Part I, line 7b or 8c.

This field is for additional calculations or information related to line 15.

This field is for additional calculations or information related to line 15d.

This field is for additional calculations or information related to line 15.

Enter 10% if you checked the box in Part I, line 10a. Enter 2% if you checked the box in Part I, line 10b. Otherwise, proceed to line 16.

Enter 30% if you checked the box in Part I, line 7a or 8b. Enter 6% if you checked the box in Part I, line 7b or 8c.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

Multiply the value in line 21a by the value in line 21f and enter the result here.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

This field is part of the credit calculation section. Please refer to the instructions for the specific value to enter.

If the entry on Part I, line 12c, equals the entry on line 23e, multiply line 23a by 23d and go to line 23j. Otherwise, continue to line 23g.

If the entry on Part I, line 12c, is more than the entry on line 23e, divide line 23e by Part I, line 12c.

Enter the amount for line 2 as calculated from the previous fields.

Enter the amount for line 3 as calculated from the previous fields.

Enter the applicable unused investment credit from cooperatives as per the instructions.

Enter the beginning date for the relevant period or project.

Enter the end date for the relevant period or project.

Check this box if the property qualifies for the domestic content bonus credit and section 48(a)(9)(B) is satisfied so you are claiming the 10% domestic content bonus and will attach the required supporting information.

Check this box if the property qualifies for the domestic content bonus credit but section 48(a)(9)(B) is not satisfied so you are claiming the 2% domestic content bonus and will attach the required supporting information.

Check this box if the property does not qualify for a domestic content bonus credit under section 45(b)(9)(B).

Check this box if the project qualifies for the energy community bonus and it satisfies section 48(a)(9)(B), making it eligible for the 10% bonus.

Check this box if the project qualifies for the energy community bonus but does not satisfy section 48(a)(9)(B), making it eligible for the 2% bonus.

Check this box if the project does not qualify for an energy community bonus credit under section 48(a)(14).

Enter the basis of property using energy storage technology placed in service during the tax year.

Enter the nameplate capacity you were allocated in the allocation letter for the solar or wind energy property in connection with the energy storage technology.

If the relevant entry on Part I, line 12a, line 12b, or line 12c, equals the entry on line 17e, multiply line 17a by line 17d and go to line 17j. Otherwise, continue to line 17g.

If the relevant entry on Part I, line 12a, line 12b, or line 12c, is more than the entry on line 17e, divide line 17e by Part I, line 12a, line 12b, or line 12c.

Multiply line 17d by line 17g.

Multiply line 17a by line 17h.

If the entry for the solar or wind energy property in connection with the energy storage technology on Part I, line 12a, line 12b, or line 12c, is more than the entry on line 17e, enter the amount from line 17i. Otherwise, enter the amount from line 17f.

Enter a '+' (plus) or '-' (minus) sign to indicate north (+) or south (-) latitude.

Enter the degrees portion of the facility's latitude coordinate.

Enter the minutes/seconds or fractional component of the facility's latitude coordinate.

Enter a '+' (plus) or '-' (minus) sign to indicate east (+) or west (-) longitude.

Enter the degrees portion of the facility's longitude coordinate.

Enter the minutes/seconds or fractional component of the facility's longitude coordinate.

Check this box if the facility is part of an expansion of an existing closed-loop biomass or open-loop biomass facility.

Check this box if the facility is not part of an expansion of an existing closed-loop biomass or open-loop biomass facility.

Check this box if you have petitioned for provisional emission rates and have received written approval from a certified third‑party verifier or a letter from the IRS.

Enter a brief descriptive name or summary of the facility, including its primary function or distinguishing features.

Enter the IRS-issued registration number assigned to this facility exactly as it appears on IRS correspondence.

Enter the facility type or technology (for example, solar, geothermal, wind, biomass) that best describes the facility.

Enter the facility's street address and, if applicable, city, state, and ZIP code where the facility is located.

Provide a detailed description of the facility generating renewable energy.

Provide additional details or notes about the facility.

Enter the address of the facility, if applicable.

Provide additional address details or notes about the facility.

Enter the nameplate capacity allocated to you as specified in the allocation letter.

Enter the description of the work related to the Investment Credit.

Check this box if the condition specified in the form applies.

Check this box if the condition specified in the form applies.

Enter the relevant information as specified in the form instructions.

This field is reserved for future use.

Enter the relevant information as specified in the form instructions.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

Provide the specific information requested in this field. The exact nature of the information is not clear from the field name.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

Enter the value for line 9e as specified in the form instructions.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

This field is for entering a specific value related to the form's calculations or data entry. Please refer to the form instructions for the exact value to be entered here.

Enter the value for line 11e as specified in the form instructions.

Enter the required information for this field.

Enter the required information for this field.

Enter the required information for this field.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the relevant information for this field as specified in the form instructions.

Enter the specific information required for this field as indicated on Page 7 of the form.

Enter the specific information required for this field as indicated on Page 7 of the form.

Enter the value for line 17m as indicated on Page 7 of the form.

Enter the specific information required for this field as indicated on Page 7 of the form.

Enter the specific information required for this field as indicated on Page 8 of the form.

Enter the value for line 19d as indicated on Page 8 of the form.

Enter the specific information required for this field as indicated on Page 8 of the form.

Provide the required information for this field. The exact details are not specified, so refer to the form instructions for guidance.

Provide the required information for this field. The exact details are not specified, so refer to the form instructions for guidance.

Provide the required information for this field. The exact details are not specified, so refer to the form instructions for guidance.

Provide the required information for this field. The exact details are not specified, so refer to the form instructions for guidance.

Provide the required information for this field. The exact details are not specified, so refer to the form instructions for guidance.

This field is for entering specific information related to the Investment Credit. Please refer to the form instructions for the exact details required.

This field is for entering specific information related to the Investment Credit. Please refer to the form instructions for the exact details required.

This field is for entering specific information related to the Investment Credit. Please refer to the form instructions for the exact details required.

Enter the value for line 25f. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for line 25h. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

If you checked the box in Part I, line 8b, enter 30%. If you checked the box in Part I, line 8c, enter 6%. This is for line 25k.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Enter the value for the specified field. This field is part of the section related to the Investment Credit for facilities generating energy from renewable sources.

Check this box if you are claiming the investment credit as a lessee under section 48(d) (i.e., you elect to be treated as the lessee for the investment credit) and you will complete lines 14a–14e.

Check this box if you are not claiming the investment credit as a lessee under section 48(d) and therefore are not making the lessee election on this property.

Enter the lessor’s full legal name (the owner from whom the property was leased). Fill only if 'Lessee election — Yes' is 'Yes'.

Enter the lessor’s mailing address, including street, city, state, and ZIP code. Fill only if 'Lessee election — Yes' is 'Yes'.

Provide a brief description of the leased property sufficient to identify it (for example, property type and location or other identifying details). Fill only if 'Lessee election — Yes' is 'Yes'.

Enter the dollar amount for which you were treated as having acquired the property. Fill only if 'Lessee election — Yes' is 'Yes'.

Enter the income inclusion amount reported for the tax year under Regulations section 1.50-1. Fill only if 'Lessee election — Yes' is 'Yes'.

Check this box if the facility is located in a low-income community as defined by section 45D(e), qualifying the project for the 10% low-income bonus.

Check this box if the facility is located on Indian land per section 2601(2) of P.L. 102-486, qualifying the project for the 10% bonus.

Check this box if the facility is part of a qualified low-income residential building project under section 48(e)(2)(B), qualifying the project for the 20% bonus.

Check this box if the facility is part of a qualified low-income economic benefit project facility under section 48(e)(2)(C), qualifying the project for the 20% bonus.

Enter the 48(e)(2) Control Number assigned for the facility if you answered Yes to 11a, 11b, 11c, or 11d to claim a low‑income or related bonus credit. Fill only if 'Yes — facility located in a low-income community (section 45D(e), 10% bonus)', 'Yes — facility located on Indian land (section 2601(2) of P.L. 102-486, 10% bonus)', 'Yes — part of a qualified low-income residential building project (section 48(e)(2)(B), 20% bonus)', 'Yes — part of a qualified low-income economic benefit project facility (section 48(e)(2)(C), 20% bonus)' is 'Yes' (any).

Check this box if none of the above low-income or related bonus qualification options (11a–11d) apply to the facility.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.

Check this box when you are reporting the facility's solar nameplate capacity (in kilowatts direct current, kW dc) on this line.

Provide the solar energy property or facility's nameplate (rated) capacity in kilowatts direct current (DC). Fill only if 'Solar energy property or facility nameplate capacity' is 'Yes'.

Check this box when you are reporting the facility's small wind energy nameplate capacity (in kilowatts) on this line.

Provide the small wind energy property or facility's nameplate (rated) capacity in kilowatts. Fill only if 'Small wind energy property or facility nameplate capacity' is 'Yes'.

Check this box when you are reporting the facility's wind energy nameplate capacity (in kilowatts) on this line.

Provide the wind energy property or facility's nameplate (rated) capacity in kilowatts. Fill only if 'Wind energy property or facility nameplate capacity' is 'Yes'.

Check this box when you are reporting the energy storage power capacity rating (in kW) and, if applicable, the associated energy storage capacity (in kWh) for the facility.

Enter the energy storage system's power capacity rating in kilowatts (the maximum continuous power output). Fill only if 'Energy storage power capacity rating' is 'Yes'.

Enter the associated energy storage capacity in kilowatt-hours (the usable stored energy associated with the property or facility). Fill only if 'Energy storage power capacity rating' is 'Yes'.

Check this box if the facility's solar or wind nameplate capacity is 5 megawatts alternating current (5 MW ac) or greater. Fill only if 'Solar energy property or facility nameplate capacity', 'Small wind energy property or facility nameplate capacity', 'Wind energy property or facility nameplate capacity' is 'Yes' (any).

Check this box if none of the above nameplate or storage capacity lines apply to this facility.

Check this box if you are reporting the nameplate capacity (AC, in kW) for a solar energy property and will enter its value on the line.

Enter the nameplate capacity (alternating current) in kilowatts for the solar energy property.

Check this box if you are reporting the nameplate capacity (AC, in kW) for a wind energy property and will enter its value on the line.

Enter the nameplate capacity (alternating current) in kilowatts for the wind energy property.

Check this box if you are reporting the nameplate capacity (AC, in kW) for an energy property type other than solar or wind, and specify the type and capacity on the line.

Enter the name or type of the other energy property (for example, biomass, geothermal, or another energy source).

Enter the nameplate capacity (alternating current) in kilowatts for the other energy property you specified in the adjacent field.

Check this box if none of the listed energy property types apply or there is no nameplate capacity to report for this facility.

Enter the qualified investment in advanced energy project property placed in service during the tax year.

Enter the applicable unused investment credit allocated from cooperatives for this tax year.

Enter the total credit by adding line 1c and line 2 and report that combined amount here.

Enter the 48C Allocation control number assigned to this project exactly as provided by the IRS or allocation authority.

Check this box if the facility is located in a section 48C energy community census tract.

Check this box if the facility is not located in a section 48C energy community census tract.

Enter the amount of unused investment credit allocated from cooperatives to be applied on this form for Part III, line 2.

Enter the total credit amount to be reported on Form 3800, Part III, line 1d (the sum from Part III lines 1c and 2).

Enter 10% if you checked the box in Part I, line 10a. Enter 2% if you checked the box in Part I, line 10b. Otherwise, proceed to line 2.

If you checked the box in Part I, line 7a or 8b, enter 30%. If you checked the box in Part I, line 7b or 8c, enter 6%. This is line 9d.

If you checked the box in Part I, line 9a, enter 10%. If you checked the box in Part I, line 9b, enter 2%. Otherwise, go to line 9h. This is line 9f.

If you checked the box in Part I, line 10a, enter 10%. If you checked the box in Part I, line 10b, enter 2%. Otherwise, go to line 10. This is line 9h.

Enter 10% if you checked the box in Part I, line 9a. Enter 2% if you checked the box in Part I, line 9b. Otherwise, proceed to line 23m.

Enter 6% if you checked the box in Part I, line 8b. Enter 1.2% if you checked the box in Part I, line 8c.

Enter 7.5% if you checked the box in Part I, line 8b. Enter 1.5% if you checked the box in Part I, line 8c.

Check this box if the project satisfies the prevailing wage and apprenticeship requirements and sections 48C(e)(5) and (6) apply and the project was declared as provided under Notice 2023-18.

Check this box if the project satisfies the prevailing wage and apprenticeship requirements and either section 48(a)(9)(B)(ii) applies because construction began before January 29, 2023, or sections 48(a)(10) and (11) apply.

Check this box if the project does not satisfy the prevailing wage and apprenticeship requirements.

Check this box if the prevailing wage and apprenticeship requirements do not apply to the project.

Check this box if the project produces a net output of less than 1 megawatt (MW) alternating current (AC), or equivalent thermal energy.

Check this box if the project does not produce a net output of less than 1 MW AC (i.e., its net output is 1 MW AC or greater).

Check this box if the facility does not produce electricity, making the MW output question inapplicable.

Enter the basis of property using a combined heat and power system placed in service during the tax year.

Divide 20,000 by the horsepower. Enter 1.0 if the capacity is 20,000 horsepower or less.

Enter the basis of property using biogas placed in service during the tax year.

Enter the basis of property using microgrid controllers placed in service during the tax year.

Enter the applicable kilowatt capacity of the property on line 5a as per the instructions.

Enter the basis of the property using qualified fuel cell property placed in service during the tax year that is attributable to periods after October 3, 2008.

Enter the applicable kilowatt capacity of the property listed on line 5f. Refer to the form instructions for more details.

Enter the basis of property using microturbine property placed in service during the tax year that was acquired after 2005, and the basis attributable to construction, reconstruction, or erection by the taxpayer after 2005.

Enter the basis of property using waste energy recovery that was placed in service during the tax year.

Enter the amount for pre-1936 buildings under the transition rule by multiplying line 1g by 10% (0.10).

Enter the amount for certified historic structures under the transition rule by multiplying line 1g by 20% (0.20).

Enter the total amount for line 1j as calculated from the previous fields.

This field is reserved for future use. This is for line 25m.

This field is reserved for future use. This is for line 250.

This field is reserved for future use.

Enter the total qualified investment placed in service during the tax year for the integrated gasification combined-cycle property described in section 48A(d)(3)(B)(i).

Enter the investment credit equal to 20% of the amount reported on line 1a for the integrated gasification combined-cycle property.

Enter the total qualified investment placed in service during the tax year for advanced coal-based generation technology described in section 48A(d)(3)(B)(ii).

Enter the tax credit amount equal to 15% of the qualified investment reported on Line 2a.

Enter the dollar amount of the qualified investment in advanced coal-based generation technology property placed in service during the tax year for projects described in section 48A(d)(3)(B)(iii).

Enter the credit amount equal to 30% of the amount on line 3a (the qualified investment in advanced coal-based generation technology property).

Provide additional information or amounts related to the investment credit calculation.

Enter the sum of lines 1b, 2b, 3b, 4b, 5b, and 6 and report this total as directed on Form 3800, Part III, line 1a.

Enter the total qualified investment dollar amount placed in service during the tax year for the gasification property that meets the section 48B requirements and includes equipment that separates and sequesters at least 75% of the project’s carbon dioxide emissions.

Enter the dollar amount equal to 30% of the amount on line 4a (multiply the line 4a investment by 0.30) to calculate the qualifying gasification project credit.

Enter the dollar amount of qualified investment placed in service during the tax year for property other than the property reported on line 4a.

Enter the tax credit amount equal to 20% (0.20) of the dollar amount you entered on line 5a.

Enter the exact name or names as they appear on the taxpayer's filed tax return (full legal name(s)).

Enter the taxpayer's identifying number (for example, Social Security Number or Employer Identification Number) exactly as shown on the return.

This field is not clearly labeled. Please refer to the form for more context.

This field is not clearly labeled. Please refer to the form for more context.

This field is not clearly labeled. Please refer to the form for more context.

This field is not clearly labeled. Please refer to the form for more context.

This field is not clearly labeled. Please refer to the form for more context.