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Form 4876-A Minnesota: What You Should Know

Forms 5498 (for 2023 and beyond), 5498-A (for 2023 and less), 5498-QQ (2017 and earlier), 5889 (for 2018), and 5889-T (for 2017).  Form 3115-A (for 2019) — Your New Minnesota Income Tax! 3 Nov 2023 — Form 3115-A, Minnesota Income Tax Return For Individuals, Estates or Trusts, is due.  Form 3115-A For Individuals (Sealed) 2 Oct 2023 — Form 3115-A (Sealed) is due. Form 4876-A Who Needs This Form?: People making annual non-business income in excess of 250,000 and individuals filing a 1040 EZ due to income earned from interest, rentals, annuity sales, investment gains, capital gains and dividends. Filing Requirements: Form 3115-A (Sealed) form 4-1; 3115-A (unsalable) form 4-2.  Initiating Form 3115-A Use this page at to initiate this form. See this IRS Guide for Estates: Tax-Efficient Estate Planning to learn how to make the most of your estate plans. How it Works: Form 3115-A (sealed) is a paper form that requires a computer generated signature. It has no separate title page, thus, completing the form does not require you to make a separate entry in the “Title Page” of your bank records.  The form is based on the Minnesota Internal Revenue Code (1954), §904.10, and requires information, such as Social Security Number, date of birth, address, income, and occupation in addition to your annual income tax return.

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