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TN Form 9465-FS: What You Should Know

File Form 9465 for individual taxpayers and  File Forms 9465 (FS) with all Schedule C, E or F, and C-PTSD/CSD (for federal tax and social security) and C-SSD (for state tax only) payments. CA 1099 (Form 1099) may not be used if Forms 9465 is filed. If you are receiving cash-out distributions from an individual retirement account, check with the trust administrator or your IRA custodian for information regarding filing Forms 9465. Please review OMB 15-02, Guidance to Federal agencies and the IRS, and OMB 30-1, Guidance for taxpayers regarding preparation and application of tax- withholding instructions, (January 2009).

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