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Form 1041-QFT for Orange California: What You Should Know

Interest, dividends, dividends on and gross rents from the estate or mortgage and deed of trust on the property. (9) Form 5498 is issued annually to provide information on transfers of financial information, including, but not limited to, information (for example, passwords) received from individuals, businesses or other entities regarding the identification of their account information.  (10) Form 843 is obtained from the Social Security Administration to obtain information and documents regarding individuals' deceased children or grandchildren, including any documents they may have filed with the Social Security Administration. (11) Form 1116 is obtained from the Division of Unemployment Insurance to obtain information, as appropriate, regarding the individual's termination of employment with an employer that is not a state agency, to include, but not limited to, information regarding death insurance. (12) Form 3520-T is obtained from the U.S. Department of Health and Human Services' Benefits Administration to obtain information, as appropriate, regarding individuals' deceased children or grandchildren, including any documents they may have filed with the Benefits Administration.  (13) Form 4868 is obtained from the U.S. Department of Labor to obtain information, as appropriate, regarding individuals' deceased children or grandchildren, including any documents they may have filed with the Department of Labor.  (14) Form 8938 is obtained from the IRS to obtain information, as appropriate, regarding individuals' deceased children or grandchildren. (15) Form 1040-C-U or Form 1040-EZ is obtained to obtain information regarding an individual's tax return. (16) Form 4970 is obtained to obtain information, as appropriate, regarding an individual's deceased parent. (17) Form 1045-EZ is obtained to obtain information, as appropriate, regarding an individual's deceased parent. (18) Form 6166 is obtained from the Securities and Exchange Commission to obtain information regarding the purchase of a non-restricted security on the day of death of an individual. (19) Form 6166 is also obtained from the Financial Industry Regulatory Authority to obtain information regarding the purchase of a non-restricted security on the day of death of an individual. (20) Form 6873 is obtained from the IRS to obtain information, as appropriate, regarding an individual's deceased parent.

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