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MT online Form 4136: What You Should Know
Aug 19, 2025 — amended Form 4136 to include Form 940X for which you are required to report the following information: Date and amount of payment. You must report this payment on Form 8965, which must be filed by December 31. Whether the tax was paid or you are the qualifying recipient. You must report the payment on Form 9327, which must be filed by December 31 of the year the payment was made. The Form 940X form you must file after you file Form 4136 is Form 8965, Part I, with Schedule D.
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