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FAQs
Forms
Publications
Tax Topics
|
Forms Forms and Instructions |
Relevant Forms
| Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) |  |
| Form 4461 Application for Approval of Master or Prototype Defined Contribution Plan | |
| Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan | |
| Form 4461-B Application for Approval of Master or Prototype or Volume Submitter Plans | |
| Form 5310 Application for Determination Upon Termination (Info Copy Only) | |
| 5310 Instructions for Form 5310, Application for Determination Upon Termination |
| Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business | |
| 5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business |
| Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts | |
| 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |  |
| Form 5330 Return of Excise Taxes Related to Employee Benefit Plans | |
| 5330 Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans |
| Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only) | |
| 5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan |
| Form 5500 (Schedule A) Insurance Information (Info Copy Only) | |
| Form 5500 (Schedule B) Actuarial Information (Info Copy Only) | |
| Form 5500 (Schedule C) Service Provider Information (Info Copy Only) | |
| Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only) | |
| Form 5500 (Schedule E) ESOP Annual Information (Info Copy Only) | |
| Form 5500 (Schedule G) Financial Transaction Schedules (Info Copy Only) | |
| Form 5500 (Schedule H) Financial Information (Info Copy Only) | |
| Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only) | |
| Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only) | |
| Form 5500 (Schedule SSA) Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only) | |
| Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) | |
| 5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan |
| Form 6088 Distributable Benefits From Employee Pension Benefit Plans | |
| Form 8498-EP Program Sponsor Agreement for Continuing Eduction for Enrolled Retirement Plan Agents | |
| Form 8881 Credit for Small Employer Pension Plan Startup Costs | |
| Form 8905 Certification of Intent to Adopt a Pre-Approved Plan | |
| Form 8915 Qualified Hurricane Retirement Plan Distributions and Repayments | |
| 8915 Instructions for Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments |
| Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments | |
| 8930 Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments |
| Publications |
Related Publications
| Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) |  |  | |
| Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist | | |
| Publication 4406 Plan Feature Comparisons-403(b) and 457 Plans | | |
| Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP) | | |
Links Inside Publications
Publication 17 - Your Federal Income Tax - Taxation of Periodic Payments
Publication 17 - Your Federal Income Tax - Taxation of Nonperiodic Payments
Publication 334 - Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ) - Pension Plans
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Salary Reduction Simplified Employee Pension (SARSEP)
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Prohibited Transactions
Publication 575 - Pension and Annuity Income - Taxation of Periodic Payments
Publication 575 - Pension and Annuity Income - Taxation of Nonperiodic Payments
Publication 939 - General Rule for Pensions and Annuities - Taxation of Periodic Payments
Frequently Asked QuestionsFAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Correcting Plan Errors
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Design
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Design
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Operations
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Rollovers - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Aliens and U.S. Citizens Living Abroad > Canadian & U.S. Tax Issues
FAQ - Individual Retirement Arrangements (IRAs) > Rollovers - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs) > Rollovers - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs) > Traditional IRA
TeleTaxTeleTax 410
TeleTax 411
TeleTax 413
TeleTax 424
TeleTax 558
TeleTax 610
Related Topic Links
Accountable PlansCan You Move Retirement Plan Assets?Civil Service Retirement BenefitsComputation Under the General RuleContributions (IRAs & Pension Plans)Covered by an employer retirement plan.Deduction Limit for Self-Employed IndividualsEnrolled Retirement Plan Agent Program (ERPA)Group Exemption LetterHow Do You Figure the Taxable Part?Kinds of PlansMaximum taxable part.Minimum Funding RequirementNonaccountable PlansPension and Annuity IncomePlanProgram Sponsor Agreement for Continuing Education for Enrolled Retirement Plan AgentsQualification RulesRequired DistributionsRetirement Plan Information (Info Copy Only)Retirement Savings ArrangementsRoth IRARules for RetireesSalary Reduction Simplified Employee PensionSavings Incentive Match Plan for EmployeesSEP-IRASmall Employer Pension PlanTax Sheltered AnnuityVolunteer firefighters.Withdrawal