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IRS Tax Map 2008
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Publication 575
Pension and Annuity Income
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Introduction, Useful Items and Important Changes
For use in Preparing 2009 Returns

General Information

Variable Annuities
Section 457 Deferred Compensation Plans
Disability Pensions
Insurance Premiums for Retired Public Safety Officers
Railroad Retirement Benefits
Withholding Tax and Estimated Tax

Cost (Investment in the Contract)

Taxation of Periodic Payments

Fully Taxable Payments
Partly Taxable Payments

Taxation of Nonperiodic Payments

Figuring the Taxable Amount
Loans Treated as Distributions
Transfers of Annuity Contracts
Lump-Sum Distributions

Rollovers

Special Additional Taxes

Tax on Early Distributions
Tax on Excess Accumulation

Survivors and Beneficiaries

Hurricane-Related Relief

Relief for Kansas Disaster Area

Qualified Recovery Assistance Distribution

Relief for Midwestern Disaster Areas

Qualified Disaster Recovery Assistance Distribution
Taxation of Qualified Disaster Recovery Assistance Distributions
Repayment of Qualified Disaster Recovery Assistance Distributions
Amending Your Return
Loans From Qualified Plans

How To Get Tax Help

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