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Tax Topics
|
Forms Forms and Instructions |
Relevant Forms
| Form 706-GS(D) Generation-Skipping Transfer Tax Return for Distributions |  |
| 706-GS(D) Instructions for Form 706-GS(D), Generation-Skipping Transfer Tax Return for Distributions |
| Form 706-GS(D-1) Notification of Distribution From a Generation-Skipping Trust | |
| 706-GS(D-1) Instructions for Form 706-GS(D-1), Notification of Distribution From a Generation-Skipping Trust |
| Form 1041 (Schedule J) Accumulation Distribution for Certain Complex Trusts | |
| Form 1099-DIV Dividends and Distributions (Info Copy Only) | |
| 1099-DIV Instructions for Form 1099-DIV |
| 1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G |
| Form 1099-PATR Taxable Distributions Received From Cooperatives (Info Copy Only) | |
| 1099-PATR Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives |
| 1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G |
| Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | |
| 1099-R Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information |
| 1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G |
| Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Info Copy Only) | |
| 1099-SA Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information |
| 1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G |
| Form 1120-IC-DISC (Schedule K) Shareholder's Statement of IC-DISC Distributions | |
| Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc. | |
| Form 4970 Tax on Accumulation Distribution of Trusts | |
| Form 4972 Tax on Lump-Sum Distributions | |
| Form 5452 Corporate Report of Nondividend Distributions | |
| 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 564 Mutual Fund Distributions |  |  | |
Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals) - Other Distributions
Publication 550 - Investment Income and Expenses - Dividends and Other Corporate Distributions
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Distributions
Publication 571 - Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations - Distributions and Rollovers
Publication 595 - Capital Construction Fund for Commercial Fishermen - Capital Construction Fund for Commercial Fishermen
Publication 970 - Tax Benefits for Education - Distributions
Frequently Asked QuestionsFAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
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Related Topic Links
2007 Qualified Recovery Assistance Distributions2008 Qualified Recovery Assistance Distributions5% Rate on Certain Early Distributions from Deferred Annuity ContractsAccumulation DistributionAdditional Tax on Distributions of Conversion and Certain Rollover Contributions Within 5-year PeriodAdditional Tax on Other Early DistributionsAdditional Tax on Taxable DistributionsAre Distributions TaxableBeneficiary, Distribution ChangeCapital Gain DistributionsCapital Gain Distributions and Qualified DividendsConstructive DistributionsCoordination With Coverdell ESA DistributionsCoordination With Qualified Tuition Program (QTP) DistributionsCorrective Distributions of Excess Plan ContributionsDedication and Distribution of AssetsDistribution Before Annuity Starting DateDistribution Before Annuity Starting Date From a Nonqualified PlanDistribution Before Annuity Starting Date From a Qualified PlanDistribution from TrustDistribution On or After Annuity Starting DateDistribution to BeneficiaryDistributions (Withdrawals)Distributions After Owner's DeathDistributions and RolloversDistributions by the Required Beginning DateDistributions From 401(k) PlansDistributions From an FSADistributions From an HRADistributions From an HSADistributions From an MSADistributions from IRAsDistributions Fully or Partly TaxableDistributions of Stock and Stock RightsDistributions Reported on Form 1099-RDistributions to ShareholdersDistributions Used To Pay Insurance Premiums for Public Safety OfficersDistributions, Lump-sumDistributions, Minimum RequiredDividends and Other Corporate DistributionsDividends and Other DistributionsEarly Distributions From IRAsEducation Exception to Additional Tax on Early IRA DistributionsEligible Rollover DistributionEligible Rollover Distribution - 20% WithholdingExcess Accumulations (Insufficient Distributions)How To Report Qualified Recovery Assistance DistributionsHow to Treat the DistributionIncome Distribution DeductionLiquidating DistributionsLoans Treated as DistributionsLump-sum DistributionMoney or Property DistributionsNondividend DistributionsNonperiodic DistributionsNontaxable DistributionsOrdering Rules for DistributionsPartnership DistributionsPenalty, Early Distributions from IRAs and PlansQualified Charitable DistributionsQualified Disaster Recovery Assistance DistributionQualified DistributionsQualified Hurricane DistributionsQualified Recovery Assistance DistributionQualified Reservist DistributionsReinvestment of DistributionsRepayment of Qualified Disaster Recovery Assistance DistributionsRepayment of Qualified Distributions for the Purchase or Construction of a Main HomeRepayment of Qualified Hurricane DistributionsRepayment of Qualified Recovery Assistance DistributionsReporting Distributions on Your ReturnReporting Early DistributionsReporting Taxable Distributions on Your ReturnRequired DistributionsRequired Distributions Not Eligible for RolloverSpecial IRA Distribution SituationsTax-free DistributionsTaxable and Tax-free Parts of the DistributionTaxable DistributionsTaxable Distributions of Sponsoring OrganizationsTaxation of Qualified Disaster Recovery Assistance DistributionsTaxation of Qualified Hurricane DistributionsTaxation of Qualified Recovery Assistance DistributionsThe Taxable Portion of a DistributionWaiver of Required Minimum Distribution Rules for 2009Waiver of Required Minimum Distributions (RMDs) for 2009What are Qualified Distributions?When Must You Withdraw Assets? (Required Minimum Distributions)When Must You Withdraw IRA Assets? (Required Minimum Distributions)Withholding on Distributions of Indian Gaming Profits to Tribal Members