|
Forms Forms and Instructions |
Relevant Forms
| Form W-4P Withholding Certificate for Pension or Annuity Payments |  |
| 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 1097, 1099, 1098, 3921, 3922, 5498, and W-2G |
| 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 5305-A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement | |
| Form 5305-RB Roth Individual Retirement Annuity Endorsement | |
| Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement | |
| Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) | |
| 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 6088 Distributable Benefits From Employee Pension Benefit Plans | |
| Form 8881 Credit for Small Employer Pension Plan Startup Costs | |
| Publications |
Related Publications
| Publication 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations |  |  | |
| Publication 575 Pension and Annuity Income | | | |
| Publication 939 General Rule for Pensions and Annuities | | | |
| Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist | | |
| Publication 4336 Salary Reduction Simplified Employee Pension (SARSEP) Brochure | | |
| Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP) | | |
| Publication 4482 403(b) Tax-Sheltered Annuity for Participants | | |
| Publication 4483 403(b) Tax-Sheltered Annuity Plan for Sponsors | | |
Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals)
- Special Rules for Certain Employees
Publication 17 - Your Federal Income Tax (For Individuals)
- Taxable Interest
Frequently Asked QuestionsFAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
Tax TopicsTax Topic 410
Related Topic Links
