Index of Publication 939 - General Rule for Pensions and Annuities

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Index of Publication 939 - General Rule for Pensions and Annuities

A

Actuarial Tables:

How to use, How To Use Actuarial Tables

Unisex, Unisex Annuity Tables

Adjustments to total cost, Adjustments

Annuity starting date, The annuity starting date

Assistance, See: Tax help

C

Comments, Comments and suggestions.

D

Death benefit exclusion, Death benefit exclusion.

E

Election:

Post-June 1986 contributions, Contributions made both before July 1986 and after June 1986., Annuity received after June 30, 1986.

Pre-July 1986 contributions, Contributions made both before July 1986 and after June 1986.

Employment abroad, Foreign employment.

Exclusion limited to net cost, Exclusion limited to net cost.

Exclusion not limited to net cost, Exclusion not limited to net cost.

Exclusion ratio, Divide Step 1 by Step 2 and round to three...

Expected return, Expected Return

F

Fixed period annuity, Fixed period annuities. You receive definite..., Fixed period annuity.

Foreign employment, Foreign employment.

Free tax services, How To Get Tax Help

G

General Rule:

Who must use the, Who must use the General Rule.

H

Help, See: Tax help

Help from IRS, Requesting a Ruling on Taxation of Annuity, Help from IRS., Request for a ruling., Free IRS help., Free IRS help.

I

Increase in payments, Increase in annuity payments.

Investment in the contract, Investment in the Contract

J

Joint and survivor annuities, Joint and survivor annuities. The first annuitant..., Joint and survivor annuities.

M

More information, See: Tax: Help

N

Net cost, Net cost.

Nonqualified employee plans, The General Rule is used to figure the tax...

P

Part-year payments, Part-year payments.

Periodic payments, taxation of, Taxation of Periodic Payments

Publications, See: Tax help

Q

Qualified plans, The following are qualified plans. A qualified...

R

Refund feature, Refund feature.

Ruling request, Requesting a Ruling on Taxation of Annuity, Request for a ruling.

S

Single life annuity, Single life annuity.

Suggestions, Comments and suggestions.

Survivor annuities, Different payments to survivor.

T

Tax:

Help, How To Get Tax Help

Taxable part of annuity:

How to compute the, Computation Under the General Rule

Worksheets, (Figure), (Figure)

Taxpayer Advocate, Contacting your Taxpayer Advocate.

TTY/TDD information, How To Get Tax Help

Types of pensions and annuities, Types of pensions and annuities.

V

Variable annuities, Variable annuities. You receive payments..., Variable annuities.

W

Withholding of tax, Withholding tax and estimated tax.