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Forms and Instructions

Relevant Forms

Form 706-GS(D) Generation-Skipping Transfer Tax Return for Distributions
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
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

2012 Form 1099-DIV Dividends and Distributions (Info Copy Only)
2012 Instructions for Form 1099-DIV
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-DIV Dividends and Distributions (Info Copy Only)
2011 Instructions for Form 1099-DIV
2011 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

2012 Form 1099-PATR Taxable Distributions Received From Cooperatives (Info Copy Only)
2012 Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-PATR Taxable Distributions Received From Cooperatives (Info Copy Only)
2011 Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives
2011 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

2012 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2012 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2011 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2011 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

2012 Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Info Copy Only)
2012 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
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2011 Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Info Copy Only)
2011 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
2011 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 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 6088 Distributable Benefits From Employee Pension Benefit Plans

Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments


Publications

Related Publications

Publication 5036 Retirement Plan Distributions: Exceptions to 10% Additional Tax

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Other Distributions

Other Distributions. You may receive any of the following distributions during the year. Exempt-interest dividends....

Publication 550 - Investment Income and Expenses - Dividends and Other Distributions

Other Distributions. You may receive any of the following distributions during the year. Exempt-interest dividends....

Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Distributions

Distributions. Amounts paid to plan participants from a qualified plan are called distributions. Distributions...

Publication 571 - Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations - Distributions and Rollovers

Distributions. Permissible distributions. Generally, a distribution cannot be made from a 403(b) account until...

Publication 970 - Tax Benefits for Education - Distributions

Distributions. The designated beneficiary of a Coverdell ESA can take a distribution at any time. Whether...

Frequently Asked Questions

FAQ - Individual Retirement Arrangements (IRAs)

How do I calculate the minimum amount that must be withdrawn from my IRA after age 70 1/2? Chapter 1 of Publication...

FAQ - Individual Retirement Arrangements (IRAs)

How long do I have to roll over a distribution from a retirement plan to an IRA account? You must complete...

Tax Topics

Tax Topic 404

Dividends. Dividends are distributions of property (which can include money, stock of another corporation or...

Related Topic Links