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Forms and Instructions Forms and Instructions
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Relevant Forms
Form 706-GS(D) Generation-Skipping Transfer Tax Return for DistributionsTopic Screen for this Form
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 TrustTopic Screen for this Form
Instructions for Form 706-GS(D-1), Notification of Distribution From a Generation-Skipping Trust
Form 1041 (Schedule J) Accumulation Distribution for Certain Complex TrustsTopic Screen for this Form
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)Topic Screen for this Form
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)Topic Screen for this Form
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)Topic Screen for this Form
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)Topic Screen for this Form
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 DistributionsTopic Screen for this Form
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.Topic Screen for this Form
Form 4970 Tax on Accumulation Distribution of TrustsTopic Screen for this Form
Form 4972 Tax on Lump-Sum DistributionsTopic Screen for this Form
Form 5452 Corporate Report of Nondividend DistributionsTopic Screen for this Form
Form 6088 Distributable Benefits From Employee Pension Benefit PlansTopic Screen for this Form
Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and RepaymentsTopic Screen for this Form
Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
Principal Publications Publications
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Related Publications
Publication 5036 Retirement Plan Distributions: Exceptions to 10% Additional TaxPDF version of this PublicationTopic Screen for this Publication
Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals) - Other Distributions
Publication 550 - Investment Income and Expenses - Dividends and Other 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 970 - Tax Benefits for Education - Distributions
heading icon Frequently Asked Questions
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
heading icon Tax Topics
Tax Topic 404
Related Topic Links