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Forms and Instructions Forms and Instructions
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Relevant Forms
Form 5305 Traditional Individual Retirement Trust AccountTopic Screen for this Form
Form 5305-A Traditional Individual Retirement Custodial AccountTopic Screen for this Form
Form 5305-A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution AgreementTopic Screen for this Form
Form 5305-E Coverdell Education Savings Trust Account (Under section 530 of the Internal Revenue Code)Topic Screen for this Form
Form 5305-EA Coverdell Education Savings Custodial Account (Under section 530 of the Internal Revenue Code)Topic Screen for this Form
Form 5305-R Roth Individual Retirement Trust AccountTopic Screen for this Form
Form 5305-RA Roth Individual Retirement Custodial AccountTopic Screen for this Form
Form 5305-S SIMPLE Individual Retirement Trust AccountTopic Screen for this Form
Form 5305-SA SIMPLE Individual Retirement Custodial AccountTopic Screen for this Form
Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution AgreementTopic Screen for this Form
Form 5306 Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA)Topic Screen for this Form
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)Topic Screen for this Form
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored AccountsTopic Screen for this Form
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsHTML Instructions
Form 5498 IRA Contribution Information (Info Copy Only)Topic Screen for this Form
Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 8508 Request for Waiver From Filing Information Returns Electronically (Forms W-2, W-2G, 1042-S, 1097-BTC, 1098 Series, 1099 Series, 3921, 3922, 5498 Series, and 8027)Topic Screen for this Form
Principal Publications Publications
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Related Publications
Publication 590 Individual Retirement Arrangements (IRAs)Index for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 1179 General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information ReturnsPDF version of this PublicationTopic Screen for this Publication
Publication 1220 Specifications for Filing Forms 1097, 1098, 1099, 3921, 3922, 5498, 8935, and W-2G ElectronicallyPDF version of this PublicationTopic Screen for this Publication
Publication 4334 SIMPLE IRA Plans for Small BusinessesPDF version of this PublicationTopic Screen for this Publication
Links Inside Publications
Publication 3 - Armed Forces' Tax Guide - Adjustments to Income
Publication 17 - Your Federal Income Tax (For Individuals) - Married Filing Separately
Publication 17 - Your Federal Income Tax (For Individuals) - Interest Income
Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)
Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)
Publication 504 - Divorced or Separated Individuals - Individual Retirement Arrangements
Publication 554 - Tax Guide for Seniors - Retirement Plan Distributions
Publication 554 - Tax Guide for Seniors - Adjustments to Income
Publication 590 - Individual Retirement Arrangements (IRAs) - How Can a Traditional IRA Be Opened?
Publication 590 - Individual Retirement Arrangements (IRAs) - When Must You Withdraw Assets? (Required Minimum Distributions)
heading icon Frequently Asked Questions
FAQ - IRS Procedures
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
heading icon Tax Topics
Tax Topic 451
heading icon Web Links
IRS.gov Web Site
Related Topic Links