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Pensions and Annuities
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Forms and Instructions Forms and Instructions
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Relevant Forms
Form W-4P Withholding Certificate for Pension or Annuity PaymentsTopic Screen for this Form
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)
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
Principal Publications Publications
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Related Publications
Publication 575 Pension and Annuity IncomeIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 939 General Rule for Pensions and AnnuitiesIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
Links Inside Publications
Publication 15-A - Employer's Supplemental Tax Guide (Supplement to Circular E, Employer's Tax Guide, Publication 15) - 8. Pensions and Annuities
8. Pensions and Annuities. Generally, federal income tax withholding applies to the taxable part of payments...
Publication 17 - Your Federal Income Tax (For Individuals) - Tax Withholding and Estimated Tax
Pensions and Annuities. Income tax usually will be withheld from your pension or annuity distributions unless...
Publication 505 - Tax Withholding and Estimated Tax - Pensions and Annuities
Pensions and Annuities. Income tax usually will be withheld from your pension or annuity distributions unless...
Publication 519 - U.S. Tax Guide for Aliens - Nonresident Aliens
Pensions and Annuities. If you receive a pension from a domestic trust for services performed both in and...
Publication 554 - Tax Guide for Seniors - Retirement Plan Distributions
Pensions and Annuities. Generally, if you did not pay any part of the cost of your employee pension or annuity,...
heading icon Tax Topics
Tax Topic 410
Pensions and Annuities. If you receive retirement benefits in the form of pension or annuity payments from...
Tax Topic 411
Pensions – the General Rule and the Simplified Method. If you made after-tax contributions to your pension...
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