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Forms and Instructions Forms and Instructions
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Relevant Forms
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
Form 5310 Application for Determination Upon Termination (Info Copy Only)Topic Screen for this Form
Instructions for Form 5310, Application for Determination Upon Termination
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of BusinessTopic Screen for this Form
Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Form 8905 Certification of Intent to Adopt a Pre-Approved PlanTopic Screen for this Form
Principal Publications Publications
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Related Publications
Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)Index for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 575 Pension and Annuity IncomeIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 3998 Choosing a Retirement Solution for Your Small BusinessPDF version of this PublicationTopic Screen for this Publication
Publication 4118 Lots of Benefits-Retirement Plans Life CyclePDF version of this PublicationTopic Screen for this Publication
Publication 4222 401(k) Plans for Small BusinessPDF version of this PublicationTopic Screen for this Publication
Publication 4224 Retirement Plans Correction ProgramsPDF version of this PublicationTopic Screen for this Publication
Publication 4460 The Retirement Plan Product NavigatorPDF version of this PublicationTopic Screen for this Publication
Publication 4674 Automatic Enrollment 401(k) Plans for Small BusinessesPDF version of this PublicationTopic Screen for this Publication
Publication 4806 Profit-Sharing Plans for Small BusinessPDF version of this PublicationTopic Screen for this Publication
heading icon Frequently Asked Questions
FAQ - Individual Retirement Arrangements (IRAs)
Even though I can't withdraw funds penalty free from my 401(k) plan to purchase my first home, can I roll it...
FAQ - Individual Retirement Arrangements (IRAs)
Can I take an IRA deduction for the amount I contributed to a 401(k) plan last year? In general, an amount...
heading icon Tax Topics
Tax Topic 424
401(k) Plans. A 401(k) plan is a type of tax-qualified deferred compensation plan in which an employee can...
heading icon Web Links
IRS.gov Web Site
401(k) Plans
Retirement Topics - 401(k) and Profit-Sharing Plan Contribution Limits
401(k) Resource Guide
Related Topic Links
related topicDistributions from 401(k) Plans
related topicDistributions Reported on Form 1099-R
related topicElective Deferrals (401(k) Plans)
related topicIndividual Retirement Arrangement
related topicPension and Annuity Income
related topicRetirement and Profit-sharing Plans
related topicRetirement Savings Contributions Credit (Saver's Credit)
related topicSafe Harbor 401(k) Plan
related topicSIMPLE 401(k) Plan
related topicThrift Savings Plan (TSP)
related topicTreatment of Excess Deferrals