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Forms and Instructions Forms and Instructions
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Relevant Forms
Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)Topic 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 4461 Application for Approval of Master or Prototype or Volume Submitter Defined Contribution PlansTopic Screen for this Form
Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit PlanTopic Screen for this Form
Form 4461-B Application for Approval of Master or Prototype or Volume Submitter PlansTopic 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 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 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 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 5330 Return of Excise Taxes Related to Employee Benefit PlansTopic Screen for this Form
Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans
Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement PlanTopic Screen for this Form
Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Form 6088 Distributable Benefits From Employee Pension Benefit PlansTopic Screen for this Form
Form 8554-EP Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)Topic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup CostsTopic Screen for this Form
Form 8891 U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement PlansTopic Screen for this Form
Form 8905 Certification of Intent to Adopt a Pre-Approved PlanTopic 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 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)Index for this PublicationPDF 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 4224 Retirement Plans Correction ProgramsPDF version of this PublicationTopic Screen for this Publication
Publication 4286 Simplified Employee Pension Plan (SARSEP) ChecklistPDF version of this PublicationTopic Screen for this Publication
Publication 4333 SEP Retirement Plans for Small BusinessesPDF version of this PublicationTopic Screen for this Publication
Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP)PDF version of this PublicationTopic Screen for this Publication
Publication 4460 The Retirement Plan Product NavigatorPDF version of this PublicationTopic Screen for this Publication
Publication 4789 Enrolled Retirement Plan Agent: Represent Taxpayers Before the IRS on Retirement Plan MattersPDF version of this PublicationTopic Screen for this Publication
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) - Taxation of Periodic Payments
Publication 17 - Your Federal Income Tax (For Individuals) - Taxation of Nonperiodic Payments
Publication 334 - Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ) - Pension Plans
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Salary Reduction Simplified Employee Pension (SARSEP)
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Prohibited Transactions
Publication 575 - Pension and Annuity Income - Taxation of Periodic Payments
Publication 575 - Pension and Annuity Income - Taxation of Nonperiodic Payments
Publication 939 - General Rule for Pensions and Annuities - Taxation of Periodic Payments
heading icon Frequently Asked Questions
FAQ - Aliens and U.S. Citizens Living Abroad
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
heading icon Tax Topics
Tax Topic 410
Tax Topic 411
Tax Topic 413
Tax Topic 424
Tax Topic 558
Tax Topic 610
heading icon Web Links
IRS.gov Web Site