Distributions from 401(k) Plans

Topic Index

Web Links

IRS.gov Web Site


Publications

Related Publications

Publication 4222 401(k) Plans for Small Business

Publication 4530 Designated Roth Accounts Under a 401(k) or 4039(b) Plan - Frequently Asked Questions

Publication 4531 401(k) Plan Checklist

Publication 4674 Automatic Enrollment 401(k) Plans for Small Businesses

Links Inside Publications

Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Distributions


Forms and Instructions

Relevant Forms

2013 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2013 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2013 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)

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.

Form 6088 Distributable Benefits From Employee Pension Benefit Plans