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Interactive Tax Assistant (ITA)
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 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt OrganizationsIndex 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 721 Tax Guide to U.S. Civil Service Retirement BenefitsIndex 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
Publication 3998 Choosing a Retirement Solution for Your Small BusinessPDF version of this PublicationTopic Screen for this Publication
Publication 4285 Simplified Employee Pension (SEP) ChecklistPDF 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 4336 Salary Reduction Simplified Employee Pension (SARSEP) BrochurePDF 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 4482 403(b) Tax-Sheltered Annuity for ParticipantsPDF version of this PublicationTopic Screen for this Publication
Publication 4483 403(b) Tax-Sheltered Annuity Plan for SponsorsPDF 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
Publication 17 - Your Federal Income Tax (For Individuals) - Tax Withholding and Estimated Tax
Publication 17 - Your Federal Income Tax (For Individuals) - Special Rules for Certain Employees
Publication 17 - Your Federal Income Tax (For Individuals) - Taxable Interest
Publication 505 - Tax Withholding and Estimated Tax - Pensions and Annuities
Publication 519 - U.S. Tax Guide for Aliens - Nonresident Aliens
Publication 554 - Tax Guide for Seniors - Retirement Plan Distributions
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
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (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 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 5305-A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution AgreementTopic Screen for this Form
Form 5305-RB Roth Individual Retirement Annuity EndorsementTopic Screen for this Form
Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution AgreementTopic 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 6088 Distributable Benefits From Employee Pension Benefit PlansTopic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup CostsTopic Screen for this Form
Related Topic Links