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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 590 Individual Retirement Arrangements (IRAs)Index for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 794 Favorable Determination LetterPDF 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 3066 Have you Had your Check up this year for Retirement Plans?PDF 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 4284 Simple IRA Retirement Plan 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 4334 SIMPLE IRA 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 IRS Retirement Plan Products GuidePDF version of this PublicationTopic Screen for this Publication
Publication 4484 Choose a Retirement Plan for Employees of Tax-Exempt Government EntitiesPDF version of this PublicationTopic Screen for this Publication
Publication 4587 Payroll Deduction IRAs for Small BusinessesPDF 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 4789 Enrolled Retirement Plan Agent: Represent Taxpayers Before the IRS on Retirement Plan MattersPDF version of this PublicationTopic Screen for this Publication
Publication 4806 Profit-Sharing Plans for Small BusinessPDF 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
Publication 5153 Appeal Procedures - Adverse Determination Letter on Qualification of a Retirement PlanPDF version of this PublicationTopic Screen for this Publication
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
2014 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2014  Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2014  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2013 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)Topic Screen for this Form
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)
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 5305-S SIMPLE Individual Retirement Trust AccountTopic Screen for this Form
Form 5305-SA SIMPLE Individual Retirement Custodial AccountTopic 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 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 8822-B Change of Address or Responsible Party - BusinessTopic 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 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested BenefitsTopic Screen for this Form
Instruction for Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits
heading icon Tax Topics
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