Useful Items

Publication

• 524   Credit for the Elderly or the Disabled
• 525   Taxable and Nontaxable Income
• 560   Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
• 571   Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations
• 590   Individual Retirement Arrangements (IRAs) (Including Roth IRAs and Education IRAs)
• 721   Tax Guide to U.S. Civil Service Retirement Benefits
• 939   General Rule for Pensions and Annuities

Form (and Instructions)

• 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 4972   Tax on Lump-Sum Distributions
• 5329   Additional Taxes Attributable to IRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contracts, and MSAs

Previous| First | Next

Publication Index | IRS-Forms Main | Home