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Pub. 17, Chapter 11 - Retirement Plans, Pensions, & Annuities

Useful Items

This is archived information that pertains only to the 1999 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

Download: Form 1040 • 1040 Instructions PDF or HTML
Schedule A & B • Form 1040A • Form 1040EZ • Tax Tables


Publications

  • 575   Pension and Annuity Income
  • 721   Tax Guide to U.S. Civil Service Retirement Benefits
  • 939   General Rule for Pensions and Annuities


Forms and Instructions

  • W-4P   Withholding Certificate for Pension or Annuity Payments
  • 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

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