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Tax Topics
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Forms Forms and Instructions |
Relevant Forms
| Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) |  |
| 1099-R Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information |
| 1099 General Instructions General Instructions for Forms 1097, 1099, 1098, 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 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts | |
| 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |  |
| Publications |
Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals) - Special Additional Taxes
Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)
Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)
Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)
Publication 575 - Pension and Annuity Income - Special Additional Taxes
Publication 590 - Individual Retirement Arrangements (IRAs) - When Can You Withdraw or Use Assets?
Publication 590 - Individual Retirement Arrangements (IRAs) - What Acts Result in Penalties or Additional Taxes?
Publication 590 - Individual Retirement Arrangements (IRAs) - What Acts Result in Penalties or Additional Taxes?
Publication 590 - Individual Retirement Arrangements (IRAs) - Are Distributions Taxable?
Publication 590 - Individual Retirement Arrangements (IRAs) - When Can You Withdraw or Use Assets?
Frequently Asked QuestionsFAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs)
Tax TopicsTax Topic 557
Tax Topic 558
Related Topic Links
Distributions from IRAsDistributions from Rollovers to Roth IRAs from Eligible Retirement Plans Within the 5-year PeriodEarly Distributions From IRAsExcess Accumulations (Insufficient Distributions)Excess ContributionsExcise TaxFiguring the Amount Not Subject to the 10% TaxIndividual Retirement ArrangementPenaltyQualified Withdrawals