Useful Items

Publications

• 560   Retirement Plans for Small Business (Including SEP, SIMPLE, and Qualified Plans)
• 571   Tax-Sheltered Annuity Plans (403(b) Plans)
• 575   Pension and Annuity Income
• 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.
• 5304-SIMPLE   Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) (Not Subject to the Designated Financial Institution Rules)
• 5305-SEP   Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement
• 5305A-SEP   Salary Reduction and Other Elective Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement
• 5305-S   SIMPLE Individual Retirement Trust Account
• 5305-SA   SIMPLE Individual Retirement Custodial Account
• 5305-SIMPLE   Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)
• 5329   Additional Taxes on Qualified Plans, (Including IRAs) and Other Tax-Favored Accounts
• 5498   IRA Contribution Information
• 8606   Nondeductible IRAs and Coverdell ESAs
• 8815   Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses)
• 8839   Qualified Adoption Expenses

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