IRS Tax Forms  
Publication 721 2001 Tax Year

Useful Items

Publication

  • 524   Credit for the Elderly or the Disabled
  • 575   Pension and Annuity Income
  • 590   Individual Retirement Arrangements (IRAs)
  • 939   General Rule for Pensions and Annuities

Form (and Instructions)

  • CSA 1099R   Statement of Annuity Paid
  • CSF 1099R   Statement of Survivor Annuity Paid
  • 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • 5329   Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

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