Topics for Seniors & Retirees | |
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Elderly and Disabled Credit Publication 524 - Credit for the Elderly or the Disabled Tax Guide for Seniors Publication 554 - Older Americans' Tax Guide Tax Guide to U.S. Civil Service Retirement Benefits This publication explains how the federal income tax rules Retirement or Profit-Sharing Plans, IRAs, apply to civil service retirement benefits received by retired Insurance Contracts, etc. federal employees (including those disabled) or their survivors. These benefits are paid primarily under the Civil Service Retirement System (CSRS) or the Federal Employees Retirement System (FERS). Retirement Plans for Small Business This publication discusses retirement plans you can set up and maintain for yourself and your employees. In this publication, “you” refers to the employer. See chapter 1 for the definition of the term employer and the definitions of other terms used in this publication. Tax-Sheltered Annuity Plans (403(b) Plans) This publication can help you better understand the tax rules that apply to your 403(b) (tax-sheltered annuity) plan. General Rule for Pensions and Annuities This publication gives you the information you need to determine the tax treatment of your pension and annuity income under the General Rule. Individual Retirement Arrangements (IRAs) This publication discusses individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement. Pension and Annuity Income (Publication 575) Publication 575 discusses the tax treatment of distributions you receive from pension and annuity plans and explains how to report the income on your federal income tax return. |
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Page Last Reviewed or Updated: December 15, 2011