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Other Items Related To Form 5329

Publication 560, Retirement Plans for Small Business
This publication discusses retirement plans you can set up and maintain for yourself and your employees.

Publication 575, Pension and Annuity Income
This publication discusses the tax treatment of distributions you receive from pension and annuity plans and also shows you how to report the income on your federal income tax return.

Publication 590, 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.

Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans
This publication explains health savings accounts (HSAs), medical savings accounts (Archer MSAs and Medicare Advantage MSAs), health flexible spending arrangements (FSAs), and health reimbursement arrangements (HRAs).

Publication 970, Tax Benefits for Education
This publication explains tax benefits that may be available to you if you are saving for or paying education costs for yourself or, in many cases, another student who is a member of your immediate family.

Form 1040, U.S. Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

Form 1040A, U.S. Individual Income Tax Return
Annual income tax return filed by citizens and residents of the United States.

Form 1040NR, U.S. Nonresident Alien Income Tax Return
You may need to file Form 1040NR if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040NR, or represented an estate or trust that had to file Form 1040NR.

Form 1040X, Amended U.S. Individual Income Tax Return
Used by individual taxpayers to amend prior year tax returns.

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
File this form for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

Form 8853, Archer MSAs and Long-Term Care Insurance Contracts
Use this form to report Archer MSA contributions, figure your Archer MSA deduction, report distributions from Archer MSAs or Medicare Advantage MSAs, report taxable payments from long-term care (LTC) insurance contracts, or report taxable accelerated death benefits from a life insurance policy.

Form 8889, Health Savings Accounts (HSAs)
Use this Form to report health savings account (HSA) contributions (including those made on your behalf and employer contributions), figure your HSA deduction, report distributions from HSAs, and figure amounts you must include in income and additional tax you may owe if you fail to be an eligible individual.

Page Last Reviewed or Updated: 25-Sep-2014