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Other Items Related To Publication 560

Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee must file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4.

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.

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

Form 1065, U.S. Return of Partnership Income
Form 1065 is an information return used to report the income, gains, losses, deductions, credits, etc., from the operation of a partnership.

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.

1010 Publ 3998 (PDF)
Choosing a Retirement Solution for Your Small Business

0911 Publ 4284 (PDF)
Simple IRA Retirement Plan Checklist

1111 Publ 4285 (PDF)
Simplified Employee Pension (SEP) Checklist

1109 Publ 4286 (PDF)
Simplified Employee Pension Plan (SARSEP) Checklist

1211 Publ 4333 (PDF)
SEP Retirement Plans for Small Businesses

1211 Publ 4334 (PDF)
SIMPLE IRA Plans for Small Businesses

0310 Publ 4336 (PDF)
Salary Reduction Simplified Employee Pension (SARSEP) Brochure

1009 Publ 4407 (PDF)
Salary Reduction Simplified Employee Pension (SARSEP)

Form 5300, Application for Determination for Employee Benefit Plan
File this form to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

Form 5310, Application for Determination for Terminating Plan
Use this form to request an IRS determination as to the qualified status (under section 401(a) or section 403(a)) of a pension, profit-sharing, or other deferred compensation plan upon plan termination.

Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

Form 5330, Return of Excise Taxes Related to Employee Benefit Plans
This form used to report and pay the excise tax related to employee benefit plans.

Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Form 5500-EZ is used by one-participant plans that are not subject to the requirements of section 104(a) of the Employee Retirement Income Security Act of 1974 (ERISA) and that are not eligible or choose not to file Form 5500-SF electronically to satisfy certain annual reporting and filing obligations imposed by the Code.

Form 8717, User Fee for Employee Plan Determination Letter Request
Persons applying for an employee plan determination letter use this form to pay the user fee. The fee for each type of request is listed on the form.

Form 8880, Credit for Qualified Retirement Savings Contributions
Use this form to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit).

Form 8881, Credit for Small Employer Pension Plan Startup Costs
Eligible small employers use this form to claim the credit for qualified startup costs incurred in establishing or administering an eligible employer plan.

Page Last Reviewed or Updated: 13-Nov-2014