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Other Items Related To Publication 575

Form W-4P, Withholding Certificate for Pension or Annuity Payments
Use this form to tell payers the correct amount of federal income tax to withhold from pensions, annuities (including commercial annuities), and certain other deferred compensation.

Publication 524, Credit for the Elderly or the Disabled
This publication explains who qualifies for the credit for the elderly or the disabled, and how to figure the credit.

Publication 525, Taxable and Nontaxable Income
This publication discusses many kinds of income and explains whether they are taxable or nontaxable.

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

Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Exmployees of Public Schools and Certain Tax-Exempt Organizations
This publication explains tax rules for 403(b) tax-sheltered annuity plans. It covers maximum contribution amounts, excess contributions, the retirement savings contributions credit, and basic rules for distributions and rollovers.

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 721, Tax Guide to U.S. Civil Service Retirement Benefits
This publication explains how the federal income tax rules apply to civil service retirement benefits received by retired federal employees (including those disabled) or their survivors.

Publication 915, Social Security and Equivalent Railroad Retirement Benefits
This publication explains the federal income tax rules for social security benefits and equivalent tier 1 railroad retirement benefits. It is prepared through the joint efforts of the Internal Revenue Service (IRS), the Social Security Administration (SSA), and the U.S. Railroad Retirement Board (RRB).

Publication 939, General Rule for Pensions and Annuities
This publication explains how to determine the tax treatment of pension and annuity income under the General Rule.

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 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
Use this form to figure the tax on a qualified lump-sum distribution using the 20% capital gain election, the 10-year tax option, or both.

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 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
We are retiring this form and instructions; the qualifying distributions must have been made before January 1, 2010. You may use this form to amend a previously submitted Form 8930.

Page Last Reviewed or Updated: 30-Jan-2014