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Other Items Related To Publication 590

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 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 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 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 5498, IRA Contribution Information
File Form 5498 for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use this form to figure the amount of any interest you may exclude.

Form 8839, Qualified Adoption Expenses
Use Form 8839 to figure the amount of your adoption credit and any employer-provided adoption benefits you can exclude from your income.

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 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: 24-Apr-2014