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Other Items Related To Publication 721

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 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 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.

Page Last Reviewed or Updated: 09-May-2014