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.
Other Items You May Find Useful:
Form 1040, U.S. Individual Income Tax Return
Form 1040A, U.S. Individual Income Tax Return
Form 5330, Return of Excise Taxes Related to Employee Benefit Plans
Form 8880, Credit for Qualified Retirement Savings Contributions
Comment on Publication 571
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