10. Retirement Plans, Pensions, and Annuities/Planes de Jubilación, Pensiones y Anualidades

About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Information about Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only), including recent updates, related forms, and instructions on how to file.

About Form 4972, Tax on Lump-Sum Distributions

Information about Form 4972, Tax on Lump-Sum Distributions, including recent updates, related forms and instructions on how to file.

About Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

Information about Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts, including recent updates, related forms and instructions on how to file. Form 5329 is used by any individual who has established a retirement account, annuity or retirement bond.

About Form W-4 P, Withholding Certificate for Pension or Annuity Payments

Information about Form W-4P, Withholding Certificate for Pension or Annuity Payments, including recent updates, related forms, and instructions on how to file. Form W-4P is used by certain recipients of certain deferred compensation to tell payers the correct amount of income tax to withhold.

About Publication 575, Pension and Annuity Income

Information about Publication 575, Pension and Annuity Income, including recent updates.

About Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits

Publication 721 explains how the federal income tax rules apply to civil service retirement benefits that retired federal employees or their survivors receive.

About Publication 939, General Rule for Pensions and Annuities

Publication 939 explains how to determine the tax treatment of pension and annuity income under the General Rule. (Publication 575 discusses the Simplified Method.) Form 5213 is used by individuals, trusts, estates, and S corporations to elect to postpone an IRS determination as to whether the presumption applies that an activity is engaged in for profit. This publication gives you the information you need to determine the tax treatment of your pension and annuity income under the General Rule.