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 Information about Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits, including recent updates and related forms. 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 Information about Publication 939, General Rule for Pensions and Annuities, including recent updates and related forms. Publication 939 explains how to determine the tax treatment of pension and annuity income under the General Rule. Related Items/Temas Relacionados About Publication 17, Your Federal Income Tax (For Individuals) Información sobre la Publicación 17 (SP), el Impuesto Federal sobre los Ingresos About Publication 17 Part 1 Useful Items About Publication 17 Part 2 Useful Items About Publication 17 Part 3 Useful Items About Publication 17 Part 4 Useful Items About Publication 17 Part 5 Useful Items About Publication 17 Part 6 Useful Items