17. Individual Retirement Arrangements (IRAs)/Arreglos de Ahorros para la Jubilación (Arreglos IRA)

 

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 8606, Nondeductible IRAs

Information about Form 8606, Nondeductible IRAs, including recent updates, related forms, and instructions on how to file. Form 8606 is used to report certain contributions and distributions to/from specific types of IRAs.

About Publication 560, Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Publication 560 discusses retirement plans you can set up and maintain for yourself and your employees. This publication discusses retirement plans you can set up and maintain for yourself and your employees.

About Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)

Information about Publication 590-A, Contributions to IRAs, including recent updates. Publication 590-A discusses contributions to retirement arrangements, and covers traditional IRAs and Roth IRAs.

About Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)

Information about Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), including recent updates and related forms. Publication 590-B discusses distributions from both traditional and Roth individual retirement arrangements (IRA).