About 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. How these distributions are taxed depends on whether they are periodic payments (amounts received as an annuity) that are paid at regular intervals over several years or nonperiodic payments (amounts not received as an annuity).


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Other Items You May Find Useful

All Publication 575 Revisions

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

About Form 4972, Tax on Lump-Sum Distributions

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

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

About Form 8915, Qualified Disaster Retirement Plan Distributions and Repayments

Other Current Products