Additional Items Related to Publication 590-A

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 5498, IRA Contribution Information (Info Copy Only)

Information about Form 5498, IRA Contribution Information (Info Copy Only), including recent updates, related forms and instructions on how to file. File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

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 Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989

Information about Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989, including recent updates, related forms and instructions on how to file. If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use this form to figure the amount of any interest you may exclude.

About Form 8839, Qualified Adoption Expenses

Information about Form 8839, Qualified Adoption Expenses, including recent updates, related forms and instructions on how to file. Use this form to figure the amount of your adoption credit and any employer-provided adoption benefits you can exclude from your income.

About Form 8880, Credit for Qualified Retirement Savings Contributions

Information about Form 8880, Credit for Qualified Retirement Savings Contributions, including recent updates, related forms and instructions on how to file. Form 8880 is used by individuals to figure the amount, if any, of their retirement savings contributions credit.

About Form 8888, Allocation of Refund (Including Savings Bond Purchases)

Information about Form 8888, Allocation of Refund (Including Savings Bond Purchases), including recent updates, related forms and instructions on how to file. Use Form 8888 to directly deposit your refund (or part of it) to one or more accounts at a U.S. bank or other financial institution.

About Form W-2, Wage and Tax Statement

Information about Form W-2, Wage and Tax Statement, including recent updates, related forms and instructions on how to file. Form W-2 is filed by employers to report wages, tips, and other compensation paid to employees as well as FICA and withheld income taxes.