Additional Items Related To Publication 970

 

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 2106, Employee Business Expenses

Information about Form 2106, Employee Business Expenses, including recent updates, related forms and instructions on how to file. Employees file this form to deduct ordinary and necessary expenses for their job.

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 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.

About Form 8862, Information To Claim Certain Credits After Disallowance

Information about Form 8862, Information To Claim Certain Credits After Disallowance, including recent updates, related forms and instructions on how to file.

About Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)

Information about Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), including recent updates, related forms and instructions on how to file. Form 8863 is used by individuals to figure and claim education credits (Hope Credit, Lifetime Learning Credit, etc.).

About Form 8917, Tuition and Fees Deduction

Information about Form 8917, Tuition and Fees Deduction, including recent updates, related forms and instructions on how to file. Form 8917 is used to figure and take the deduction for tuition and fees expenses paid in this tax year.

About Form W-9 S, Request for Student's or Borrower's Taxpayer Identification Number and Certification

Information about Form W-9 S, Request for Student's or Borrower's Taxpayer Identification Number and Certification, including recent updates, related forms and instructions on how to file. Students use this form to give their social security number (SSN) or individual taxpayer identification number (ITIN) to an educational institution or a lender of a student loan and, if applicable, to certify that the proceeds of a loan are being used, or will be used, solely to pay for qualified higher education expenses.