Determine whether any of your benefits (and those of your spouse if you're married filing a joint tax return) are taxable.
Determine if your pension or annuity payment from an employer-sponsored retirement plan or nonqualified annuity is taxable.
Determine if you should report on your tax return assets (cash or property) moved from one IRA or retirement account to another.
Determine if your distribution from a Roth IRA or designated Roth account is taxable.
Determine if your distribution from a traditional, SEP or SIMPLE IRA is taxable.
Determine if you meet an exception or are subject to the additional tax on a distribution from your IRA or retirement plan.