Information For...

For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

Individual Retirement Arrangements - Getting Started

IRAs allow you to make tax-deferred investments to provide financial security when you retire.

Assess your financial needs

  • Where am I, financially? The Roadmap to Saving and Investing (U.S. Securities and Exchange Commission) can help you evaluate your financial situation.
     
  • What will my Social Security retirement benefit be? Calculate what you can expect as your Social Security retirement benefit.
     
  • How much will I need when I retire? Use the American Savings Education Council (ASEC) calculator to estimate what you'll need.
     
  • The Department of Labor website also has retirement planning information.

Set up your IRA

  • What kind of IRA best suits my needs? Traditional IRA or Roth IRA?
     
  • Traditional vs. Roth IRA comparison chart
     
  • You can set up an IRA with a:
    • bank or other financial institution
    • life insurance company
    • mutual fund 
    • stockbroker 

Investing your IRA assets

Additional IRA resources