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

IRC 403(b) Tax-Sheltered Annuity Plans

A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations. Employees save for retirement by contributing to individual accounts. Employers can also contribute to employees' accounts.

Choose a 403(b) Plan
Learn the basics of a 403(b) plan

Participate in a 403(b) plan
Who can participate in the plan, plan contributions, withdrawals

Establish a 403(b) plan
Set up a 403(b) plan, written program requirements, optional provisions, sample plan language

Operate and maintain a 403(b) plan
Reporting and nondiscrimination testing requirements, periodically reviewing the plan

Correct 403(b) plan errors
Find, fix and avoid plan errors

Terminate a 403(b) plan
Requirements for ending a 403(b) plan

Additional resources
Forms, publications and other 403(b) resources